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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 11M | $1.1B | -4% | Jun 2026 |
|
| LPL Financial | 11M | $1.1B | -2% | Jun 2026 |
|
| Pnc Financial Services | 11M | $1.1B | -5% | Jun 2026 |
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| Hamilton Capital Management | 7.2M | $705M | 1% | Sep 2026 |
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| Ameriprise Financial | 6.8M | $651M | 0% | Jun 2026 |
|
| Raymond James Financial | 3.5M | $335M | 2% | Jun 2026 |
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| UBS Group | 2.8M | $267M | 1% | Jun 2026 |
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| HighTower Advisors | 2.7M | $260M | -4% | Jun 2026 |
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| Cetera Investment Advisers | 2.6M | $253M | 2% | Jun 2026 |
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| Envestnet Asset Management | 2.0M | $188M | -9% | Jun 2026 |
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| Wells Fargo & Company | 1.6M | $156M | -1% | Jun 2026 |
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| Royal Bank of Canada | 1.5M | $146M | 1% | Jun 2026 |
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| Larson Financial Group | 1.5M | $139M | 19% | Jun 2026 |
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| Colony | 1.3M | $124M | -2% | Jun 2026 |
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| Private Advisor | 1.2M | $113M | -16% | Jun 2026 |
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| Steward Partners Investment Advisory | 1.1M | $109M | 0% | Jun 2026 |
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| SNS Financial | 1.1M | $104M | 52% | Jun 2026 |
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| Huntington National Bank | 1.1M | $103M | -2% | Jun 2026 |
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| Waddell & Associates | 1.0M | $99M | 1% | Jun 2026 |
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| Fundamentun | 972k | $93M | 3% | Jun 2026 |
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| Bsc Private Wealth Management | 939k | $90M | 1% | Jun 2026 |
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| Commonwealth Equity Services | 887k | $85M | -4% | Jun 2026 |
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| Bouchey Financial | 885k | $85M | 1% | Jun 2026 |
|
| Captrust Financial Advisors | 856k | $82M | 12% | Jun 2026 |
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| RVW Wealth | 834k | $81M | -1% | Sep 2026 |
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| Glassman Wealth Services | 828k | $79M | 2% | Jun 2026 |
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| Savant Capital Management | 768k | $70M | 97% | Jun 2026 |
|
| Legacy Financial Advisors | 733k | $70M | 1% | Jun 2026 |
|
| Advisor Group Holdings | 726k | $69M | 21% | Jun 2026 |
|
| Wealth Enhancement Advisory Services | 724k | $72M | 0% | Sep 2026 |
|
| Kestra Advisory Services | 695k | $67M | -10% | Jun 2026 |
|
| Rockefeller Capital Management | 695k | $66M | -4% | Jun 2026 |
|
| IAM Advisory | 669k | $64M | 1% | Jun 2026 |
|
| Fiduciary Planning | 659k | $64M | 6% | Sep 2026 |
|
| Wealthcare Advisory Partners | 640k | $62M | 457% | Sep 2026 |
|
| Spinnaker Investment Group | 639k | $62M | 0% | Sep 2026 |
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| HighPoint Advisor | 616k | $59M | 8% | Jun 2026 |
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| Prestige Wealth Management Group | 606k | $58M | 0% | Jun 2026 |
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| Beacon Financial | 578k | $56M | -1% | Sep 2026 |
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| Jpmorgan Chase & Co | 565k | $54M | 100% | Jun 2026 |
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| Glen Eagle Advisors | 540k | $52M | 6% | Jun 2026 |
|
| Duncan Williams Asset Management | 534k | $51M | 5% | Jun 2026 |
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| Goss Wealth Management | 533k | $51M | -5% | Jun 2026 |
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| Connable Office | 530k | $51M | 2% | Jun 2026 |
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| Cambridge Investment Research Advisors | 515k | $49M | -1% | Jun 2026 |
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| Resources Investment Advisors | 514k | $49M | 1% | Jun 2026 |
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| Stifel Financial | 507k | $49M | 3% | Jun 2026 |
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| One Capital Management | 499k | $44M | 0% | Jun 2026 |
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| Equitable Holdings | 462k | $44M | -25% | Jun 2026 |
