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 |
| Western Wealth Management, LLC | 0.73% | Add +40.1% | 154,050 | $12.8M |
| Lauer Wealth, LLC | 9.81% | Reduce -9.5% | 151,614 | $12.6M |
| Kraft, Davis & Associates, LLC | 3.76% | Add +1.9% | 153,575 | $12.6M |
| Duncan Williams Asset Management, LLC | 6.84% | Add +30.5% | 149,126 | $12.4M |
| Howard Financial Services, LTD. | 1.79% | Add +42.2% | 148,877 | $12.4M |
| Family Capital Management, Inc. | 7.96% | Reduce -1.2% | 148,402 | $12.3M |
| Hobbs Group Advisors, LLC | 4.41% | Add +6.2% | 147,804 | $12.3M |
| First National Trust Co | 0.47% | Add +5.0% | 147,096 | $12.2M |
| Sequoia Financial Advisors, LLC | 0.12% | Reduce -12.3% | 139,869 | $11.6M |
| Wealthspire Advisors, LLC | 0.12% | Add +5.7% | 139,480 | $11.6M |
| United Advisor Group, LLC | 2.52% | Add +21.2% | 133,936 | $11.1M |
| CRA Financial Services, LLC | 1.97% | Add +22.8% | 129,142 | $10.7M |
| Boyce & Associates Wealth Consulting, Inc. | 10.90% | Add +4.9% | 126,071 | $10.5M |
| Venture Visionary Partners LLC | 0.46% | Add +8.0% | 126,009 | $10.5M |
| Retirement Planning Group, LLC | 0.57% | Add +124.4% | 125,531 | $10.4M |
| Monterey Private Wealth, Inc. | 3.54% | Add +3.5% | 124,782 | $10.4M |
| Journey Advisory Group, LLC | 1.24% | Reduce -1.8% | 132,360 | $10.3M |
| Melone Private Wealth, LLC | 5.48% | Add +2.5% | 124,092 | $10.3M |
| Intrua Financial, LLC | 1.67% | Reduce -1.7% | 123,590 | $10.3M |
| Stratos Wealth Partners, LTD. | 0.15% | Add +23.2% | 123,316 | $10.3M |
| Oxinas Partners, LLC | 6.01% | Add +12.3% | 117,993 | $9.8M |
| Certuity, LLC | 1.06% | Reduce -74.9% | 117,813 | $9.8M |
| TD Capital Management LLC | 0.98% | Add +6.4% | 117,466 | $9.8M |
| Prosperity Consulting Group, LLC | 0.74% | Reduce -3.5% | 114,708 | $9.5M |
| J.W. Cole Advisors, Inc. | 0.40% | Reduce -0.6% | 113,299 | $9.4M |
| Creative Planning | 0.01% | Add +11.0% | 113,079 | $9.4M |
| Howard Bailey Securities, LLC | 3.53% | — | 111,880 | $9.3M |
| Capital Planning Advisors, LLC | 1.39% | Reduce -0.4% | 110,851 | $9.2M |
| IFG Advisory, LLC | 0.57% | Reduce -2.8% | 107,125 | $8.9M |
| Flagship Harbor Advisors, LLC | 0.48% | Add +0.0% | 104,939 | $8.7M |
| Wilmington Savings Fund Society, FSB | 0.16% | Add +0.8% | 103,936 | $8.6M |
| Avidian Wealth Enterprises, LLC | 0.38% | Add +14.5% | 101,652 | $8.5M |
| Insight Advisors, LLC/ PA | 1.46% | Add +22.7% | 100,862 | $8.4M |
| IHT Wealth Management, LLC | 0.23% | Add +1.7% | 98,481 | $8.2M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -5.6% | 98,384 | $8.2M |
| Triad Wealth Partners, LLC | 4.35% | Reduce -27.4% | 98,317 | $8.2M |
| ORBA Wealth Advisors, L.L.C. | 4.12% | Add +2.2% | 97,911 | $8.1M |
