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 |
| Sequoia Financial Advisors, LLC | 0.15% | Reduce -6.5% | 159,517 | $12.5M |
| Hengehold Capital Management LLC | 1.25% | Add +1.8% | 153,717 | $12.0M |
| Smartleaf Asset Management LLC | 1.96% | Add +30.0% | 152,817 | $11.9M |
| Kraft, Davis & Associates, LLC | 3.61% | Add +2.6% | 150,705 | $11.9M |
| Family Capital Management, Inc. | 7.99% | Reduce -2.4% | 150,149 | $11.7M |
| Ascentis Independent Advisors | 2.38% | — | 146,637 | $11.4M |
| Invenio Wealth Partners LLC | 5.50% | Add +3.8% | 142,071 | $11.1M |
| First National Trust Co | 0.45% | Add +8.2% | 140,066 | $10.9M |
| Hobbs Group Advisors, LLC | 4.13% | — | 139,120 | $10.9M |
| Triad Wealth Partners, LLC | 5.54% | Add +17.5% | 135,522 | $10.6M |
| Journey Advisory Group, LLC | 1.26% | Add +2.6% | 134,740 | $10.5M |
| Wealthspire Advisors, LLC | 0.13% | Reduce -23.1% | 131,909 | $10.3M |
| Intrua Financial, LLC | 1.60% | Add +91.1% | 125,734 | $9.8M |
| Melone Private Wealth, LLC | 5.60% | Add +0.9% | 121,046 | $9.4M |
| Monterey Private Wealth, Inc. | 3.52% | Add +0.4% | 120,520 | $9.4M |
| Boyce & Associates Wealth Consulting, Inc. | 11.02% | Add +14.8% | 120,233 | $9.4M |
| Prosperity Consulting Group, LLC | 1.26% | Reduce -14.8% | 118,887 | $9.3M |
| Pension & Wealth Management Advisors, Inc. | 5.31% | Add +0.3% | 118,596 | $9.3M |
| Tyler-Stone Wealth Management | 3.78% | Add +27.2% | 117,487 | $9.2M |
| Venture Visionary Partners LLC | 0.43% | Add +3.0% | 116,657 | $9.1M |
| Duncan Williams Asset Management, LLC | 7.52% | Add +10.9% | 114,296 | $8.9M |
| J.W. Cole Advisors, Inc. | 0.42% | Add +0.3% | 113,973 | $8.9M |
| Merit Financial Group, LLC | 0.20% | Add +2.1% | 113,845 | $8.9M |
| Capital Planning Advisors, LLC | 1.49% | Add +4.3% | 111,294 | $8.7M |
| United Advisor Group, LLC | 2.68% | Add +25.0% | 110,517 | $8.6M |
| TD Capital Management LLC | 0.90% | Add +1.8% | 110,354 | $8.6M |
| Ameritas Advisory Services, LLC | 0.32% | Reduce -1.9% | 110,339 | $8.6M |
| Regal Investment Advisors LLC | 0.57% | Add +0.3% | 110,328 | $8.6M |
| IFG Advisory, LLC | 0.55% | Reduce -6.5% | 110,154 | $8.6M |
| Western Wealth Management, LLC | 0.64% | Add +3.7% | 109,986 | $8.6M |
| CRA Financial Services, LLC | 1.66% | Add +14.8% | 105,184 | $8.2M |
| Oxinas Partners, LLC | 5.46% | Reduce -3.7% | 105,107 | $8.2M |
| Flagship Harbor Advisors, LLC | 0.49% | Reduce -7.9% | 104,931 | $8.2M |
| Howard Financial Services, LTD. | 1.34% | Add +10.6% | 104,718 | $8.2M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +3.1% | 104,247 | $8.1M |
| Wilmington Savings Fund Society, FSB | 0.31% | Add +0.1% | 103,164 | $8.1M |
| Astoria Portfolio Advisors LLC. | 2.86% | Add +26.6% | 102,539 | $8.0M |
| Creative Planning | 0.01% | Add +3.0% | 101,858 | $8.0M |
| Stratos Wealth Partners, LTD. | 0.13% | Reduce -1.1% | 100,061 | $7.8M |
| IHT Wealth Management, LLC | 0.28% | Add +3.0% | 96,802 | $7.6M |
| ORBA Wealth Advisors, L.L.C. | 3.87% | Add +5.5% | 95,822 | $7.5M |
| MBA Advisors LLC | 3.81% | Reduce -0.4% | 95,385 | $7.4M |
| Masso Torrence Wealth Management Inc. | 3.92% | Add +8.0% | 90,641 | $7.1M |
| Albion Financial Group | 0.52% | Reduce -0.1% | 89,130 | $7.0M |
| Avidian Wealth Enterprises, LLC | 0.33% | Add +9.8% | 88,772 | $6.9M |
| Ethos Financial Group, LLC | 1.21% | New | 87,276 | $6.8M |
| Good Life Advisors, LLC | 0.56% | Add +2.0% | 86,555 | $6.8M |
| Insight Advisors, LLC/ PA | 1.17% | Add +12.3% | 82,206 | $6.4M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -7.6% | 81,209 | $6.3M |
| Valmark Advisers, Inc. | 0.11% | Add +45.7% | 79,609 | $6.2M |
| IAG Wealth Partners, LLC | 1.24% | Add +10.8% | 78,879 | $6.2M |
| Catalina Capital Group, LLC | 2.27% | Add +6.6% | 76,359 | $6.0M |
| Prudential PLC | 0.04% | Reduce -6.1% | 76,350 | $6.0M |
| Smith, Moore & Co. | 0.61% | Add +174.9% | 75,279 | $5.9M |
| Moloney Securities Asset Management, LLC | 0.85% | Reduce -4.9% | 74,592 | $5.8M |
| Gray Private Wealth, LLC | 3.71% | Add +4.5% | 74,111 | $5.8M |
| Gladstone Institutional Advisory LLC | 0.29% | Add +2.3% | 72,290 | $5.6M |
| Fiduciary Group, LLC | 0.60% | Add +22.9% | 71,395 | $5.6M |
| Vermillion & White Wealth Management Group, LLC | 4.16% | Add +21.1% | 70,835 | $5.5M |
| Ancora Advisors LLC | 0.14% | Add +0.2% | 70,296 | $5.5M |
| Thomasville National Bank | 0.43% | Add +0.8% | 68,422 | $5.3M |
| Corient Private Wealth LP | 0.01% | Add +4.3% | 68,126 | $5.3M |
