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 |
| Kraft, Davis & Associates, LLC | 3.33% | Add +4.9% | 146,911 | $11.1M |
| Prosperity Consulting Group, LLC | 1.33% | New | 139,581 | $10.6M |
| Invenio Wealth Partners LLC | 5.62% | Add +28.9% | 136,890 | $10.4M |
| Journey Advisory Group, LLC | 1.24% | Reduce -1.4% | 131,332 | $10.0M |
| First National Trust Co | 0.40% | Add +91.0% | 129,493 | $9.9M |
| Cerity Partners LLC | 0.03% | Add +11.7% | 125,286 | $9.5M |
| Atria Investments, Inc | 0.13% | Reduce -2.6% | 123,910 | $9.4M |
| Monterey Private Wealth, Inc. | 3.67% | Add +0.3% | 120,026 | $9.1M |
| Melone Private Wealth, LLC | 5.49% | Add +0.7% | 119,971 | $9.1M |
| Pension & Wealth Management Advisors, Inc. | 5.93% | Reduce -38.3% | 118,277 | $9.0M |
| IFG Advisory, LLC | 0.67% | Reduce -0.4% | 117,826 | $9.0M |
| Smartleaf Asset Management LLC | 1.73% | Add +169.4% | 117,572 | $8.9M |
| Triad Wealth Partners, LLC | 6.74% | — | 115,330 | $8.8M |
| Flagship Harbor Advisors, LLC | 0.56% | Reduce -8.6% | 113,888 | $8.7M |
| J.W. Cole Advisors, Inc. | 0.44% | Reduce -0.6% | 113,643 | $8.7M |
| Venture Visionary Partners LLC | 0.41% | Add +14.1% | 113,244 | $8.6M |
| Ameritas Advisory Services, LLC | 0.35% | Add +43.3% | 112,529 | $8.6M |
| Regal Investment Advisors LLC | 0.57% | Add +2.8% | 110,047 | $8.4M |
| Oxinas Partners, LLC | 5.40% | Add +0.6% | 109,133 | $8.3M |
| Merit Financial Group, LLC | 0.20% | Add +2.1% | 111,537 | $8.3M |
| TD Capital Management LLC | 0.88% | Reduce -1.6% | 108,443 | $8.3M |
| Capital Planning Advisors, LLC | 1.43% | Reduce -1.6% | 106,670 | $8.1M |
| Western Wealth Management, LLC | 0.63% | Add +2.4% | 106,065 | $8.1M |
| Boyce & Associates Wealth Consulting, Inc. | 10.30% | Add +12.4% | 104,769 | $8.0M |
| Wilmington Savings Fund Society, FSB | 0.30% | — | 103,078 | $7.9M |
| Duncan Williams Asset Management, LLC | 7.07% | — | 103,029 | $7.8M |
| Stratos Wealth Partners, LTD. | 0.13% | Reduce -30.4% | 101,137 | $7.7M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +6.6% | 101,090 | $7.7M |
| Creative Planning | 0.01% | Add +28.1% | 98,873 | $7.5M |
| MBA Advisors LLC | 3.77% | Add +0.0% | 95,810 | $7.3M |
| Howard Financial Services, LTD. | 1.24% | Add +2.2% | 94,685 | $7.2M |
| IHT Wealth Management, LLC | 0.29% | Add +2.8% | 93,969 | $7.2M |
| Tyler-Stone Wealth Management | 3.13% | Add +53.9% | 92,338 | $7.0M |
| CRA Financial Services, LLC | 1.52% | Add +16.0% | 91,637 | $7.0M |
| ORBA Wealth Advisors, L.L.C. | 3.83% | Add +2.5% | 90,829 | $6.9M |
| Albion Financial Group | 0.52% | Reduce -0.2% | 89,235 | $6.8M |
| United Advisor Group, LLC | 2.53% | New | 88,396 | $6.7M |
| United Capital Financial Advisors, LLC | 0.06% | Reduce -6.9% | 87,871 | $6.7M |
| GeoWealth Management, LLC | 0.25% | Reduce -56.0% | 86,129 | $6.6M |
| Good Life Advisors, LLC | 0.57% | Reduce -0.7% | 84,814 | $6.5M |
| Masso Torrence Wealth Management Inc. | 3.80% | Add +11.0% | 83,962 | $6.4M |
| Prudential PLC | 0.05% | Reduce -13.3% | 81,330 | $6.2M |
| Avidian Wealth Enterprises, LLC | 0.33% | Add +41.9% | 80,875 | $6.2M |
| Moloney Securities Asset Management, LLC | 0.91% | Add +11.8% | 78,432 | $6.0M |
| Astoria Portfolio Advisors LLC. | 2.29% | Reduce -35.6% | 80,960 | $5.9M |
| Insight Advisors, LLC/ PA | 1.08% | Add +21.9% | 73,195 | $5.6M |
| Avaii Wealth Management, LLC | 3.25% | Reduce -68.4% | 72,793 | $5.5M |
| Catalina Capital Group, LLC | 2.33% | Add +0.1% | 71,656 | $5.5M |
| IAG Wealth Partners, LLC | 1.17% | Add +8.2% | 71,209 | $5.4M |
| Gray Private Wealth, LLC | 3.56% | — | 70,897 | $5.4M |
| Gladstone Institutional Advisory LLC | 0.30% | Add +0.5% | 70,690 | $5.4M |
| Ancora Advisors LLC | 0.12% | Reduce -8.5% | 70,170 | $5.3M |
| FFG Retirement Advisors LLC | 3.68% | Add +1.6% | 68,511 | $5.2M |
| Thomasville National Bank | 0.43% | Add +1.8% | 67,903 | $5.2M |
| Renaissance Technologies | 0.01% | Reduce -27.8% | 67,700 | $5.2M |
| Lodestar Private Asset Management LLC | 0.72% | Reduce -1.9% | 66,484 | $5.1M |
| Intrua Financial, LLC | 0.78% | Reduce -1.5% | 65,809 | $5.0M |
| Corient Private Wealth LP | 0.01% | Reduce -11.0% | 65,348 | $5.0M |
| Darrow Company, Inc. | 3.23% | Add +718.0% | 64,847 | $4.9M |
