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 |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
1,215
shares
|
$97,370
0.03% of portfolio
|
Q2 2023
Added 15.17%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,212
shares
|
$97,129
0.0% of portfolio
|
Q1 2023
Reduced 25.92%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,059
shares
|
$84,868
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
1,000
shares
|
$80,140
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
935
shares
|
$74,930
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
913
shares
|
$73,167
0.02% of portfolio
|
Q2 2024
Added 14.84%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
872
shares
|
$69,882
0.0% of portfolio
|
Q3 2024
Added 70.65%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
833
shares
|
$66,756
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
813
shares
|
$65,153
0.01% of portfolio
|
Q2 2022
Reduced 30.09%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
798
shares
|
$63,951
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
794
shares
|
$63,631
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
755
shares
|
$60,505
0.03% of portfolio
|
Q1 2024
Reduced 20.94%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
748
shares
|
$59,944
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
703
shares
|
$56,338
0.0% of portfolio
|
Q2 2024
Added 24.87%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
637
shares
|
$51,049
0.0% of portfolio
|
Q1 2024
Added 63.75%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
620
shares
|
$49,686
0.04% of portfolio
|
Q3 2024
Added 11.71%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
600
shares
|
$48,084
0.0% of portfolio
|
Q3 2024
Reduced 9.77%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
600
shares
|
$48,084
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
525
shares
|
$42,073
0.02% of portfolio
|
Q2 2024
Reduced 43.24%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
523
shares
|
$41,913
0.02% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
510
shares
|
$40,871
0.0% of portfolio
|
Q3 2024
Reduced 27.45%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
500
shares
|
$40,070
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
500
shares
|
$40,070
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
500
shares
|
$40,070
0.0% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
497
shares
|
$39,829
0.01% of portfolio
|
Q3 2024
Reduced 65.41%
|