Wisdomtree U.S. Quality DiviDGRWETF
13F holders, Q1 2024 (March 31)598holders
2famous investors
$76.10avg. 13F price*
At the end of Q1 2024, 598 institutions reported holding Wisdomtree U.S. Quality Divi (DGRW) in their 13F filings. The largest holders were PNC Financial Services Group, Inc. ($1.4B), Bank of America Corp. ($855.2M) and LPL Financial LLC ($732.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $82.9M |
| Exits | 30 | $20.1M |
Ownership 598 holders
| PNC Financial Services Group, Inc. | 0.97% | Add +3.3% | 18,230,550 | $1.4B |
| Bank of America Corp. | 0.08% | Add +5.0% | 11,225,074 | $855.2M |
| LPL Financial LLC | 0.39% | Add +14.8% | 9,617,671 | $732.8M |
| Morgan Stanley | 0.05% | Add +12.0% | 7,652,628 | $583.1M |
| Hamilton Capital, LLC | 40.83% | Reduce -0.1% | 7,167,223 | $546.1M |
| Ameriprise Financial Inc. | 0.13% | Add +25.2% | 6,351,999 | $482.5M |
| Raymond James Financial Services Advisors, Inc. | 0.30% | Reduce -27.2% | 2,678,691 | $204.1M |
| HighTower Advisors, LLC | 0.31% | Add +1.4% | 2,473,287 | $188.4M |
| UBS Group AG | 0.06% | Add +1.9% | 2,406,282 | $183.3M |
| Cetera Investment Advisers | 0.33% | Add +176.7% | 1,825,968 | $139.1M |
| Private Advisor Group, LLC | 0.88% | Add +0.3% | 1,601,009 | $122.0M |
| Employees Retirement System of Texas | 1.19% | No change | 1,422,300 | $108.4M |
| Raymond James & Associates | 0.07% | Add +6.5% | 1,408,243 | $107.3M |
| Wells Fargo & Company | 0.03% | Add +8.7% | 1,347,716 | $102.7M |
| Royal Bank of Canada | 0.02% | Add +3.5% | 1,279,494 | $97.5M |
| One Capital Management, LLC | 3.39% | Add +2.8% | 1,226,850 | $93.5M |
| Steward Partners Investment Advisory, LLC | 0.77% | Add +1539.9% | 921,428 | $70.2M |
| Clearwater Capital Advisors, LLC | 7.12% | Reduce -1.8% | 876,523 | $66.8M |
| Waddell & Associates, LLC | 8.95% | Reduce -0.2% | 868,986 | $66.2M |
| Taiyo Life Insurance Co. | 5.21% | No change | 850,000 | $64.8M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Reduce -15.9% | 830,462 | $63.3M |
| Legacy Financial Advisors, Inc. | 10.98% | Add +11.8% | 804,774 | $61.3M |
| Thrivent Financial for Lutherans | 0.12% | Add +34.9% | 800,292 | $61.0M |
| RVW Wealth, LLC | 6.24% | Add +4.8% | 796,557 | $60.7M |
| Prime Capital Investment Advisors, LLC | 0.84% | Add +19.1% | 794,195 | $60.5M |
| Commonwealth Equity Services, LLC | 0.10% | Add +0.5% | 784,096 | $59.7M |
| Townsquare Capital LLC | 0.87% | Add +4.3% | 782,080 | $59.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +14.8% | 781,277 | $59.5M |
| Boston Financial Mangement LLC | 1.87% | Add +2.0% | 771,698 | $58.8M |
| Private Wealth Strategies, L.L.C. | 11.69% | Add +0.8% | 709,072 | $54.0M |
| Relative Value Partners Group, LLC | 3.39% | Reduce -1.1% | 757,541 | $53.9M |
| Beacon Financial Group | 6.17% | Reduce -9.5% | 705,625 | $53.8M |
| Prestige Wealth Management Group LLC | 11.45% | Reduce -7.1% | 697,062 | $53.1M |
| Glassman Wealth Services | 10.32% | Add +4.8% | 670,611 | $51.1M |
| Cambridge Investment Research Advisors, Inc. | 0.18% | Add +4.0% | 601,792 | $45.9M |
| Bluespring Wealth Management, LLC | 5.00% | Add +2.1% | 597,601 | $45.5M |
| Equitable Holdings, Inc. | 0.51% | Reduce -9.0% | 592,797 | $45.2M |
| Rockefeller Capital Management L.P. | 0.13% | Add +6.6% | 588,765 | $44.9M |
| Spinnaker Investment Group, LLC | 12.23% | Reduce -0.1% | 571,713 | $43.6M |
| Stratos Investment Management, LLC | 4.16% | Reduce -2.7% | 559,274 | $42.6M |
| Savant Capital, LLC | 0.49% | Reduce -3.8% | 556,202 | $42.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.0% | 518,630 | $39.5M |
| Bouchey Financial Group, Ltd. | 3.87% | Add +0.1% | 515,645 | $39.3M |
| OneDigital Investment Advisors LLC | 0.60% | Add +4.2% | 497,105 | $37.9M |
| Kestra Advisory Services, LLC | 0.25% | Add +4.0% | 493,942 | $37.6M |
| SkyView Investment Advisors, LLC | 6.87% | Add +11.9% | 486,445 | $37.1M |
