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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
87,046
shares
|
$7.25 Million
0.32% of portfolio
|
Q3 2024
Reduced 21.11%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
86,375
shares
|
$7.19 Million
1.34% of portfolio
|
Q3 2024
Added 9.5%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
82,901
shares
|
$6.9 Million
5.1% of portfolio
|
Q3 2024
Added 17.03%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
81,596
shares
|
$6.8 Million
2.27% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
79,701
shares
|
$6.64 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
79,314
shares
|
$6.61 Million
0.64% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
78,882
shares
|
$6.57 Million
0.17% of portfolio
|
Q3 2024
Added 25.76%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
76,836
shares
|
$6.4 Million
0.66% of portfolio
|
Q3 2024
Added 7.62%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 17, 2024 Q3 2024 |
75,524
shares
|
$6.29 Million
3.76% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
75,337
shares
|
$6.27 Million
0.88% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Darrow Company, Inc.
|
Oct 10, 2024 Q3 2024 |
75,283
shares
|
$6.27 Million
3.73% of portfolio
|
Q3 2024
Added 15.24%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
74,050
shares
|
$6.17 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
73,689
shares
|
$6.14 Million
2.19% of portfolio
|
Q3 2024
Reduced 28.14%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
70,115
shares
|
$5.84 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
69,080
shares
|
$5.75 Million
7.22% of portfolio
|
Q3 2023
Reduced 0.78%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
68,228
shares
|
$5.68 Million
0.68% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
67,969
shares
|
$5.66 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
66,523
shares
|
$5.54 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
66,389
shares
|
$5.53 Million
0.02% of portfolio
|
Q3 2024
Added 7.93%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Oct 23, 2024 Q3 2024 |
65,324
shares
|
$5.44 Million
3.54% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
64,739
shares
|
$5.39 Million
1.39% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
63,542
shares
|
$5.29 Million
0.08% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
63,083
shares
|
$5.25 Million
0.12% of portfolio
|
Q3 2024
Added 77.09%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
60,896
shares
|
$5.07 Million
4.42% of portfolio
|
Q3 2023
Added 4.81%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
60,788
shares
|
$5.06 Million
0.15% of portfolio
|
Q3 2024
Added 0.56%
|