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 |
|---|---|---|---|---|---|
|
Tenret CO LLC
|
Jul 29, 2024 Q2 2024 |
3,232
shares
|
$271,681
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
3,217
shares
|
$270,421
0.09% of portfolio
|
Q2 2024
Reduced 14.1%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
3,215
shares
|
$270,252
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
3,214
shares
|
$270,168
0.0% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Veriti Management LLC
|
Aug 02, 2024 Q2 2024 |
3,214
shares
|
$270,168
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Objective Capital Management, LLC
|
Jun 05, 2024 Q1 2024 |
3,193
shares
|
$268,403
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,176
shares
|
$266,974
0.01% of portfolio
|
Q4 2023
Reduced 15.8%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Aug 06, 2024 Q2 2024 |
3,117
shares
|
$262,015
0.02% of portfolio
|
Q2 2024
Added 10.49%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
3,082
shares
|
$259,072
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 07, 2024 Q2 2024 |
3,079
shares
|
$258,820
0.02% of portfolio
|
Q2 2024
Reduced 12.13%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
3,062
shares
|
$257,391
0.0% of portfolio
|
Q2 2023
Reduced 5.99%
|
|
|
Element Wealth, LLC
|
Aug 08, 2024 Q2 2024 |
3,058
shares
|
$257,055
0.13% of portfolio
|
Q2 2024
Added 17.43%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 25, 2024 Q2 2024 |
3,053
shares
|
$256,635
0.11% of portfolio
|
Q2 2024
Reduced 23.9%
|
|
|
J. W. Coons Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
3,035
shares
|
$255,122
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Everhart Financial Group, Inc.
|
Jul 24, 2024 Q2 2024 |
3,032
shares
|
$254,869
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
3,000
shares
|
$252,180
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
2,943
shares
|
$247,388
0.08% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Edge Rock Capital LLC
|
Oct 15, 2024 Q3 2024 |
2,926
shares
|
$245,959
0.17% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2024 Q2 2024 |
2,840
shares
|
$238,730
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Zevin Asset Management LLC
|
Jul 29, 2024 Q2 2024 |
2,828
shares
|
$237,721
0.04% of portfolio
|
Q1 2024
Reduced 14.3%
|
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
2,744
shares
|
$230,660
0.02% of portfolio
|
Q2 2024
Reduced 44.46%
|
|
|
Capital Management Corp
|
Jul 25, 2024 Q2 2024 |
2,700
shares
|
$226,962
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Oct 02, 2024 Q3 2024 |
2,700
shares
|
$226,962
0.19% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
2,640
shares
|
$221,918
0.01% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Cypress Capital Group
|
Jul 25, 2024 Q2 2024 |
2,627
shares
|
$220,825
0.02% of portfolio
|
Q2 2024
New holding
|