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 | $1.5B | 2% | Jun 2024 |
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Bank of America Corporation | 12M | $899M | 3% | Jun 2024 |
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LPL Financial | 10M | $809M | 8% | Jun 2024 |
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Morgan Stanley | 8.1M | $633M | 6% | Jun 2024 |
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Hamilton Capital Management | 7.1M | $554M | -1% | Jun 2024 |
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Raymond James Financial Services Advisors | 2.7M | $213M | 2% | Jun 2024 |
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HighTower Advisors | 2.5M | $198M | 3% | Jun 2024 |
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Cetera Investment Advisers | 1.9M | $147M | 3% | Jun 2024 |
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Private Advisor | 1.5M | $118M | -5% | Jun 2024 |
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Wells Fargo & Company | 1.4M | $113M | 7% | Jun 2024 |
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Royal Bank of Canada | 1.4M | $108M | 9% | Jun 2024 |
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Employees Retirement System of Texas | 1.2M | $95M | -14% | Jun 2024 |
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Raymond James & Associates | 1.2M | $95M | -14% | Jun 2024 |
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One Capital Management | 1.1M | $89M | -7% | Jun 2024 |
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Steward Partners Investment Advisory | 1.0M | $82M | 14% | Jun 2024 |
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Bouchey Financial | 966k | $75M | 87% | Jun 2024 |
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Envestnet Asset Management | 892k | $70M | 14% | Jun 2024 |
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Waddell & Associates | 881k | $69M | 1% | Jun 2024 |
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Commonwealth Equity Services | 871k | $68M | 11% | Jun 2024 |
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Bsc Private Wealth Management | 871k | $68M | -1% | Jun 2024 |
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Wealth Enhancement Advisory Services | 854k | $67M | 3% | Jun 2024 |
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Taiyo Life Insurance | 850k | $66M | 0% | Jun 2024 |
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RVW Wealth | 822k | $64M | 3% | Jun 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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Boston Financial Mangement | 742k | $58M | -4% | Jun 2024 |
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Glassman Wealth Services | 737k | $58M | 10% | Jun 2024 |
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Private Wealth Strategies | 722k | $56M | 2% | Jun 2024 |
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Prime Capital Investment Advisors | 719k | $56M | -9% | Jun 2024 |
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Beacon Financial | 701k | $55M | -1% | Jun 2024 |
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Prestige Wealth Management Group | 672k | $52M | -4% | Jun 2024 |
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Fundamentun | 644k | $50M | 15% | Jun 2024 |
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Rockefeller Capital Management | 643k | $49M | 9% | Jun 2024 |
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Equitable Holdings | 629k | $49M | 6% | Jun 2024 |
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SNS Financial | 603k | $47M | 1% | Jun 2024 |
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Spinnaker Investment Group | 570k | $45M | 0% | Jun 2024 |
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Savant Capital Management | 542k | $42M | -3% | Jun 2024 |
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Kestra Advisory Services | 504k | $39M | 2% | Jun 2024 |
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NewEdge Wealth | 499k | $39M | -1% | Jun 2024 |
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Resources Investment Advisors | 497k | $39M | 0% | Jun 2024 |
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SkyView Investment Advisors | 489k | $38M | 1% | Jun 2024 |
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Fiduciary Planning | 484k | $38M | 5% | Jun 2024 |
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Jpmorgan Chase & Co | 473k | $37M | -9% | Jun 2024 |
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Camden Capital | 469k | $37M | 12% | Jun 2024 |
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Janney Montgomery Scott | 423k | $33M | 8% | Jun 2024 |
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Cambridge Investment Research Advisors | 407k | $32M | -32% | Jun 2024 |
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Billeaud Capital Management | 406k | $32M | -1% | Jun 2024 |
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IFP Advisors | 403k | $32M | -12% | Jun 2024 |
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Glen Eagle Advisors | 401k | $31M | 5% | Jun 2024 |
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GPS Wealth Strategies Group | 391k | $31M | 0% | Jun 2024 |
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Goss Wealth Management | 383k | $30M | 15% | Jun 2024 |
