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 |
|---|---|---|---|---|---|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
161
shares
|
$13,408
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
159
shares
|
$13,241
0.01% of portfolio
|
Q3 2024
Added 14.39%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
155
shares
|
$12,908
0.0% of portfolio
|
Q3 2024
Reduced 47.28%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
150
shares
|
$12,492
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
150
shares
|
$12,492
0.0% of portfolio
|
Q1 2022
Closed
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
143
shares
|
$11,909
0.0% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
143
shares
|
$11,909
0.0% of portfolio
|
Q3 2024
Reduced 69.64%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
138
shares
|
$11,492
0.0% of portfolio
|
Q4 2023
Reduced 51.58%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
136
shares
|
$11,326
0.0% of portfolio
|
Q3 2024
Reduced 26.88%
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
130
shares
|
$10,826
0.0% of portfolio
|
Q3 2023
Reduced 31.58%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
121
shares
|
$10,076
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
114
shares
|
$9,493
0.01% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
112
shares
|
$9,327
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
104
shares
|
$8,661
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
104
shares
|
$8,661
0.0% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
100
shares
|
$8,328
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
87
shares
|
$7,245
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
87
shares
|
$7,245
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
83
shares
|
$6,912
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
73
shares
|
$6,079
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
59
shares
|
$4,913
0.0% of portfolio
|
Q3 2024
Reduced 81.21%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
51
shares
|
$4,247
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
49
shares
|
$4,080
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
48
shares
|
$3,997
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
38
shares
|
$3,164
0.0% of portfolio
|
Q3 2024
Reduced 94.45%
|