| Wealthcare Advisory Partners LLC | 0.15% | Add +56.4% | 62,019 | $4.7M |
| Roof Eidam Maycock Peralta, LLC | 1.30% | Reduce -0.3% | 61,921 | $4.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | No change | 60,600 | $4.6M |
| Founders Financial Alliance, LLC | 1.38% | Add +707.2% | 60,332 | $4.6M |
| Founders Financial Securities LLC | 0.48% | Add +3.3% | 59,630 | $4.5M |
| Vermillion & White Wealth Management Group, LLC | 3.56% | Reduce -44.9% | 58,470 | $4.5M |
| Fiduciary Group, LLC | 0.48% | Reduce -3.2% | 58,104 | $4.4M |
| Lansing Street Advisors | 1.98% | Add +1.7% | 57,865 | $4.4M |
| Janiczek Wealth Management, LLC | 0.94% | Add +132.1% | 57,770 | $4.4M |
| Retirement Planning Group, LLC | 0.33% | Reduce -7.6% | 57,213 | $4.4M |
| Aries Wealth Management | 1.40% | Add +3.5% | 57,201 | $4.4M |
| Comerica Bank | 0.02% | Add +34.2% | 57,002 | $4.3M |
| Capital Investment Advisory Services, LLC | 0.46% | Reduce -0.4% | 55,818 | $4.3M |
| Citizens National Bank Trust Department | 0.98% | Add +0.5% | 55,552 | $4.2M |
| Oppenheimer & Co. Inc. | 0.07% | Add +12.8% | 55,371 | $4.2M |
| Valmark Advisers, Inc. | 0.07% | Add +2.3% | 54,644 | $4.2M |
| Horizon Investments, LLC | 0.11% | Reduce -0.1% | 52,685 | $4.0M |
| Captrust Financial Advisors | 0.01% | Reduce -10.5% | 52,453 | $4.0M |
| Glenmede Trust Co. NA | 0.02% | Add +6.4% | 50,828 | $3.9M |
| Avalon Capital Management | 1.57% | Reduce -1.1% | 50,214 | $3.8M |
| 9258 Wealth Management, LLC | 0.57% | Reduce -1.6% | 48,037 | $3.7M |
| Evernest Financial Advisors, LLC | 1.70% | Reduce -0.2% | 49,709 | $3.6M |
| Wealth Advisory Solutions, LLC | 0.93% | New | 49,709 | $3.6M |
| RFG Advisory, LLC | 0.12% | Add +19.9% | 46,660 | $3.6M |
| Ausdal Financial Partners, Inc. | 0.40% | Add +4.3% | 45,574 | $3.5M |
| Durante & Waters, LLC | 3.11% | Reduce -1.3% | 44,645 | $3.4M |
| GLOBALT Investments LLC / GA | 0.14% | Reduce -5.8% | 44,635 | $3.4M |
| Lantz Financial LLC | 1.09% | Reduce -6.4% | 44,445 | $3.4M |
| Park Avenue Securities LLC | 0.04% | Add +6.2% | 44,332 | $3.4M |
| Dynamic Advisor Solutions LLC | 0.11% | Add +3.5% | 44,126 | $3.4M |
| Eudaimonia Advisors LLC | 1.79% | Add +523.1% | 44,063 | $3.4M |
| HBW Advisory Services LLC | 0.62% | No change | 46,912 | $3.3M |
| Prospera Financial Services Inc | 0.10% | Add +18.4% | 43,025 | $3.3M |
| Money Concepts Capital Corp. | 0.30% | Reduce -45.1% | 42,332 | $3.2M |
| JT Stratford LLC | 0.61% | Add +10.9% | 39,853 | $3.0M |
| Brown Advisory Inc. | 0.00% | Add +0.6% | 38,692 | $2.9M |
| Sweet Financial Partners, LLC | 0.68% | Reduce -2.2% | 38,438 | $2.9M |
| Brookstone Capital Management | 0.05% | Reduce -22.4% | 37,582 | $2.9M |
| 1832 Asset Management L.P. | 0.01% | Reduce -78.4% | 37,060 | $2.8M |
| Meridian Financial Partners LLC | 3.59% | Reduce -1.4% | 38,314 | $2.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.9% | 36,204 | $2.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -66.8% | 36,031 | $2.7M |
| Haverford Trust Co | 0.03% | No change | 35,989 | $2.7M |
| KPP Advisory Services LLC | 0.75% | New | 35,669 | $2.7M |
| Stratos Wealth Advisors, LLC | 0.16% | Add +14.3% | 35,098 | $2.7M |
| Nikulski Financial, Inc. | 0.85% | Add +84.1% | 33,806 | $2.6M |
| Howard Capital Management, LLC | 0.28% | Add +8.8% | 33,352 | $2.5M |
| Herold Advisors, Inc. | 0.61% | Reduce -10.0% | 33,159 | $2.5M |
| Titleist Asset Management, LLC | 0.44% | Reduce -80.8% | 33,080 | $2.5M |
| Sentinel Pension Advisors, LLC | 0.54% | Reduce -0.5% | 32,846 | $2.5M |
| Meridian Financial Advisors, LLC | 1.86% | Add +2.8% | 32,756 | $2.5M |
| Portside Wealth Group, LLC | 0.46% | Add +7.9% | 32,694 | $2.5M |
| Brooks, Moore & Associates, Inc. | 1.59% | Reduce -5.8% | 32,547 | $2.5M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +30.2% | 32,255 | $2.5M |
| White Pine Investment CO | 0.69% | Add +8.3% | 30,516 | $2.3M |
| Personal Cfo Solutions, LLC | 0.36% | Add +22.2% | 30,285 | $2.3M |
| Pallas Capital Advisors LLC | 0.10% | Reduce -1.2% | 30,091 | $2.3M |
| Almanack Investment Partners, LLC. | 0.38% | No change | 29,414 | $2.2M |
| Cresset Asset Management, LLC | 0.01% | Reduce -7.2% | 29,206 | $2.2M |
| First Heartland Consultants, Inc. | 0.23% | Reduce -2.3% | 29,055 | $2.2M |
