Who owns wisdomtreetrusdivdgrtfdadded?
- Ticker: DGRW
- CUSIP Number: 97717x669
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Analyze quarterly positions in wisdomtreetrusdivd.. with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold wisdomtreetrusdivdgrtfdadded this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Pnc Financial Services | 19M | $1.6B | 1% | Sep 2024 |
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Bank of America Corporation | 12M | $976M | 2% | Sep 2024 |
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LPL Financial | 11M | $933M | 8% | Sep 2024 |
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Morgan Stanley | 8.1M | $633M | 6% | Jun 2024 |
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Hamilton Capital Management | 6.6M | $544M | -7% | Sep 2024 |
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HighTower Advisors | 2.5M | $198M | 3% | Jun 2024 |
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Raymond James Financial Services Advisors | 2.0M | $171M | -25% | Sep 2024 |
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Cetera Investment Advisers | 1.9M | $147M | 3% | Jun 2024 |
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Private Advisor | 1.5M | $122M | -3% | Sep 2024 |
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Royal Bank of Canada | 1.5M | $121M | 4% | Sep 2024 |
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Wells Fargo & Company | 1.4M | $119M | -1% | Sep 2024 |
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Kovitz Investment Group Partners | 1.3M | $106M | 27124% | Sep 2024 |
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One Capital Management | 1.3M | $106M | 11% | Sep 2024 |
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Raymond James & Associates | 1.2M | $102M | 1% | Sep 2024 |
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Envestnet Asset Management | 1.1M | $93M | 26% | Sep 2024 |
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Steward Partners Investment Advisory | 1.0M | $82M | 14% | Jun 2024 |
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Jpmorgan Chase & Co | 959k | $80M | 103% | Sep 2024 |
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Bouchey Financial | 946k | $79M | -2% | Sep 2024 |
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Waddell & Associates | 899k | $75M | 2% | Sep 2024 |
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Bsc Private Wealth Management | 878k | $73M | 1% | Sep 2024 |
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Commonwealth Equity Services | 864k | $72M | -1% | Sep 2024 |
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Wealth Enhancement Advisory Services | 854k | $67M | 3% | Jun 2024 |
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Taiyo Life Insurance | 850k | $71M | 0% | Sep 2024 |
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RVW Wealth | 830k | $69M | 1% | Sep 2024 |
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IAM Advisory | 781k | $65M | 1% | Sep 2024 |
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Legacy Financial Advisors | 775k | $61M | -4% | Jun 2024 |
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Glassman Wealth Services | 769k | $64M | 4% | Sep 2024 |
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Boston Financial Mangement | 769k | $64M | 4% | Sep 2024 |
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Pensionmark Financial Group | 726k | $60M | 100% | Sep 2024 |
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Private Wealth Strategies | 722k | $56M | 2% | Jun 2024 |
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Prime Capital Investment Advisors | 708k | $59M | -2% | Sep 2024 |
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Fundamentun | 693k | $58M | 8% | Sep 2024 |
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Beacon Financial | 687k | $57M | -2% | Sep 2024 |
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Prestige Wealth Management Group | 656k | $55M | -2% | Sep 2024 |
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Rockefeller Capital Management | 643k | $49M | 9% | Jun 2024 |
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SNS Financial | 640k | $53M | 6% | Sep 2024 |
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Equitable Holdings | 629k | $49M | 6% | Jun 2024 |
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Janney Montgomery Scott | 619k | $52M | 46% | Sep 2024 |
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Spinnaker Investment Group | 572k | $48M | 0% | Sep 2024 |
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Savant Capital Management | 525k | $44M | -3% | Sep 2024 |
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Horizon Wealth Management | 519k | $43M | 96% | Sep 2024 |
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SkyView Investment Advisors | 508k | $42M | 4% | Sep 2024 |
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NewEdge Wealth | 505k | $42M | 1% | Sep 2024 |
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Fiduciary Planning | 502k | $42M | 4% | Sep 2024 |
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Resources Investment Advisors | 499k | $42M | 0% | Sep 2024 |
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Kestra Advisory Services | 472k | $39M | -6% | Sep 2024 |
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Cambridge Investment Research Advisors | 439k | $37M | 8% | Sep 2024 |
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Glen Eagle Advisors | 424k | $35M | 6% | Sep 2024 |
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Advisor Group Holdings | 420k | $35M | -3% | Sep 2024 |
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IFP Advisors | 403k | $32M | -12% | Jun 2024 |