| Smartleaf Asset Management LLC | 0.98% | Reduce -36.2% | 97,498 | $8.1M |
| MBA Advisors LLC | 3.81% | Reduce -0.1% | 95,333 | $7.9M |
| Merit Financial Group, LLC | 0.18% | Reduce -16.8% | 94,693 | $7.9M |
| Atria Wealth Solutions, Inc. | 0.09% | Reduce -44.8% | 94,604 | $7.9M |
| Jones Financial Companies LLLP | 0.01% | Add +205.3% | 94,252 | $7.8M |
| Masso Torrence Wealth Management Inc. | 4.07% | Reduce -0.0% | 90,620 | $7.5M |
| Albion Financial Group | 0.51% | Reduce -0.2% | 88,950 | $7.4M |
| Good Life Advisors, LLC | 0.45% | Add +1.4% | 87,768 | $7.3M |
| Ameritas Advisory Services, LLC | 0.31% | Reduce -21.1% | 87,046 | $7.2M |
| IAG Wealth Partners, LLC | 1.33% | Add +9.5% | 86,375 | $7.2M |
| Vermillion & White Wealth Management Group, LLC | 5.10% | Add +17.0% | 82,901 | $6.9M |
| Catalina Capital Group, LLC | 2.31% | Add +6.9% | 81,596 | $6.8M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -1.9% | 79,701 | $6.6M |
| Smith, Moore & Co. | 0.63% | Add +5.4% | 79,314 | $6.6M |
| Prospera Financial Services Inc | 0.17% | Add +25.8% | 78,882 | $6.6M |
| Fiduciary Group, LLC | 0.65% | Add +7.6% | 76,836 | $6.4M |
| Gray Private Wealth, LLC | 3.76% | Add +1.9% | 75,524 | $6.3M |
| Moloney Securities Asset Management, LLC | 0.85% | Add +1.0% | 75,337 | $6.3M |
| Darrow Company, Inc. | 3.64% | Add +15.2% | 75,283 | $6.3M |
| Astoria Portfolio Advisors LLC. | 2.11% | Reduce -28.1% | 73,689 | $6.2M |
| Prudential PLC | 0.03% | Reduce -3.0% | 74,050 | $6.2M |
| Ancora Advisors LLC | 0.13% | Reduce -0.3% | 70,115 | $5.8M |
| Lodestar Private Asset Management LLC | 0.72% | Add +0.7% | 68,228 | $5.7M |
| Thomasville National Bank | 0.42% | Reduce -0.7% | 67,969 | $5.7M |
| Corient Private Wealth LP | 0.01% | Reduce -2.4% | 66,523 | $5.5M |
| Comerica Bank | 0.02% | Add +7.9% | 66,389 | $5.5M |
| FFG Retirement Advisors LLC | 3.54% | Reduce -2.1% | 65,324 | $5.4M |
| Roof Eidam Maycock Peralta, LLC | 1.37% | Add +4.2% | 64,739 | $5.4M |
| Oppenheimer & Co. Inc. | 0.08% | Add +4.4% | 63,542 | $5.3M |
| Foundations Investment Advisors, LLC | 0.11% | Add +77.1% | 63,083 | $5.2M |
| Wealthcare Advisory Partners LLC | 0.14% | Add +0.6% | 60,788 | $5.1M |
| Lansing Street Advisors | 1.85% | Add +0.4% | 60,384 | $5.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | No change | 60,600 | $5.0M |
| Founders Financial Securities LLC | 0.46% | Reduce -1.3% | 59,990 | $5.0M |
| Aries Wealth Management | 1.36% | Add +0.1% | 59,487 | $4.9M |
| Capital Investment Advisory Services, LLC | 0.47% | Add +5.6% | 59,090 | $4.9M |
| Captrust Financial Advisors | 0.01% | Add +2.6% | 56,910 | $4.7M |
| Citizens National Bank Trust Department | 0.97% | Reduce -0.8% | 55,423 | $4.6M |
| Personal Cfo Solutions, LLC | 0.64% | Add +27.1% | 55,092 | $4.6M |