| Retirement Guys Formula LLC | 1.06% | Reduce -34.3% | 28,624 | $2.2M |
| Fragasso Financial Advisors Inc | 0.18% | Add +11.4% | 28,238 | $2.2M |
| Menlo Advisors LLC | 1.23% | Reduce -0.3% | 28,160 | $2.1M |
| Thoroughbred Financial Services, LLC | 0.20% | Add +0.8% | 27,659 | $2.1M |
| Smith, Moore & Co. | 0.22% | Add +78.4% | 27,379 | $2.1M |
| Narwhal Capital Management | 0.20% | No change | 27,280 | $2.1M |
| Burns Matteson Capital Management, LLC | 1.28% | Add +479.0% | 25,894 | $2.0M |
| FinTrust Capital Advisors, LLC | 0.38% | Add +4.1% | 25,861 | $2.0M |
| Bulltick Wealth Management, LLC | 0.41% | Reduce -33.0% | 25,853 | $2.0M |
| DHK Financial Advisors, Inc. | 1.36% | No change | 25,275 | $1.9M |
| Blackhawk Capital Partners, LLC | 1.19% | Reduce -13.7% | 25,084 | $1.9M |
| Interchange Capital Partners, LLC | 1.28% | Reduce -4.6% | 25,105 | $1.9M |
| Zimmermann Investment Management & Planning LLC | 0.68% | Add +11.0% | 24,892 | $1.9M |
| Nations Financial Group Inc, /Ia/ | 0.16% | Add +6.8% | 24,651 | $1.9M |
| Country Club Bank | 0.13% | Reduce -7.8% | 24,555 | $1.9M |
| Clear Creek Financial Management, LLC | 0.24% | New | 24,429 | $1.9M |
| Raffa Wealth Management, LLC | 0.55% | New | 24,013 | $1.8M |
| Foundations Investment Advisors, LLC | 0.05% | Add +580.5% | 23,920 | $1.8M |
| Focus Partners Wealth | 0.01% | No change | 23,566 | $1.8M |
| Sheets Smith Wealth Management | 0.20% | Add +2.2% | 23,484 | $1.8M |
| Level Four Advisory Services, LLC | 0.10% | No change | 25,178 | $1.8M |
| Creekmur Asset Management LLC | 0.59% | Reduce -1.9% | 22,763 | $1.7M |
| Lanark Financial, Inc. | 0.16% | Add +37.9% | 22,734 | $1.7M |
| Talisman Wealth Advisors LLC | 2.09% | Add +0.3% | 21,793 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | Add +5.1% | 21,396 | $1.6M |
| Advisory Services Network, LLC | 0.04% | Add +13.3% | 21,012 | $1.6M |
| Geneos Wealth Management Inc. | 0.07% | Add +5.4% | 21,004 | $1.6M |
| Blue Edge Capital, LLC | 0.27% | Add +5.5% | 21,000 | $1.6M |
| My Legacy Advisors, LLC | 0.53% | Reduce -8.1% | 20,796 | $1.6M |
| Southland Equity Partners LLC | 0.44% | Add +12.6% | 20,716 | $1.6M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Add +2.3% | 20,305 | $1.5M |
| Hollencrest Capital Management | 0.07% | Add +0.3% | 20,100 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -52.6% | 19,987 | $1.5M |
| Lincoln National Corp. | 0.02% | Add +17.9% | 19,885 | $1.5M |
| Gateway Wealth Partners, LLC | 0.53% | Add +42.6% | 19,489 | $1.5M |
| Central Valley Advisors, LLC | 0.75% | Reduce -0.0% | 19,171 | $1.5M |
| Global Retirement Partners, LLC | 0.05% | Reduce -8.2% | 18,973 | $1.4M |
| DHJJ Financial Advisors, Ltd. | 0.64% | Add +13.8% | 18,873 | $1.4M |
| Northern Trust Corp. | 0.00% | Add +0.1% | 18,872 | $1.4M |
| FMR LLC | 0.00% | Add +22.0% | 18,776 | $1.4M |
| Ieq Capital, LLC | 0.02% | Add +0.1% | 18,727 | $1.4M |
| Raab & Moskowitz Asset Management LLC | 0.39% | Add +18.6% | 18,452 | $1.4M |
| Northeast Financial Consultants Inc | 0.07% | No change | 18,415 | $1.4M |
| Virtu Financial LLC | 0.11% | New | 18,195 | $1.4M |
| Lifestyle Asset Management, Inc. | 0.82% | Reduce -1.6% | 18,179 | $1.4M |
| Allie Family Office LLC | 0.81% | No change | 18,129 | $1.4M |
| Panoramic Investment Advisors, LLC | 1.01% | Add +19.7% | 17,946 | $1.4M |
| Fort Point Capital Partners LLC | 0.19% | Add +5.5% | 17,942 | $1.4M |
| Chicago Partners Investment Group LLC | 0.06% | Add +2.2% | 18,241 | $1.3M |
| FSA Advisors, Inc. | 1.41% | Add +37.7% | 17,245 | $1.3M |
| WealthBridge Capital Management, LLC | 0.43% | Reduce -0.1% | 16,893 | $1.3M |
| Summit Trail Advisors, LLC | 0.03% | New | 16,810 | $1.3M |
| Harbour Investments, Inc. | 0.04% | Add +9.2% | 16,512 | $1.3M |
| Grey Ledge Advisors, LLC | 0.35% | New | 16,278 | $1.2M |
| Independent Financial Group, LLC | 0.06% | Add +45.7% | 16,030 | $1.2M |
| SeaCrest Wealth Management, LLC | 0.15% | Add +146.1% | 15,834 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.07% | New | 15,762 | $1.2M |
| WealthPlan Investment Management, LLC | 0.18% | Reduce -3.6% | 15,698 | $1.2M |
| Denver Wealth Management, Inc. | 0.61% | Add +1.9% | 15,667 | $1.2M |
| Strategic Financial Concepts, LLC | 0.28% | Add +15.3% | 15,162 | $1.2M |