| Lodestar Private Asset Management LLC | 0.73% | Add +2.0% | 67,787 | $5.3M |
| FFG Retirement Advisors LLC | 3.63% | Reduce -2.6% | 66,752 | $5.2M |
| Darrow Company, Inc. | 3.32% | Add +0.7% | 65,329 | $5.1M |
| Prospera Financial Services Inc | 0.14% | Add +45.8% | 62,723 | $4.9M |
| Roof Eidam Maycock Peralta, LLC | 1.31% | Add +0.3% | 62,124 | $4.8M |
| Comerica Bank | 0.02% | Add +7.9% | 61,510 | $4.8M |
| Oppenheimer & Co. Inc. | 0.08% | Add +9.9% | 60,861 | $4.8M |
| Founders Financial Securities LLC | 0.45% | Add +2.0% | 60,801 | $4.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | No change | 60,600 | $4.7M |
| Wealthcare Advisory Partners LLC | 0.15% | Reduce -2.5% | 60,452 | $4.7M |
| Lansing Street Advisors | 1.96% | Add +4.0% | 60,169 | $4.7M |
| Aries Wealth Management | 1.46% | Add +3.9% | 59,427 | $4.6M |
| GeoWealth Management, LLC | 0.20% | Reduce -31.1% | 59,360 | $4.6M |
| Capital Investment Advisory Services, LLC | 0.45% | Add +0.3% | 55,966 | $4.4M |
| Retirement Planning Group, LLC | 0.28% | Reduce -2.2% | 55,933 | $4.4M |
| Citizens National Bank Trust Department | 0.97% | Add +0.6% | 55,860 | $4.4M |
| Captrust Financial Advisors | 0.01% | Add +5.7% | 55,440 | $4.3M |
| Glenmede Trust Co. NA | 0.02% | Add +7.8% | 54,775 | $4.3M |
| Susquehanna International Group, LLP | 0.01% | Add +172.6% | 54,487 | $4.3M |
| Evernest Financial Advisors, LLC | 1.81% | Add +4.3% | 51,826 | $4.0M |
| Park Avenue Securities LLC | 0.05% | Add +15.8% | 51,320 | $4.0M |
| Horizon Investments, LLC | 0.11% | Reduce -2.9% | 51,146 | $4.0M |
| Founders Financial Alliance, LLC | 1.17% | Reduce -16.1% | 50,594 | $3.9M |
| Avalon Capital Management | 1.19% | Reduce -3.9% | 48,244 | $3.8M |
| Dynamic Advisor Solutions LLC | 0.12% | Add +8.6% | 47,935 | $3.7M |
| Ausdal Financial Partners, Inc. | 0.39% | Add +2.6% | 46,776 | $3.7M |
| RFG Advisory, LLC | 0.12% | Reduce -0.0% | 46,656 | $3.6M |
| 9258 Wealth Management, LLC | 0.55% | Reduce -4.2% | 46,044 | $3.6M |
| HBW Advisory Services LLC | 0.59% | Reduce -2.8% | 45,579 | $3.6M |
| Lantz Financial LLC | 1.07% | Reduce -0.8% | 44,086 | $3.4M |
| Personal Cfo Solutions, LLC | 0.52% | Add +43.1% | 43,346 | $3.4M |
| JT Stratford LLC | 0.62% | Add +6.1% | 42,269 | $3.3M |
| Kingsview Wealth Management, LLC | 0.08% | New | 41,713 | $3.3M |
| Avaii Wealth Management, LLC | 1.79% | Reduce -43.2% | 41,343 | $3.2M |
| Meridian Financial Partners LLC | 1.92% | Add +5.5% | 40,424 | $3.2M |
| Money Concepts Capital Corp. | 0.27% | Reduce -3.6% | 40,825 | $3.2M |
| Stratos Wealth Advisors, LLC | 0.16% | Add +16.3% | 40,810 | $3.2M |
| GLOBALT Investments LLC / GA | 0.13% | Reduce -10.0% | 40,188 | $3.1M |
| Burns Matteson Capital Management, LLC | 1.97% | Add +55.0% | 40,137 | $3.1M |
| Durante & Waters, LLC | 2.76% | Reduce -10.9% | 39,777 | $3.1M |
| Nikulski Financial, Inc. | 0.98% | Add +17.3% | 39,637 | $3.1M |
| Brown Advisory Inc. | 0.00% | Reduce -0.3% | 38,593 | $3.0M |
| Sweet Financial Partners, LLC | 0.69% | No change | 38,438 | $3.0M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Add +14.2% | 36,848 | $2.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +0.2% | 36,285 | $2.8M |
| Haverford Trust Co | 0.03% | No change | 35,989 | $2.8M |
| Howard Capital Management, LLC | 0.27% | Add +7.2% | 35,748 | $2.8M |
| Foundations Investment Advisors, LLC | 0.07% | Add +48.9% | 35,621 | $2.8M |
| Herold Advisors, Inc. | 0.62% | Add +3.3% | 34,260 | $2.7M |
| Meridian Financial Advisors, LLC | 1.92% | Add +3.9% | 34,031 | $2.7M |
| Harvest Investment Services, LLC | 1.04% | New | 33,630 | $2.6M |
| Titleist Asset Management, LLC | 0.39% | Add +0.9% | 33,388 | $2.6M |
| Shilanski & Associates, Inc. | 0.88% | New | 33,382 | $2.6M |
| Sentinel Pension Advisors, LLC | 0.54% | Add +0.7% | 33,089 | $2.6M |
| White Pine Investment CO | 0.76% | Add +8.3% | 33,038 | $2.6M |
| Symphony Financial Services, Inc. | 2.21% | — | 28,203 | $2.6M |
| Brooks, Moore & Associates, Inc. | 1.64% | Add +0.1% | 32,592 | $2.5M |
| Thoroughbred Financial Services, LLC | 0.17% | Add +15.9% | 32,071 | $2.5M |
| Jones Financial Companies LLLP | 0.00% | Add +533.4% | 30,870 | $2.4M |
| FMR LLC | 0.00% | Add +63.2% | 30,635 | $2.4M |
| Smart Money Group LLC | 0.85% | Reduce -86.9% | 29,971 | $2.4M |
| First Heartland Consultants, Inc. | 0.24% | Add +4.7% | 30,414 | $2.4M |
| Pallas Capital Advisors LLC | 0.11% | Reduce -2.2% | 29,417 | $2.3M |
