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 |
|---|---|---|---|---|---|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
4,130
shares
|
$346,217
0.07% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
4,078
shares
|
$341,858
0.04% of portfolio
|
Q3 2021
Added 10.94%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
4,037
shares
|
$338,421
0.17% of portfolio
|
Q3 2024
Reduced 13.13%
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
4,000
shares
|
$335,320
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,987
shares
|
$334,230
0.01% of portfolio
|
Q3 2024
Added 13.72%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
3,985
shares
|
$334,062
0.0% of portfolio
|
Q3 2024
Reduced 49.76%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
3,970
shares
|
$332,805
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
3,939
shares
|
$330,206
0.24% of portfolio
|
Q4 2024
Reduced 8.69%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
3,935
shares
|
$329,871
0.06% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
3,925
shares
|
$329,032
0.01% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
3,887
shares
|
$325,847
0.03% of portfolio
|
Q1 2024
Added 13.92%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
3,867
shares
|
$324,170
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
3,828
shares
|
$320,901
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,796
shares
|
$318,218
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
3,789
shares
|
$317,631
0.03% of portfolio
|
Q1 2024
Reduced 25.55%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
3,785
shares
|
$317,296
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,781
shares
|
$316,961
0.01% of portfolio
|
Q3 2022
Reduced 1.61%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
3,770
shares
|
$316,039
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
|
$315,116
0.0% of portfolio
|
Q3 2024
Reduced 47.41%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
3,748
shares
|
$314,194
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,745
shares
|
$313,943
0.14% of portfolio
|
Q4 2020
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
3,733
shares
|
$312,937
0.0% of portfolio
|
Q4 2024
Added 14.58%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
3,726
shares
|
$312,350
0.15% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
3,725
shares
|
$312,266
0.03% of portfolio
|
Q4 2023
Reduced 47.24%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
3,701
shares
|
$310,254
0.04% of portfolio
|
Q4 2024
Reduced 3.8%
|