Institutional Ownership Wisdomtree Tr Us Quality Divid (DGRW)
This table provides information about the institutional ownership of Wisdomtree Tr Us Quality Divid (DGRW). We have compiled data on the 659 institutions that hold shares in the stock, with a total of 129 Million shares, which have been reported (via 13F filing form) to have a value of $10.8 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,019
shares
|
$421,897
0.01% of portfolio
|
Q2 2023
Added 1.25%
|
|
Citizens Financial Group Inc
|
Aug 09, 2024 Q2 2024 |
4,999
shares
|
$420,215
0.01% of portfolio
|
Q4 2023
New holding
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
4,983
shares
|
$418,870
0.0% of portfolio
|
Q2 2024
Reduced 20.02%
|
|
Spinnaker Trust
|
Jul 31, 2024 Q2 2024 |
4,980
shares
|
$418,618
0.02% of portfolio
|
Q3 2023
New holding
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
4,957
shares
|
$416,685
0.03% of portfolio
|
Q2 2024
Added 13.82%
|
|
Triangle Securities Wealth Management
|
Jul 10, 2024 Q2 2024 |
4,905
shares
|
$412,314
0.11% of portfolio
|
Q2 2024
Reduced 5.76%
|
|
Tranquility Partners, LLC
|
Jul 25, 2024 Q2 2024 |
4,888
shares
|
$410,885
0.15% of portfolio
|
Q2 2024
Added 1.73%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
4,837
shares
|
$406,598
0.02% of portfolio
|
Q4 2023
New holding
|
|
Clarus Group, Inc.
|
Oct 21, 2024 Q3 2024 |
4,837
shares
|
$406,598
0.17% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
4,800
shares
|
$403,488
0.1% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
4,786
shares
|
$402,311
0.02% of portfolio
|
Q2 2024
Added 0.06%
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
4,777
shares
|
$401,554
0.04% of portfolio
|
Q3 2024
Added 32.25%
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
4,767
shares
|
$400,714
0.11% of portfolio
|
Q2 2020
New holding
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
4,737
shares
|
$398,192
0.0% of portfolio
|
Q2 2023
Reduced 2.35%
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
4,725
shares
|
$397,183
0.15% of portfolio
|
Q3 2024
New holding
|
|
Obsidian Personal Planning Solutions LLC
|
Jul 25, 2024 Q2 2024 |
4,647
shares
|
$390,626
0.23% of portfolio
|
Q1 2024
Reduced 2.72%
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Oct 21, 2024 Q3 2024 |
4,600
shares
|
$386,676
0.19% of portfolio
|
Q1 2021
New holding
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,558
shares
|
$383,145
0.02% of portfolio
|
Q4 2023
Reduced 0.18%
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2024 Q2 2024 |
4,554
shares
|
$382,809
0.0% of portfolio
|
Q2 2024
New holding
|
|
Latitude Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
4,531
shares
|
$380,875
0.25% of portfolio
|
Q2 2024
Added 31.07%
|
|
Meitav Dash Investments LTD
|
Jul 29, 2024 Q2 2024 |
4,527
shares
|
$380,539
0.01% of portfolio
|
Q2 2024
Added 2.03%
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2024 Q3 2024 |
4,515
shares
|
$379,530
0.09% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
4,505
shares
|
$378,690
0.05% of portfolio
|
Q2 2024
Reduced 6.36%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
4,467
shares
|
$375,496
0.01% of portfolio
|
Q2 2024
Added 18.65%
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
4,448
shares
|
$373,898
0.17% of portfolio
|
Q3 2024
Added 0.16%
|