| GGM Financial LLC | 2.15% | — | 29,985 | $2.3M |
| Almanack Investment Partners, LLC. | 0.39% | No change | 29,414 | $2.3M |
| Clear Creek Financial Management, LLC | 0.28% | Add +19.1% | 29,088 | $2.3M |
| Nations Financial Group Inc, /Ia/ | 0.19% | Add +17.8% | 29,045 | $2.3M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.6% | 29,033 | $2.3M |
| FinTrust Capital Advisors, LLC | 0.41% | Add +11.0% | 28,705 | $2.2M |
| Focus Partners Wealth | 0.01% | Add +21.6% | 28,644 | $2.2M |
| KPP Advisory Services LLC | 0.59% | Reduce -20.8% | 28,238 | $2.2M |
| Menlo Advisors LLC | 1.22% | Reduce -0.4% | 28,060 | $2.2M |
| Narwhal Capital Management | 0.20% | No change | 27,280 | $2.1M |
| Fragasso Financial Advisors Inc | 0.17% | Reduce -4.4% | 26,994 | $2.1M |
| Retirement Guys Formula LLC | 0.97% | Reduce -9.0% | 26,038 | $2.0M |
| Chicago Partners Investment Group LLC | 0.08% | Add +36.9% | 24,977 | $2.0M |
| Lanark Financial, Inc. | 0.18% | Add +8.5% | 24,669 | $1.9M |
| Townsquare Capital LLC | 0.03% | Reduce -96.9% | 24,250 | $1.9M |
| Brookstone Capital Management | 0.03% | Reduce -37.6% | 23,461 | $1.9M |
| Lifestyle Asset Management, Inc. | 1.08% | Add +32.8% | 24,139 | $1.9M |
| Raffa Wealth Management, LLC | 0.53% | No change | 24,013 | $1.9M |
| Zimmermann Investment Management & Planning LLC | 0.62% | Reduce -3.8% | 23,946 | $1.9M |
| Cascade Financial Partners, LLC | 0.24% | New | 23,541 | $1.8M |
| Sheets Smith Wealth Management | 0.22% | Reduce -0.3% | 23,415 | $1.8M |
| Country Club Bank | 0.13% | Reduce -5.0% | 23,314 | $1.8M |
| Creekmur Asset Management LLC | 0.46% | Reduce -0.5% | 22,643 | $1.8M |
| Ieq Capital, LLC | 0.02% | Add +20.5% | 22,565 | $1.8M |
| Bulltick Wealth Management, LLC | 0.48% | Reduce -14.9% | 22,010 | $1.7M |
| Southland Equity Partners LLC | 0.49% | Add +5.6% | 21,872 | $1.7M |
| Talisman Wealth Advisors LLC | 1.97% | Add +0.4% | 21,871 | $1.7M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Add +7.1% | 21,739 | $1.7M |
| Gateway Wealth Partners, LLC | 0.51% | Add +10.5% | 21,535 | $1.7M |
| Interchange Capital Partners, LLC | 0.62% | Reduce -14.3% | 21,504 | $1.7M |
| Geneos Wealth Management Inc. | 0.07% | Add +2.1% | 21,438 | $1.7M |
| DHK Financial Advisors, Inc. | 1.15% | Reduce -16.6% | 21,080 | $1.6M |
| Advisory Services Network, LLC | 0.03% | Add +0.2% | 21,049 | $1.6M |
| DHJJ Financial Advisors, Ltd. | 0.68% | Add +10.0% | 20,756 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.5% | 20,644 | $1.6M |
| Hollencrest Capital Management | 0.07% | Add +0.4% | 20,176 | $1.6M |
| SeaCrest Wealth Management, LLC | 0.18% | Add +26.0% | 19,948 | $1.6M |
| Global Retirement Partners, LLC | 0.05% | Add +3.4% | 19,608 | $1.5M |
| PFG Advisors | 0.10% | Add +34.4% | 19,065 | $1.5M |
| Raab & Moskowitz Asset Management LLC | 0.40% | Add +2.9% | 18,977 | $1.5M |
| Grey Ledge Advisors, LLC | 0.40% | Add +15.8% | 18,852 | $1.5M |
| Franklin Resources Inc. | 0.00% | New | 18,496 | $1.4M |
| Northeast Financial Consultants Inc | 0.07% | No change | 18,415 | $1.4M |
| Renaissance Technologies | 0.00% | Reduce -72.8% | 18,400 | $1.4M |
| Fort Point Capital Partners LLC | 0.18% | Add +1.9% | 18,289 | $1.4M |
| Allie Family Office LLC | 0.85% | No change | 18,129 | $1.4M |
| Harbour Investments, Inc. | 0.05% | Add +9.4% | 18,072 | $1.4M |
| Apollon Wealth Management, LLC | 0.04% | Add +49.3% | 17,878 | $1.4M |
| Northern Trust Corp. | 0.00% | Reduce -5.4% | 17,860 | $1.4M |
| Choreo, LLC | 0.02% | New | 17,720 | $1.4M |
| Summit Trail Advisors, LLC | 0.04% | Add +3.7% | 17,429 | $1.4M |
| Blackhawk Capital Partners, LLC | 0.80% | Reduce -32.0% | 17,065 | $1.3M |
| FSA Advisors, Inc. | 1.37% | No change | 17,245 | $1.3M |
| WealthBridge Capital Management, LLC | 0.43% | Reduce -1.7% | 16,608 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | New | 16,246 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | New | 16,246 | $1.3M |
| Florida Financial Advisors, LLC | 0.76% | New | 16,234 | $1.3M |
| GTS Securities LLC | 0.03% | New | 16,072 | $1.3M |
| WealthPlan Investment Management, LLC | 0.19% | Add +0.9% | 15,847 | $1.2M |
| Flow Traders U.S. LLC | 0.06% | New | 15,820 | $1.2M |
| Denver Wealth Management, Inc. | 0.62% | Add +0.6% | 15,765 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Reduce -0.1% | 15,739 | $1.2M |
| Sigma Planning Corp | 0.04% | Add +2.3% | 15,501 | $1.2M |
| LM Advisors LLC | 0.24% | Add +23.5% | 15,463 | $1.2M |
