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 |
|---|---|---|---|---|---|
| Pnc Financial Services | 19M | $1.6B | 1% | Sep 2024 |
|
| Bank of America Corporation | 12M | $976M | 2% | Sep 2024 |
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| LPL Financial | 11M | $933M | 8% | Sep 2024 |
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| Hamilton Capital Management | 6.6M | $544M | -7% | Sep 2024 |
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| Raymond James Financial Services Advisors | 2.0M | $171M | -25% | Sep 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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| Wealth Enhancement Advisory Services | 1.1M | $91M | 28% | Dec 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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| 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 | 788k | $64M | 1% | Dec 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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| Prime Capital Investment Advisors | 708k | $59M | -2% | Sep 2024 |
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| Janney Montgomery Scott | 694k | $56M | 12% | Dec 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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| Horizon Wealth Management | 661k | $54M | 27% | Dec 2024 |
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| Prestige Wealth Management Group | 656k | $55M | -2% | Sep 2024 |
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| SNS Financial | 640k | $53M | 6% | Sep 2024 |
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| Spinnaker Investment Group | 572k | $46M | 0% | Dec 2024 |
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| Savant Capital Management | 525k | $44M | -3% | 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 | 100% | Sep 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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| Per Stirling Capital Management | 380k | $32M | 100% | Sep 2024 |
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| GPS Wealth Strategies Group | 374k | $31M | -4% | Sep 2024 |
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| Thrivent Financial for Lutherans | 351k | $29M | 100% | Sep 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 | $27M | 0% | Dec 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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| Sanchez Wealth Management Group | 293k | $24M | -1% | Sep 2024 |
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| Lvm Capital Management | 293k | $24M | 0% | Dec 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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| SK Wealth Management | 288k | $24M | 100% | Sep 2024 |
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| Forte Capital | 287k | $24M | 2% | Sep 2024 |
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| ACT Advisors | 277k | $22M | 1% | Dec 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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| Amplius Wealth Advisors | 257k | $21M | 5% | Dec 2024 |
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| Atria Investments | 254k | $21M | 53% | Sep 2024 |
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| HB Wealth Management | 249k | $20M | -3% | Dec 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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| Howard Financial Services | 220k | $18M | 48% | Dec 2024 |
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| Garrett Investment Advisors | 218k | $18M | 1% | Dec 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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| Columbia Advisory Partners | 190k | $15M | 100% | Dec 2024 |
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| Main Street Financial Solutions | 184k | $15M | 100% | Sep 2024 |
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| Cresta Advisors | 176k | $15M | 100% | 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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| Lauer Wealth | 160k | $13M | 6% | Dec 2024 |
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| Eaton Financial Holdings Company | 158k | $13M | 100% | 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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| Duncan Williams Asset Management | 149k | $12M | 30% | 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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| BKA Wealth Consulting | 145k | $12M | 15% | Dec 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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| Winthrop Advisory Group | 137k | $11M | 100% | Dec 2024 |
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| United Advisor Group | 134k | $11M | 21% | Sep 2024 |
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| Merit Financial Group | 133k | $11M | 41% | Dec 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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| Monterey Private Wealth | 127k | $10M | 2% | Dec 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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| Oxinas Partners Wealth Management | 125k | $10M | 6% | Dec 2024 |
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| Stratos Wealth Partners | 123k | $10M | 23% | 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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| Melone Private Wealth | 117k | $9.5M | -5% | Dec 2024 |
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| Prosperity Consulting Group | 115k | $9.5M | -4% | Sep 2024 |
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| Capital Planning Advisors | 114k | $9.3M | 3% | Dec 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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| IFG Advisory | 107k | $8.9M | -3% | Sep 2024 |
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| Flagship Harbor Advisors | 105k | $8.7M | 100% | 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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| Wealthcare Advisory Partners | 98k | $7.9M | 61% | Dec 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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| Atria Wealth Solutions | 95k | $7.9M | -45% | Sep 2024 |
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| Jones Financial Companies, L.L | 94k | $7.8M | 100% | Sep 2024 |
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| Albion Financial Group | 89k | $7.2M | 0% | Dec 2024 |
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| Good Life Advisors | 88k | $7.3M | 1% | Sep 2024 |
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| IAG Wealth Partners | 86k | $7.2M | 10% | Sep 2024 |
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| Ameritas Advisory Services | 82k | $6.7M | -6% | Dec 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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| Gray Private Wealth | 76k | $6.3M | 2% | Sep 2024 |
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| Moloney Securities Asset Management | 75k | $6.3M | 1% | Sep 2024 |
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| Darrow Company | 75k | $6.3M | 15% | Sep 2024 |
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| Ancora Advisors | 70k | $5.8M | 0% | Sep 2024 |
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| TNB Financial | 68k | $5.5M | 0% | Dec 2024 |
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| Lodestar Private Asset Management | 68k | $5.7M | 1% | Sep 2024 |
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| David J.Sculati | 67k | $5.5M | 46% | Dec 2024 |
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| CI Private Wealth | 67k | $5.5M | -2% | Sep 2024 |
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| Brian McDonald | 66k | $5.5M | 8% | Sep 2024 |
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| Ffg Retirement Advisors | 65k | $5.4M | -2% | Sep 2024 |
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| Roof Eidam & Maycock | 65k | $5.4M | 4% | Sep 2024 |
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| Oppenheimer & Co | 64k | $5.3M | 100% | Sep 2024 |
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| Foundations Investment Advisors | 63k | $5.2M | 77% | Sep 2024 |
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| Mirae Asset Global Investments | 61k | $5.0M | 0% | Sep 2024 |
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| Lansing Street Advisors | 60k | $5.0M | 100% | Sep 2024 |
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| Founders Financial Securities | 60k | $5.0M | -1% | Sep 2024 |
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| Aries Wealth Management | 60k | $4.9M | 0% | Sep 2024 |
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| Susquehanna International | 48k | $4.0M | -21% | Sep 2024 |
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| ValMark Advisers | 46k | $3.9M | -42% | Sep 2024 |
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| Astoria Portfolio Advisors | 35k | $2.8M | -53% | Dec 2024 |
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| Gladstone Institutional Advisory | 31k | $2.6M | -57% | Sep 2024 |
|
| Ethos Financial Group | 8.7k | $721k | -90% | Sep 2024 |
|
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 |
| Strategic Financial Concepts | Jun 2024 | 172k | $1.0B |
| Regal Investment Advisors | Jun 2024 | 110k | $8.6M |