| NewEdge Wealth, LLC | 0.83% | Add +5.5% | 505,286 | $37.0M |
| Schorn Wealth LLC | 13.31% | Add +3.3% | 461,909 | $35.2M |
| IFP Advisors, Inc | 1.53% | Add +2.0% | 457,560 | $34.9M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +2.7% | 438,845 | $33.4M |
| Osaic Holdings, Inc. | 0.07% | Reduce -17.3% | 431,275 | $32.9M |
| Certuity, LLC | 2.83% | Add +111.2% | 419,524 | $32.0M |
| Per Stirling Capital Management, LLC. | 5.24% | Add +2.0% | 411,694 | $31.4M |
| BCM Advisors, LLC | 7.64% | Reduce -1.4% | 410,300 | $30.2M |
| Janney Montgomery Scott LLC | 0.09% | Add +42.7% | 390,407 | $29.7M |
| GPS Wealth Strategies Group, LLC | 4.81% | Reduce -9.5% | 389,795 | $29.7M |
| Glen Eagle Advisors, LLC | 5.50% | Add +9.7% | 380,548 | $29.0M |
| Aspire Capital Advisors LLC | 9.30% | Reduce -2.8% | 362,387 | $27.6M |
| Mariner, LLC | 0.05% | Add +6.9% | 337,558 | $25.7M |
| Stifel Financial Corp. | 0.03% | Add +2.9% | 335,787 | $25.6M |
| NewEdge Advisors, LLC | 0.22% | Add +722.1% | 333,024 | $25.4M |
| Choice Wealth Advisors LLC | 15.28% | Reduce -2.1% | 331,175 | $25.2M |
| Avantax Advisory Services, Inc. | 0.22% | Add +12.8% | 327,974 | $25.0M |
| Team Financial Group, LLC | 16.06% | Add +13.3% | 313,242 | $23.9M |
| Great Valley Advisor Group, Inc. | 0.67% | Add +6.4% | 290,599 | $22.1M |
| Kestra Private Wealth Services, LLC | 0.49% | Add +43.5% | 285,752 | $21.8M |
| LVM Capital Management Ltd. | 2.54% | Add +2.4% | 282,037 | $21.5M |
| Truist Financial Corp. | 0.03% | Add +8.9% | 275,893 | $21.0M |
| IAM Advisory, LLC | 5.74% | Reduce -0.8% | 274,793 | $20.9M |
| ACT Advisors, LLC. | 11.30% | New | 270,477 | $20.6M |
| HB Wealth Management, LLC | 0.26% | Reduce -3.2% | 266,728 | $20.3M |
| Concurrent Investment Advisors, LLC | 0.79% | Reduce -3.1% | 255,867 | $19.5M |
| Eaton Financial Holdings Company, LLC | 10.02% | Reduce -0.7% | 253,418 | $19.3M |
| Sanchez Wealth Management Group | 6.46% | Add +1.5% | 250,224 | $19.1M |
| Cahill Financial Advisors Inc. | 2.56% | Reduce -13.1% | 246,083 | $18.7M |
| Amplius Wealth Advisors, LLC | 2.09% | Reduce -59.6% | 244,559 | $18.6M |
| Continuum Wealth Advisors, LLC | 9.95% | Add +3.0% | 231,090 | $17.6M |
| Cwm, LLC | 0.08% | Add +16.3% | 227,245 | $17.3M |
| MML Investors Services, LLC | 0.07% | Add +11.1% | 219,283 | $16.7M |
| Smart Money Group LLC | 6.49% | New | 228,667 | $16.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.1% | 214,346 | $16.3M |
| Curi Capital, LLC | 0.38% | Reduce -0.2% | 212,752 | $16.2M |
| TMD Wealth Management, LLC | 3.68% | Add +3.1% | 206,617 | $15.7M |
| Forte Capital LLC | 1.93% | Add +3.6% | 204,766 | $15.6M |
| Palo Alto Wealth Advisors, LLC | 10.95% | Reduce -2.3% | 203,887 | $15.5M |
| Sage Private Wealth Group, LLC | 12.34% | Add +5.9% | 202,082 | $15.4M |
| Atria Wealth Solutions, Inc. | 0.17% | Add +3.9% | 198,578 | $15.1M |
| D.A. Davidson & Co. | 0.13% | Add +5.3% | 189,725 | $14.5M |
| Wealth Management Resources, Inc. | 3.81% | Reduce -1.2% | 178,368 | $13.6M |
| Lauer Wealth, LLC | 11.58% | Add +5.5% | 178,770 | $13.3M |
| Main Street Financial Solutions, LLC | 1.41% | Add +29.7% | 172,755 | $13.2M |
| Wealthspire Advisors, LLC | 0.17% | Reduce -3.2% | 171,608 | $13.1M |
| Sequoia Financial Advisors, LLC | 0.16% | Reduce -3.7% | 170,595 | $13.0M |
| Townsend Asset Management Corp. /NC/ | 5.10% | Add +3.7% | 168,247 | $12.8M |
| Cresta Advisors, Ltd. | 8.12% | Add +4.1% | 168,059 | $12.8M |
| Focus Financial Network, Inc. | 0.60% | — | 168,975 | $12.2M |
| Connable Office Inc. | 1.34% | Reduce -0.1% | 154,825 | $11.8M |
| CGN Advisors LLC | 1.49% | Add +0.1% | 154,214 | $11.7M |
| Family Capital Management, Inc. | 8.17% | Reduce -24.1% | 153,825 | $11.7M |
| Hengehold Capital Management LLC | 1.23% | Add +0.8% | 150,980 | $11.5M |
"% 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.