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 | 12M | $1.1B | -22% | Dec 2025 |
|
| LPL Financial | 12M | $1.1B | -1% | Dec 2025 |
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| Ameriprise Financial | 7.0M | $630M | -1% | Dec 2025 |
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| Raymond James Financial | 3.4M | $305M | 0% | Dec 2025 |
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| HighTower Advisors | 2.9M | $257M | -2% | Dec 2025 |
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| UBS Group | 2.7M | $240M | 5% | Dec 2025 |
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| Cetera Investment Advisers | 2.5M | $219M | 0% | Dec 2025 |
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| Envestnet Asset Management | 2.3M | $210M | 3% | Dec 2025 |
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| Wells Fargo & Company | 1.7M | $151M | 6% | Dec 2025 |
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| Prime Capital Investment Advisors | 1.5M | $137M | 10% | Dec 2025 |
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| Private Advisor | 1.4M | $127M | -6% | Dec 2025 |
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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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| Rockefeller Capital Management | 1.1M | $100M | 54% | Dec 2025 |
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| Steward Partners Investment Advisory | 1.1M | $97M | -1% | Dec 2025 |
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| Commonwealth Equity Services | 1.0M | $92M | -5% | Dec 2025 |
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| Larson Financial Group | 1.0M | $91M | 14% | Dec 2025 |
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| Waddell & Associates | 991k | $89M | 1% | Dec 2025 |
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| Fundamentun | 926k | $83M | 3% | Dec 2025 |
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| Bsc Private Wealth Management | 900k | $81M | 1% | Dec 2025 |
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| Bouchey Financial | 875k | $79M | 0% | Mar 2026 |
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| Brian McDonald | 855k | $76M | 12% | Dec 2025 |
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| Glassman Wealth Services | 841k | $75M | 1% | Dec 2025 |
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| RVW Wealth | 830k | $73M | 1% | Mar 2026 |
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| Legacy Financial Advisors | 818k | $73M | 0% | Dec 2025 |
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| Equitable Holdings | 810k | $72M | 3% | Dec 2025 |
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| Kestra Advisory Services | 767k | $69M | 35% | Dec 2025 |
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| Captrust Financial Advisors | 763k | $68M | 1% | Dec 2025 |
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| SNS Financial | 717k | $63M | 2% | 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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| Lido Advisors | 630k | $56M | 0% | Dec 2025 |
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| Beacon Financial | 578k | $52M | -3% | Dec 2025 |
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| Spinnaker Investment Group | 569k | $50M | -8% | Mar 2026 |
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| Mariner Wealth Advisors | 564k | $50M | 52% | Dec 2025 |
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| Fiduciary Planning | 560k | $50M | 1% | Dec 2025 |
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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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| Goss Wealth Management | 527k | $47M | -12% | Dec 2025 |
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| Taiyo Life Insurance | 525k | $47M | 0% | Dec 2025 |
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| Duncan Williams Asset Management | 523k | $48M | 7% | Dec 2025 |
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| One Capital Management | 517k | $46M | -19% | Dec 2025 |
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| Glen Eagle Advisors | 515k | $46M | -5% | Dec 2025 |
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| Resources Investment Advisors | 509k | $46M | 0% | Dec 2025 |
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| Intrua Financial | 483k | $43M | 3% | Dec 2025 |
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| Stifel Financial | 480k | $43M | 5% | Dec 2025 |
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| Connable Office | 463k | $41M | 6% | Dec 2025 |
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| Savant Capital Management | 412k | $37M | -5% | Dec 2025 |
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| Kestra Private Wealth Services | 411k | $36M | -1% | Mar 2026 |
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| IFP Advisors | 407k | $36M | 4% | Mar 2026 |
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| Cambridge Investment Research Advisors | 407k | $36M | -1% | Dec 2025 |
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| Billeaud Capital Management | 396k | $36M | 0% | Dec 2025 |
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| Resolute Capital | 388k | $35M | 100% | Dec 2025 |
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| Team Financial Group | 388k | $35M | 2% | Dec 2025 |