| Well Done, LLC | 0.25% | Add +0.8% | 15,197 | $1.2M |
| My Legacy Advisors, LLC | 0.38% | Reduce -27.0% | 15,188 | $1.2M |
| Guidance Capital, Inc. | 0.39% | New | 14,770 | $1.2M |
| Independent Financial Group, LLC | 0.05% | Reduce -6.0% | 15,072 | $1.2M |
| Regions Financial Corp. | 0.01% | No change | 15,012 | $1.2M |
| Central Valley Advisors, LLC | 0.49% | Reduce -0.8% | 19,021 | $1.2M |
| Engineers Gate Manager LP | 0.03% | New | 14,520 | $1.1M |
| Hazlett, Burt & Watson, Inc. | 0.56% | Add +1.2% | 13,983 | $1.1M |
| TCV Trust & Wealth Management, Inc. | 0.10% | Reduce -1.3% | 13,884 | $1.1M |
| Moneco Advisors, LLC | 0.16% | Add +0.3% | 13,880 | $1.1M |
| Redwood Financial Network Corp | 0.91% | Reduce -1.0% | 13,848 | $1.1M |
| NewSquare Capital LLC | 0.09% | Add +1.4% | 13,840 | $1.1M |
| Atlas Private Wealth Advisors | 0.17% | Add +242.5% | 13,566 | $1.1M |
| Prudential Financial Inc. | 0.00% | Add +2.3% | 13,464 | $1.1M |
| LexAurum Advisors, LLC | 0.26% | Add +3.0% | 13,360 | $1.0M |
| US Bancorp \de | 0.00% | Add +12.4% | 13,334 | $1.0M |
| Inspire Trust Co, N.A. | 0.34% | No change | 13,150 | $1.0M |
| Silverlake Wealth Management LLC | 0.42% | Add +8.7% | 13,083 | $1.0M |
| Smithfield Trust Co | 0.05% | No change | 13,090 | $1.0M |
| Strategic Financial Concepts, LLC | 0.59% | Add +1033.7% | 171,889 | $1.0M |
| AE Wealth Management LLC | 0.01% | Add +66.3% | 12,744 | $995K |
| Ruggaard & Associates LLC | 0.46% | Add +3.7% | 12,727 | $993K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.16% | Reduce -0.8% | 12,505 | $976K |
| Financial Advocates Investment Management | 0.06% | Add +1.2% | 12,452 | $972K |
| Tempus Wealth Planning, LLC | 0.40% | Add +1.7% | 12,238 | $955K |
| Gryphon Financial Partners LLC | 0.14% | Add +8.6% | 12,128 | $947K |
| Advance Capital Management, Inc. | 0.04% | Add +4.7% | 12,107 | $945K |
| Flynn Zito Capital Management, LLC | 0.48% | Reduce -13.4% | 12,059 | $941K |
| Level Four Advisory Services, LLC | 0.04% | Reduce -53.6% | 11,685 | $912K |
| Bank of Montreal | 0.00% | Add +7.3% | 11,559 | $906K |
| Glenview Trust Co | 0.02% | Reduce -1.7% | 11,592 | $905K |
| Greenwood Gearhart LLC | 0.08% | New | 11,489 | $897K |
| Meridian Wealth Management, LLC | 0.11% | New | 11,455 | $894K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.35% | Add +3.0% | 11,313 | $883K |
| Collaborative Wealth Managment Inc. | 0.43% | Reduce -2.8% | 11,312 | $883K |
| Patriot Financial Group Insurance Agency, LLC | 0.13% | Reduce -1.8% | 11,302 | $882K |
| Capital Analysts, LLC | 0.04% | Reduce -15.4% | 11,290 | $881K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -11.8% | 11,174 | $872K |
| Perennial Investment Advisors, LLC | 0.12% | Reduce -1.6% | 10,964 | $856K |
| CoreCap Advisors, LLC | 0.09% | Reduce -2.0% | 10,948 | $854K |
| Mosaic Financial Group, LLC | 0.61% | Add +144.0% | 10,939 | $854K |
| Keybank National Association | 0.00% | Add +15.0% | 10,757 | $840K |
| CreativeOne Wealth, LLC | 0.04% | Add +22.5% | 10,746 | $839K |
| Verum Partners LLC | 0.27% | Reduce -1.5% | 10,719 | $837K |
| Pathstone Holdings, LLC | 0.00% | Add +83.0% | 10,666 | $832K |
| CVA Family Office, LLC | 0.15% | No change | 10,540 | $823K |
| Solano Wealth Management, Inc. | 0.45% | Reduce -2.3% | 10,468 | $817K |
| Interactive Financial Advisors, Inc. | 0.45% | Reduce -4.6% | 10,437 | $815K |
| WealthPLAN Partners, LLC | 0.09% | Add +2.4% | 10,419 | $813K |
| Wharton Business Group, LLC | 0.04% | No change | 10,345 | $807K |
| Claro Advisors Inc. | 0.13% | Reduce -3.2% | 10,311 | $805K |
| Colorado Capital Management, Inc. | 0.43% | No change | 9,936 | $776K |
| Parsons Capital Management Inc. | 0.05% | Add +7.4% | 9,899 | $773K |
| Inspire Advisors, LLC | 0.10% | Add +78.5% | 9,789 | $764K |
| Trust Point Inc. | 0.06% | No change | 9,697 | $757K |
| Millennium Management | 0.00% | New | 9,680 | $756K |
| RMR Wealth Builders | 0.09% | Add +0.8% | 9,551 | $745K |
| Private Trust Co. NA | 0.08% | Add +21.7% | 9,478 | $740K |
| Allen Capital Group, LLC | 0.10% | Reduce -3.3% | 9,325 | $728K |
| Mayfair Advisory Group, LLC | 0.49% | Add +6.5% | 8,976 | $719K |
| Garrison Asset Management, LLC | 0.37% | No change | 8,955 | $699K |
| Hardy Reed LLC | 0.07% | No change | 8,927 | $697K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -2.2% | 8,901 | $695K |
| Mutual Advisors, LLC | 0.02% | Reduce -2.3% | 8,796 | $694K |
| SageView Advisory Group, LLC | 0.04% | New | 8,843 | $690K |
