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 685 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $11.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
5,426
shares
|
$460,341
0.03% of portfolio
|
Q3 2023
Added 0.46%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
5,416
shares
|
$459,493
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
5,400
shares
|
$458,136
0.05% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
5,318
shares
|
$451,179
0.04% of portfolio
|
Q2 2024
Reduced 35.32%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
5,265
shares
|
$446,682
0.02% of portfolio
|
Q3 2024
Added 10.01%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
5,236
shares
|
$444,222
0.03% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
5,135
shares
|
$435,653
0.05% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
5,113
shares
|
$433,786
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
5,108
shares
|
$433,362
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
5,087
shares
|
$431,581
0.24% of portfolio
|
Q2 2024
Added 17.32%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
5,085
shares
|
$431,411
0.03% of portfolio
|
Q1 2024
Added 1.07%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
5,048
shares
|
$428,272
0.01% of portfolio
|
Q2 2024
Added 108.85%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
5,033
shares
|
$426,999
0.03% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,019
shares
|
$425,811
0.01% of portfolio
|
Q2 2023
Added 1.25%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
4,997
shares
|
$423,945
0.02% of portfolio
|
Q3 2024
Added 31.4%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
4,991
shares
|
$423,436
0.0% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
4,980
shares
|
$422,503
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
4,919
shares
|
$417,327
0.1% of portfolio
|
Q3 2024
Added 11.67%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,909
shares
|
$416,479
0.03% of portfolio
|
Q3 2024
Added 16.74%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
4,888
shares
|
$414,697
0.15% of portfolio
|
Q2 2024
Added 1.73%
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
4,885
shares
|
$414,443
0.11% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Clarus Group, Inc.
|
Oct 21, 2024 Q3 2024 |
4,837
shares
|
$410,371
0.17% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
4,829
shares
|
$409,692
0.05% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
4,800
shares
|
$407,232
0.1% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
4,790
shares
|
$406,383
0.01% of portfolio
|
Q3 2024
Reduced 6.15%
|