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 |
---|---|---|---|---|---|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
500
shares
|
$41,915
0.04% of portfolio
|
Q2 2024
New holding
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
500
shares
|
$41,915
0.02% of portfolio
|
Q4 2023
New holding
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
497
shares
|
$41,663
0.01% of portfolio
|
Q3 2024
Reduced 65.41%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
495
shares
|
$41,495
0.01% of portfolio
|
Q1 2024
Added 5.54%
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
492
shares
|
$41,244
0.0% of portfolio
|
Q3 2024
Added 14.69%
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
475
shares
|
$39,819
0.02% of portfolio
|
Q3 2024
Added 0.42%
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
461
shares
|
$38,645
0.0% of portfolio
|
Q4 2024
Reduced 9.61%
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
453
shares
|
$37,974
0.0% of portfolio
|
Q1 2024
Reduced 75.01%
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
423
shares
|
$35,460
0.01% of portfolio
|
Q3 2024
Added 0.24%
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
413
shares
|
$34,621
0.01% of portfolio
|
Q3 2024
New holding
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
400
shares
|
$33,532
0.01% of portfolio
|
Q4 2020
New holding
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
389
shares
|
$32,609
0.0% of portfolio
|
Q4 2023
Added 100.52%
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
385
shares
|
$32,274
0.02% of portfolio
|
Q1 2022
Reduced 33.62%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
383
shares
|
$32,106
0.0% of portfolio
|
Q1 2020
Added 10.7%
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
381
shares
|
$31,939
0.01% of portfolio
|
Q4 2024
New holding
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
378
shares
|
$31,687
0.01% of portfolio
|
Q4 2022
Added 0.27%
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
370
shares
|
$31,017
0.01% of portfolio
|
Q4 2022
Reduced 57.95%
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
327
shares
|
$27,412
0.01% of portfolio
|
Q4 2024
New holding
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
305
shares
|
$25,568
0.0% of portfolio
|
Q4 2023
Added 83.73%
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
298
shares
|
$24,981
0.02% of portfolio
|
Q3 2024
New holding
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
294
shares
|
$24,646
0.0% of portfolio
|
Q4 2023
New holding
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
268
shares
|
$22,466
0.01% of portfolio
|
Q2 2023
New holding
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
266
shares
|
$22,298
0.0% of portfolio
|
Q1 2024
New holding
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
262
shares
|
$21,963
0.0% of portfolio
|
Q1 2024
New holding
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
261
shares
|
$21,879
0.02% of portfolio
|
Q4 2023
New holding
|