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 | 18M | $1.4B | 3% | Mar 2024 |
|
| Bank of America Corporation | 11M | $855M | 5% | Mar 2024 |
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| LPL Financial | 9.6M | $733M | 27% | Mar 2024 |
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| Morgan Stanley | 7.7M | $583M | 23% | Mar 2024 |
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| Hamilton Capital Management | 7.2M | $546M | 0% | Mar 2024 |
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| Ameriprise Financial | 6.4M | $483M | 23% | Mar 2024 |
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| Raymond James Financial Services Advisors | 2.7M | $204M | -27% | Mar 2024 |
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| HighTower Advisors | 2.5M | $188M | 1% | Mar 2024 |
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| UBS Group | 2.4M | $183M | 2% | Mar 2024 |
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| Private Advisor | 1.6M | $122M | 0% | Mar 2024 |
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| Employees Retirement System of Texas | 1.4M | $100M | 100% | Dec 2023 |
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| Raymond James & Associates | 1.4M | $107M | 7% | Mar 2024 |
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| Wells Fargo & Company | 1.3M | $103M | 9% | Mar 2024 |
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| Royal Bank of Canada | 1.3M | $91M | 4% | Mar 2024 |
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| One Capital Management | 1.2M | $94M | 3% | Mar 2024 |
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| Steward Partners Investment Advisory | 921k | $70M | 1540% | Mar 2024 |
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| Bsc Private Wealth Management | 877k | $67M | -2% | Mar 2024 |
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| Waddell & Associates | 869k | $66M | 1% | Mar 2024 |
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| Taiyo Life Insurance | 850k | $65M | 0% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 831k | $63M | -16% | Mar 2024 |
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| Legacy Financial Advisors | 805k | $61M | 12% | Mar 2024 |
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| Thrivent Financial for Lutherans | 800k | $61M | 62% | Mar 2024 |
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| RVW Wealth | 797k | $61M | 5% | Mar 2024 |
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| Commonwealth Equity Services | 784k | $60M | 0% | Mar 2024 |
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| Townsquare Capital | 782k | $60M | 4% | Mar 2024 |
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| Envestnet Asset Management | 781k | $60M | 11% | Mar 2024 |
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| Boston Financial Mangement | 772k | $59M | 2% | Mar 2024 |
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| Relative Value Partners | 758k | $54M | -1% | Mar 2024 |
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| Private Wealth Strategies | 709k | $54M | 1% | Mar 2024 |
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| Beacon Financial | 706k | $54M | -10% | Mar 2024 |
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| Prestige Wealth Management Group | 697k | $53M | -7% | Mar 2024 |
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| Glassman Wealth Services | 671k | $51M | 5% | Mar 2024 |
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| Prime Capital Investment Advisors | 667k | $47M | 19% | Dec 2023 |
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| Cambridge Investment Research Advisors | 602k | $46M | 4% | Mar 2024 |
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| SNS Financial | 598k | $46M | 2% | Mar 2024 |
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| Spinnaker Investment Group | 572k | $44M | 0% | Mar 2024 |
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| Fundamentun | 559k | $43M | -3% | Mar 2024 |
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| Savant Capital Management | 556k | $42M | -4% | Mar 2024 |
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| Rockefeller Capital Management | 552k | $39M | 11% | Dec 2023 |
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| Jpmorgan Chase & Co | 519k | $40M | -16% | Mar 2024 |
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| Bouchey Financial | 516k | $39M | 0% | Mar 2024 |
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| NewEdge Wealth | 505k | $37M | 5% | Mar 2024 |
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| Resources Investment Advisors | 497k | $38M | 2% | Mar 2024 |
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| SkyView Investment Advisors | 486k | $37M | 12% | Mar 2024 |
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| Kestra Advisory Services | 475k | $33M | 0% | Dec 2023 |
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| Fiduciary Planning | 462k | $35M | 3% | Mar 2024 |
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| IFP Advisors | 449k | $32M | -4% | Dec 2023 |
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| Northwestern Mutual Wealth Management Company | 439k | $33M | -1% | Mar 2024 |
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| Advisor Group Holdings | 431k | $33M | -17% | Mar 2024 |
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| Billeaud Capital Management | 410k | $30M | -1% | Mar 2024 |
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| Janney Montgomery Scott | 390k | $30M | 43% | Mar 2024 |
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| GPS Wealth Strategies Group | 390k | $30M | -9% | Mar 2024 |
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| Aspire Capital Advisors | 362k | $28M | -3% | Mar 2024 |
