Wisdomtree U.S. Quality DiviDGRWETF
13F holders, Q3 2024 (September 30)646holders +23
50new positions
30sold out
4famous investors
$83.11avg. 13F price*
At the end of Q3 2024, 646 institutions reported holding Wisdomtree U.S. Quality Divi (DGRW) in their 13F filings, up 23 from Q2 2024. 50 opened new positions and 30 sold out. The largest holders were PNC Financial Services Group, Inc. ($1.6B), Bank of America Corp. ($976.0M) and LPL Financial LLC ($932.5M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree U.S. Quality Divi
- CUSIP
- 97717X669
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $88.4M |
| Exits | 30 | $112.9M |
All 13F filers, Q2 2024 → Q3 2024: 8,238,486 shares bought and 4,607,213 shares sold, net +3,631,273 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 646 holders
| PNC Financial Services Group, Inc. | 1.00% | Add +1.1% | 18,877,057 | $1.6B |
| Bank of America Corp. | 0.09% | Add +1.8% | 11,729,140 | $976.0M |
| LPL Financial LLC | 0.42% | Add +8.1% | 11,206,561 | $932.5M |
| Morgan Stanley | 0.05% | Add +3.4% | 8,382,040 | $697.5M |
| Hamilton Capital, LLC | 40.33% | Reduce -6.5% | 6,637,335 | $544.3M |
| Ameriprise Financial Inc. | 0.13% | Add +2.8% | 6,151,081 | $511.8M |
| HighTower Advisors, LLC | 0.33% | Add +6.9% | 2,709,658 | $225.5M |
| UBS Group AG | 0.06% | Add +0.5% | 2,385,578 | $198.5M |
| Raymond James Financial Services Advisors, Inc. | 0.23% | Reduce -24.7% | 2,049,616 | $170.5M |
| Cetera Investment Advisers | 0.36% | Add +4.1% | 1,965,250 | $163.5M |
| Private Advisor Group, LLC | 0.76% | Reduce -3.4% | 1,462,231 | $121.7M |
| Royal Bank of Canada | 0.03% | Add +4.4% | 1,450,078 | $120.7M |
| Wells Fargo & Company | 0.03% | Reduce -1.1% | 1,425,864 | $118.6M |
| NorthCoast Asset Management LLC | 0.75% | Add +27124.2% | 1,289,612 | $106.4M |
| One Capital Management, LLC | 3.37% | Add +11.1% | 1,271,133 | $105.8M |
| Raymond James & Associates | 0.06% | Add +0.6% | 1,225,082 | $101.9M |
| Envestnet Asset Management Inc. | 0.03% | Add +25.7% | 1,121,185 | $93.3M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Add +27.4% | 1,087,888 | $90.5M |
| Steward Partners Investment Advisory, LLC | 0.81% | Reduce -0.3% | 1,047,159 | $87.1M |
| JPMorgan Chase & Co. | 0.01% | Add +102.9% | 959,051 | $79.8M |
| Bouchey Financial Group, Ltd. | 7.04% | Reduce -2.0% | 946,030 | $78.7M |
| Waddell & Associates, LLC | 9.10% | Add +2.0% | 899,427 | $74.8M |
| Clearwater Capital Advisors, LLC | 7.12% | Add +0.8% | 878,346 | $73.1M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -0.8% | 863,924 | $71.9M |
| Taiyo Life Insurance Co. | 5.61% | No change | 850,000 | $70.7M |
| RVW Wealth, LLC | 6.42% | Add +1.1% | 830,277 | $69.1M |
| Legacy Financial Advisors, Inc. | 10.97% | Add +1.3% | 785,046 | $65.3M |
| IAM Advisory, LLC | 16.42% | Add +1.1% | 780,673 | $65.0M |
| Glassman Wealth Services | 10.91% | Add +4.3% | 768,895 | $64.0M |
| Boston Financial Mangement LLC | 1.91% | Add +3.6% | 768,734 | $64.0M |
| World Investment Advisors | 1.90% | New | 726,113 | $60.4M |
| Prime Capital Investment Advisors, LLC | 0.84% | Reduce -1.6% | 707,832 | $58.9M |
| Stratos Investment Management, LLC | 4.03% | Add +7.7% | 693,236 | $57.7M |
| Beacon Financial Group | 6.24% | Reduce -1.9% | 687,248 | $57.2M |
| Rockefeller Capital Management L.P. | 0.15% | Add +3.9% | 668,196 | $55.6M |
| Equitable Holdings, Inc. | 0.53% | Add +4.9% | 660,178 | $54.9M |
| Prestige Wealth Management Group LLC | 11.31% | Reduce -2.4% | 655,493 | $54.5M |
| Bluespring Wealth Management, LLC | 5.35% | Add +6.2% | 640,361 | $53.3M |
| Janney Montgomery Scott LLC | 0.14% | Add +46.3% | 619,168 | $51.5M |
| Spinnaker Investment Group, LLC | 11.64% | Add +0.3% | 571,772 | $47.6M |
| Savant Capital, LLC | 0.36% | Reduce -3.1% | 525,333 | $43.7M |
| Horizon Wealth Management, LLC | 8.61% | Add +95.9% | 518,577 | $43.2M |
| NewEdge Advisors, LLC | 0.28% | Add +33.2% | 509,686 | $42.4M |
| SkyView Investment Advisors, LLC | 7.04% | Add +3.9% | 508,391 | $42.3M |
