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 |
---|---|---|---|---|---|
Capital Market Strategies LLC
|
Oct 03, 2024 Q3 2024 |
4,429
shares
|
$372,301
0.23% of portfolio
|
Q3 2024
Added 0.61%
|
|
Waterfront Wealth Inc.
|
Aug 01, 2024 Q2 2024 |
4,405
shares
|
$370,284
0.1% of portfolio
|
Q4 2023
Added 20.36%
|
|
Fox Financial, Inc
Wyomissing, PA |
Jul 22, 2024 Q2 2024 |
4,328
shares
|
$363,811
0.31% of portfolio
|
Q2 2024
Added 1.41%
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
4,320
shares
|
$363,139
0.05% of portfolio
|
Q3 2023
Reduced 10.56%
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
4,314
shares
|
$362,634
0.28% of portfolio
|
Q3 2024
Added 0.05%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
4,270
shares
|
$358,936
0.0% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
4,255
shares
|
$357,675
0.03% of portfolio
|
Q1 2024
Reduced 5.0%
|
|
Spectrum Wealth Advisory Group, LLC
|
Aug 07, 2024 Q2 2024 |
4,250
shares
|
$357,255
0.35% of portfolio
|
Q4 2020
New holding
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
4,205
shares
|
$353,472
0.04% of portfolio
|
Q2 2024
Reduced 3.67%
|
|
Crestwood Advisors Group LLC
|
Aug 01, 2024 Q2 2024 |
4,181
shares
|
$351,454
0.01% of portfolio
|
Q2 2024
Added 0.07%
|
|
Capital Advisors, Ltd. LLC
|
Jul 25, 2024 Q2 2024 |
4,078
shares
|
$342,796
0.04% of portfolio
|
Q3 2021
Added 10.94%
|
|
Wj Wealth Management, LLC
|
Aug 09, 2024 Q2 2024 |
4,000
shares
|
$336,240
0.12% of portfolio
|
Q2 2024
New holding
|
|
Bison Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
3,983
shares
|
$334,810
0.05% of portfolio
|
Q1 2024
New holding
|
|
Invst, LLC
Indianapolis, IN |
Aug 16, 2024 Q2 2024 |
3,980
shares
|
$334,558
0.03% of portfolio
|
Q2 2024
New holding
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 07, 2024 Q2 2024 |
3,973
shares
|
$333,970
0.0% of portfolio
|
Q2 2024
Added 5.86%
|
|
Summit X, LLC
Chesterfield, MO |
Aug 13, 2024 Q2 2024 |
3,970
shares
|
$333,718
0.07% of portfolio
|
Q2 2024
New holding
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
3,936
shares
|
$330,860
0.02% of portfolio
|
Q1 2024
Reduced 18.61%
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 19, 2024 Q2 2024 |
3,887
shares
|
$326,741
0.0% of portfolio
|
Q1 2024
Added 13.92%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
3,879
shares
|
$326,068
0.01% of portfolio
|
Q2 2024
Added 39.58%
|
|
Farmers & Merchants Investments Inc
|
Aug 05, 2024 Q2 2024 |
3,867
shares
|
$325,060
0.01% of portfolio
|
Q3 2022
New holding
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
3,847
shares
|
$323,378
0.04% of portfolio
|
Q3 2024
Added 25.07%
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Jul 30, 2024 Q2 2024 |
3,803
shares
|
$319,680
0.02% of portfolio
|
Q4 2023
New holding
|
|
Summit Financial Wealth Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
3,796
shares
|
$319,091
0.07% of portfolio
|
Q2 2024
New holding
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Aug 12, 2024 Q2 2024 |
3,789
shares
|
$318,503
0.03% of portfolio
|
Q1 2024
Reduced 25.55%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,781
shares
|
$317,830
0.01% of portfolio
|
Q3 2022
Reduced 1.61%
|