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Aspire Capital Advisors | 371k | $29M | 2% | Jun 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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Stifel Financial | 346k | $27M | 3% | Jun 2024 |
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Team Financial Group | 334k | $26M | 6% | Jun 2024 |
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Choice Wealth Advisors | 331k | $28M | -1% | Sep 2024 |
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Mariner Wealth Advisors | 331k | $26M | -2% | Jun 2024 |
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JJJ Advisors | 311k | $24M | 438% | Jun 2024 |
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Kestra Private Wealth Services | 307k | $24M | 7% | Jun 2024 |
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Northwestern Mutual Wealth Management Company | 302k | $24M | -31% | Jun 2024 |
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Sanchez Wealth Management Group | 296k | $23M | 18% | Jun 2024 |
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Lvm Capital Management | 293k | $23M | 0% | Sep 2024 |
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CWM | 293k | $24M | 22% | Sep 2024 |
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Branch Banking & Trust Company | 283k | $22M | 2% | Jun 2024 |
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Forte Capital | 282k | $22M | 38% | Jun 2024 |
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ACT Advisors | 271k | $21M | 0% | Jun 2024 |
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Horizon Wealth Management | 265k | $21M | 100% | Jun 2024 |
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HB Wealth Management | 261k | $20M | -2% | Jun 2024 |
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Concurrent Investment Advisors | 258k | $20M | 1% | Jun 2024 |
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Continuum Wealth Advisors | 250k | $20M | 8% | Jun 2024 |
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Ohe Financial | 245k | $19M | 0% | Jun 2024 |
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Goldman Sachs Group | 243k | $19M | 574% | Jun 2024 |
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Great Valley Advisor Group | 241k | $19M | -17% | Jun 2024 |
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Mml Investors Services | 239k | $19M | 9% | Jun 2024 |
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Amplius Wealth Advisors | 239k | $19M | -2% | Jun 2024 |
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Bank of New York Mellon | 214k | $17M | 0% | Jun 2024 |
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RMB Capital Management | 212k | $17M | -1% | Jun 2024 |
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Connable Office | 207k | $16M | 33% | Jun 2024 |
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Palo Alto Wealth Advisors | 206k | $16M | 1% | Jun 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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Sanctuary Advisors | 191k | $14M | 100% | Jun 2024 |
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Strategic Financial Concepts | 172k | $1.0B | 1034% | Jun 2024 |
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Atria Wealth Solutions | 171k | $13M | -14% | Jun 2024 |
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Townsend Asset Management Corp | 171k | $13M | 1% | Jun 2024 |
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Focus Financial Network | 168k | $14M | 0% | Jun 2024 |
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Lauer Wealth | 168k | $13M | -6% | Jun 2024 |
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Wealth Management Resources | 167k | $13M | -7% | Jun 2024 |
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Garrett Investment Advisors | 166k | $13M | 7% | Jun 2024 |
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Atria Investments | 166k | $13M | 34% | Jun 2024 |
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HPM Partners | 160k | $13M | 28% | Jun 2024 |
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Sequoia Financial Advisors | 160k | $13M | -6% | Jun 2024 |
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Hengehold Capital Management | 154k | $12M | 2% | Jun 2024 |
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Kraft, Davis & Associates | 151k | $12M | 3% | Jun 2024 |
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Paul Damon & Associates | 150k | $12M | -2% | Jun 2024 |
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Duncan Williams Asset Management | 149k | $12M | 30% | Sep 2024 |
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Golden State Equity Partners | 147k | $11M | 100% | Jun 2024 |
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Invenio Wealth Partners | 142k | $11M | 4% | Jun 2024 |
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First National Trust Company | 140k | $11M | 8% | Jun 2024 |
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Hobbs Group Advisors | 139k | $11M | 100% | Jun 2024 |
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Triad Wealth Partners | 136k | $11M | 18% | Jun 2024 |
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Journey Advisory Group | 135k | $11M | 3% | Jun 2024 |
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Sontag Advisory | 132k | $10M | -23% | Jun 2024 |
