Wisdomtree U.S. Quality DiviDGRWETF
13F holders, Q2 2026 (June 30)796holders +23
62new positions
42sold out
4famous investors
$95.53avg. 13F price*
At the end of Q2 2026, 796 institutions reported holding Wisdomtree U.S. Quality Divi (DGRW) in their 13F filings, up 23 from Q1 2026. 62 opened new positions and 42 sold out. The largest holders were Bank of America Corp. ($1.1B), LPL Financial LLC ($1.1B) and PNC Financial Services Group, Inc. ($1.1B). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree U.S. Quality Divi
- CUSIP
- 97717X669
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $64.6M |
| Exits | 42 | $14.9M |
All 13F filers, Q1 2026 → Q2 2026: 3,990,976 shares bought and 8,013,107 shares sold, net −4,022,131 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 796 holders
| Bank of America Corp. | 0.07% | Reduce -3.6% | 11,286,993 | $1.1B |
| LPL Financial LLC | 0.24% | Reduce -2.3% | 11,266,011 | $1.1B |
| PNC Financial Services Group, Inc. | 0.53% | Reduce -5.1% | 11,095,584 | $1.1B |
| Morgan Stanley | 0.04% | Reduce -3.1% | 8,705,431 | $832.4M |
| Hamilton Capital, LLC | 34.09% | Reduce -0.3% | 7,201,068 | $688.6M |
| Ameriprise Financial Inc. | 0.13% | Reduce -0.5% | 6,810,149 | $651.2M |
| Raymond James Financial Inc. | 0.09% | Add +1.7% | 3,500,117 | $334.7M |
| UBS Group AG | 0.04% | Add +1.0% | 2,793,709 | $267.1M |
| HighTower Advisors, LLC | 0.25% | Reduce -4.0% | 2,717,667 | $259.9M |
| Cetera Investment Advisers | 0.23% | Add +1.9% | 2,640,256 | $252.5M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -8.8% | 1,966,718 | $188.1M |
| Wells Fargo & Company | 0.03% | Reduce -1.3% | 1,632,046 | $156.1M |
| Royal Bank of Canada | 0.02% | Add +1.3% | 1,526,712 | $146.0M |
| Larson Financial Group LLC | 3.66% | Add +19.3% | 1,451,061 | $138.8M |
| Focus Partners Wealth | 0.13% | Reduce -2.1% | 1,291,594 | $123.5M |
| Private Advisor Group, LLC | 0.52% | Reduce -16.1% | 1,181,665 | $113.0M |
| Steward Partners Investment Advisory, LLC | 0.56% | Reduce -0.5% | 1,143,793 | $109.4M |
| Bluespring Wealth Management, LLC | 2.00% | Add +51.9% | 1,088,807 | $104.1M |
| Waddell & Associates, LLC | 4.91% | Add +1.1% | 1,037,498 | $99.2M |
| Stratos Investment Management, LLC | 3.36% | Add +3.3% | 971,774 | $92.9M |
| Clearwater Capital Advisors, LLC | 6.58% | Add +0.9% | 938,490 | $89.7M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -4.3% | 887,176 | $84.8M |
| Bouchey Financial Group, Ltd. | 5.47% | Add +1.2% | 885,297 | $84.7M |
| Captrust Financial Advisors | 0.13% | Add +12.4% | 856,123 | $81.9M |
| RVW Wealth, LLC | 5.30% | Add +1.5% | 842,307 | $80.5M |
| Glassman Wealth Services | 9.48% | Add +1.8% | 827,493 | $79.1M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +1.5% | 727,465 | $70.6M |
| Savant Capital, LLC | 0.21% | Add +96.8% | 768,169 | $70.4M |
| Legacy Financial Advisors, Inc. | 8.54% | Add +1.4% | 732,660 | $70.1M |
| Osaic Holdings, Inc. | 0.08% | Add +21.4% | 725,739 | $69.4M |
| Kestra Advisory Services, LLC | 0.21% | Reduce -9.8% | 694,986 | $66.5M |
| Rockefeller Capital Management L.P. | 0.10% | Reduce -4.0% | 694,884 | $66.4M |
| IAM Advisory, LLC | 12.46% | Add +0.7% | 668,549 | $63.9M |
| Spinnaker Investment Group, LLC | 9.84% | Add +13.0% | 642,340 | $61.4M |
| Schorn Wealth LLC | 15.57% | Add +21.3% | 622,496 | $59.5M |
| HighPoint Advisor Group LLC | 2.08% | Add +8.5% | 616,362 | $58.9M |
| Prestige Wealth Management Group LLC | 10.52% | Add +0.4% | 605,899 | $57.9M |
| Beacon Financial Group | 5.04% | Add +1.0% | 580,499 | $55.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.1% | 565,233 | $53.9M |
| Glen Eagle Advisors, LLC | 6.51% | Add +5.9% | 540,005 | $51.6M |
| Duncan Williams Asset Management, LLC | 11.50% | Add +5.1% | 533,740 | $51.0M |
| NewEdge Advisors, LLC | 0.15% | Reduce -5.0% | 533,206 | $51.0M |
| Connable Office Inc. | 4.46% | Add +1.6% | 530,321 | $50.7M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Reduce -1.1% | 514,533 | $49.2M |
| OneDigital Investment Advisors LLC | 0.42% | Add +0.9% | 514,236 | $49.2M |