| Sigma Planning Corp | 0.04% | Add +197.0% | 15,148 | $1.2M |
| Well Done, LLC | 0.23% | Reduce -0.3% | 15,073 | $1.1M |
| Regions Financial Corp. | 0.01% | Reduce -8.2% | 15,012 | $1.1M |
| KLR Investment Advisors, LLC | 0.80% | Reduce -15.0% | 15,257 | $1.1M |
| PFG Advisors | 0.08% | Add +10.6% | 14,186 | $1.1M |
| TCV Trust & Wealth Management, Inc. | 0.10% | No change | 14,067 | $1.1M |
| Redwood Financial Network Corp | 0.93% | Add +1.4% | 13,983 | $1.1M |
| Flynn Zito Capital Management, LLC | 0.55% | Reduce -1.2% | 13,927 | $1.1M |
| Moneco Advisors, LLC | 0.17% | Reduce -5.7% | 13,845 | $1.1M |
| Hazlett, Burt & Watson, Inc. | 0.63% | Add +5.4% | 13,816 | $1.0M |
| NewSquare Capital LLC | 0.09% | Add +29.6% | 13,650 | $1.0M |
| Capital Analysts, LLC | 0.05% | Add +3.8% | 13,341 | $1.0M |
| Kickstand Ventures, Llc. | 0.29% | Reduce -18.2% | 13,284 | $1.0M |
| Carnegie Investment Counsel | 0.03% | Reduce -0.5% | 13,236 | $1.0M |
| Prudential Financial Inc. | 0.00% | Add +3.5% | 13,156 | $1.0M |
| Inspire Trust Co, N.A. | 0.56% | No change | 13,150 | $1.0M |
| Smithfield Trust Co | 0.05% | No change | 13,090 | $998K |
| LexAurum Advisors, LLC | 0.25% | Add +0.2% | 12,973 | $988K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -18.5% | 12,674 | $966K |
| Hartline Investment Corp./ | 0.17% | New | 12,601 | $960K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.17% | Reduce -1.0% | 12,601 | $960K |
| Quadrature Capital Ltd | 0.02% | New | 12,528 | $954K |
| LM Advisors LLC | 0.17% | Add +112.6% | 12,525 | $954K |
| Financial Advocates Investment Management | 0.05% | Add +0.1% | 12,305 | $937K |
| Ruggaard & Associates LLC | 0.44% | Add +10.2% | 12,278 | $935K |
| Financial Network Wealth Advisors LLC | 0.92% | Add +0.3% | 12,093 | $921K |
| Silverlake Wealth Management LLC | 0.47% | Reduce -5.8% | 12,035 | $917K |
| Tempus Wealth Planning, LLC | 0.40% | Reduce -14.3% | 12,030 | $917K |
| Apollon Wealth Management, LLC | 0.03% | Reduce -17.6% | 11,978 | $913K |
| Montecito Bank & Trust | 0.18% | Reduce -20.4% | 11,977 | $913K |
| US Bancorp \de | 0.00% | Reduce -19.7% | 11,862 | $904K |
| Summit Investment Advisory Services, LLC | 0.53% | Add +10.7% | 11,825 | $901K |
| Glenview Trust Co | 0.02% | Add +1.7% | 11,794 | $899K |
| Gibbs Wealth Management | 0.52% | — | 11,777 | $897K |
| Collaborative Wealth Managment Inc. | 0.44% | Reduce -6.4% | 11,641 | $887K |
| Advance Capital Management, Inc. | 0.06% | Add +47.7% | 11,566 | $881K |
| Patriot Financial Group Insurance Agency, LLC | 0.14% | Add +0.1% | 11,509 | $877K |
| CoreCap Advisors, LLC | 0.05% | Add +22.2% | 11,167 | $851K |
| Gryphon Financial Partners LLC | 0.14% | New | 11,166 | $851K |
| Perennial Investment Advisors, LLC | 0.13% | Reduce -1.5% | 11,143 | $849K |
| Diversify Advisory Services, LLC | 0.05% | — | 11,161 | $847K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.35% | Add +15.7% | 10,978 | $836K |
| Interactive Financial Advisors, Inc. | 0.46% | Add +15.9% | 10,939 | $834K |
| Mission Wealth Management, LP | 0.02% | New | 10,930 | $833K |
| Verum Partners LLC | 0.29% | Reduce -57.1% | 10,885 | $829K |
| Bank of Montreal | 0.00% | Add +4.0% | 10,776 | $822K |
| Solano Wealth Management, Inc. | 0.46% | Reduce -58.8% | 10,712 | $816K |
| Claro Advisors Inc. | 0.14% | Reduce -23.0% | 10,649 | $811K |
| CVA Family Office, LLC | 0.14% | No change | 10,540 | $803K |
| Watts Gwilliam & Co., LLC | 0.25% | — | 10,497 | $796K |
| Wharton Business Group, LLC | 0.04% | No change | 10,345 | $788K |
| WealthPLAN Partners, LLC | 0.08% | Reduce -0.0% | 10,173 | $775K |
| Councilor Wealth, LLC | 0.39% | Add +2.1% | 10,137 | $772K |
| Colorado Capital Management, Inc. | 0.44% | No change | 9,936 | $757K |
| Future Financial Wealth Managment LLC | 0.57% | Reduce -3.5% | 9,750 | $743K |
| Trust Point Inc. | 0.06% | No change | 9,697 | $739K |
| Allen Capital Group, LLC | 0.11% | Reduce -0.7% | 9,645 | $735K |
| Norden Group LLC | 0.15% | New | 9,620 | $733K |
| RMR Wealth Builders | 0.09% | Add +12.5% | 9,477 | $722K |
| Keybank National Association | 0.00% | Add +25.1% | 9,357 | $713K |
| Parsons Capital Management Inc. | 0.05% | Add +10.8% | 9,218 | $702K |
| Axxcess Wealth Management, LLC | 0.02% | Add +0.4% | 9,100 | $693K |