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BKA Wealth Consulting | 126k | $11M | 5% | 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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Prosperity Consulting Group | 119k | $9.3M | -15% | Jun 2024 |
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Tyler-Stone Wealth Management | 118k | $9.2M | 27% | Jun 2024 |
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Venture Visionary Partners | 117k | $9.1M | 3% | Jun 2024 |
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J.w. Cole Advisors | 114k | $8.9M | 0% | Jun 2024 |
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Capital Planning Advisors | 111k | $8.7M | 4% | Jun 2024 |
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United Advisor Group | 111k | $8.6M | 25% | Jun 2024 |
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TD Capital Management | 110k | $8.6M | 2% | Jun 2024 |
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Ameritas Advisory Services | 110k | $8.6M | -2% | Jun 2024 |
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Regal Investment Advisors | 110k | $8.6M | 0% | Jun 2024 |
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IFG Advisory | 110k | $8.6M | -7% | Jun 2024 |
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Western Wealth Management | 110k | $8.6M | 4% | Jun 2024 |
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CRA Financial Services | 105k | $8.2M | 15% | Jun 2024 |
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Oxinas Partners Wealth Management | 105k | $8.2M | -4% | Jun 2024 |
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Howard Financial Services | 105k | $8.2M | 11% | Jun 2024 |
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Envestnet Portfolio Solutions | 104k | $8.1M | 3% | Jun 2024 |
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Bryn Mawr Trust | 103k | $8.1M | 0% | Jun 2024 |
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Astoria Portfolio Advisors | 103k | $8.0M | 27% | Jun 2024 |
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Creative Planning | 102k | $8.0M | 3% | Jun 2024 |
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Stratos Wealth Partners | 100k | $7.8M | -1% | Jun 2024 |
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ORBA Wealth Advisors | 96k | $7.5M | 5% | Jun 2024 |
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MBA Advisors | 95k | $7.4M | 0% | Jun 2024 |
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Masso Torrence Wealth Management | 91k | $7.1M | 8% | Jun 2024 |
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Albion Financial Group | 89k | $7.0M | 0% | Jun 2024 |
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Streettalk Advisors | 89k | $6.9M | 10% | Jun 2024 |
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Ethos Financial Group | 87k | $6.8M | 100% | Jun 2024 |
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Good Life Advisors | 87k | $6.8M | 2% | Jun 2024 |
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Insight Advisors, LLC/ PA | 82k | $6.4M | 12% | Jun 2024 |
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United Capital Financial Advisers | 81k | $6.3M | -8% | Jun 2024 |
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ValMark Advisers | 80k | $6.2M | 46% | Jun 2024 |
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IAG Wealth Partners | 79k | $6.2M | 11% | Jun 2024 |
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Catalina Capital Group | 76k | $6.0M | 7% | Jun 2024 |
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Prudential | 76k | $6.0M | -6% | Jun 2024 |
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Smith, Moore & Co. | 75k | $5.9M | 175% | Jun 2024 |
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Moloney Securities Asset Management | 75k | $5.8M | -5% | Jun 2024 |
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Gray Private Wealth | 74k | $5.8M | 5% | Jun 2024 |
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Gladstone Institutional Advisory | 72k | $5.6M | 2% | Jun 2024 |
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Fiduciary | 71k | $5.6M | 23% | Jun 2024 |
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Vermillion & White Wealth Management Group | 71k | $5.5M | 100% | Jun 2024 |
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Ancora Advisors | 70k | $5.5M | 0% | Jun 2024 |
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TNB Financial | 68k | $5.3M | 1% | Jun 2024 |
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CI Private Wealth | 68k | $5.3M | 4% | Jun 2024 |
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Lodestar Private Asset Management | 68k | $5.3M | 2% | Jun 2024 |
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Ffg Retirement Advisors | 67k | $5.2M | -3% | Jun 2024 |
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Avaii Wealth Management | 41k | $3.2M | -43% | Jun 2024 |
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Smart Money Group | 30k | $2.4M | -87% | Jun 2024 |
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Renaissance Technologies | 18k | $1.4M | -73% | Jun 2024 |
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Who sold out of wisdomtreetrusdivd..?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Relative Value Partners | Mar 2024 | 758k | $54M |