| Koshinski Asset Management, Inc. | 0.06% | Add +7.2% | 8,714 | $688K |
| TD Waterhouse Canada Inc. | 0.01% | Add +20.5% | 8,809 | $688K |
| Alliancebernstein L.P. | 0.00% | No change | 8,495 | $663K |
| Raymond James Trust N.A. | 0.02% | Add +11.7% | 8,339 | $651K |
| Beaumont Financial Advisors, LLC | 0.05% | No change | 8,326 | $650K |
| Financial Counselors Inc. | 0.01% | Add +3.6% | 8,321 | $649K |
| Wealthspire Retirement, LLC | 0.05% | Reduce -1.8% | 8,066 | $630K |
| Biltmore Family Office, LLC | 0.11% | No change | 8,000 | $624K |
| Wedbush Securities Inc. | 0.02% | Add +1.2% | 7,997 | $624K |
| Fifth Third Bancorp | 0.00% | Add +3.8% | 7,989 | $624K |
| Councilor Wealth, LLC | 0.32% | Reduce -21.5% | 7,954 | $621K |
| National Bank of Canada | 0.00% | Add +78.8% | 7,932 | $619K |
| Key Client Fiduciary Advisors, LLC | 0.31% | Add +4.5% | 7,932 | $619K |
| Simon Quick Advisors, LLC | 0.04% | No change | 7,862 | $614K |
| GW Henssler & Associates Ltd. | 0.04% | Reduce -7.7% | 7,740 | $604K |
| Etesian Wealth Advisors, Inc. | 0.33% | New | 7,626 | $595K |
| Scotia Capital Inc. | 0.00% | Reduce -3.6% | 7,578 | $591K |
| Signet Financial Management, LLC | 0.08% | Reduce -4.4% | 7,571 | $591K |
| Wealth Management Associates, Inc. | 0.28% | No change | 7,511 | $586K |
| Pinnacle Associates Ltd. | 0.01% | Add +16.0% | 7,497 | $585K |
| Outlook Wealth Advisors, LLC | 0.18% | No change | 7,396 | $577K |
| Klingman & Associates, LLC | 0.04% | No change | 7,306 | $570K |
| Sykon Capital LLC | 0.21% | Reduce -4.8% | 7,276 | $568K |
| Johnson Investment Counsel Inc. | 0.01% | Add +2.7% | 7,261 | $567K |
| SpiderRock Advisors, LLC | 0.01% | Add +128.5% | 7,254 | $566K |
| Gallacher Capital Management LLC | 0.30% | Add +0.2% | 7,188 | $561K |
| Fisher Asset Management | 0.00% | Add +110.7% | 7,148 | $558K |
| Creative Financial Designs Inc. | 0.05% | Add +18.8% | 7,031 | $549K |
| Thrive Wealth Management, LLC | 0.11% | Add +0.1% | 6,978 | $545K |
| Montecito Bank & Trust | 0.11% | Reduce -42.2% | 6,921 | $540K |
| Deltec Asset Management LLC | 0.10% | No change | 6,900 | $539K |
| HBK Sorce Advisory LLC | 0.02% | No change | 6,893 | $538K |
| Fermata Advisors, LLC | 0.12% | Add +78.0% | 6,813 | $532K |
| Resonant Capital Advisors, LLC | 0.04% | Add +0.7% | 6,794 | $530K |
| First Horizon Advisors, Inc. | 0.02% | No change | 6,536 | $510K |
| New World Advisors LLC | 0.14% | Add +10.9% | 6,363 | $497K |
| Triton Wealth Management, PLLC | 0.29% | New | 6,233 | $496K |
| Lane & Associates LLC | 0.29% | No change | 6,338 | $495K |
| Qube Research & Technologies Ltd | 0.00% | Add +97.6% | 6,166 | $481K |
| Larson Financial Group LLC | 0.03% | Add +202.5% | 6,062 | $473K |
| Alpine Woods Capital Investors, LLC | 0.07% | No change | 6,000 | $468K |
| Redhawk Wealth Advisors, Inc. | 0.07% | Reduce -23.7% | 6,000 | $468K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 5,994 | $468K |
| Future Financial Wealth Managment LLC | 0.41% | Reduce -38.8% | 5,968 | $466K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | New | 5,940 | $464K |
| Powers Advisory Group, LLC | 0.25% | New | 5,905 | $461K |
| MWA Asset Management | 0.33% | Add +6.9% | 5,894 | $460K |
| Covenant Asset Management, LLC | 0.10% | Reduce -0.4% | 5,872 | $458K |
| EP Wealth Advisors, LLC | 0.00% | No change | 5,751 | $449K |
| Galvin, Gaustad & Stein, LLC | 0.04% | No change | 5,700 | $445K |
| Private Portfolio Partners LLC | 0.36% | Add +31.2% | 5,661 | $442K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 5,590 | $436K |
| Carnegie Investment Counsel | 0.01% | Reduce -57.8% | 5,588 | $436K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -10.4% | 5,585 | $436K |
| MAI Capital Management | 0.00% | Add +1.3% | 5,545 | $433K |
| Rothschild Investment LLC | 0.03% | Add +0.4% | 5,494 | $429K |
| Synovus Financial Corp. | 0.01% | Reduce -13.1% | 5,471 | $427K |
| CW Advisors, LLC | 0.01% | Reduce -8.3% | 5,422 | $423K |
| Hancock Whitney Corp. | 0.01% | No change | 5,416 | $423K |
| Sunbelt Securities, Inc. | 0.04% | Add +9.6% | 5,383 | $420K |
| Flagstar Securities, Inc. | 0.11% | Add +4.4% | 5,320 | $415K |
| Girard Partners LTD. | 0.04% | Reduce -35.3% | 5,318 | $415K |
| Tiaa Trust, National Association | 0.00% | Reduce -0.5% | 5,260 | $411K |
| Beacon Financial Advisory LLC | 0.15% | New | 5,230 | $408K |
| Global Strategic Investment Solutions, LLC | 0.05% | Add +0.4% | 5,128 | $400K |