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| Intrua Financial | 457k | $44M | -8% | Sep 2026 |
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| Serenus Wealth Advisors | 414k | $40M | 4% | Jun 2026 |
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| IFP Advisors | 409k | $40M | 0% | Sep 2026 |
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| Team Financial Group | 407k | $39M | 4% | Jun 2026 |
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| Kestra Private Wealth Services | 403k | $39M | -2% | Jun 2026 |
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| Jones Financial Companies, L.L | 394k | $37M | 10% | Jun 2026 |
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| Taiyo Life Insurance | 390k | $38M | 0% | Sep 2026 |
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| Howard Financial Services | 389k | $38M | 2% | Sep 2026 |
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| Aspire Capital Advisors | 382k | $37M | 0% | Jun 2026 |
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| Billeaud Capital Management | 379k | $36M | -3% | Jun 2026 |
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| Sanchez Wealth Management Group | 378k | $36M | 3% | Jun 2026 |
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| Winthrop Advisory Group | 374k | $36M | 5% | Sep 2026 |
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| Resolute Capital | 364k | $35M | -11% | Jun 2026 |
|
| Mml Investors Services | 351k | $34M | 24% | Jun 2026 |
|
| Gail Mannix | 351k | $34M | 5% | Sep 2026 |
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| Modern Wealth Management | 342k | $33M | 6% | Jun 2026 |
|
| Choice Wealth Advisors | 336k | $33M | 2% | Sep 2026 |
|
| Amplius Wealth Advisors | 333k | $32M | 8% | Sep 2026 |
|
| NewEdge Wealth | 330k | $32M | -10% | Jun 2026 |
|
| Per Stirling Capital Management | 329k | $31M | 0% | Jun 2026 |
|
| Belpointe Asset Management | 327k | $31M | -2% | Jun 2026 |
|
| Mariner Wealth Advisors | 321k | $31M | -45% | Jun 2026 |
|
| HPM Partners | 306k | $29M | -3% | Jun 2026 |
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| CI Private Wealth | 299k | $29M | 306% | Jun 2026 |
|
| Lvm Capital Management | 295k | $29M | 1% | Sep 2026 |
|
| TigerOak Management | 292k | $28M | 0% | Sep 2026 |
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| Concurrent Investment Advisors | 292k | $28M | 5% | Sep 2026 |
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| Potomac Fund Management | 291k | $28M | 100% | Jun 2026 |
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| CVFG | 278k | $27M | 5% | Jun 2026 |
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| HB Wealth Management | 276k | $27M | -2% | Sep 2026 |
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| Farther Finance Advisors | 273k | $27M | 0% | Sep 2026 |
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| ACT Advisors | 245k | $24M | 0% | Sep 2026 |
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| D.A. Davidson & Co. | 243k | $24M | 2% | Sep 2026 |
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| Creative Planning | 242k | $23M | 11% | Jun 2026 |
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| Pinnacle Wealth Management Advisory | 238k | $23M | 7% | Sep 2026 |
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| Janney Montgomery Scott | 233k | $22M | -2% | Jun 2026 |
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| Compass Financial Services | 231k | $22M | 2% | Jun 2026 |
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| CRA Financial Services | 228k | $22M | 3% | Sep 2026 |
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| SK Wealth Management | 226k | $23M | -13% | Jun 2026 |
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| Cresta Advisors | 221k | $22M | -12% | Sep 2026 |
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| Prime Capital Investment Advisors | 218k | $21M | -10% | Sep 2026 |
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| Sanctuary Advisors | 217k | $21M | 0% | Jun 2026 |
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| Columbia Advisory Partners | 217k | $21M | -6% | Sep 2026 |
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| Thrivent Financial for Lutherans | 216k | $21M | -32% | Jun 2026 |
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| MOR Wealth Management | 209k | $20M | -5% | Jun 2026 |
|
| Eagle Wealth Strategies | 197k | $19M | -1% | Sep 2026 |
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| Townsend Asset Management Corp | 196k | $19M | -1% | Sep 2026 |
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| Heck Capital Advisors | 195k | $19M | 2% | Sep 2026 |
