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 |
|---|---|---|---|---|---|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
60,600
shares
|
$5.05 Million
0.02% of portfolio
|
Q1 2023
Reduced 28.37%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
60,384
shares
|
$5.03 Million
1.91% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
59,990
shares
|
$5 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
59,487
shares
|
$4.95 Million
1.38% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
59,090
shares
|
$4.92 Million
0.5% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
56,910
shares
|
$4.74 Million
0.01% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
55,423
shares
|
$4.62 Million
0.97% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
55,092
shares
|
$4.59 Million
0.65% of portfolio
|
Q3 2024
Added 27.1%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
54,631
shares
|
$4.55 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
54,247
shares
|
$4.52 Million
2.05% of portfolio
|
Q4 2023
Reduced 1.12%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
53,987
shares
|
$4.5 Million
2.47% of portfolio
|
Q3 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
53,400
shares
|
$4.45 Million
0.01% of portfolio
|
Q3 2024
Added 190.22%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
52,810
shares
|
$4.4 Million
0.05% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
52,426
shares
|
$4.37 Million
2.45% of portfolio
|
Q3 2024
Added 30.62%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
51,734
shares
|
$4.31 Million
1.19% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
50,709
shares
|
$4.22 Million
0.13% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
50,173
shares
|
$4.18 Million
1.0% of portfolio
|
Q3 2024
Added 77.68%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
50,156
shares
|
$4.18 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
49,917
shares
|
$4.16 Million
0.24% of portfolio
|
Q3 2024
Added 723.44%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
49,846
shares
|
$4.15 Million
1.18% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
49,743
shares
|
$4.14 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
48,625
shares
|
$4.05 Million
0.03% of portfolio
|
Q3 2024
Added 5.96%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
48,592
shares
|
$4.05 Million
0.45% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
47,468
shares
|
$3.95 Million
0.01% of portfolio
|
Q3 2024
Added 23.0%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
46,755
shares
|
$3.89 Million
0.11% of portfolio
|
Q3 2024
New holding
|