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 688 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 $10.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
33,460
shares
|
$2.68 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
|
$2.68 Million
0.4% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Shilanski & Associates, Inc.
|
Jul 18, 2024 Q2 2024 |
33,382
shares
|
$2.68 Million
0.88% of portfolio
|
Q2 2024
New holding
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 14, 2024 Q3 2024 |
32,804
shares
|
$2.63 Million
1.62% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Oct 28, 2024 Q3 2024 |
32,580
shares
|
$2.61 Million
2.27% of portfolio
|
Q3 2024
Reduced 18.09%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2024 Q3 2024 |
32,397
shares
|
$2.6 Million
2.0% of portfolio
|
Q3 2024
Added 14.87%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
31,990
shares
|
$2.56 Million
0.31% of portfolio
|
Q3 2024
Added 9.98%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
31,863
shares
|
$2.55 Million
0.0% of portfolio
|
Q3 2024
Reduced 41.52%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
31,045
shares
|
$2.49 Million
0.45% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
30,775
shares
|
$2.47 Million
0.13% of portfolio
|
Q3 2024
Reduced 57.43%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
30,689
shares
|
$2.46 Million
0.19% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Smart Money Group LLC
|
Nov 05, 2024 Q3 2024 |
30,583
shares
|
$2.45 Million
0.98% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
29,947
shares
|
$2.4 Million
0.49% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
29,414
shares
|
$2.36 Million
0.4% of portfolio
|
Q4 2022
Reduced 5.02%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
29,043
shares
|
$2.33 Million
0.01% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Ggm Financials LLC
Columbus, OH |
Oct 31, 2024 Q3 2024 |
28,765
shares
|
$2.31 Million
2.06% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
28,614
shares
|
$2.29 Million
0.62% of portfolio
|
Q3 2024
Added 51.78%
|
|
|
Menlo Advisors LLC
|
Nov 15, 2024 Q3 2024 |
28,060
shares
|
$2.25 Million
1.2% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
27,485
shares
|
$2.2 Million
1.29% of portfolio
|
Q3 2024
Reduced 33.52%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
27,279
shares
|
$2.19 Million
0.21% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
27,035
shares
|
$2.17 Million
0.62% of portfolio
|
Q3 2024
Added 25.54%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
26,973
shares
|
$2.16 Million
0.54% of portfolio
|
Q3 2024
Added 22.55%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
26,813
shares
|
$2.15 Million
1.06% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
26,681
shares
|
$2.14 Million
0.54% of portfolio
|
Q3 2024
Added 21.99%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
25,993
shares
|
$2.08 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.71%
|