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| NewEdge Wealth | 384k | $34M | 12% | Dec 2025 |
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| Serenus Wealth Advisors | 382k | $34M | 3% | Dec 2025 |
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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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| Sanchez Wealth Management Group | 360k | $32M | 6% | Dec 2025 |
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| HPM Partners | 336k | $30M | -2% | Dec 2025 |
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| Per Stirling Capital Management | 334k | $30M | -2% | Dec 2025 |
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| Thrivent Financial for Lutherans | 333k | $30M | 128% | Dec 2025 |
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| Jones Financial Companies, L.L | 332k | $30M | 10% | Dec 2025 |
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| Belpointe Asset Management | 329k | $29M | 4% | Dec 2025 |
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| Choice Wealth Advisors | 328k | $29M | 2% | Mar 2026 |
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| Mml Investors Services | 326k | $29M | 6% | Dec 2025 |
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| Compass Financial Services | 326k | $29M | 1% | Dec 2025 |
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| Gail Mannix | 318k | $28M | 5% | Mar 2026 |
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| Modern Wealth Management | 310k | $28M | 2% | Dec 2025 |
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| Branch Banking & Trust Company | 297k | $27M | 4% | Dec 2025 |
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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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| Atria Investments | 286k | $26M | -4% | Dec 2025 |
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| Amplius Wealth Advisors | 283k | $25M | 11% | Mar 2026 |
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| Concurrent Investment Advisors | 273k | $24M | -22% | Mar 2026 |
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| SK Wealth Management | 272k | $25M | -12% | Dec 2025 |
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| HB Wealth Management | 269k | $24M | -3% | Dec 2025 |
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| Columbia Advisory Partners | 263k | $24M | -1% | Dec 2025 |
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| Sanctuary Advisors | 258k | $23M | -6% | Dec 2025 |
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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. | 228k | $20M | 0% | Dec 2025 |
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| Cresta Advisors | 225k | $20M | -3% | Dec 2025 |
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| Western Wealth Management | 224k | $20M | 94% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 221k | $20M | 1% | Dec 2025 |
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| Creative Planning | 218k | $20M | -2% | Dec 2025 |
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| Sage Private Wealth Group | 218k | $20M | -1% | Dec 2025 |
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| CRA Financial Services | 217k | $19M | 12% | Mar 2026 |
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| MOR Wealth Management | 212k | $19M | 100% | Dec 2025 |
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| Pinnacle Wealth Management Advisory | 208k | $18M | 5% | Mar 2026 |
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| Smartleaf Asset Management | 207k | $19M | 22% | Dec 2025 |
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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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| Hengehold Capital Management | 194k | $17M | 2% | Mar 2026 |
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| RMB Capital Management | 193k | $17M | -3% | Dec 2025 |
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| Townsend Asset Management Corp | 192k | $17M | -1% | Dec 2025 |
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| Heck Capital Advisors | 186k | $16M | 0% | Mar 2026 |
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| Great Valley Advisor Group | 182k | $16M | 0% | Dec 2025 |
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| Venture Visionary Partners | 180k | $16M | -2% | Dec 2025 |
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| Focus Financial Network | 178k | $16M | 1% | Mar 2026 |
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| Insight Advisors, LLC/ PA | 175k | $16M | -2% | Dec 2025 |
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| Mb, Levis & Associates | 174k | $15M | 1% | Mar 2026 |
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| Solano Wealth Investment Advisors | 162k | $15M | 0% | Dec 2025 |
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| Lauer Wealth | 157k | $14M | 0% | 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 | 140k | $13M | 100% | Dec 2025 |
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| TD Capital Management | 135k | $12M | 1% | Dec 2025 |
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| IFG Advisory | 134k | $12M | 2% | Dec 2025 |
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| Stratos Wealth Partners | 133k | $12M | -31% | Dec 2025 |
