Wisdomtree U.S. Quality DiviDGRWETF
13F holders, Q2 2024 (June 30)623holders +25
66new positions
39sold out
4famous investors
$77.96avg. 13F price*
At the end of Q2 2024, 623 institutions reported holding Wisdomtree U.S. Quality Divi (DGRW) in their 13F filings, up 25 from Q1 2024. 66 opened new positions and 39 sold out. The largest holders were PNC Financial Services Group, Inc. ($1.5B), Bank of America Corp. ($899.4M) and LPL Financial LLC ($809.4M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $77.5M |
| Exits | 39 | $79.4M |
All 13F filers, Q1 2024 → Q2 2024: 7,393,431 shares bought and 4,620,468 shares sold, net +2,772,963 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 623 holders
| PNC Financial Services Group, Inc. | 0.97% | Add +2.4% | 18,673,284 | $1.5B |
| Bank of America Corp. | 0.09% | Add +2.7% | 11,523,785 | $899.4M |
| LPL Financial LLC | 0.40% | Add +7.8% | 10,370,049 | $809.4M |
| Morgan Stanley | 0.05% | Add +6.0% | 8,108,828 | $632.9M |
| Hamilton Capital, LLC | 42.10% | Reduce -0.9% | 7,102,602 | $554.4M |
| Ameriprise Financial Inc. | 0.13% | Reduce -5.8% | 5,985,624 | $467.1M |
| Raymond James Financial Services Advisors, Inc. | 0.30% | Add +1.6% | 2,722,661 | $212.5M |
| HighTower Advisors, LLC | 0.31% | Add +2.5% | 2,535,691 | $197.9M |
| UBS Group AG | 0.06% | Reduce -1.4% | 2,372,743 | $185.2M |
| Cetera Investment Advisers | 0.34% | Add +3.4% | 1,888,482 | $147.4M |
| Private Advisor Group, LLC | 0.79% | Reduce -5.5% | 1,513,226 | $118.0M |
| Wells Fargo & Company | 0.03% | Add +7.0% | 1,442,070 | $112.6M |
| Royal Bank of Canada | 0.03% | Add +8.5% | 1,388,380 | $108.4M |
| Employees Retirement System of Texas | 1.05% | Reduce -14.1% | 1,222,300 | $95.4M |
| Raymond James & Associates | 0.06% | Reduce -13.5% | 1,217,683 | $95.0M |
| One Capital Management, LLC | 3.04% | Reduce -6.8% | 1,143,842 | $89.3M |
| Steward Partners Investment Advisory, LLC | 0.86% | Add +13.9% | 1,049,757 | $81.9M |
| Bouchey Financial Group, Ltd. | 7.16% | Add +87.3% | 965,824 | $75.4M |
| Envestnet Asset Management Inc. | 0.02% | Add +14.2% | 892,261 | $69.6M |
| Waddell & Associates, LLC | 9.05% | Add +1.4% | 881,374 | $68.8M |
| Commonwealth Equity Services, LLC | 0.11% | Add +11.1% | 871,305 | $68.0M |
| Clearwater Capital Advisors, LLC | 7.20% | Reduce -0.6% | 871,055 | $68.0M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Add +2.8% | 853,615 | $66.6M |
| Taiyo Life Insurance Co. | 5.30% | No change | 850,000 | $66.3M |
| RVW Wealth, LLC | 6.40% | Add +3.1% | 821,579 | $64.1M |
| Legacy Financial Advisors, Inc. | 10.77% | Reduce -3.7% | 774,989 | $60.5M |
| IAM Advisory, LLC | 16.34% | Add +181.1% | 772,359 | $60.3M |
| Boston Financial Mangement LLC | 1.84% | Reduce -3.9% | 741,901 | $57.9M |
| Glassman Wealth Services | 10.61% | Add +9.9% | 737,089 | $57.5M |
| Private Wealth Strategies, L.L.C. | 11.31% | Add +1.8% | 722,050 | $56.4M |
| Prime Capital Investment Advisors, LLC | 0.83% | Reduce -9.5% | 718,981 | $56.1M |
| Beacon Financial Group | 6.23% | Reduce -0.7% | 700,674 | $54.7M |
| Prestige Wealth Management Group LLC | 11.33% | Reduce -3.6% | 671,769 | $52.4M |
| Stratos Investment Management, LLC | 4.16% | Add +15.1% | 643,667 | $50.2M |
| Rockefeller Capital Management L.P. | 0.14% | Add +9.3% | 643,346 | $50.2M |
| Equitable Holdings, Inc. | 0.52% | Add +6.2% | 629,449 | $49.1M |
| Bluespring Wealth Management, LLC | 5.06% | Add +0.9% | 603,076 | $47.1M |
| Spinnaker Investment Group, LLC | 12.26% | Reduce -0.3% | 569,993 | $44.5M |
| Savant Capital, LLC | 0.42% | Reduce -2.5% | 542,095 | $42.3M |
| Kestra Advisory Services, LLC | 0.22% | Add +2.0% | 503,736 | $39.3M |
| NewEdge Wealth, LLC | 0.84% | Reduce -1.3% | 498,965 | $38.9M |
| OneDigital Investment Advisors LLC | 0.48% | Reduce -0.0% | 496,988 | $38.8M |
| SkyView Investment Advisors, LLC | 6.83% | Add +0.6% | 489,367 | $38.2M |
| Schorn Wealth LLC | 13.51% | Add +4.7% | 483,617 | $37.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.9% | 472,690 | $36.9M |