| Mutual Advisors, LLC | 0.02% | Add +0.5% | 9,007 | $686K |
| Garrison Asset Management, LLC | 0.36% | Reduce -0.7% | 8,955 | $682K |
| Hardy Reed LLC | 0.08% | Add +3.8% | 8,927 | $680K |
| Portfolio Strategies, Inc. | 0.05% | New | 8,927 | $680K |
| CreativeOne Wealth, LLC | 0.03% | New | 8,774 | $668K |
| Alliancebernstein L.P. | 0.00% | No change | 8,495 | $647K |
| Mayfair Advisory Group, LLC | 0.47% | Add +4.3% | 8,431 | $642K |
| GW Henssler & Associates Ltd. | 0.04% | Reduce -0.8% | 8,386 | $639K |
| Beaumont Financial Advisors, LLC | 0.05% | No change | 8,326 | $634K |
| Girard Partners LTD. | 0.06% | New | 8,222 | $626K |
| Wealthspire Retirement, LLC | 0.05% | Add +2.5% | 8,216 | $626K |
| Koshinski Asset Management, Inc. | 0.06% | Add +105.2% | 8,128 | $619K |
| Financial Counselors Inc. | 0.01% | Add +1.3% | 8,031 | $612K |
| Biltmore Family Office, LLC | 0.12% | No change | 8,000 | $610K |
| Signet Financial Management, LLC | 0.08% | Reduce -2.2% | 7,918 | $603K |
| Wedbush Securities Inc. | 0.02% | Add +5.2% | 7,900 | $602K |
| Redhawk Wealth Advisors, Inc. | 0.10% | Reduce -2.4% | 7,867 | $599K |
| Simon Quick Advisors, LLC | 0.04% | Reduce -4.8% | 7,862 | $599K |
| Scotia Capital Inc. | 0.00% | Add +2.6% | 7,860 | $599K |
| Private Trust Co. NA | 0.06% | Add +26.6% | 7,788 | $593K |
| Wealth Management Associates, Inc. | 0.28% | Add +0.2% | 7,511 | $586K |
| Fifth Third Bancorp | 0.00% | Add +7.4% | 7,694 | $586K |
| AE Wealth Management LLC | 0.01% | Reduce -96.4% | 7,661 | $584K |
| Sykon Capital LLC | 0.21% | Add +1.7% | 7,647 | $583K |
| Key Client Fiduciary Advisors, LLC | 0.31% | Add +5.7% | 7,587 | $578K |
| Raymond James Trust N.A. | 0.01% | Add +50.8% | 7,466 | $569K |
| Outlook Wealth Advisors, LLC | 0.17% | Add +12.8% | 7,396 | $564K |
| Klingman & Associates, LLC | 0.04% | No change | 7,306 | $557K |
| Alliance Wealth Advisors, LLC | 0.17% | Add +7.1% | 7,288 | $555K |
| TD Waterhouse Canada Inc. | 0.00% | Add +343.4% | 7,308 | $554K |
| Gallacher Capital Management LLC | 0.28% | Add +103.3% | 7,176 | $547K |
| Johnson Investment Counsel Inc. | 0.01% | Add +73.7% | 7,070 | $539K |
| Thrive Wealth Management, LLC | 0.11% | Add +19.5% | 6,970 | $531K |
| Deltec Asset Management LLC | 0.10% | Reduce -8.0% | 6,900 | $526K |
| HBK Sorce Advisory LLC | 0.02% | No change | 6,893 | $525K |
| Resonant Capital Advisors, LLC | 0.04% | No change | 6,745 | $514K |
| Allianz Asset Management GmbH | 0.00% | Reduce -28.1% | 6,650 | $507K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -2.4% | 6,536 | $498K |
| Pinnacle Associates Ltd. | 0.01% | Add +5.9% | 6,465 | $493K |
| Lane & Associates LLC | 0.30% | No change | 6,338 | $483K |
| Synovus Financial Corp. | 0.01% | Reduce -1.9% | 6,298 | $480K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -15.8% | 6,232 | $475K |
| Citigroup Inc. | 0.00% | Reduce -3.8% | 6,230 | $475K |
| CM Wealth Advisors LLC | 0.13% | New | 6,300 | $471K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 5,994 | $457K |
| Creative Financial Designs Inc. | 0.04% | Add +16.2% | 5,921 | $451K |
| CW Advisors, LLC | 0.01% | Reduce -25.4% | 5,915 | $451K |
| Covenant Asset Management, LLC | 0.11% | Add +5.6% | 5,898 | $449K |
| Pathstone Holdings, LLC | 0.00% | New | 5,827 | $444K |
| EP Wealth Advisors, LLC | 0.01% | No change | 5,751 | $438K |
| Alpine Woods Capital Investors, LLC | 0.09% | No change | 6,000 | $438K |
| New World Advisors LLC | 0.13% | Reduce -11.1% | 5,738 | $437K |
| Galvin, Gaustad & Stein, LLC | 0.04% | No change | 5,700 | $434K |
| FirstPurpose Wealth LLC | 0.16% | Add +1.6% | 5,789 | $430K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 5,590 | $426K |
| Obsidian Cio, LLC | 0.10% | Reduce -2.8% | 5,559 | $424K |
| MWA Asset Management | 0.30% | Add +44.8% | 5,514 | $420K |
| Inspire Advisors, LLC | 0.06% | Reduce -3.1% | 5,483 | $418K |
| MAI Capital Management | 0.00% | New | 5,474 | $417K |
| Rothschild Investment LLC | 0.03% | Add +0.3% | 5,472 | $417K |
| Win Advisors, Inc. | 0.18% | Reduce -97.5% | 5,462 | $416K |
| Hancock Whitney Corp. | 0.01% | No change | 5,416 | $413K |
| Tiaa Trust, National Association | 0.00% | Add +83.0% | 5,287 | $403K |