| Glenmede Trust Co. NA | 0.02% | Reduce -0.3% | 54,631 | $4.5M |
| Cascades Capital Asset Management, LLC | 2.54% | — | 53,987 | $4.5M |
| Renaissance Technologies | 0.01% | Add +190.2% | 53,400 | $4.4M |
| Park Avenue Securities LLC | 0.05% | Add +2.9% | 52,810 | $4.4M |
| Burns Matteson Capital Management, LLC | 2.45% | Add +30.6% | 52,426 | $4.4M |
| Evernest Financial Advisors, LLC | 1.16% | Reduce -0.2% | 51,734 | $4.3M |
| Dynamic Advisor Solutions LLC | 0.13% | Add +5.8% | 50,709 | $4.2M |
| KPP Advisory Services LLC | 1.00% | Add +77.7% | 50,173 | $4.2M |
| Horizon Investments, LLC | 0.11% | Reduce -1.9% | 50,156 | $4.2M |
| Larson Financial Group LLC | 0.24% | Add +723.4% | 49,917 | $4.2M |
| Founders Financial Alliance, LLC | 1.16% | Reduce -1.5% | 49,846 | $4.1M |
| Kingswood Wealth Advisors, LLC | 0.30% | New | 49,743 | $4.1M |
| Ausdal Financial Partners, Inc. | 0.42% | Add +3.9% | 48,592 | $4.0M |
| Brown Advisory Inc. | 0.01% | Add +23.0% | 47,468 | $3.9M |
| Perigon Wealth Management, LLC | 0.10% | New | 46,755 | $3.9M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Add +26.6% | 46,638 | $3.9M |
| Valmark Advisers, Inc. | 0.06% | Reduce -41.8% | 46,374 | $3.9M |
| HBW Advisory Services LLC | 0.56% | Add +1.1% | 46,086 | $3.8M |
| White Pine Investment CO | 1.05% | Add +39.4% | 46,048 | $3.8M |
| Avalon Capital Management | 1.15% | Reduce -5.6% | 45,526 | $3.8M |
| RFG Advisory, LLC | 0.11% | Reduce -3.1% | 45,200 | $3.8M |
| JT Stratford LLC | 0.64% | Add +6.0% | 44,816 | $3.7M |
| 9258 Wealth Management, LLC | 0.55% | Reduce -3.5% | 44,433 | $3.7M |
| Lantz Financial LLC | 0.99% | Add +0.2% | 44,166 | $3.7M |
| Stratos Wealth Advisors, LLC | 0.16% | Add +3.6% | 42,282 | $3.5M |
| Howard Capital Management, LLC | 0.06% | Add +17.0% | 41,836 | $3.5M |
| FMR LLC | 0.00% | Add +35.2% | 41,411 | $3.4M |
| Nikulski Financial, Inc. | 1.02% | Add +3.2% | 40,915 | $3.4M |
| Meridian Financial Partners LLC | 1.67% | Reduce -1.9% | 39,646 | $3.3M |
| GLOBALT Investments LLC / GA | 0.12% | Reduce -2.5% | 39,165 | $3.3M |
| Sweet Financial Partners, LLC | 0.69% | No change | 38,438 | $3.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +2.2% | 37,078 | $3.1M |
| Haverford Trust Co | 0.03% | Add +2.1% | 36,759 | $3.1M |
| Harvest Investment Services, LLC | 0.96% | Add +7.2% | 36,063 | $3.0M |
| Herold Advisors, Inc. | 0.63% | Add +2.0% | 34,964 | $2.9M |
| Meridian Financial Advisors, LLC | 1.94% | Add +2.7% | 34,941 | $2.9M |
| Shilanski & Associates, Inc. | 0.94% | Add +4.2% | 34,779 | $2.9M |
| Thoroughbred Financial Services, LLC | 0.18% | Add +7.4% | 34,444 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -86.2% | 33,460 | $2.8M |
