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 |
---|---|---|---|---|---|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
123,316
shares
|
$10.4 Million
0.15% of portfolio
|
Q3 2024
Added 23.24%
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
117,993
shares
|
$9.92 Million
6.24% of portfolio
|
Q3 2024
Added 12.26%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
117,487
shares
|
$9.88 Million
3.86% of portfolio
|
Q2 2024
Added 27.24%
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
114,708
shares
|
$9.64 Million
0.76% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
113,973
shares
|
$9.58 Million
0.43% of portfolio
|
Q2 2024
Added 0.29%
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
113,079
shares
|
$9.51 Million
0.01% of portfolio
|
Q3 2024
Added 11.02%
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 12, 2024 Q2 2024 |
111,294
shares
|
$9.36 Million
1.53% of portfolio
|
Q2 2024
Added 4.33%
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
110,517
shares
|
$9.29 Million
2.83% of portfolio
|
Q2 2024
Added 25.02%
|
|
Td Capital Management LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
110,354
shares
|
$9.28 Million
0.91% of portfolio
|
Q2 2024
Added 1.76%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
110,339
shares
|
$9.28 Million
0.33% of portfolio
|
Q2 2024
Reduced 1.95%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
110,328
shares
|
$9.27 Million
0.58% of portfolio
|
Q2 2024
Added 0.26%
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
110,154
shares
|
$9.26 Million
0.56% of portfolio
|
Q2 2024
Reduced 6.51%
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
109,986
shares
|
$9.25 Million
0.64% of portfolio
|
Q2 2024
Added 3.7%
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
104,939
shares
|
$8.82 Million
0.5% of portfolio
|
Q3 2024
Reduced 7.86%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
104,247
shares
|
$8.76 Million
0.03% of portfolio
|
Q2 2024
Added 3.12%
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Aug 08, 2024 Q2 2024 |
103,164
shares
|
$8.67 Million
0.32% of portfolio
|
Q2 2024
Added 0.08%
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
100,862
shares
|
$8.48 Million
2.25% of portfolio
|
Q3 2024
Added 22.69%
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 21, 2024 Q3 2024 |
98,317
shares
|
$8.26 Million
4.35% of portfolio
|
Q3 2024
Reduced 27.45%
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
97,911
shares
|
$8.23 Million
4.12% of portfolio
|
Q3 2024
Added 2.18%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
96,802
shares
|
$8.14 Million
0.29% of portfolio
|
Q2 2024
Added 3.01%
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 30, 2024 Q2 2024 |
95,385
shares
|
$8.02 Million
3.82% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
94,693
shares
|
$7.96 Million
0.17% of portfolio
|
Q3 2024
Reduced 16.82%
|
|
Masso Torrence Wealth Management Inc.
|
Jul 22, 2024 Q2 2024 |
90,641
shares
|
$7.62 Million
4.1% of portfolio
|
Q2 2024
Added 7.95%
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
88,950
shares
|
$7.48 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
Avidian Wealth Solutions, LLC
|
Aug 06, 2024 Q2 2024 |
88,772
shares
|
$7.46 Million
0.3% of portfolio
|
Q2 2024
Added 9.76%
|