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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Top investors of wisdomtreetrusdivd.. stock
Who bought or sold wisdomtreetrusdivdgrtfdadded this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 12M | $1.0B | 100% | Mar 2026 |
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| Pnc Financial Services | 12M | $1.0B | -5% | Mar 2026 |
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| LPL Financial | 12M | $1.0B | -6% | Mar 2026 |
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| Morgan Stanley | 9.0M | $790M | 6% | Mar 2026 |
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| Hamilton Capital Management | 7.2M | $634M | 4% | Mar 2026 |
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| Ameriprise Financial | 6.8M | $601M | -3% | Mar 2026 |
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| Raymond James Financial | 3.4M | $305M | 0% | Dec 2025 |
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| HighTower Advisors | 2.8M | $249M | -1% | Mar 2026 |
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| UBS Group | 2.8M | $243M | 3% | Mar 2026 |
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| Cetera Investment Advisers | 2.6M | $228M | 6% | Mar 2026 |
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| Envestnet Asset Management | 2.2M | $190M | -8% | Mar 2026 |
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| Wells Fargo & Company | 1.7M | $145M | -2% | Mar 2026 |
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| Royal Bank of Canada | 1.5M | $132M | -11% | Mar 2026 |
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| Private Advisor | 1.4M | $124M | -1% | Mar 2026 |
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| Colony | 1.4M | $122M | 3151% | Dec 2025 |
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| Huntington National Bank | 1.2M | $106M | 0% | Dec 2025 |
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| Steward Partners Investment Advisory | 1.1M | $101M | 6% | Mar 2026 |
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| Prime Capital Investment Advisors | 1.1M | $95M | -30% | Mar 2026 |
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| Waddell & Associates | 1.0M | $90M | 4% | Mar 2026 |
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| Larson Financial Group | 1.0M | $91M | 14% | Dec 2025 |
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| Fundamentun | 941k | $83M | 2% | Mar 2026 |
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| Bsc Private Wealth Management | 930k | $82M | 3% | Mar 2026 |
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| Commonwealth Equity Services | 927k | $82M | -10% | Mar 2026 |
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| Bouchey Financial | 875k | $79M | 0% | Mar 2026 |
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| Fifth Third Bancorp | 857k | $75M | 12667% | Mar 2026 |
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| Brian McDonald | 855k | $76M | 12% | Dec 2025 |
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| RVW Wealth | 830k | $73M | 1% | Mar 2026 |
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| Glassman Wealth Services | 813k | $71M | -3% | Mar 2026 |
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| Kestra Advisory Services | 770k | $68M | 1% | Mar 2026 |
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| Captrust Financial Advisors | 763k | $68M | 1% | Dec 2025 |
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| Rockefeller Capital Management | 724k | $64M | -35% | Mar 2026 |
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| Legacy Financial Advisors | 722k | $64M | -12% | Mar 2026 |
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| SNS Financial | 717k | $63M | 2% | Mar 2026 |
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| Independent Advisor Alliance | 665k | $58M | 13651% | Mar 2026 |
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| IAM Advisory | 664k | $58M | 0% | Mar 2026 |
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| Advisor Group Holdings | 656k | $59M | 18% | Dec 2025 |
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| Equitable Holdings | 615k | $55M | -24% | Mar 2026 |
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| Lido Advisors | 606k | $53M | -4% | Mar 2026 |
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| Prestige Wealth Management Group | 604k | $53M | -3% | Mar 2026 |
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| Mariner Wealth Advisors | 581k | $51M | 3% | Mar 2026 |
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| Beacon Financial | 575k | $51M | -1% | Mar 2026 |
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| Spinnaker Investment Group | 569k | $50M | -8% | Mar 2026 |
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| Goss Wealth Management | 561k | $49M | 7% | Mar 2026 |
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| CWM | 539k | $48M | 14% | Dec 2025 |
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| SkyView Investment Advisors | 528k | $47M | 0% | Dec 2025 |
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| Connable Office | 522k | $46M | 13% | Mar 2026 |
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| Cambridge Investment Research Advisors | 520k | $46M | 28% | Mar 2026 |
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| Fiduciary Planning | 513k | $45M | -8% | Mar 2026 |
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| Glen Eagle Advisors | 510k | $45M | -1% | Mar 2026 |
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| Resources Investment Advisors | 510k | $45M | 0% | Mar 2026 |
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| Duncan Williams Asset Management | 508k | $45M | -3% | Mar 2026 |
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| One Capital Management | 499k | $44M | -3% | Mar 2026 |
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| Intrua Financial | 498k | $44M | 3% | Mar 2026 |
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| Stifel Financial | 491k | $43M | 2% | Mar 2026 |