| Titleist Asset Management, LLC | 0.40% | Add +0.1% | 33,420 | $2.8M |
| Brooks, Moore & Associates, Inc. | 1.61% | Add +0.7% | 32,804 | $2.7M |
| Durante & Waters, LLC | 2.27% | Reduce -18.1% | 32,580 | $2.7M |
| Clear Creek Financial Management, LLC | 0.30% | Add +10.0% | 31,990 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -41.5% | 31,863 | $2.7M |
| Focus Partners Wealth | 0.01% | Add +9.1% | 31,240 | $2.6M |
| FinTrust Capital Advisors, LLC | 0.44% | Add +8.2% | 31,045 | $2.6M |
| Gladstone Institutional Advisory LLC | 0.13% | Reduce -57.4% | 30,775 | $2.6M |
| Nations Financial Group Inc, /Ia/ | 0.19% | Add +5.7% | 30,689 | $2.6M |
| Smart Money Group LLC | 0.89% | Add +2.0% | 30,583 | $2.5M |
| Sentinel Pension Advisors, LLC | 0.48% | Reduce -9.5% | 29,947 | $2.5M |
| Almanack Investment Partners, LLC. | 0.38% | No change | 29,414 | $2.4M |
| Cresset Asset Management, LLC | 0.01% | Add +0.0% | 29,043 | $2.4M |
| GGM Financial LLC | 2.06% | Reduce -4.1% | 28,765 | $2.4M |
| Grey Ledge Advisors, LLC | 0.61% | Add +51.8% | 28,614 | $2.4M |
| Symphony Financial Services, Inc. | 2.00% | Add +14.9% | 32,397 | $2.3M |
| Menlo Advisors LLC | 1.20% | No change | 28,060 | $2.3M |
| Avaii Wealth Management, LLC | 1.15% | Reduce -33.5% | 27,485 | $2.3M |
| Narwhal Capital Management | 0.20% | Reduce 0.0% | 27,279 | $2.3M |
| Gateway Wealth Partners, LLC | 0.62% | Add +25.5% | 27,035 | $2.2M |
| Bulltick Wealth Management, LLC | 0.56% | Add +22.6% | 26,973 | $2.2M |
| Retirement Guys Formula LLC | 1.04% | Add +3.0% | 26,813 | $2.2M |
| Southland Equity Partners LLC | 0.54% | Add +22.0% | 26,681 | $2.2M |
| Fragasso Financial Advisors Inc | 0.17% | Reduce -3.7% | 25,993 | $2.2M |
| Lanark Financial, Inc. | 0.18% | Add +4.4% | 25,748 | $2.1M |
| Zimmermann Investment Management & Planning LLC | 0.64% | Add +5.4% | 25,240 | $2.1M |
| Cascade Financial Partners, LLC | 0.25% | Add +2.6% | 24,145 | $2.0M |
| Townsquare Capital LLC | 0.02% | Reduce -1.5% | 23,877 | $2.0M |
| DHJJ Financial Advisors, Ltd. | 0.78% | Add +14.8% | 23,828 | $2.0M |
| Prudential Financial Inc. | 0.00% | Add +75.3% | 23,605 | $2.0M |
| Journey Strategic Wealth LLC | 0.07% | New | 23,415 | $1.9M |
| Creekmur Asset Management LLC | 0.45% | Add +1.5% | 22,989 | $1.9M |
| Lifestyle Asset Management, Inc. | 1.06% | Reduce -4.8% | 22,983 | $1.9M |
| Chicago Partners Investment Group LLC | 0.07% | Reduce -8.3% | 22,895 | $1.9M |
| Engineers Gate Manager LP | 0.04% | Add +57.8% | 22,911 | $1.9M |
| Sheets Smith Wealth Management | 0.23% | Reduce -2.7% | 22,792 | $1.9M |
| Geneos Wealth Management Inc. | 0.07% | Add +5.8% | 22,671 | $1.9M |
| Country Club Bank | 0.13% | Reduce -2.4% | 22,758 | $1.9M |
| Ieq Capital, LLC | 0.02% | Add +0.1% | 22,576 | $1.9M |
