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 |
|---|---|---|---|---|---|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
20,319
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Added 13.77%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
20,317
shares
|
$1.63 Million
0.18% of portfolio
|
Q3 2024
Added 28.21%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
20,247
shares
|
$1.62 Million
0.07% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
20,035
shares
|
$1.61 Million
0.18% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
19,817
shares
|
$1.59 Million
0.85% of portfolio
|
Q3 2024
Added 22.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
19,648
shares
|
$1.57 Million
0.05% of portfolio
|
Q3 2024
Added 8.72%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
19,549
shares
|
$1.57 Million
0.41% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
19,299
shares
|
$1.55 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
19,236
shares
|
$1.54 Million
0.2% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
19,154
shares
|
$1.54 Million
0.1% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
18,927
shares
|
$1.52 Million
0.05% of portfolio
|
Q3 2024
Added 22.1%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
18,773
shares
|
$1.5 Million
1.08% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
18,582
shares
|
$1.49 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
18,415
shares
|
$1.48 Million
0.07% of portfolio
|
Q2 2023
Reduced 13.75%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
18,186
shares
|
$1.46 Million
0.85% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
18,155
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Allie Family Office LLC
|
Jan 03, 2025 Q3 2024 |
18,129
shares
|
$1.45 Million
0.81% of portfolio
|
Q3 2023
Added 7.71%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
17,654
shares
|
$1.41 Million
0.06% of portfolio
|
Q3 2024
Reduced 39.99%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
17,495
shares
|
$1.4 Million
0.04% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
17,309
shares
|
$1.39 Million
0.05% of portfolio
|
Q3 2024
Added 61.07%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
17,056
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2024
Reduced 27.3%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
17,010
shares
|
$1.36 Million
0.05% of portfolio
|
Q3 2024
Added 8.08%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
16,929
shares
|
$1.36 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Nov 12, 2024 Q3 2024 |
16,719
shares
|
$1.34 Million
0.76% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
16,417
shares
|
$1.32 Million
0.11% of portfolio
|
Q4 2024
Added 40.93%
|