| Arete Wealth Advisors, LLC | 0.03% | New | 5,113 | $399K |
| Stephens Inc. | 0.01% | Add +7.3% | 5,104 | $398K |
| ICA Group Wealth Management, LLC | 0.24% | Add +17.3% | 5,087 | $397K |
| Cornerstone Wealth Management, LLC | 0.03% | No change | 5,085 | $397K |
| Ted Buchan & Co | 0.21% | New | 5,082 | $397K |
| Clearstead Advisors, LLC | 0.01% | Add +108.8% | 5,048 | $394K |
| Citizens Financial Group Inc. | 0.01% | No change | 4,999 | $390K |
| Citigroup Inc. | 0.00% | Reduce -20.0% | 4,983 | $389K |
| Spinnaker Trust | 0.02% | No change | 4,980 | $389K |
| Visionary Wealth Advisors | 0.03% | Add +13.8% | 4,957 | $387K |
| Total Clarity Wealth Management, Inc. | 0.13% | Add +3.7% | 4,948 | $386K |
| StoneX Group Inc. | 0.03% | Add +12.1% | 4,909 | $383K |
| Triangle Securities Wealth Management | 0.11% | Reduce -5.8% | 4,905 | $383K |
| Legacy Private Trust Co. | 0.03% | No change | 4,905 | $383K |
| Tranquility Partners, LLC | 0.15% | Add +1.7% | 4,888 | $382K |
| Clarus Group, Inc. | 0.17% | No change | 4,856 | $379K |
| Cary Street Partners Investment Advisory LLC | 0.02% | No change | 4,837 | $378K |
| Castle Rock Wealth Management, LLC | 0.09% | Add +0.0% | 4,830 | $377K |
| Avior Wealth Management, LLC | 0.02% | Add +0.1% | 4,786 | $374K |
| Fulton Bank, N.A. | 0.01% | New | 4,758 | $371K |
| NorthCoast Asset Management LLC | 0.00% | No change | 4,737 | $370K |
| Obsidian Personal Planning Solutions LLC | 0.22% | No change | 4,647 | $363K |
| Muirfield Wealth Advisors LLC | 0.34% | Add +24.1% | 4,640 | $362K |
| Bluesphere Advisors LLC | 0.18% | No change | 4,600 | $359K |
| Tudor Investment Corporation | 0.00% | New | 4,554 | $355K |
| Latitude Advisors, LLC | 0.22% | Add +31.1% | 4,531 | $354K |
| Regent Peak Wealth Advisors LLC | 0.08% | Add +0.1% | 4,530 | $354K |
| Meitav Investment House Ltd. | 0.01% | Add +2.0% | 4,527 | $353K |
| L & S Advisors Inc | 0.05% | Reduce -6.4% | 4,505 | $352K |
| Waverly Advisors, LLC | 0.01% | Add +18.6% | 4,467 | $349K |
| Alta Wealth Advisors LLC | 0.17% | Reduce -0.2% | 4,441 | $347K |
| Waterfront Wealth Inc. | 0.09% | No change | 4,405 | $344K |
| Capital Market Strategies LLC | 0.22% | Add +9.5% | 4,402 | $344K |
| Fox Financial, Inc | 0.31% | Add +1.4% | 4,328 | $338K |
| Twin Focus Capital Partners, LLC | 0.05% | No change | 4,320 | $337K |
| Clearview Wealth Advisors LLC | 0.29% | Reduce -7.7% | 4,312 | $337K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -0.5% | 4,270 | $333K |
| Novare Capital Management LLC | 0.03% | No change | 4,255 | $332K |
| Spectrum Wealth Advisory Group, LLC | 0.35% | No change | 4,250 | $332K |
| Hilltop Holdings Inc. | 0.04% | Reduce -3.7% | 4,205 | $328K |
| Crestwood Advisors Group, LLC | 0.01% | Add +0.1% | 4,181 | $326K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 4,078 | $318K |
| Greenleaf Trust | 0.00% | New | 4,005 | $313K |
| WJ Wealth Management, LLC | 0.11% | New | 4,000 | $312K |
| Invst, LLC | 0.03% | New | 3,980 | $311K |
| Cibc World Market Inc. | 0.00% | Add +5.9% | 3,973 | $310K |
| Summit X, LLC | 0.07% | New | 3,970 | $310K |
| Asset Dedication, LLC | 0.02% | No change | 3,936 | $307K |
| Bison Wealth, LLC | 0.05% | No change | 3,983 | $303K |
| Cidel Asset Management Inc. | 0.02% | No change | 3,887 | $303K |
| Principal Securities, Inc. | 0.01% | Add +39.6% | 3,879 | $303K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 3,867 | $302K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 3,803 | $297K |
| Summit Financial Wealth Advisors, LLC | 0.06% | New | 3,796 | $296K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 3,789 | $296K |
| Calton & Associates, Inc. | 0.15% | Reduce -4.4% | 3,748 | $293K |
| Bigelow Investment Advisors, LLC | 0.14% | No change | 3,745 | $292K |
| Cozad Asset Management Inc. | 0.03% | No change | 3,725 | $291K |
| Walkner Condon Financial Advisors LLC | 0.06% | Add +16.2% | 3,717 | $290K |
| Charter Oak Capital Management, LLC | 0.03% | Add +0.0% | 3,658 | $286K |
| Strategic Family Wealth Counselors, L.L.C. | 0.11% | Reduce -18.9% | 3,652 | $285K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | New | 3,612 | $282K |
| &partners | 0.01% | New | 3,560 | $278K |
| New Century Financial Group, LLC | 0.12% | New | 3,556 | $278K |
| Aptus Capital Advisors, LLC | 0.01% | Add +52.6% | 3,506 | $274K |
| Seelaus Asset Management LLC | 0.28% | Add +11.9% | 3,414 | $266K |
| Fidelis Capital Partners, LLC | 0.04% | No change | 3,499 | $266K |