| Stifel Financial Corp. | 0.04% | Add +3.2% | 506,722 | $48.5M |
| Intrua Financial, LLC | 4.50% | Reduce -0.1% | 497,158 | $47.5M |
| Equitable Holdings, Inc. | 0.26% | Reduce -24.9% | 461,544 | $44.1M |
| One Capital Management, LLC | 1.22% | No change | 498,699 | $43.8M |
| Serenus Wealth Advisors, LLC | 6.91% | Add +3.8% | 413,908 | $39.6M |
| Team Financial Group, LLC | 16.54% | Add +4.0% | 407,395 | $39.0M |
| IFP Advisors, Inc | 0.70% | Add +0.1% | 406,971 | $38.9M |
| Kestra Private Wealth Services, LLC | 0.42% | Reduce -1.9% | 403,172 | $38.6M |
| Howard Financial Services, LTD. | 3.81% | Add +6.2% | 398,575 | $38.1M |
| Jones Financial Companies LLLP | 0.01% | Add +9.8% | 394,078 | $37.3M |
| Taiyo Life Insurance Co. | 3.41% | No change | 390,000 | $37.3M |
| Aspire Capital Advisors LLC | 7.11% | Add +0.5% | 381,712 | $36.5M |
| Sanchez Wealth Management Group | 6.34% | Add +3.5% | 378,315 | $36.2M |
| BCM Advisors, LLC | 7.03% | Reduce -3.0% | 378,553 | $36.1M |
| Resolute Capital, LLC | 12.02% | Reduce -11.1% | 364,168 | $34.8M |
| Winthrop Advisory Group LLC | 2.30% | Add +21.2% | 356,925 | $34.1M |
| MML Investors Services, LLC | 0.07% | Add +24.2% | 351,171 | $33.6M |
| Modern Wealth Management, LLC | 0.39% | Add +6.3% | 342,329 | $32.7M |
| Pinnacle Associates Ltd. | 0.35% | Add +4.6% | 333,133 | $31.9M |
| Choice Wealth Advisors LLC | 11.11% | Add +0.9% | 330,979 | $31.6M |
| NewEdge Wealth, LLC | 0.32% | Reduce -10.1% | 329,817 | $31.5M |
| Per Stirling Capital Management, LLC. | 2.99% | Add +0.1% | 328,739 | $31.4M |
| Belpointe Asset Management LLC | 1.02% | Reduce -1.7% | 327,342 | $31.3M |
| Mariner, LLC | 0.03% | Reduce -44.8% | 321,071 | $30.7M |
| Amplius Wealth Advisors, LLC | 2.17% | Add +9.3% | 309,723 | $29.6M |
| Cerity Partners LLC | 0.04% | Reduce -3.5% | 305,644 | $29.2M |
| Corient Private Wealth LP | 0.04% | Add +306.1% | 299,352 | $28.6M |
| Stenger Family Office, LLC | 4.44% | Reduce -5.0% | 292,242 | $27.9M |
| LVM Capital Management Ltd. | 2.34% | Add +1.5% | 291,804 | $27.9M |
| TigerOak Management, L.L.C. | 7.82% | Reduce -1.8% | 291,189 | $27.8M |
| Potomac Fund Management Inc. | 0.70% | New | 290,900 | $27.8M |
| HB Wealth Management, LLC | 0.15% | Add +6.4% | 280,702 | $26.8M |
| CVFG LLC | 2.79% | Add +4.5% | 278,284 | $26.6M |
| Concurrent Investment Advisors, LLC | 0.23% | Add +1.6% | 276,849 | $26.5M |
| Farther Finance Advisors, LLC | 0.20% | Add +246.7% | 273,588 | $26.2M |
| Cresta Advisors, Ltd. | 8.60% | Add +3.5% | 250,466 | $23.9M |
| ACT Advisors, LLC. | 7.74% | Add +4.0% | 243,485 | $23.3M |
| Creative Planning | 0.01% | Add +10.5% | 242,422 | $23.2M |
| Prime Capital Investment Advisors, LLC | 0.22% | Reduce -77.5% | 242,412 | $23.2M |
| D.A. Davidson & Co. | 0.13% | Add +2.0% | 237,279 | $22.7M |
| SK Wealth Management, LLC | 5.09% | Reduce -12.7% | 225,628 | $22.6M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -1.8% | 232,694 | $22.3M |
| Compass Financial Services Inc | 8.27% | Add +1.6% | 231,370 | $22.1M |
| Columbia Advisory Partners LLC | 12.11% | Add +1.4% | 229,630 | $22.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.26% | Add +6.8% | 222,142 | $21.2M |
| CRA Financial Services, LLC | 2.44% | Add +1.9% | 221,273 | $21.2M |
| Sanctuary Advisors, LLC | 0.10% | Add +0.1% | 217,430 | $20.8M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -31.9% | 216,316 | $20.7M |
| MOR Wealth Management, LLC | 7.94% | Reduce -5.4% | 208,478 | $19.9M |
| Boyce & Associates Wealth Consulting, Inc. | 13.68% | Add +1.7% | 206,369 | $19.7M |
| Truist Financial Corp. | 0.02% | Reduce -26.1% | 198,910 | $19.0M |
| Eagle Wealth Strategies LLC | 7.26% | Reduce -0.7% | 198,832 | $19.0M |
| Townsend Asset Management Corp. /NC/ | 6.06% | Reduce -0.1% | 197,509 | $18.9M |
| Hengehold Capital Management LLC | 1.45% | Add +1.1% | 195,666 | $18.7M |
| Heck Capital Advisors, LLC | 1.09% | Add +2.7% | 191,164 | $18.3M |
"% of holder's portfolio" is DGRW's weight in each manager's 13F, not the share of Wisdomtree U.S. Quality Divi the manager owns.