| Triangle Securities Wealth Management | 0.11% | No change | 5,205 | $397K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +10.8% | 6,177 | $392K |
| Global Strategic Investment Solutions, LLC | 0.05% | Add +0.3% | 5,107 | $389K |
| Flagstar Securities, Inc. | 0.11% | Add +2.5% | 5,096 | $388K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +1.1% | 5,085 | $387K |
| InterOcean Capital Group, LLC | 0.01% | No change | 5,019 | $382K |
| Citizens Financial Group Inc. | 0.01% | No change | 4,999 | $381K |
| Spinnaker Trust | 0.02% | No change | 4,980 | $379K |
| Centaurus Financial, Inc. | 0.03% | Add +7.8% | 4,941 | $376K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -7.7% | 4,912 | $374K |
| Legacy Private Trust Co. | 0.03% | No change | 4,905 | $374K |
| Jones Financial Companies LLLP | 0.00% | Add +68.1% | 4,874 | $371K |
| Clarus Group, Inc. | 0.26% | New | 4,856 | $370K |
| Cary Street Partners Investment Advisory LLC | 0.02% | No change | 4,837 | $369K |
| L & S Advisors Inc | 0.05% | Add +0.3% | 4,811 | $367K |
| Tranquility Partners, LLC | 0.14% | Add +0.1% | 4,805 | $366K |
| Avior Wealth Management, LLC | 0.02% | Add +0.1% | 4,783 | $364K |
| Total Clarity Wealth Management, Inc. | 0.13% | Reduce -11.0% | 4,771 | $364K |
| Signal Advisors Wealth, LLC | 0.09% | Add +24.4% | 4,764 | $363K |
| Stephens Inc. | 0.01% | Add +16.1% | 4,758 | $362K |
| NorthCoast Asset Management LLC | 0.00% | No change | 4,737 | $361K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -25.6% | 3,789 | $358K |
| Maripau Wealth Management LLC | 0.27% | Add +52.8% | 4,687 | $357K |
| Clearview Wealth Advisors LLC | 0.36% | Reduce -15.9% | 4,670 | $356K |
| Castle Rock Wealth Management, LLC | 0.10% | Add +22.5% | 4,828 | $351K |
| Bluesphere Advisors LLC | 0.19% | No change | 4,600 | $350K |
| Regent Peak Wealth Advisors LLC | 0.09% | Add +0.3% | 4,526 | $345K |
| Strategic Family Wealth Counselors, L.L.C. | 0.14% | Add +3.6% | 4,504 | $343K |
| Mosaic Financial Group, LLC | 0.27% | — | 4,483 | $342K |
| Obsidian Personal Planning Solutions LLC | 0.22% | Reduce -2.7% | 4,647 | $339K |
| Alta Wealth Advisors LLC | 0.17% | Add +18.7% | 4,448 | $339K |
| Meitav Investment House Ltd. | 0.01% | Add +17.5% | 4,437 | $338K |
| StoneX Group Inc. | 0.03% | Add +23.9% | 4,380 | $334K |
| Hilltop Holdings Inc. | 0.04% | Add +0.8% | 4,365 | $333K |
| Visionary Wealth Advisors | 0.02% | Add +3.7% | 4,355 | $332K |
| ICA Group Wealth Management, LLC | 0.07% | Add +25.2% | 4,336 | $330K |
| Twin Focus Capital Partners, LLC | 0.06% | No change | 4,320 | $329K |
| Mgo One Seven LLC | 0.02% | Reduce -5.3% | 4,318 | $329K |
| Private Portfolio Partners LLC | 0.07% | Reduce -3.8% | 4,314 | $329K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -0.2% | 4,291 | $327K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 4,271 | $325K |
| Fox Financial, Inc | 0.29% | Add +0.2% | 4,268 | $325K |
| Independent Advisor Alliance | 0.01% | New | 4,263 | $325K |
| Novare Capital Management LLC | 0.03% | Reduce -5.0% | 4,255 | $324K |
| Waterfront Wealth Inc. | 0.09% | No change | 4,405 | $324K |
| Spectrum Wealth Advisory Group, LLC | 0.37% | No change | 4,250 | $324K |
| Crestwood Advisors Group, LLC | 0.01% | Add +0.1% | 4,178 | $318K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 4,078 | $311K |
| Capital Market Strategies LLC | 0.23% | Add +16.0% | 4,021 | $306K |
| Ritholtz Wealth Management | 0.01% | New | 3,990 | $304K |
| Bison Wealth, LLC | 0.05% | New | 3,983 | $303K |
| Rooted Wealth Advisors, Inc. | 0.15% | Reduce -6.7% | 4,012 | $302K |
| Atlas Private Wealth Advisors | 0.10% | New | 3,961 | $302K |
| Asset Dedication, LLC | 0.02% | Reduce -18.6% | 3,936 | $300K |
| Calton & Associates, Inc. | 0.15% | Reduce -7.9% | 3,919 | $299K |
| National Bank of Canada | 0.00% | No change | 4,436 | $297K |
| Cidel Asset Management Inc. | 0.02% | Add +13.9% | 3,887 | $296K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 3,867 | $295K |
| Baker Tilly Wealth Management, LLC | 0.05% | Reduce -37.6% | 3,837 | $292K |
| Fermata Advisors, LLC | 0.07% | New | 3,827 | $292K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 3,803 | $290K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | No change | 3,781 | $288K |
| Waverly Advisors, LLC | 0.01% | New | 3,765 | $287K |
