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 132 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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
260,912
shares
|
$22 Million
0.64% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
258,928
shares
|
$21.9 Million
4.23% of portfolio
|
Q3 2024
Added 120.39%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
256,251
shares
|
$21.6 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
253,843
shares
|
$21.4 Million
0.28% of portfolio
|
Q3 2024
Added 53.41%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
243,835
shares
|
$20.6 Million
2.49% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
235,581
shares
|
$19.9 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
228,919
shares
|
$19.3 Million
2.69% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
215,889
shares
|
$18.2 Million
1.94% of portfolio
|
Q3 2024
Added 30.27%
|
|
|
Connable Office Inc
|
Nov 06, 2024 Q3 2024 |
215,103
shares
|
$18.2 Million
1.82% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
211,115
shares
|
$17.8 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
210,971
shares
|
$17.8 Million
0.49% of portfolio
|
Q3 2022
Added 0.33%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
207,434
shares
|
$17.5 Million
0.14% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 06, 2024 Q3 2024 |
205,871
shares
|
$17.4 Million
7.17% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
201,537
shares
|
$17 Million
4.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
184,016
shares
|
$15.5 Million
0.2% of portfolio
|
Q2 2023
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
183,815
shares
|
$15.5 Million
1.38% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
181,762
shares
|
$15.3 Million
0.48% of portfolio
|
Q4 2023
New holding
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Nov 18, 2024 Q3 2024 |
176,425
shares
|
$14.9 Million
8.01% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
172,929
shares
|
$14.6 Million
5.35% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
170,671
shares
|
$14.4 Million
0.58% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
170,235
shares
|
$14.4 Million
2.41% of portfolio
|
Q4 2022
Added 13.22%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
165,740
shares
|
$14 Million
0.03% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Wealth Management Resources, Inc.
|
Oct 31, 2024 Q3 2024 |
165,542
shares
|
$14 Million
5.5% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
165,436
shares
|
$14 Million
7.58% of portfolio
|
Q3 2024
Added 25.07%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
163,563
shares
|
$13.8 Million
8.62% of portfolio
|
Q3 2024
Reduced 34.48%
|