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 133 Million shares, which have been reported (via 13F filing form) to have a value of $11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
3,970
shares
|
$327,564
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
3,969
shares
|
$327,482
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
3,936
shares
|
$324,759
0.02% of portfolio
|
Q1 2024
Reduced 18.61%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
3,935
shares
|
$324,676
0.06% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
3,925
shares
|
$323,851
0.01% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
3,887
shares
|
$320,716
0.03% of portfolio
|
Q1 2024
Added 13.92%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
3,867
shares
|
$319,066
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
3,847
shares
|
$317,415
0.04% of portfolio
|
Q3 2024
Added 25.07%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
3,828
shares
|
$315,848
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
3,824
shares
|
$315,518
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,796
shares
|
$313,207
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
3,789
shares
|
$312,630
0.03% of portfolio
|
Q1 2024
Reduced 25.55%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
3,785
shares
|
$312,300
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,781
shares
|
$311,970
0.01% of portfolio
|
Q3 2022
Reduced 1.61%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
3,770
shares
|
$311,062
0.03% of portfolio
|
Q4 2023
Reduced 1.49%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
3,759
shares
|
$310,155
0.0% of portfolio
|
Q3 2024
Reduced 47.41%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,745
shares
|
$308,999
0.14% of portfolio
|
Q4 2020
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
3,726
shares
|
$307,432
0.15% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
3,725
shares
|
$307,349
0.03% of portfolio
|
Q4 2023
Reduced 47.24%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
3,659
shares
|
$301,904
0.03% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
3,652
shares
|
$301,326
0.11% of portfolio
|
Q2 2024
Reduced 18.92%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
3,640
shares
|
$300,336
0.01% of portfolio
|
Q3 2024
Reduced 12.94%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
3,634
shares
|
$299,841
0.11% of portfolio
|
Q3 2024
Added 57.52%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
3,608
shares
|
$297,696
0.1% of portfolio
|
Q3 2024
Added 13.85%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
3,588
shares
|
$296,045
0.21% of portfolio
|
Q3 2024
New holding
|