| Thrivent Financial for Lutherans | 0.07% | Reduce -41.0% | 471,795 | $36.8M |
| Certuity, LLC | 2.92% | Add +11.8% | 468,942 | $36.6M |
| Janney Montgomery Scott LLC | 0.10% | Add +8.4% | 423,124 | $33.0M |
| BCM Advisors, LLC | 7.60% | Reduce -0.9% | 406,430 | $32.0M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -32.3% | 407,276 | $31.8M |
| IFP Advisors, Inc | 1.25% | Reduce -11.8% | 403,400 | $31.5M |
| Glen Eagle Advisors, LLC | 5.74% | Add +5.5% | 401,366 | $31.3M |
| Osaic Holdings, Inc. | 0.07% | Reduce -8.4% | 395,151 | $30.8M |
| GPS Wealth Strategies Group, LLC | 4.59% | Add +0.4% | 391,405 | $30.5M |
| Per Stirling Capital Management, LLC. | 4.87% | Reduce -5.9% | 387,357 | $30.2M |
| NewEdge Advisors, LLC | 0.22% | Add +14.9% | 382,672 | $29.9M |
| Aspire Capital Advisors LLC | 9.48% | Add +2.5% | 371,282 | $29.0M |
| TMD Wealth Management, LLC | 6.36% | Add +79.6% | 371,126 | $29.0M |
| Avantax Advisory Services, Inc. | 0.20% | Add +10.1% | 361,057 | $28.2M |
| Stifel Financial Corp. | 0.03% | Add +2.9% | 345,666 | $27.0M |
| Team Financial Group, LLC | 16.73% | Add +6.5% | 333,549 | $26.0M |
| Choice Wealth Advisors LLC | 13.79% | Add +0.6% | 333,082 | $26.0M |
| Mariner, LLC | 0.05% | Reduce -2.1% | 330,470 | $25.8M |
| Janiczek Wealth Management, LLC | 5.08% | Add +437.8% | 310,689 | $24.2M |
| Kestra Private Wealth Services, LLC | 0.48% | Add +7.3% | 306,741 | $23.9M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -31.3% | 301,454 | $23.5M |
| Sanchez Wealth Management Group | 7.49% | Add +18.3% | 296,072 | $23.1M |
| LVM Capital Management Ltd. | 2.60% | Add +4.0% | 293,297 | $22.9M |
| Truist Financial Corp. | 0.03% | Add +2.5% | 282,739 | $22.1M |
| Forte Capital LLC | 2.66% | Add +37.6% | 281,850 | $22.0M |
| ACT Advisors, LLC. | 11.00% | Add +0.1% | 270,791 | $21.1M |
| Horizon Wealth Management, LLC | 4.92% | New | 264,717 | $20.7M |
| Sage Private Wealth Group, LLC | 17.33% | Add +30.6% | 263,808 | $20.6M |
| HB Wealth Management, LLC | 0.24% | Reduce -2.1% | 261,094 | $20.4M |
| Concurrent Investment Advisors, LLC | 0.67% | Add +0.9% | 258,156 | $20.1M |
| Continuum Wealth Advisors, LLC | 10.25% | Add +8.0% | 249,655 | $19.5M |
| Cahill Financial Advisors Inc. | 2.62% | Reduce -0.5% | 244,910 | $19.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +574.0% | 242,864 | $19.0M |
| Great Valley Advisor Group, Inc. | 0.53% | Reduce -16.9% | 241,440 | $18.8M |
| Cwm, LLC | 0.09% | Add +6.0% | 240,852 | $18.8M |
| MML Investors Services, LLC | 0.08% | Add +9.1% | 239,334 | $18.7M |
| Amplius Wealth Advisors, LLC | 2.08% | Reduce -2.2% | 239,178 | $18.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.4% | 213,481 | $16.7M |
| Curi Capital, LLC | 0.40% | Reduce -0.5% | 211,682 | $16.5M |
| Connable Office Inc. | 1.73% | Add +33.4% | 206,547 | $16.1M |
| Palo Alto Wealth Advisors, LLC | 11.09% | Add +0.8% | 205,530 | $16.0M |
| Heck Capital Advisors, LLC | 1.97% | Add +8570.5% | 202,803 | $15.8M |
| Vantage Financial Partners Ltd., Inc. | 3.91% | New | 201,537 | $15.7M |
| D.A. Davidson & Co. | 0.14% | Add +4.8% | 198,830 | $15.5M |
| Main Street Financial Solutions, LLC | 1.33% | Add +4.9% | 181,229 | $14.1M |
| Sanctuary Advisors, LLC | 0.10% | — | 191,118 | $14.1M |
| Focus Financial Network, Inc. | 0.58% | Reduce -0.5% | 168,196 | $13.5M |
| Atria Wealth Solutions, Inc. | 0.15% | Reduce -13.7% | 171,348 | $13.4M |
| Lauer Wealth, LLC | 10.55% | Reduce -6.3% | 167,561 | $13.3M |
| Townsend Asset Management Corp. /NC/ | 5.16% | Add +1.3% | 170,481 | $13.3M |
| Cresta Advisors, Ltd. | 7.73% | Reduce -0.6% | 167,118 | $13.0M |
| Wealth Management Resources, Inc. | 5.58% | Reduce -6.6% | 166,543 | $13.0M |
| CGN Advisors LLC | 1.51% | Add +7.5% | 165,729 | $12.9M |
| Atria Investments, Inc | 0.17% | Add +33.5% | 165,462 | $12.9M |
| Cerity Partners LLC | 0.03% | Add +27.9% | 160,233 | $12.5M |
"% 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.