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| Kestra Private Wealth Services | 411k | $36M | -1% | Mar 2026 |
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| Resolute Capital | 410k | $36M | 6% | Mar 2026 |
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| IFP Advisors | 407k | $36M | 4% | Mar 2026 |
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| Serenus Wealth Advisors | 399k | $35M | 4% | Mar 2026 |
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| Team Financial Group | 392k | $34M | 1% | Mar 2026 |
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| Savant Capital Management | 390k | $34M | -5% | Mar 2026 |
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| Billeaud Capital Management | 390k | $37M | -1% | Mar 2026 |
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| Taiyo Life Insurance | 390k | $34M | -26% | Mar 2026 |
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| Aspire Capital Advisors | 380k | $33M | 3% | Mar 2026 |
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| Howard Financial Services | 375k | $33M | 7% | Mar 2026 |
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| NewEdge Wealth | 367k | $32M | -4% | Mar 2026 |
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| Sanchez Wealth Management Group | 366k | $32M | 2% | Mar 2026 |
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| Belpointe Asset Management | 333k | $29M | 1% | Mar 2026 |
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| Jones Financial Companies, L.L | 332k | $30M | 10% | Dec 2025 |
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| Per Stirling Capital Management | 328k | $29M | -2% | Mar 2026 |
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| Choice Wealth Advisors | 328k | $29M | 2% | Mar 2026 |
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| Gail Mannix | 318k | $28M | 5% | Mar 2026 |
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| Thrivent Financial for Lutherans | 318k | $28M | -5% | Mar 2026 |
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| HPM Partners | 317k | $28M | -6% | Mar 2026 |
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| Modern Wealth Management | 310k | $28M | 2% | Dec 2025 |
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| Stenger Family Office | 308k | $27M | 100% | Mar 2026 |
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| TigerOak Management | 297k | $26M | -1% | Mar 2026 |
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| Winthrop Advisory Group | 295k | $26M | 15% | Mar 2026 |
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| Lvm Capital Management | 288k | $25M | 1% | Mar 2026 |
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| Amplius Wealth Advisors | 283k | $25M | 11% | Mar 2026 |
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| Mml Investors Services | 283k | $25M | -13% | Mar 2026 |
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| Western Wealth Management | 278k | $24M | 24% | Mar 2026 |
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| Concurrent Investment Advisors | 273k | $24M | -22% | Mar 2026 |
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| Branch Banking & Trust Company | 269k | $24M | -9% | Mar 2026 |
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| CVFG | 266k | $23M | 100% | Mar 2026 |
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| HB Wealth Management | 264k | $23M | -2% | Mar 2026 |
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| SK Wealth Management | 258k | $23M | -5% | Mar 2026 |
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| Cresta Advisors | 242k | $21M | 7% | Mar 2026 |
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| Tudor Investment Corporation | 238k | $21M | 737% | Mar 2026 |
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| Janney Montgomery Scott | 237k | $21M | -4% | Mar 2026 |
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| ACT Advisors | 234k | $21M | 2% | Mar 2026 |
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| D.A. Davidson & Co. | 233k | $20M | 2% | Mar 2026 |
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| Compass Financial Services | 228k | $20M | -30% | Mar 2026 |
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| Columbia Advisory Partners | 226k | $20M | -14% | Mar 2026 |
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| MOR Wealth Management | 220k | $19M | 4% | Mar 2026 |
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| Creative Planning | 219k | $19M | 1% | Mar 2026 |
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| Sanctuary Advisors | 217k | $19M | -16% | Mar 2026 |
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| CRA Financial Services | 217k | $19M | 12% | Mar 2026 |
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| Atria Investments | 209k | $18M | -27% | Mar 2026 |
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| Pinnacle Wealth Management Advisory | 208k | $18M | 5% | Mar 2026 |
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| BKA Wealth Consulting | 203k | $18M | 5% | Mar 2026 |
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| Eagle Wealth Strategies | 200k | $18M | 2% | Mar 2026 |
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| Main Street Financial Solutions | 198k | $18M | 2% | Dec 2025 |
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| Townsend Asset Management Corp | 198k | $17M | 3% | Mar 2026 |
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| Hengehold Capital Management | 194k | $17M | 2% | Mar 2026 |
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| RMB Capital Management | 193k | $17M | 0% | Mar 2026 |
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| Heck Capital Advisors | 186k | $16M | 0% | Mar 2026 |
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| Smartleaf Asset Management | 181k | $16M | -13% | Mar 2026 |
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| Focus Financial Network | 178k | $16M | 1% | Mar 2026 |