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Billeaud Capital Management | 402k | $33M | -1% | Sep 2024 |
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Aspire Capital Advisors | 384k | $32M | 3% | Sep 2024 |
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Goss Wealth Management | 383k | $30M | 15% | Jun 2024 |
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Per Stirling Capital Management | 380k | $32M | -8% | Sep 2024 |
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GPS Wealth Strategies Group | 374k | $31M | -4% | Sep 2024 |
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TMD Wealth Management | 371k | $29M | 80% | Jun 2024 |
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H D Vest Advisory Services | 361k | $28M | 10% | Jun 2024 |
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Thrivent Financial for Lutherans | 351k | $29M | -56% | Sep 2024 |
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Stifel Financial | 346k | $27M | 3% | Jun 2024 |
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Team Financial Group | 341k | $28M | 2% | Sep 2024 |
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Mariner Wealth Advisors | 338k | $28M | 2% | Sep 2024 |
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Choice Wealth Advisors | 331k | $28M | -1% | Sep 2024 |
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JJJ Advisors | 311k | $24M | 438% | Jun 2024 |
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Kestra Private Wealth Services | 308k | $26M | 0% | Sep 2024 |
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Sanctuary Advisors | 294k | $25M | 54% | Sep 2024 |
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Lvm Capital Management | 293k | $23M | 0% | Sep 2024 |
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Sanchez Wealth Management Group | 293k | $24M | -1% | Sep 2024 |
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CWM | 293k | $24M | 22% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 291k | $24M | -3% | Sep 2024 |
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Forte Capital | 287k | $24M | 2% | Sep 2024 |
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Branch Banking & Trust Company | 283k | $22M | 2% | Jun 2024 |
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ACT Advisors | 274k | $23M | 1% | Sep 2024 |
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Concurrent Investment Advisors | 261k | $22M | 1% | Sep 2024 |
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Tyler-Stone Wealth Management | 259k | $22M | 120% | Sep 2024 |
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HB Wealth Management | 256k | $21M | -2% | Sep 2024 |
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Atria Investments | 254k | $21M | 53% | Sep 2024 |
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Amplius Wealth Advisors | 244k | $20M | 2% | Sep 2024 |
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Goldman Sachs Group | 243k | $19M | 574% | Jun 2024 |
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Mml Investors Services | 236k | $20M | -2% | Sep 2024 |
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Ohe Financial | 229k | $19M | -7% | Sep 2024 |
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Garrett Investment Advisors | 216k | $18M | 30% | Sep 2024 |
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Connable Office | 215k | $18M | 4% | Sep 2024 |
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RMB Capital Management | 211k | $18M | 0% | Sep 2024 |
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Bank of New York Mellon | 208k | $17M | -2% | Sep 2024 |
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Palo Alto Wealth Advisors | 206k | $17M | 0% | Sep 2024 |
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Vantage Financial Partners | 202k | $16M | 100% | Jun 2024 |
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D.A. Davidson & Co. | 199k | $16M | 5% | Jun 2024 |
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Main Street Financial Solutions | 184k | $15M | 6% | Sep 2024 |
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Cresta Advisors | 176k | $15M | 5% | Sep 2024 |
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Townsend Asset Management Corp | 173k | $14M | 1% | Sep 2024 |
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Focus Financial Network | 171k | $14M | 1% | Sep 2024 |
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HPM Partners | 166k | $14M | 3% | Sep 2024 |
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Wealth Management Resources | 166k | $14M | -1% | Sep 2024 |
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Golden State Equity Partners | 132k | $11M | -10% | Sep 2024 |
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Continuum Wealth Advisors | 164k | $14M | -34% | Sep 2024 |
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Hengehold Capital Management | 163k | $14M | 6% | Sep 2024 |
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Great Valley Advisor Group | 162k | $14M | -33% | Sep 2024 |
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Eaton Financial Holdings Company | 158k | $13M | -38% | Sep 2024 |
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Western Wealth Management | 154k | $13M | 40% | Sep 2024 |
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Kraft, Davis & Associates | 154k | $13M | 2% | Sep 2024 |
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Lauer Wealth | 152k | $13M | -10% | Sep 2024 |
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Duncan Williams Asset Management | 149k | $12M | 30% | Sep 2024 |
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Howard Financial Services | 149k | $12M | 42% | Sep 2024 |
