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 |
|---|---|---|---|---|---|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
48,592
shares
|
$4.07 Million
0.45% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
47,986
shares
|
$4.02 Million
0.6% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
47,468
shares
|
$3.98 Million
0.01% of portfolio
|
Q3 2024
Added 23.0%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
46,638
shares
|
$3.91 Million
0.09% of portfolio
|
Q3 2024
Added 26.57%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
46,374
shares
|
$3.89 Million
0.06% of portfolio
|
Q3 2024
Reduced 41.75%
|
|
|
Wealth Management Resources, Inc.
|
Jan 21, 2025 Q4 2024 |
46,362
shares
|
$3.89 Million
1.38% of portfolio
|
Q4 2024
Reduced 71.99%
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
45,526
shares
|
$3.82 Million
1.17% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
45,284
shares
|
$3.8 Million
1.1% of portfolio
|
Q4 2024
Added 10.68%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
44,816
shares
|
$3.76 Million
0.66% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
44,484
shares
|
$3.73 Million
1.01% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
44,433
shares
|
$3.72 Million
0.56% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
44,063
shares
|
$3.69 Million
1.8% of portfolio
|
Q1 2024
Added 523.06%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
42,967
shares
|
$3.6 Million
0.0% of portfolio
|
Q3 2022
Added 4.65%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
42,282
shares
|
$3.54 Million
0.17% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
42,128
shares
|
$3.53 Million
0.09% of portfolio
|
Q4 2024
Reduced 9.9%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
41,836
shares
|
$3.51 Million
0.05% of portfolio
|
Q3 2024
Added 17.03%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
41,798
shares
|
$3.5 Million
0.1% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
39,967
shares
|
$3.35 Million
1.71% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
39,165
shares
|
$3.28 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
38,438
shares
|
$3.22 Million
0.72% of portfolio
|
Q1 2024
Reduced 2.21%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
37,078
shares
|
$3.11 Million
0.01% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
36,759
shares
|
$3.08 Million
0.03% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
36,490
shares
|
$3.06 Million
2.04% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
36,063
shares
|
$3.02 Million
1.0% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
34,964
shares
|
$2.93 Million
0.65% of portfolio
|
Q3 2024
Added 2.05%
|