| Cibc World Market Inc. | 0.00% | Reduce -13.3% | 3,753 | $286K |
| Bigelow Investment Advisors, LLC | 0.14% | No change | 3,745 | $285K |
| Muirfield Wealth Advisors LLC | 0.27% | Add +0.3% | 3,740 | $285K |
| Cozad Asset Management Inc. | 0.03% | No change | 3,725 | $284K |
| Charter Oak Capital Management, LLC | 0.03% | No change | 3,657 | $279K |
| Edgemoor Investment Advisors, Inc. | 0.03% | New | 3,504 | $267K |
| Fidelis Capital Partners, LLC | 0.04% | No change | 3,499 | $267K |
| KWB Wealth | 0.04% | Reduce -37.8% | 3,487 | $266K |
| Advisor Resource Council | 0.11% | Reduce -96.4% | 3,774 | $265K |
| Latitude Advisors, LLC | 0.16% | Reduce -34.5% | 3,457 | $263K |
| Lion Street Advisors, LLC | 0.11% | No change | 3,745 | $263K |
| Fisher Asset Management | 0.00% | New | 3,393 | $259K |
| Rappaport Reiches Capital Management, LLC | 0.08% | No change | 3,391 | $258K |
| Sensible Money, LLC | 0.14% | No change | 3,337 | $254K |
| WPWealth LLP | 0.07% | No change | 3,335 | $254K |
| Weaver Consulting Group | 0.09% | No change | 3,332 | $254K |
| Tenret Co LLC | 0.17% | No change | 3,232 | $246K |
| Walkner Condon Financial Advisors LLC | 0.05% | Add +11.4% | 3,198 | $244K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.7% | 3,210 | $243K |
| Objective Capital Management, LLC | 0.16% | New | 3,193 | $243K |
| Wallace Advisory Group, LLC | 0.18% | Reduce -0.6% | 3,452 | $243K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | No change | 3,176 | $242K |
| Trust Co. of Toledo NA | 0.04% | No change | 3,162 | $241K |
| Tucker Asset Management LLC | 0.05% | Add +2844.3% | 3,121 | $238K |
| Qube Research & Technologies Ltd | 0.00% | Add +235.6% | 3,121 | $238K |
| SpiderRock Advisors, LLC | 0.01% | — | 3,175 | $237K |
| WealthTrust Asset Management, LLC | 0.18% | Reduce -9.9% | 3,111 | $237K |
| Seelaus Asset Management LLC | 0.24% | Reduce -1.4% | 3,050 | $232K |
| Everhart Financial Group, Inc. | 0.07% | No change | 3,032 | $231K |
| Detalus Advisors, LLC | 0.08% | New | 3,025 | $230K |
| EdgeRock Capital LLC | 0.18% | Add +0.0% | 2,927 | $223K |
| Philadelphia Trust Co. | 0.02% | New | 2,840 | $216K |
| Zevin Asset Management LLC | 0.04% | Reduce -14.3% | 2,828 | $215K |
| PFG Investments, LLC | 0.01% | New | 2,821 | $215K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -8.1% | 2,820 | $215K |
| EPG Wealth Management LLC | 0.05% | Add +0.2% | 2,807 | $214K |
| Principal Securities, Inc. | 0.01% | No change | 2,779 | $212K |
| Northwest Capital Management Inc | 0.07% | Add +3.6% | 2,717 | $207K |
| McAlister, Sweet & Associates, Inc. | 0.16% | New | 2,713 | $207K |
| Capital Management Corp. | 0.04% | New | 2,700 | $206K |
| Renasant Bank | 0.15% | New | 2,693 | $205K |
| Park Place Capital Corp | 0.07% | Reduce -0.3% | 2,688 | $205K |
| Element Wealth, LLC | 0.12% | Add +759.4% | 2,604 | $198K |
| Guardian Wealth Management, Inc. | 0.14% | Reduce -4.8% | 2,432 | $185K |
| Clearstead Advisors, LLC | 0.01% | No change | 2,417 | $183K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 2,347 | $179K |
| Heck Capital Advisors, LLC | 0.03% | Reduce -62.9% | 2,339 | $178K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -6.6% | 2,298 | $175K |
| Icon Wealth Advisors, LLC | 0.02% | New | 2,135 | $163K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +31.8% | 2,071 | $158K |
| Larson Financial Group LLC | 0.01% | Add +15.6% | 2,004 | $153K |
| Scarborough Advisors, LLC | 0.07% | Add +0.3% | 1,986 | $151K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 1,818 | $139K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -27.2% | 1,820 | $133K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 1,675 | $128K |
| Cedar Wealth Management, LLC | 0.04% | New | 1,586 | $121K |
| Brown Brothers Harriman & Co. | 0.00% | New | 1,580 | $120K |
| CNB Bank | 0.06% | No change | 1,563 | $119K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,570 | $110K |
| Fernwood Investment Management, LLC | 0.03% | New | 1,359 | $104K |
| Piscataqua Savings Bank | 0.09% | No change | 1,300 | $99K |
| Spire Wealth Management | 0.00% | Reduce -0.7% | 1,263 | $96K |
| Addison Advisors LLC | 0.03% | No change | 1,215 | $93K |
| Cambridge Trust Co. | 0.00% | No change | 1,212 | $92K |