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Paul Damon & Associates | 148k | $12M | -1% | Sep 2024 |
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Hobbs Group Advisors | 148k | $12M | 6% | Sep 2024 |
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First National Trust Company | 147k | $12M | 5% | Sep 2024 |
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Invenio Wealth Partners | 142k | $11M | 4% | Jun 2024 |
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Sequoia Financial Advisors | 140k | $12M | -12% | Sep 2024 |
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Sontag Advisory | 140k | $12M | 6% | Sep 2024 |
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United Advisor Group | 134k | $11M | 21% | Sep 2024 |
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Journey Advisory Group | 132k | $10M | -2% | Sep 2024 |
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CRA Financial Services | 129k | $11M | 23% | Sep 2024 |
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BKA Wealth Consulting | 126k | $11M | 5% | Sep 2024 |
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Venture Visionary Partners | 126k | $11M | 8% | Sep 2024 |
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Retirement Planning Group | 126k | $10M | 124% | Sep 2024 |
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Monterey Private Wealth | 125k | $10M | 4% | Sep 2024 |
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Melone Private Wealth | 124k | $10M | 3% | Sep 2024 |
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Stratos Wealth Partners | 123k | $10M | 23% | Sep 2024 |
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Oxinas Partners Wealth Management | 118k | $9.8M | 12% | Sep 2024 |
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Camden Capital | 118k | $9.8M | -75% | Sep 2024 |
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TD Capital Management | 118k | $9.8M | 6% | Sep 2024 |
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Prosperity Consulting Group | 115k | $9.5M | -4% | Sep 2024 |
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J.w. Cole Advisors | 113k | $9.4M | -1% | Sep 2024 |
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Creative Planning | 113k | $9.4M | 11% | Sep 2024 |
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Howard Bailey Securities | 112k | $9.3M | 100% | Sep 2024 |
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Capital Planning Advisors | 111k | $9.2M | 0% | Sep 2024 |
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IFG Advisory | 107k | $8.9M | -3% | Sep 2024 |
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Flagship Harbor Advisors | 105k | $8.7M | -8% | Sep 2024 |
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Bryn Mawr Trust | 104k | $8.6M | 1% | Sep 2024 |
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Streettalk Advisors | 102k | $8.5M | 15% | Sep 2024 |
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Insight Advisors, LLC/ PA | 101k | $8.4M | 23% | Sep 2024 |
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Envestnet Portfolio Solutions | 98k | $8.2M | -6% | Sep 2024 |
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Triad Wealth Partners | 98k | $8.2M | -27% | Sep 2024 |
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ORBA Wealth Advisors | 98k | $8.1M | 2% | Sep 2024 |
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Smartleaf Asset Management | 98k | $8.1M | -36% | Sep 2024 |
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MBA Advisors | 95k | $7.9M | 0% | Sep 2024 |
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Merit Financial Group | 95k | $7.9M | -15% | Sep 2024 |
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Atria Wealth Solutions | 95k | $7.9M | -45% | Sep 2024 |
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Jones Financial Companies, L.L | 94k | $7.8M | 1834% | Sep 2024 |
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Masso Torrence Wealth Management | 91k | $7.1M | 8% | Jun 2024 |
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Albion Financial Group | 89k | $7.4M | 0% | Sep 2024 |
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Good Life Advisors | 88k | $7.3M | 1% | Sep 2024 |
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Ameritas Advisory Services | 87k | $7.2M | -21% | Sep 2024 |
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IAG Wealth Partners | 86k | $7.2M | 10% | Sep 2024 |
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Catalina Capital Group | 82k | $6.8M | 7% | Sep 2024 |
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United Capital Financial Advisers | 80k | $6.6M | -2% | Sep 2024 |
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Smith, Moore & Co. | 79k | $6.6M | 5% | Sep 2024 |
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Prospera Financial Services | 79k | $6.6M | 26% | Sep 2024 |
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Prudential | 76k | $6.0M | -6% | Jun 2024 |
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Astoria Portfolio Advisors | 74k | $6.2M | -28% | Sep 2024 |
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ValMark Advisers | 46k | $3.9M | -42% | Sep 2024 |
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Townsquare Capital | 24k | $2.0M | -97% | Sep 2024 |
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Ethos Financial Group | 8.7k | $721k | -90% | Sep 2024 |
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Who sold out of wisdomtreetrusdivd..?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Employees Retirement System of Texas | Jun 2024 | 1.2M | $95M |
Relative Value Partners | Mar 2024 | 758k | $54M |
Strategic Financial Concepts | Jun 2024 | 172k | $1.0B |
Regal Investment Advisors | Jun 2024 | 110k | $8.6M |