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 $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
439,003
shares
|
$37.4 Million
0.12% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
423,897
shares
|
$36.2 Million
5.95% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
419,770
shares
|
$35.8 Million
0.08% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
403,400
shares
|
$34.4 Million
1.3% of portfolio
|
Q2 2024
Reduced 11.84%
|
|
|
Bcm Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
401,652
shares
|
$34.3 Million
7.58% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
384,025
shares
|
$32.8 Million
9.8% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
381,400
shares
|
$32.5 Million
0.21% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
379,527
shares
|
$32.4 Million
4.38% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
374,531
shares
|
$31.9 Million
0.03% of portfolio
|
Q3 2024
Added 8.35%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
373,962
shares
|
$31.9 Million
4.28% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
371,126
shares
|
$31.7 Million
7.48% of portfolio
|
Q2 2024
Added 79.62%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
350,476
shares
|
$29.9 Million
0.06% of portfolio
|
Q3 2024
Reduced 25.71%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 23, 2024 Q3 2024 |
341,102
shares
|
$29.1 Million
16.88% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
338,008
shares
|
$28.8 Million
0.05% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
335,578
shares
|
$28.6 Million
0.06% of portfolio
|
Q3 2023
Reduced 10.47%
|
|
|
Choice Wealth Advisors, LLC
Waterville, ME |
Oct 07, 2024 Q3 2024 |
331,267
shares
|
$28.3 Million
13.96% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
310,689
shares
|
$26.5 Million
5.11% of portfolio
|
Q2 2024
Added 437.8%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
307,844
shares
|
$26.3 Million
0.48% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
293,590
shares
|
$25 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Lvm Capital Management LTD
|
Oct 03, 2024 Q3 2024 |
293,297
shares
|
$25 Million
2.81% of portfolio
|
Q2 2024
Added 3.99%
|
|
|
Sanchez Wealth Management Group
|
Nov 05, 2024 Q3 2024 |
293,207
shares
|
$25 Million
7.9% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
293,046
shares
|
$25 Million
0.1% of portfolio
|
Q3 2024
Added 21.67%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
291,967
shares
|
$24.9 Million
0.04% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
290,961
shares
|
$24.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
287,234
shares
|
$24.5 Million
2.84% of portfolio
|
Q3 2024
Added 1.91%
|