| NewEdge Wealth, LLC | 0.76% | Add +1.2% | 504,863 | $42.0M |
| Schorn Wealth LLC | 14.18% | Add +3.8% | 502,094 | $41.8M |
| OneDigital Investment Advisors LLC | 0.47% | Add +0.3% | 498,520 | $41.5M |
| Kestra Advisory Services, LLC | 0.22% | Reduce -6.3% | 471,952 | $39.3M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +7.8% | 439,003 | $36.5M |
| Glen Eagle Advisors, LLC | 5.95% | Add +5.6% | 423,897 | $35.3M |
| Osaic Holdings, Inc. | 0.08% | Add +6.2% | 419,770 | $34.9M |
| IFP Advisors, Inc | 1.20% | Reduce -0.9% | 399,656 | $33.3M |
| BCM Advisors, LLC | 7.56% | Reduce -1.2% | 401,652 | $33.0M |
| Aspire Capital Advisors LLC | 9.53% | Add +3.4% | 384,025 | $32.0M |
| Avantax Advisory Services, Inc. | 0.21% | Add +5.6% | 381,400 | $31.7M |
| Per Stirling Capital Management, LLC. | 4.38% | Reduce -2.0% | 379,527 | $31.6M |
| Stifel Financial Corp. | 0.03% | Add +8.3% | 374,531 | $31.2M |
| GPS Wealth Strategies Group, LLC | 4.15% | Reduce -4.5% | 373,962 | $31.1M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -25.7% | 350,476 | $29.2M |
| Team Financial Group, LLC | 16.88% | Add +2.3% | 341,102 | $28.4M |
| Mariner, LLC | 0.05% | Add +2.3% | 338,008 | $28.1M |
| Choice Wealth Advisors LLC | 13.77% | Reduce -0.5% | 331,267 | $27.6M |
| Kestra Private Wealth Services, LLC | 0.47% | Add +0.4% | 307,844 | $25.6M |
| Sanctuary Advisors, LLC | 0.16% | Add +53.6% | 293,590 | $24.8M |
| Ascentis Independent Advisors | 3.87% | Add +103.0% | 297,712 | $24.8M |
| Sanchez Wealth Management Group | 7.44% | Reduce -1.0% | 293,207 | $24.4M |
| Cwm, LLC | 0.10% | Add +21.7% | 293,046 | $24.4M |
| Truist Financial Corp. | 0.04% | Add +3.3% | 291,967 | $24.3M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -3.5% | 290,961 | $24.2M |
| Forte Capital LLC | 2.70% | Add +1.9% | 287,234 | $23.9M |
| SK Wealth Management, LLC | 12.07% | — | 288,221 | $23.6M |
| LVM Capital Management Ltd. | 2.60% | No change | 293,297 | $22.9M |
| ACT Advisors, LLC. | 10.75% | Add +1.1% | 273,789 | $22.8M |
| Concurrent Investment Advisors, LLC | 0.64% | Add +1.1% | 260,912 | $21.7M |
| Tyler-Stone Wealth Management | 4.07% | Add +120.4% | 258,928 | $21.5M |
| HB Wealth Management, LLC | 0.23% | Reduce -1.9% | 256,251 | $21.3M |
| Sage Private Wealth Group, LLC | 16.78% | Reduce -3.0% | 256,029 | $21.3M |
| Atria Investments, Inc | 0.26% | Add +53.4% | 253,843 | $21.1M |
| Amplius Wealth Advisors, LLC | 2.21% | Add +1.9% | 243,835 | $20.3M |
| MML Investors Services, LLC | 0.07% | Reduce -1.6% | 235,581 | $19.6M |
| Cahill Financial Advisors Inc. | 2.61% | Reduce -6.5% | 228,919 | $19.0M |
| Heck Capital Advisors, LLC | 2.13% | Add +9.4% | 221,871 | $18.5M |
| CGN Advisors LLC | 1.81% | Add +30.3% | 215,889 | $18.0M |
| Connable Office Inc. | 1.80% | Add +4.1% | 215,103 | $17.9M |
| Curi Capital, LLC | 0.40% | Reduce -0.3% | 211,115 | $17.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.4% | 208,358 | $17.3M |
| Palo Alto Wealth Advisors, LLC | 7.17% | Add +0.2% | 205,871 | $17.3M |
| D.A. Davidson & Co. | 0.14% | Add +4.3% | 207,434 | $17.3M |
| Main Street Financial Solutions, LLC | 1.40% | Add +1.4% | 183,815 | $15.3M |
| Pension & Wealth Management Advisors, Inc. | 7.69% | Add +52.0% | 180,237 | $15.0M |
| Cresta Advisors, Ltd. | 7.68% | Add +5.6% | 176,425 | $14.7M |
| Townsend Asset Management Corp. /NC/ | 5.34% | Add +1.4% | 172,929 | $14.4M |
| Focus Financial Network, Inc. | 0.58% | Add +1.5% | 170,671 | $14.2M |
| Cerity Partners LLC | 0.03% | Add +3.4% | 165,740 | $13.8M |
| Wealth Management Resources, Inc. | 5.52% | Reduce -0.6% | 165,542 | $13.8M |
| Continuum Wealth Advisors, LLC | 7.30% | Reduce -34.5% | 163,563 | $13.6M |
| Hengehold Capital Management LLC | 1.29% | Add +6.1% | 163,086 | $13.6M |
| Great Valley Advisor Group, Inc. | 0.33% | Reduce -32.8% | 162,292 | $13.5M |
| Invenio Wealth Partners LLC | 5.83% | Add +14.1% | 162,038 | $13.5M |
| Eaton Financial Holdings Company, LLC | 5.33% | — | 157,482 | $13.1M |
"% 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.