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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
46,638
shares
|
$3.88 Million
0.09% of portfolio
|
Q3 2024
Added 26.57%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
46,374
shares
|
$3.86 Million
0.06% of portfolio
|
Q3 2024
Reduced 41.75%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
46,086
shares
|
$3.84 Million
0.62% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
White Pine Investment CO
|
Oct 29, 2024 Q3 2024 |
46,048
shares
|
$3.83 Million
1.11% of portfolio
|
Q3 2024
Added 39.38%
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
45,526
shares
|
$3.79 Million
1.17% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
45,200
shares
|
$3.76 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
44,816
shares
|
$3.73 Million
0.66% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
44,433
shares
|
$3.7 Million
0.56% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
44,166
shares
|
$3.68 Million
1.05% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
44,063
shares
|
$3.67 Million
1.8% of portfolio
|
Q1 2024
Added 523.06%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
42,967
shares
|
$3.58 Million
0.0% of portfolio
|
Q3 2022
Added 4.65%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
42,282
shares
|
$3.52 Million
0.17% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
41,836
shares
|
$3.48 Million
0.05% of portfolio
|
Q3 2024
Added 17.03%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
40,915
shares
|
$3.41 Million
1.03% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Meridian Financial Partners LLC
|
Oct 17, 2024 Q3 2024 |
39,646
shares
|
$3.3 Million
1.67% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
39,165
shares
|
$3.26 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
38,438
shares
|
$3.2 Million
0.72% of portfolio
|
Q1 2024
Reduced 2.21%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
37,078
shares
|
$3.09 Million
0.01% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
36,759
shares
|
$3.06 Million
0.03% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
36,063
shares
|
$3 Million
1.0% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
34,964
shares
|
$2.91 Million
0.65% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
34,941
shares
|
$2.91 Million
1.94% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
34,444
shares
|
$2.87 Million
0.18% of portfolio
|
Q3 2024
Added 7.4%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
33,460
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 86.22%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
33,420
shares
|
$2.78 Million
0.4% of portfolio
|
Q3 2024
Added 0.1%
|