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 |
---|---|---|---|---|---|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
87,768
shares
|
$7.38 Million
0.46% of portfolio
|
Q3 2024
Added 1.4%
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 12, 2024 Q2 2024 |
87,276
shares
|
$7.34 Million
1.2% of portfolio
|
Q2 2024
New holding
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
81,209
shares
|
$6.83 Million
0.05% of portfolio
|
Q2 2024
Reduced 7.58%
|
|
Valmark Advisers, Inc.
|
Jul 31, 2024 Q2 2024 |
79,609
shares
|
$6.69 Million
0.11% of portfolio
|
Q2 2024
Added 45.69%
|
|
Iag Wealth Partners, LLC
|
Jul 16, 2024 Q2 2024 |
78,879
shares
|
$6.63 Million
1.25% of portfolio
|
Q2 2024
Added 10.77%
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 24, 2024 Q2 2024 |
76,359
shares
|
$6.42 Million
2.24% of portfolio
|
Q2 2024
Added 6.56%
|
|
Prudential PLC
London, England, X0 |
Aug 06, 2024 Q2 2024 |
76,350
shares
|
$6.42 Million
0.04% of portfolio
|
Q2 2024
Reduced 6.12%
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 17, 2024 Q3 2024 |
75,524
shares
|
$6.35 Million
3.76% of portfolio
|
Q3 2024
Added 1.91%
|
|
Darrow Company, Inc.
|
Oct 10, 2024 Q3 2024 |
75,283
shares
|
$6.33 Million
3.73% of portfolio
|
Q3 2024
Added 15.24%
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 14, 2024 Q2 2024 |
75,279
shares
|
$6.33 Million
0.61% of portfolio
|
Q2 2024
Added 174.95%
|
|
Moloney Securities Asset Management, LLC
|
Jul 30, 2024 Q2 2024 |
74,592
shares
|
$6.27 Million
0.87% of portfolio
|
Q2 2024
Reduced 4.9%
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
73,689
shares
|
$6.19 Million
2.19% of portfolio
|
Q3 2024
Reduced 28.14%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
72,290
shares
|
$6.08 Million
0.3% of portfolio
|
Q2 2024
Added 2.26%
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 08, 2024 Q2 2024 |
71,395
shares
|
$6 Million
0.61% of portfolio
|
Q2 2024
Added 22.87%
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 14, 2024 Q2 2024 |
70,835
shares
|
$5.95 Million
4.16% of portfolio
|
Q2 2024
Added 21.15%
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
70,296
shares
|
$5.91 Million
0.15% of portfolio
|
Q2 2024
Added 0.18%
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
69,080
shares
|
$5.81 Million
7.22% of portfolio
|
Q3 2023
Reduced 0.78%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
68,126
shares
|
$5.73 Million
0.01% of portfolio
|
Q2 2024
Added 4.25%
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
67,969
shares
|
$5.71 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 30, 2024 Q2 2024 |
67,787
shares
|
$5.7 Million
0.69% of portfolio
|
Q2 2024
Added 1.96%
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Aug 02, 2024 Q2 2024 |
66,752
shares
|
$5.61 Million
3.63% of portfolio
|
Q2 2024
Reduced 2.57%
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
64,739
shares
|
$5.44 Million
1.39% of portfolio
|
Q3 2024
Added 4.21%
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
63,083
shares
|
$5.3 Million
0.12% of portfolio
|
Q3 2024
Added 77.09%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
62,723
shares
|
$5.27 Million
0.14% of portfolio
|
Q1 2024
Reduced 31.4%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
61,510
shares
|
$5.17 Million
0.02% of portfolio
|
Q2 2024
Added 7.91%
|