| Allianz Asset Management GmbH | 0.00% | Reduce -48.9% | 3,400 | $265K |
| Rappaport Reiches Capital Management, LLC | 0.08% | No change | 3,391 | $265K |
| Obsidian Cio, LLC | 0.06% | Reduce -39.6% | 3,360 | $262K |
| Oliver Luxxe Assets LLC | 0.06% | New | 3,352 | $262K |
| Sensible Money, LLC | 0.13% | No change | 3,337 | $260K |
| WPWealth LLP | 0.06% | No change | 3,335 | $260K |
| Weaver Consulting Group | 0.09% | No change | 3,332 | $260K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.1% | 3,214 | $254K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -47.7% | 3,233 | $252K |
| Tenret Co LLC | 0.17% | No change | 3,232 | $252K |
| Lion Street Advisors, LLC | 0.09% | Reduce -14.1% | 3,217 | $251K |
| Silver Oak Securities, Incorporated | 0.04% | New | 3,215 | $251K |
| First Trust Direct Indexing L.P. | 0.02% | New | 3,214 | $251K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 3,176 | $248K |
| Detalus Advisors, LLC | 0.08% | Add +4.8% | 3,169 | $247K |
| Trust Co. of Toledo NA | 0.04% | No change | 3,162 | $247K |
| Mgo One Seven LLC | 0.01% | Reduce -27.1% | 3,149 | $246K |
| Rooted Wealth Advisors, Inc. | 0.11% | Reduce -23.9% | 3,053 | $244K |
| Capital Investment Advisors, LLC | 0.01% | Add +10.6% | 3,120 | $244K |
| PFG Investments, LLC | 0.02% | Add +10.5% | 3,117 | $243K |
| Edgemoor Investment Advisors, Inc. | 0.02% | Reduce -12.1% | 3,079 | $240K |
| Element Wealth, LLC | 0.13% | Add +17.4% | 3,058 | $239K |
| J. W. Coons Advisors, LLC | 0.04% | New | 3,035 | $237K |
| Everhart Financial Group, Inc. | 0.06% | No change | 3,032 | $237K |
| KWB Wealth | 0.03% | Reduce -11.8% | 3,076 | $234K |
| Capital Group Private Client Services, Inc. | 0.00% | New | 3,000 | $234K |
| Whitaker-Myers Wealth Managers, LTD. | 0.08% | New | 2,932 | $229K |
| EdgeRock Capital LLC | 0.18% | Reduce -0.0% | 2,926 | $228K |
| NWF Advisory Services Inc. | 0.04% | New | 2,908 | $227K |
| Philadelphia Trust Co. | 0.02% | No change | 2,840 | $222K |
| Zevin Asset Management LLC | 0.04% | No change | 2,828 | $221K |
| Centaurus Financial, Inc. | 0.01% | Reduce -44.5% | 2,744 | $214K |
| McAlister, Sweet & Associates, Inc. | 0.15% | Reduce -0.5% | 2,700 | $211K |
| Capital Management Corp. | 0.04% | No change | 2,700 | $211K |
| Maripau Wealth Management LLC | 0.14% | Reduce -42.5% | 2,697 | $211K |
| Cypress Capital Group | 0.02% | New | 2,627 | $205K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | New | 2,595 | $203K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 2,593 | $202K |
| Park Place Capital Corp | 0.06% | Reduce -7.1% | 2,497 | $195K |
| Tucker Asset Management LLC | 0.04% | Reduce -20.5% | 2,481 | $194K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 2,347 | $183K |
| Northwest Capital Management Inc | 0.07% | Reduce -15.1% | 2,307 | $180K |
| Guardian Wealth Management, Inc. | 0.14% | Reduce -6.1% | 2,283 | $178K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | No change | 2,071 | $162K |
| Scarborough Advisors, LLC | 0.06% | Reduce -0.6% | 1,974 | $154K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | New | 1,946 | $152K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,820 | $147K |
| Cherry Tree Wealth Management, LLC | 0.04% | Add +11.8% | 1,873 | $146K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 1,818 | $142K |
| Key Financial Inc | 0.03% | Add +250.2% | 1,576 | $123K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,570 | $123K |
| CNB Bank | 0.06% | No change | 1,563 | $122K |
| Cedar Wealth Management, LLC | 0.04% | Reduce -9.4% | 1,437 | $112K |
| International Assets Investment Management, LLC | 0.01% | New | 1,316 | $103K |
| Piscataqua Savings Bank | 0.09% | No change | 1,300 | $101K |
| Spire Wealth Management | 0.00% | No change | 1,263 | $99K |
| Signature Resources Capital Management, LLC | 0.08% | Add +0.4% | 1,262 | $98K |
| Strategic Investment Solutions, Inc. | 0.03% | — | 1,221 | $97K |
| Addison Advisors LLC | 0.03% | No change | 1,215 | $95K |
| Realta Investment Advisors | 0.02% | Add +26.0% | 1,115 | $87K |
| American National Bank & Trust | 0.01% | No change | 1,000 | $78K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Add +14.8% | 913 | $71K |
| Plante Moran Financial Advisors, LLC | 0.01% | New | 833 | $65K |
| TD Private Client Wealth LLC | 0.00% | New | 806 | $63K |
| Operose Advisors LLC | 0.02% | No change | 794 | $62K |
| Tidemark, LLC | 0.03% | No change | 755 | $59K |
| Breakwater Investment Management | 0.03% | No change | 748 | $58K |
