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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
25,748
shares
|
$2.06 Million
0.18% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
25,240
shares
|
$2.02 Million
0.73% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
24,145
shares
|
$1.93 Million
0.25% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
23,877
shares
|
$1.91 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
23,828
shares
|
$1.91 Million
0.88% of portfolio
|
Q3 2024
Added 14.8%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
23,605
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2024
Added 75.32%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
23,566
shares
|
$1.89 Million
0.02% of portfolio
|
Q3 2023
Reduced 3.96%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
23,415
shares
|
$1.88 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
22,989
shares
|
$1.84 Million
0.45% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 31, 2024 Q3 2024 |
22,983
shares
|
$1.84 Million
1.06% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
22,911
shares
|
$1.84 Million
0.04% of portfolio
|
Q3 2024
Added 57.79%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
22,895
shares
|
$1.83 Million
0.07% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
22,792
shares
|
$1.83 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
22,758
shares
|
$1.82 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
22,671
shares
|
$1.82 Million
0.07% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
22,576
shares
|
$1.81 Million
0.02% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
21,946
shares
|
$1.76 Million
1.9% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
21,751
shares
|
$1.74 Million
0.96% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
21,721
shares
|
$1.74 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
21,190
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Oct 24, 2024 Q3 2024 |
21,160
shares
|
$1.7 Million
1.09% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
21,049
shares
|
$1.69 Million
0.04% of portfolio
|
Q2 2024
Added 0.18%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
20,994
shares
|
$1.68 Million
0.63% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
20,961
shares
|
$1.68 Million
0.05% of portfolio
|
Q3 2024
Added 17.24%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
20,454
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2024
Added 25.9%
|