| Joseph Group Capital Management | 0.05% | Reduce -8.3% | 1,205 | $92K |
| Signature Resources Capital Management, LLC | 0.08% | No change | 1,257 | $88K |
| American National Bank & Trust | 0.01% | No change | 1,000 | $76K |
| BBJS Financial Advisors, LLC | 0.03% | New | 925 | $70K |
| Realta Investment Advisors | 0.01% | New | 885 | $67K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -12.9% | 803 | $61K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | No change | 795 | $61K |
| Operose Advisors LLC | 0.02% | No change | 794 | $60K |
| Tidemark, LLC | 0.03% | Reduce -20.9% | 755 | $58K |
| Breakwater Investment Management | 0.03% | — | 748 | $57K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 667 | $51K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -2.0% | 644 | $49K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +63.8% | 637 | $49K |
| Princeton Global Asset Management LLC | 0.01% | No change | 600 | $46K |
| Sandy Spring Bank | 0.00% | No change | 600 | $46K |
| AdvisorNet Financial, Inc | 0.00% | No change | 563 | $43K |
| Sound Income Strategies, LLC | 0.00% | Add +62.2% | 532 | $41K |
| Wolff Wiese Magana LLC | 0.03% | No change | 530 | $40K |
| Signaturefd, LLC | 0.00% | Reduce -13.5% | 527 | $40K |
| Tompkins Financial Corp. | 0.00% | No change | 500 | $38K |
| Retirement Group, LLC | 0.01% | Add +5.5% | 495 | $38K |
| Elevation Wealth Partners, LLC | 0.02% | New | 471 | $36K |
| Opal Wealth Advisors, LLC | 0.01% | New | 467 | $36K |
| Sachetta, LLC | 0.02% | No change | 500 | $35K |
| Parallel Advisors, LLC | 0.00% | Reduce -75.0% | 453 | $35K |
| Key Financial Inc | 0.01% | Add +309.1% | 450 | $34K |
| Bogart Wealth, LLC | 0.00% | Add +4.7% | 427 | $33K |
| Tsfg, LLC | 0.01% | Reduce -84.8% | 422 | $32K |
| Van Eck Associates Corp. | 0.00% | New | 426 | $32K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 400 | $30K |
| Integrity Financial Corp | 0.02% | No change | 385 | $29K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 370 | $28K |
| HM Payson & Co. | 0.00% | No change | 338 | $26K |
| Woodmont Investment Counsel LLC | 0.00% | New | 335 | $26K |
| CENTRAL TRUST Co | 0.00% | No change | 305 | $23K |
| Jamison Private Wealth Management, Inc. | 0.00% | New | 300 | $23K |
| Palisade Asset Management, LLC | 0.00% | New | 300 | $23K |
| GAMMA Investing LLC | 0.00% | No change | 294 | $22K |
| PSI Advisors, LLC | 0.01% | Add +89.7% | 294 | $22K |
| Bangor Savings Bank | 0.00% | Add +55.0% | 279 | $21K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 268 | $20K |
| North Star Investment Management Corp. | 0.00% | New | 266 | $20K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 262 | $20K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 261 | $20K |
| Providence Capital Advisors, LLC | 0.00% | No change | 250 | $19K |
| Planning Capital Management Corp | 0.01% | New | 248 | $19K |
| Westside Investment Management, Inc. | 0.00% | No change | 241 | $18K |
| Trust Co. of Vermont | 0.00% | No change | 231 | $18K |
| Crewe Advisors LLC | 0.00% | New | 192 | $15K |
| Whittier Trust Co. | 0.00% | Add +0.6% | 163 | $12K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 150 | $11K |
| Anchor Investment Management, LLC | 0.00% | No change | 150 | $11K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 138 | $11K |
| West Oak Capital, LLC | 0.00% | No change | 130 | $10K |
| Covestor Ltd | 0.01% | Add +69.7% | 112 | $9K |
| Semmax Financial Advisors Inc. | 0.00% | Reduce -23.9% | 108 | $8K |
| Financial Perspectives, Inc | 0.00% | No change | 104 | $8K |
| Pacifica Partners Inc. | 0.00% | Reduce -20.0% | 104 | $8K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 100 | $8K |
| Penserra Capital Management LLC | 0.00% | New | 102 | $7K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -95.8% | 85 | $6K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -7.7% | 60 | $5K |
| Edmond DE Rothschild Holding S.A. | 0.00% | New | 48 | $4K |
| WealthShield Partners, LLC | 0.00% | No change | 38 | $3K |
| Hanson & Doremus Investment Management | 0.00% | New | 22 | $2K |
| BNP Paribas Financial Markets | 0.00% | Reduce -25.0% | 3 | $229 |
| Gradient Investments LLC | 0.00% | Reduce -98.0% | 1 | $108 |
"% 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.