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 |
|---|---|---|---|---|---|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
4,775
shares
|
$403,105
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
4,767
shares
|
$402,430
0.11% of portfolio
|
Q2 2020
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
4,731
shares
|
$399,391
0.04% of portfolio
|
Q3 2024
Added 47.15%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
4,725
shares
|
$398,884
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
4,718
shares
|
$398,293
0.01% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
4,692
shares
|
$396,098
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
4,657
shares
|
$393,143
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Oct 21, 2024 Q3 2024 |
4,600
shares
|
$388,332
0.19% of portfolio
|
Q1 2021
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,558
shares
|
$384,786
0.02% of portfolio
|
Q4 2023
Reduced 0.18%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2024 Q3 2024 |
4,515
shares
|
$381,156
0.09% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
4,448
shares
|
$375,500
0.17% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Capital Market Strategies LLC
|
Oct 03, 2024 Q3 2024 |
4,429
shares
|
$373,896
0.23% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
4,429
shares
|
$373,896
0.01% of portfolio
|
Q3 2024
Reduced 8.43%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Oct 30, 2024 Q3 2024 |
4,328
shares
|
$365,369
0.31% of portfolio
|
Q2 2024
Added 1.41%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,328
shares
|
$365,369
0.01% of portfolio
|
Q3 2024
Reduced 92.71%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,320
shares
|
$364,694
0.06% of portfolio
|
Q3 2023
Reduced 10.56%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
4,314
shares
|
$364,187
0.28% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
4,255
shares
|
$359,207
0.03% of portfolio
|
Q1 2024
Reduced 5.0%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 07, 2024 Q3 2024 |
4,250
shares
|
$358,785
0.2% of portfolio
|
Q4 2020
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
4,130
shares
|
$348,654
0.07% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
4,078
shares
|
$344,264
0.04% of portfolio
|
Q3 2021
Added 10.94%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
4,037
shares
|
$340,803
0.17% of portfolio
|
Q3 2024
Reduced 13.13%
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
4,000
shares
|
$337,680
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,987
shares
|
$336,582
0.01% of portfolio
|
Q3 2024
Added 13.72%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
3,985
shares
|
$336,413
0.0% of portfolio
|
Q3 2024
Reduced 49.76%
|