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| Mariner Wealth Advisors | 338k | $26M | 7% | Mar 2024 |
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| Stifel Financial | 336k | $26M | 3% | Mar 2024 |
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| Goss Wealth Management | 333k | $25M | 1002% | Mar 2024 |
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| Choice Wealth Advisors | 331k | $25M | -2% | Mar 2024 |
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| H D Vest Advisory Services | 328k | $25M | 13% | Mar 2024 |
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| Team Financial Group | 313k | $24M | 13% | Mar 2024 |
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| Great Valley Advisor Group | 291k | $22M | 6% | Mar 2024 |
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| Kestra Private Wealth Services | 286k | $22M | 43% | Mar 2024 |
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| Lvm Capital Management | 282k | $22M | 2% | Mar 2024 |
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| Branch Banking & Trust Company | 276k | $21M | 9% | Mar 2024 |
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| IAM Advisory | 275k | $21M | -1% | Mar 2024 |
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| ACT Advisors | 271k | $21M | 100% | Mar 2024 |
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| HB Wealth Management | 267k | $20M | -3% | Mar 2024 |
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| Concurrent Investment Advisors | 256k | $20M | -3% | Mar 2024 |
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| Eaton Financial Holdings Company | 253k | $19M | -1% | Mar 2024 |
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| Sanchez Wealth Management Group | 250k | $19M | 1% | Mar 2024 |
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| Ohe Financial | 246k | $19M | -9% | Mar 2024 |
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| Amplius Wealth Advisors | 245k | $19M | -60% | Mar 2024 |
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| Smart Money Group | 229k | $17M | 100% | Mar 2024 |
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| CWM | 227k | $17M | 16% | Mar 2024 |
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| Continuum Wealth Advisors | 224k | $16M | 4% | Dec 2023 |
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| Bank of New York Mellon | 214k | $16M | -5% | Mar 2024 |
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| RMB Capital Management | 213k | $15M | -4% | Dec 2023 |
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| TMD Wealth Management | 207k | $16M | 859% | Mar 2024 |
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| Forte Capital | 205k | $16M | 4% | Mar 2024 |
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| Palo Alto Wealth Advisors | 204k | $16M | -2% | Mar 2024 |
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| Hobbs Group Advisors | 199k | $14M | 100% | Dec 2023 |
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| Camden Capital | 199k | $14M | -5% | Dec 2023 |
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| Atria Wealth Solutions | 199k | $15M | 4% | Mar 2024 |
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| D.A. Davidson & Co. | 190k | $15M | 5% | Mar 2024 |
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| Focus Financial Network | 182k | $13M | 100% | Dec 2023 |
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| Lauer Wealth | 179k | $13M | 6% | Mar 2024 |
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| Wealth Management Resources | 178k | $14M | -1% | Mar 2024 |
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| Main Street Financial Solutions | 173k | $13M | 30% | Mar 2024 |
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| Sontag Advisory | 172k | $13M | -3% | Mar 2024 |
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| Sequoia Financial Advisors | 171k | $13M | -4% | Mar 2024 |
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| Focus Financial Network | 169k | $12M | 100% | Mar 2024 |
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| Townsend Asset Management Corp | 168k | $13M | 4% | Mar 2024 |
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| Cresta Advisors | 168k | $13M | 4% | Mar 2024 |
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| Connable Office | 155k | $12M | 0% | Mar 2024 |
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| Garrett Investment Advisors | 154k | $12M | 0% | Mar 2024 |
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| Paul Damon & Associates | 154k | $12M | -24% | Mar 2024 |
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| Hengehold Capital Management | 151k | $12M | 1% | Mar 2024 |
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| Kraft, Davis & Associates | 147k | $11M | 5% | Mar 2024 |
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| EisnerAmper Wealth Management Corporate Benefits | 145k | $10M | -6% | Dec 2023 |
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| Golden State Equity Partners | 142k | $9.9M | 69% | Dec 2023 |
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| Prosperity Consulting Group | 140k | $11M | 100% | Mar 2024 |
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| Invenio Wealth Partners | 137k | $10M | 29% | Mar 2024 |
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| Journey Advisory Group | 131k | $10M | -1% | Mar 2024 |
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| First National Trust Company | 130k | $9.9M | 91% | Mar 2024 |
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| Atria Investments | 127k | $8.9M | 61% | Dec 2023 |
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| HPM Partners | 125k | $9.5M | 12% | Mar 2024 |
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| Monterey Private Wealth | 120k | $9.1M | 0% | Mar 2024 |
