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 693 institutions that hold shares in the stock, with a total of 134 Million shares, which have been reported (via 13F filing form) to have a value of $11.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
8,000
shares
|
$670,640
0.12% of portfolio
|
Q4 2021
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
7,968
shares
|
$667,957
0.02% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
7,934
shares
|
$665,107
0.01% of portfolio
|
Q3 2024
Added 58.71%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
7,862
shares
|
$659,071
0.04% of portfolio
|
Q1 2024
Reduced 4.84%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
7,581
shares
|
$635,515
0.01% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
7,554
shares
|
$633,251
0.05% of portfolio
|
Q4 2024
Added 14.65%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
7,355
shares
|
$616,569
0.0% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
7,354
shares
|
$616,485
0.22% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
7,306
shares
|
$612,461
0.04% of portfolio
|
Q3 2023
Added 20.16%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
7,286
shares
|
$610,785
0.08% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
7,281
shares
|
$610,366
0.04% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
7,265
shares
|
$609,024
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
7,262
shares
|
$608,773
0.08% of portfolio
|
Q3 2024
Reduced 30.3%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
7,199
shares
|
$603,492
0.27% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
6,921
shares
|
$580,187
0.1% of portfolio
|
Q2 2024
Reduced 42.21%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
6,893
shares
|
$577,840
0.02% of portfolio
|
Q3 2023
Reduced 24.43%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
6,860
shares
|
$575,073
0.21% of portfolio
|
Q3 2024
Added 31.17%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
6,808
shares
|
$570,714
0.11% of portfolio
|
Q3 2024
Added 20.26%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
6,736
shares
|
$564,678
0.08% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
6,734
shares
|
$564,511
0.02% of portfolio
|
Q3 2024
Added 735.48%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
6,705
shares
|
$562,080
0.1% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
6,588
shares
|
$552,272
0.3% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
New World Advisors LLC
Hingham, MA |
Oct 24, 2024 Q3 2024 |
6,564
shares
|
$550,260
0.14% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
6,479
shares
|
$543,134
0.02% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
6,343
shares
|
$531,733
0.01% of portfolio
|
Q3 2024
Reduced 84.79%
|