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 132 Million shares, which have been reported (via 13F filing form) to have a value of $11.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
163,086
shares
|
$13.8 Million
1.29% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
162,292
shares
|
$13.7 Million
0.35% of portfolio
|
Q3 2024
Reduced 32.78%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
162,038
shares
|
$13.7 Million
5.83% of portfolio
|
Q3 2024
Added 14.05%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 22, 2024 Q3 2024 |
157,482
shares
|
$13.3 Million
5.33% of portfolio
|
Q3 2024
Reduced 37.86%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
154,050
shares
|
$13 Million
0.74% of portfolio
|
Q3 2024
Added 40.06%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
153,575
shares
|
$13 Million
3.76% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Oct 24, 2024 Q3 2024 |
151,614
shares
|
$12.8 Million
9.76% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Oct 03, 2024 Q3 2024 |
149,126
shares
|
$12.6 Million
6.84% of portfolio
|
Q3 2024
Added 30.47%
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
148,877
shares
|
$12.6 Million
1.81% of portfolio
|
Q3 2024
Added 42.17%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Nov 12, 2024 Q3 2024 |
148,402
shares
|
$12.5 Million
7.96% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
147,804
shares
|
$12.5 Million
4.41% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
147,096
shares
|
$12.4 Million
0.48% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
145,223
shares
|
$12.3 Million
3.73% of portfolio
|
Q4 2023
Reduced 6.01%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
139,869
shares
|
$11.8 Million
0.13% of portfolio
|
Q3 2024
Reduced 12.32%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
139,480
shares
|
$11.8 Million
0.12% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
133,936
shares
|
$11.3 Million
2.64% of portfolio
|
Q3 2024
Added 21.19%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
132,360
shares
|
$11.2 Million
1.28% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
129,142
shares
|
$10.9 Million
2.07% of portfolio
|
Q3 2024
Added 22.78%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 08, 2024 Q3 2024 |
126,071
shares
|
$10.6 Million
11.43% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
126,009
shares
|
$10.6 Million
0.47% of portfolio
|
Q3 2024
Added 8.02%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
125,531
shares
|
$10.6 Million
0.66% of portfolio
|
Q3 2024
Added 124.43%
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
124,782
shares
|
$10.5 Million
3.55% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Melone Private Wealth, LLC
|
Oct 07, 2024 Q3 2024 |
124,092
shares
|
$10.5 Million
5.48% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
123,570
shares
|
$10.4 Million
11.02% of portfolio
|
Q3 2022
Reduced 2.81%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
123,316
shares
|
$10.4 Million
0.15% of portfolio
|
Q3 2024
Added 23.24%
|