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| Melone Private Wealth | 120k | $9.1M | 1% | Mar 2024 |
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| IFG Advisory | 118k | $9.0M | 0% | Mar 2024 |
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| Triad Wealth Partners | 115k | $8.8M | 100% | Mar 2024 |
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| Flagship Harbor Advisors | 114k | $8.7M | -9% | Mar 2024 |
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| J.w. Cole Advisors | 114k | $8.7M | -1% | Mar 2024 |
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| Venture Visionary Partners | 113k | $8.6M | 14% | Mar 2024 |
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| Merit Financial Group | 112k | $8.3M | 2% | Mar 2024 |
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| Regal Investment Advisors | 110k | $8.4M | 2% | Mar 2024 |
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| Oxinas Partners Wealth Management | 109k | $8.3M | 1% | Mar 2024 |
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| TD Capital Management | 108k | $8.3M | -2% | Mar 2024 |
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| Capital Planning Advisors | 107k | $8.1M | -2% | Mar 2024 |
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| Western Wealth Management | 106k | $8.1M | 2% | Mar 2024 |
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| BKA Wealth Consulting | 105k | $8.0M | 12% | Mar 2024 |
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| Duncan Williams Asset Management | 103k | $7.8M | 100% | Mar 2024 |
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| Stratos Wealth Partners | 101k | $7.7M | -30% | Mar 2024 |
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| Envestnet Portfolio Solutions | 101k | $7.7M | 7% | Mar 2024 |
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| Creative Planning | 99k | $7.5M | 28% | Mar 2024 |
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| MBA Advisors | 96k | $7.3M | 0% | Mar 2024 |
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| Howard Financial Services | 95k | $7.2M | 2% | Mar 2024 |
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| Tyler-Stone Wealth Management | 92k | $7.0M | 54% | Mar 2024 |
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| CRA Financial Services | 92k | $7.0M | 16% | Mar 2024 |
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| ORBA Wealth Advisors | 91k | $6.9M | 3% | Mar 2024 |
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| Albion Financial Group | 89k | $6.8M | 0% | Mar 2024 |
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| United Advisor Group | 88k | $6.7M | 100% | Mar 2024 |
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| United Capital Financial Advisers | 88k | $6.7M | -7% | Mar 2024 |
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| Good Life Advisors | 85k | $6.5M | -1% | Mar 2024 |
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| Masso Torrence Wealth Management | 84k | $6.4M | 11% | Mar 2024 |
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| Prudential | 81k | $6.2M | -14% | Mar 2024 |
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| Astoria Portfolio Advisors | 81k | $5.9M | -36% | Mar 2024 |
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| Streettalk Advisors | 81k | $6.2M | 42% | Mar 2024 |
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| Ameritas Advisory Services | 79k | $5.5M | 78% | Dec 2023 |
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| Moloney Securities Asset Management | 78k | $6.0M | 12% | Mar 2024 |
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| Insight Advisors, LLC/ PA | 73k | $5.6M | 22% | Mar 2024 |
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| Avaii Wealth Management | 73k | $5.5M | -68% | Mar 2024 |
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| Catalina Capital Group | 72k | $5.5M | 0% | Mar 2024 |
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| IAG Wealth Partners | 71k | $5.4M | 8% | Mar 2024 |
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| Gray Private Wealth | 71k | $5.4M | 100% | Mar 2024 |
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| Gladstone Institutional Advisory | 70k | $4.9M | -1% | Dec 2023 |
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| Ancora Advisors | 70k | $5.3M | -9% | Mar 2024 |
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| Ffg Retirement Advisors | 69k | $5.2M | 2% | Mar 2024 |
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| TNB Financial | 68k | $5.2M | 2% | Mar 2024 |
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| Lodestar Private Asset Management | 67k | $5.1M | -2% | Mar 2024 |
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| CI Private Wealth | 65k | $5.0M | -11% | Mar 2024 |
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| Darrow Company | 65k | $4.9M | 718% | Mar 2024 |
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| Money Concepts Capital Corp | 42k | $3.2M | -45% | Mar 2024 |
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| Goldman Sachs Group | 36k | $2.7M | -67% | Mar 2024 |
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| Titleist Asset Management | 33k | $2.5M | -81% | Mar 2024 |
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| AE Wealth Management | 7.7k | $584k | -96% | Mar 2024 |
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| Win Advisors | 5.5k | $416k | -98% | Mar 2024 |
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| Advisor Resource Council | 3.8k | $265k | -96% | Mar 2024 |
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| Aptus Capital Advisors | 2.3k | $175k | -98% | Mar 2024 |
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Who sold out of wisdomtreetrusdivd..?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| SageView Advisory Group | Dec 2023 | 95k | $6.8M |