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| Camden Capital | 130k | $12M | -6% | Dec 2025 |
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| Streettalk Advisors | 128k | $12M | 1% | Dec 2025 |
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| VestGen Advisors | 125k | $11M | -67% | Dec 2025 |
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| IAG Wealth Partners | 125k | $11M | 9% | Dec 2025 |
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| Blue Rock Wealth Management | 124k | $11M | -2% | Dec 2025 |
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| Golden State Wealth Management | 123k | $11M | 3% | Dec 2025 |
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| Pensionmark Financial Group | 123k | $11M | 15% | Dec 2025 |
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| Sontag Advisory | 122k | $11M | -1% | Dec 2025 |
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| Darrow Company | 121k | $11M | 5% | Mar 2026 |
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| Journey Advisory Group | 120k | $11M | -1% | Dec 2025 |
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| MBA Advisors | 117k | $10M | 5% | Mar 2026 |
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| Retirement Planning Group | 116k | $10M | -2% | Dec 2025 |
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| Wealthcare Advisory Partners | 116k | $10M | -3% | Mar 2026 |
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| Paul Damon & Associates | 115k | $10M | -5% | Dec 2025 |
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| Flagship Harbor Advisors | 115k | $10M | 1% | Dec 2025 |
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| Sequoia Financial Advisors | 112k | $10M | -7% | Dec 2025 |
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| Capital Planning Advisors | 112k | $10M | 2% | Dec 2025 |
|
| Avant Capital | 112k | $10M | 7% | Dec 2025 |
|
| United Capital Financial Advisers | 106k | $9.4M | 33% | Dec 2025 |
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| Bryn Mawr Trust | 105k | $9.4M | 6% | Dec 2025 |
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| IHT Wealth Management | 104k | $9.3M | -2% | Dec 2025 |
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| Foundations Investment Advisors | 103k | $9.2M | 14% | Dec 2025 |
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| Sentinus | 102k | $9.1M | 100% | Dec 2025 |
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| Win Advisors | 100k | $8.9M | 100% | Dec 2025 |
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| Fiduciary | 97k | $8.7M | 6% | Dec 2025 |
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| Prosperity Consulting Group | 97k | $8.7M | -1% | Dec 2025 |
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| Envestnet Portfolio Solutions | 97k | $8.6M | -3% | Dec 2025 |
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| Founders Financial Alliance | 93k | $8.3M | 6% | Dec 2025 |
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| Gateway Wealth Partners | 90k | $8.1M | 24% | Dec 2025 |
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| Nvest Wealth Strategies | 90k | $7.9M | 0% | Mar 2026 |
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| Baird Financial | 89k | $8.0M | 5% | Dec 2025 |
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| Merit Financial Group | 89k | $7.8M | -14% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 86k | $7.7M | 6% | Dec 2025 |
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| Albion Financial Group | 85k | $7.6M | -2% | Dec 2025 |
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| Gray Private Wealth | 85k | $7.6M | 2% | Dec 2025 |
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| PMG Wealth Management | 85k | $7.4M | 0% | Mar 2026 |
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| Riverbend Wealth Management | 84k | $7.4M | 4% | Mar 2026 |
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| Farther Finance Advisors | 79k | $7.0M | -14% | Mar 2026 |
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| Berkeley | 77k | $6.9M | -9% | Dec 2025 |
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| Kraft, Davis & Associates | 65k | $5.9M | -40% | Dec 2025 |
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| Buckingham Strategic Partners | 65k | $5.8M | -45% | Dec 2025 |
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| Prospera Financial Services | 64k | $5.6M | -24% | Mar 2026 |
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| Ohe Financial | 59k | $5.3M | -77% | Dec 2025 |
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| Eaton Financial Holdings Company | 58k | $5.1M | -53% | Mar 2026 |
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| Goldman Sachs Group | 49k | $4.4M | -72% | Dec 2025 |
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| Golden State Equity Partners | 28k | $2.5M | -68% | Dec 2025 |
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| Flow Traders US | 20k | $1.8M | -84% | Dec 2025 |
|
| Armis Advisers | 13k | $1.2M | -86% | Dec 2025 |
|
| 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 |
|---|---|---|---|
| Kovitz Investment Group Partners | Sep 2025 | 1.3M | $115M |
| Wealth Enhancement Advisory Services | Dec 2025 | 1.2M | $111M |
| Potomac Fund Management | Sep 2025 | 223k | $20M |
| Seven Mile Advisory | Dec 2025 | 101k | $9.0M |
| Two Sigma Investments | Sep 2025 | 94k | $8.3M |