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 133 Million shares, which have been reported (via 13F filing form) to have a value of $11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
2,428
shares
|
$202,203
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
2,418
shares
|
$201,371
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,408
shares
|
$200,538
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
2,399
shares
|
$199,788
0.01% of portfolio
|
Q3 2024
Reduced 28.35%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
2,347
shares
|
$195,458
0.02% of portfolio
|
Q3 2023
Reduced 8.5%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
2,318
shares
|
$193,043
0.02% of portfolio
|
Q3 2024
Added 11.93%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
2,283
shares
|
$190,128
0.14% of portfolio
|
Q2 2024
Reduced 6.13%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
2,231
shares
|
$185,797
0.04% of portfolio
|
Q3 2024
Added 19.11%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,946
shares
|
$162,062
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
1,820
shares
|
$151,569
0.0% of portfolio
|
Q1 2024
Reduced 27.2%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
1,718
shares
|
$143,075
0.02% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,714
shares
|
$142,741
0.0% of portfolio
|
Q3 2024
Added 225.24%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
1,576
shares
|
$131,249
0.03% of portfolio
|
Q2 2024
Added 250.22%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
1,570
shares
|
$130,749
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
1,563
shares
|
$130,166
0.06% of portfolio
|
Q2 2023
Reduced 2.68%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,439
shares
|
$119,839
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,324
shares
|
$110,262
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
1,300
shares
|
$108,264
0.09% of portfolio
|
Q1 2023
Reduced 15.58%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
1,264
shares
|
$105,265
0.1% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,263
shares
|
$105,182
0.0% of portfolio
|
Q1 2024
Reduced 0.71%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
1,221
shares
|
$101,684
0.03% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,220
shares
|
$101,601
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
1,215
shares
|
$101,185
0.03% of portfolio
|
Q2 2023
Added 15.17%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,212
shares
|
$100,935
0.0% of portfolio
|
Q1 2023
Reduced 25.92%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,059
shares
|
$88,193
0.34% of portfolio
|
Q3 2024
New holding
|