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| RMB Capital Management | 188k | $18M | -2% | Jun 2026 |
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| Western Wealth Management | 186k | $18M | -33% | Jun 2026 |
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| BKA Wealth Consulting | 185k | $18M | -10% | Sep 2026 |
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| Smartleaf Asset Management | 181k | $17M | 0% | Jun 2026 |
|
| Main Street Financial Solutions | 177k | $17M | 2% | Jun 2026 |
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| Mb, Levis & Associates | 173k | $17M | -1% | Sep 2026 |
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| TopTier Wealth Management | 173k | $17M | 6% | Sep 2026 |
|
| Branch Banking & Trust Company | 171k | $17M | -14% | Sep 2026 |
|
| Focus Financial Network | 169k | $16M | 0% | Sep 2026 |
|
| Atria Investments | 161k | $16M | -12% | Sep 2026 |
|
| Solano Wealth Investment Advisors | 160k | $15M | -3% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 158k | $15M | 0% | Jun 2026 |
|
| Hengehold Capital Management | 154k | $15M | -21% | Sep 2026 |
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| Williams Financial | 150k | $15M | 2% | Sep 2026 |
|
| Lauer Wealth | 150k | $15M | -1% | Sep 2026 |
|
| Goldman Sachs Group | 145k | $14M | 173% | Jun 2026 |
|
| Streettalk Advisors | 143k | $14M | 2% | Sep 2026 |
|
| IFG Advisory | 142k | $14M | 100% | Jun 2026 |
|
| United Advisor Group | 142k | $14M | 1% | Jun 2026 |
|
| TD Capital Management | 137k | $13M | 2% | Jun 2026 |
|
| Oxinas Partners Wealth Management | 137k | $13M | -7% | Jun 2026 |
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| Alpha Zero | 133k | $13M | 13% | Jun 2026 |
|
| Foundations Investment Advisors | 130k | $13M | 7% | Jun 2026 |
|
| IAG Wealth Partners | 129k | $12M | 1% | Jun 2026 |
|
| Marshall & Sterling Wealth Advisors | 129k | $13M | 1% | Sep 2026 |
|
| Darrow Company | 125k | $12M | 3% | Sep 2026 |
|
| MBA Advisors | 125k | $12M | 4% | Sep 2026 |
|
| Sontag Advisory | 122k | $12M | -1% | Jun 2026 |
|
| Pensionmark Financial Group | 121k | $11M | 0% | Jun 2026 |
|
| Blue Rock Wealth Management | 118k | $12M | -4% | Sep 2026 |
|
| Pension & Wealth Management Advisors | 113k | $11M | 1% | Sep 2026 |
|
| Avant Capital | 111k | $11M | -1% | Jun 2026 |
|
| Retirement Planning Group | 109k | $11M | -5% | Sep 2026 |
|
| Tudor Investment Corporation | 106k | $10M | -56% | Jun 2026 |
|
| Journey Advisory Group | 105k | $10M | 0% | Jun 2026 |
|
| Camden Capital | 105k | $10M | 1% | Jun 2026 |
|
| Bryn Mawr Trust | 102k | $9.9M | -2% | Sep 2026 |
|
| Fiduciary | 102k | $9.7M | 1% | Jun 2026 |
|
| Fifth Third Bancorp | 101k | $9.7M | -88% | Jun 2026 |
|
| Stratos Wealth Partners | 101k | $9.6M | -12% | Jun 2026 |
|
| Great Valley Advisor Group | 100k | $9.6M | -34% | Jun 2026 |
|
| Sequoia Financial Advisors | 98k | $9.4M | -10% | Jun 2026 |
|
| Sentinus | 97k | $9.2M | -9% | Jun 2026 |
|
| Riverbend Wealth Management | 96k | $9.4M | 9% | Sep 2026 |
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| Wiley Bros.-aintree Capital | 94k | $9.0M | 4% | Jun 2026 |
|
| United Capital Financial Advisers | 93k | $8.9M | -2% | Jun 2026 |
|
| VestGen Advisors | 92k | $9.0M | -4% | Sep 2026 |
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| Gray Private Wealth | 91k | $8.8M | 2% | Sep 2026 |
|
| Gateway Wealth Partners | 89k | $8.5M | -50% | Jun 2026 |
|
| Founders Financial Alliance | 89k | $8.5M | -7% | Jun 2026 |
|
| Flagship Harbor Advisors | 87k | $8.4M | -13% | Sep 2026 |
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| Baird Financial | 87k | $8.3M | 0% | Jun 2026 |
|
| Flagship Wealth Advisors | 86k | $8.3M | 34% | Jun 2026 |
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| Prosperity Consulting Group | 86k | $8.3M | -6% | Jun 2026 |
|
| Stenger Family Office | 85k | $8.5M | -71% | Sep 2026 |
|
| Latko Wealth Management | 85k | $8.1M | -4% | Jun 2026 |
|
| Merit Financial Group | 64k | $6.1M | -28% | Jun 2026 |
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| Qube Research & Technologies | 57k | $5.4M | -44% | Jun 2026 |
|
| Horizon Investments | 47k | $4.5M | -48% | Jun 2026 |
|
| Gaddis Premier Wealth Advisors | 45k | $4.4M | -68% | Sep 2026 |
|
| Nvest Wealth Strategies | 34k | $3.3M | -62% | Sep 2026 |
|
| Lido Advisors | 11k | $1.0M | -98% | Jun 2026 |
|
| SkyView Investment Advisors | 10k | $956k | -98% | Jun 2026 |
|
| Independent Advisor Alliance | 5.2k | $497k | -99% | Jun 2026 |
|
| Golden State Equity Partners | 500.00 | $48k | -99% | Jun 2026 |
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