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 684 institutions that hold shares in the stock, with a total of 132 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 |
|---|---|---|---|---|---|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
830,277
shares
|
$70.1 Million
6.79% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
785,046
shares
|
$66.3 Million
12.68% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Iam Advisory, LLC
|
Oct 07, 2024 Q3 2024 |
780,673
shares
|
$65.9 Million
16.49% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
768,895
shares
|
$64.9 Million
10.93% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
768,734
shares
|
$64.9 Million
1.98% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
726,113
shares
|
$61.3 Million
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
722,050
shares
|
$61 Million
11.49% of portfolio
|
Q2 2024
Added 1.83%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
707,832
shares
|
$59.8 Million
0.86% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
693,236
shares
|
$58.5 Million
4.31% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
687,248
shares
|
$58 Million
6.26% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
668,196
shares
|
$56.4 Million
0.15% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
660,178
shares
|
$55.7 Million
0.55% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
655,493
shares
|
$55.3 Million
11.85% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
640,361
shares
|
$54.1 Million
5.36% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
619,168
shares
|
$52.3 Million
0.14% of portfolio
|
Q3 2024
Added 46.33%
|
|
|
Spinnaker Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
571,772
shares
|
$48.3 Million
11.88% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
525,333
shares
|
$44.3 Million
0.37% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Horizon Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
518,577
shares
|
$43.8 Million
8.62% of portfolio
|
Q3 2024
Added 95.9%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
509,686
shares
|
$43 Million
0.28% of portfolio
|
Q3 2024
Added 33.19%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
508,391
shares
|
$42.9 Million
7.03% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
504,863
shares
|
$42.6 Million
0.78% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 22, 2024 Q3 2024 |
502,094
shares
|
$42.4 Million
18.99% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
498,520
shares
|
$42.1 Million
0.49% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
471,952
shares
|
$39.8 Million
0.23% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
457,422
shares
|
$38.6 Million
8.41% of portfolio
|
Q3 2023
Reduced 0.01%
|