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 |
|---|---|---|---|---|---|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
117,993
shares
|
$9.83 Million
6.24% of portfolio
|
Q3 2024
Added 12.26%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
117,813
shares
|
$9.81 Million
1.09% of portfolio
|
Q3 2024
Reduced 74.88%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
117,466
shares
|
$9.78 Million
0.99% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
114,708
shares
|
$9.55 Million
0.76% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
113,299
shares
|
$9.44 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
113,079
shares
|
$9.42 Million
0.01% of portfolio
|
Q3 2024
Added 11.02%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
111,880
shares
|
$9.32 Million
3.53% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 12, 2024 Q3 2024 |
110,851
shares
|
$9.23 Million
1.44% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
107,125
shares
|
$8.92 Million
0.58% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
104,939
shares
|
$8.74 Million
0.5% of portfolio
|
Q3 2024
Reduced 7.86%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Aug 08, 2024 Q2 2024 |
103,164
shares
|
$8.59 Million
0.32% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
101,652
shares
|
$8.47 Million
0.4% of portfolio
|
Q3 2024
Added 14.51%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
100,862
shares
|
$8.4 Million
2.25% of portfolio
|
Q3 2024
Added 22.69%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
98,481
shares
|
$8.2 Million
0.24% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
98,384
shares
|
$8.19 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.62%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 21, 2024 Q3 2024 |
98,317
shares
|
$8.19 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
|
$8.15 Million
4.12% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
97,498
shares
|
$8.12 Million
0.98% of portfolio
|
Q3 2024
Reduced 36.2%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
95,333
shares
|
$7.94 Million
3.83% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
94,693
shares
|
$7.89 Million
0.17% of portfolio
|
Q3 2024
Reduced 16.82%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
94,604
shares
|
$7.88 Million
0.09% of portfolio
|
Q3 2024
Reduced 44.79%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
94,252
shares
|
$7.85 Million
0.01% of portfolio
|
Q3 2024
Added 205.32%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
90,620
shares
|
$7.55 Million
4.26% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
88,950
shares
|
$7.41 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
87,768
shares
|
$7.31 Million
0.46% of portfolio
|
Q3 2024
Added 1.4%
|