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| Gateway Wealth Partners | 178k | $16M | 97% | Mar 2026 |
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| Mb, Levis & Associates | 174k | $15M | 1% | Mar 2026 |
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| Solano Wealth Investment Advisors | 166k | $15M | 2% | Mar 2026 |
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| TopTier Wealth Management | 158k | $14M | 100% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 157k | $14M | -29% | Mar 2026 |
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| Lauer Wealth | 157k | $14M | 0% | Mar 2026 |
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| Great Valley Advisor Group | 152k | $13M | -17% | Mar 2026 |
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| Oxinas Partners Wealth Management | 146k | $13M | 3% | Mar 2026 |
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| Garrett Investment Advisors | 146k | $13M | 1% | Mar 2026 |
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| United Advisor Group | 140k | $12M | 1% | Mar 2026 |
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| Williams Financial | 139k | $12M | -1% | Mar 2026 |
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| Gaddis Premier Wealth Advisors | 135k | $12M | 100% | Mar 2026 |
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| Streettalk Advisors | 135k | $12M | 5% | Mar 2026 |
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| TD Capital Management | 134k | $12M | -1% | Mar 2026 |
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| IAG Wealth Partners | 128k | $11M | 3% | Mar 2026 |
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| Blue Rock Wealth Management | 123k | $11M | -1% | Mar 2026 |
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| Sontag Advisory | 123k | $11M | 1% | Mar 2026 |
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| Foundations Investment Advisors | 122k | $11M | 19% | Mar 2026 |
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| Pensionmark Financial Group | 121k | $11M | -1% | Mar 2026 |
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| Darrow Company | 121k | $11M | 5% | Mar 2026 |
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| Marshall & Sterling Wealth Advisors | 119k | $11M | 100% | Mar 2026 |
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| Alpha Zero | 118k | $10M | 4% | Mar 2026 |
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| MBA Advisors | 117k | $10M | 5% | Mar 2026 |
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| Wealthcare Advisory Partners | 116k | $10M | -3% | Mar 2026 |
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| Retirement Planning Group | 116k | $10M | -1% | Mar 2026 |
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| Stratos Wealth Partners | 115k | $10M | -14% | Mar 2026 |
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| Capital Planning Advisors | 114k | $10M | 2% | Mar 2026 |
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| Avant Capital | 112k | $9.8M | 0% | Mar 2026 |
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| Sequoia Financial Advisors | 109k | $9.5M | -3% | Mar 2026 |
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| Sentinus | 106k | $9.3M | 4% | Mar 2026 |
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| Journey Advisory Group | 106k | $9.3M | -12% | Mar 2026 |
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| Bryn Mawr Trust | 105k | $9.2M | 0% | Mar 2026 |
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| Flagship Harbor Advisors | 104k | $9.2M | -9% | Mar 2026 |
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| Camden Capital | 104k | $9.2M | -20% | Mar 2026 |
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| IHT Wealth Management | 104k | $9.3M | -2% | Dec 2025 |
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| Fiduciary | 101k | $8.9M | 4% | Mar 2026 |
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| VestGen Advisors | 97k | $9.2M | -22% | Mar 2026 |
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| Founders Financial Alliance | 96k | $8.5M | 4% | Mar 2026 |
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| United Capital Financial Advisers | 95k | $8.3M | -10% | Mar 2026 |
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| Golden State Equity Partners | 94k | $8.3M | 239% | Mar 2026 |
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| Prosperity Consulting Group | 92k | $8.1M | -5% | Mar 2026 |
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| Nvest Wealth Strategies | 90k | $7.9M | 0% | Mar 2026 |
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| Merit Financial Group | 89k | $7.8M | -14% | Mar 2026 |
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| Farther Finance Advisors | 79k | $7.0M | -14% | Mar 2026 |
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| Golden State Wealth Management | 76k | $6.7M | -38% | Mar 2026 |
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| Eaton Financial Holdings Company | 58k | $5.1M | -53% | Mar 2026 |
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| Paul Damon & Associates | 44k | $3.9M | -62% | Mar 2026 |
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| Venture Visionary Partners | 27k | $2.4M | -85% | Mar 2026 |
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| Howard Bailey Securities | 13k | $1.1M | -92% | Mar 2026 |
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| Envestnet Portfolio Solutions | 8.3k | $731k | -91% | Mar 2026 |
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| Insight Advisors, LLC/ PA | 7.6k | $668k | -96% | Mar 2026 |
|
| GPS Wealth Strategies Group | 6.3k | $561k | -98% | Dec 2025 |
|
Who sold out of wisdomtreetrusdivd..?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 1.2M | $111M |
| Jpmorgan Chase & Co | Sep 2025 | 631k | $56M |
| Potomac Fund Management | Sep 2025 | 223k | $20M |
| Sage Private Wealth Group | Dec 2025 | 218k | $20M |
| IFG Advisory | Dec 2025 | 134k | $12M |
| Seven Mile Advisory | Dec 2025 | 101k | $9.0M |
| Win Advisors | Dec 2025 | 100k | $8.9M |