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 |
---|---|---|---|---|---|
Iam Advisory, LLC
|
Oct 07, 2024 Q3 2024 |
780,673
shares
|
$65.6 Million
16.49% of portfolio
|
Q3 2024
Added 1.08%
|
|
Legacy Financial Advisors, Inc.
|
Aug 13, 2024 Q2 2024 |
774,989
shares
|
$65.1 Million
11.97% of portfolio
|
Q2 2024
Reduced 3.7%
|
|
Boston Financial Mangement LLC
Boston, MA |
Jul 29, 2024 Q2 2024 |
741,901
shares
|
$62.4 Million
1.87% of portfolio
|
Q2 2024
Reduced 3.86%
|
|
Glassman Wealth Services
|
Aug 06, 2024 Q2 2024 |
737,089
shares
|
$62 Million
10.62% of portfolio
|
Q2 2024
Added 9.91%
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
722,050
shares
|
$60.7 Million
11.49% of portfolio
|
Q2 2024
Added 1.83%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
718,981
shares
|
$60.4 Million
0.85% of portfolio
|
Q2 2024
Reduced 9.47%
|
|
Beacon Financial Group
|
Aug 06, 2024 Q2 2024 |
700,674
shares
|
$58.9 Million
6.29% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
693,236
shares
|
$58.3 Million
4.31% of portfolio
|
Q3 2024
Added 7.7%
|
|
Prestige Wealth Management Group LLC
|
Aug 06, 2024 Q2 2024 |
671,769
shares
|
$56.5 Million
11.87% of portfolio
|
Q2 2024
Reduced 3.63%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
643,346
shares
|
$54.1 Million
0.14% of portfolio
|
Q2 2024
Added 9.27%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
629,449
shares
|
$52.9 Million
0.54% of portfolio
|
Q2 2024
Added 6.18%
|
|
Sns Financial Group, LLC
|
Jul 25, 2024 Q2 2024 |
603,076
shares
|
$50.7 Million
5.06% of portfolio
|
Q2 2024
Added 0.92%
|
|
Spinnaker Investment Group, LLC
|
Jul 24, 2024 Q2 2024 |
569,993
shares
|
$47.9 Million
12.4% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
542,095
shares
|
$45.6 Million
0.42% of portfolio
|
Q2 2024
Reduced 2.54%
|
|
Horizon Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
518,577
shares
|
$43.6 Million
8.62% of portfolio
|
Q3 2024
Added 95.9%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
503,736
shares
|
$42.3 Million
0.22% of portfolio
|
Q2 2024
Added 1.98%
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 22, 2024 Q3 2024 |
502,094
shares
|
$42.2 Million
18.99% of portfolio
|
Q3 2024
Added 3.82%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
498,965
shares
|
$41.9 Million
0.86% of portfolio
|
Q2 2024
Reduced 1.25%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
496,988
shares
|
$41.8 Million
0.5% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2024 Q2 2024 |
489,367
shares
|
$41.1 Million
6.81% of portfolio
|
Q2 2024
Added 0.6%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
472,690
shares
|
$39.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.86%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
471,795
shares
|
$39.7 Million
0.07% of portfolio
|
Q2 2024
Reduced 41.05%
|
|
Camden Capital, LLC
|
Aug 06, 2024 Q2 2024 |
468,942
shares
|
$39.4 Million
2.93% of portfolio
|
Q2 2024
Added 11.78%
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
457,422
shares
|
$38.5 Million
8.41% of portfolio
|
Q3 2023
Reduced 0.01%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
423,124
shares
|
$35.6 Million
0.1% of portfolio
|
Q2 2024
Added 8.38%
|