| Salem Investment Counselors Inc. | 0.00% | New | 703 | $55K |
| AdvisorNet Financial, Inc | 0.01% | Add +24.9% | 703 | $55K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 667 | $52K |
| Cornerstone Planning Group LLC | 0.01% | New | 685 | $52K |
| Sandy Spring Bank | 0.00% | Add +10.8% | 665 | $52K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 637 | $50K |
| Lynx Investment Advisory | 0.04% | — | 610 | $48K |
| Princeton Global Asset Management LLC | 0.01% | No change | 600 | $47K |
| Joseph Group Capital Management | 0.02% | Reduce -53.9% | 556 | $43K |
| Wolff Wiese Magana LLC | 0.03% | Add +4.7% | 555 | $43K |
| Signaturefd, LLC | 0.00% | No change | 527 | $41K |
| BBJS Financial Advisors, LLC | 0.02% | Reduce -43.2% | 525 | $41K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +751.7% | 511 | $40K |
| Sachetta, LLC | 0.02% | No change | 500 | $39K |
| Fairman Group, LLC | 0.04% | New | 500 | $39K |
| Tompkins Financial Corp. | 0.00% | No change | 500 | $39K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.4% | 473 | $37K |
| Sound Income Strategies, LLC | 0.00% | Reduce -11.5% | 471 | $37K |
| Opal Wealth Advisors, LLC | 0.01% | No change | 467 | $36K |
| Parallel Advisors, LLC | 0.00% | No change | 453 | $35K |
| Bogart Wealth, LLC | 0.00% | Add +0.5% | 429 | $33K |
| Tsfg, LLC | 0.01% | No change | 422 | $33K |
| Van Eck Associates Corp. | 0.00% | No change | 426 | $33K |
| Highline Wealth Partners LLC | 0.01% | New | 413 | $32K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 400 | $31K |
| Flputnam Investment Management Co. | 0.00% | New | 400 | $31K |
| Integrity Financial Corp | 0.02% | No change | 385 | $30K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 370 | $29K |
| HM Payson & Co. | 0.00% | No change | 338 | $26K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -92.7% | 314 | $25K |
| CENTRAL TRUST Co | 0.00% | No change | 305 | $24K |
| Jamison Private Wealth Management, Inc. | 0.00% | No change | 300 | $23K |
| PSI Advisors, LLC | 0.01% | No change | 294 | $23K |
| GAMMA Investing LLC | 0.00% | No change | 294 | $23K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 268 | $21K |
| North Star Investment Management Corp. | 0.00% | No change | 266 | $21K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 262 | $20K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 261 | $20K |
| Providence Capital Advisors, LLC | 0.00% | No change | 250 | $20K |
| Westside Investment Management, Inc. | 0.00% | No change | 241 | $19K |
| Trust Co. of Vermont | 0.00% | No change | 231 | $18K |
| Crewe Advisors LLC | 0.00% | Reduce -3.1% | 186 | $15K |
| Bangor Savings Bank | 0.00% | Reduce -35.5% | 180 | $14K |
| Pittenger & Anderson Inc. | 0.00% | New | 177 | $14K |
| Hershey Financial Advisers, LLC | 0.01% | — | 163 | $13K |
| Whittier Trust Co. | 0.00% | No change | 163 | $13K |
| Financial Network Wealth Advisors LLC | 0.01% | Reduce -98.8% | 150 | $12K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 150 | $12K |
| Anchor Investment Management, LLC | 0.00% | No change | 150 | $12K |
| Allworth Financial LP | 0.00% | New | 142 | $11K |
| Covestor Ltd | 0.01% | Add +24.1% | 139 | $11K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 138 | $11K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | New | 135 | $11K |
| West Oak Capital, LLC | 0.00% | No change | 130 | $10K |
| Semmax Financial Advisors Inc. | 0.00% | Add +0.9% | 109 | $9K |
| Pacifica Partners Inc. | 0.00% | No change | 104 | $8K |
| Financial Perspectives, Inc | 0.00% | No change | 104 | $8K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | New | 100 | $8K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 100 | $8K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 85 | $7K |
| Ridgewood Investments LLC | 0.00% | New | 87 | $7K |
| Investors Research Corp | 0.00% | New | 73 | $6K |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 51 | $4K |
| Gradient Investments LLC | 0.00% | Add +4700.0% | 48 | $4K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 48 | $4K |
| Headlands Technologies LLC | 0.00% | New | 41 | $3K |
| WealthShield Partners, LLC | 0.00% | No change | 38 | $3K |
| Horizon Financial Services, LLC | 0.00% | New | 26 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | — | 24 | $2K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | New | 7 | $546 |
"% 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.