| Talisman Wealth Advisors LLC | 1.92% | Add +0.3% | 21,946 | $1.8M |
| Summit Investment Advisory Services, LLC | 0.96% | New | 21,751 | $1.8M |
| Ashton Thomas Private Wealth, LLC | 0.10% | Reduce -0.1% | 21,721 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | Add +2.6% | 21,190 | $1.8M |
| DHK Financial Advisors, Inc. | 1.08% | Add +0.4% | 21,160 | $1.8M |
| Interchange Capital Partners, LLC | 0.62% | Reduce -2.4% | 20,994 | $1.7M |
| Apollon Wealth Management, LLC | 0.05% | Add +17.2% | 20,961 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +25.9% | 20,454 | $1.7M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +25.9% | 20,454 | $1.7M |
| Northern Trust Corp. | 0.00% | Add +13.8% | 20,319 | $1.7M |
| WealthPlan Investment Management, LLC | 0.17% | Add +28.2% | 20,317 | $1.7M |
| Hollencrest Capital Management | 0.07% | Add +0.3% | 20,247 | $1.7M |
| SeaCrest Wealth Management, LLC | 0.18% | Add +0.4% | 20,035 | $1.7M |
| Florida Financial Advisors, LLC | 0.85% | Add +22.1% | 19,817 | $1.6M |
| Advisory Services Network, LLC | 0.03% | No change | 21,049 | $1.6M |
| Harbour Investments, Inc. | 0.05% | Add +8.7% | 19,648 | $1.6M |
| Raab & Moskowitz Asset Management LLC | 0.41% | Add +3.0% | 19,549 | $1.6M |
| Global Retirement Partners, LLC | 0.05% | Reduce -1.6% | 19,299 | $1.6M |
| Fort Point Capital Partners LLC | 0.20% | Add +5.2% | 19,236 | $1.6M |
| PFG Advisors | 0.10% | Add +0.5% | 19,154 | $1.6M |
| Sigma Planning Corp | 0.05% | Add +22.1% | 18,927 | $1.6M |
| Panoramic Investment Advisors, LLC | 1.08% | — | 18,773 | $1.6M |
| PDS Planning, Inc | 0.14% | New | 18,582 | $1.5M |
| Franklin Resources Inc. | 0.00% | Reduce -1.8% | 18,155 | $1.5M |
| Northeast Financial Consultants Inc | 0.07% | No change | 18,415 | $1.5M |
| Central Valley Advisors, LLC | 0.85% | Reduce -4.4% | 18,186 | $1.5M |
| Allie Family Office LLC | 0.81% | No change | 18,129 | $1.5M |
| Berkeley, Inc | 0.43% | New | 17,858 | $1.5M |
| Pallas Capital Advisors LLC | 0.06% | Reduce -40.0% | 17,654 | $1.5M |
| Summit Trail Advisors, LLC | 0.04% | Add +0.4% | 17,495 | $1.5M |
| CreativeOne Wealth, LLC | 0.05% | Add +61.1% | 17,309 | $1.4M |
| Brookstone Capital Management | 0.02% | Reduce -27.3% | 17,056 | $1.4M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Add +8.1% | 17,010 | $1.4M |
| Baldwin Wealth Partners LLC | 0.10% | New | 16,929 | $1.4M |
| Blackhawk Capital Partners, LLC | 0.74% | Reduce -2.0% | 16,719 | $1.4M |
| WealthBridge Capital Management, LLC | 0.38% | Reduce -3.0% | 16,110 | $1.3M |
| Independent Financial Group, LLC | 0.05% | Add +5.4% | 15,891 | $1.3M |
| Choreo, LLC | 0.02% | Reduce -10.2% | 15,913 | $1.3M |
| Atlas Private Wealth Advisors | 0.19% | Add +15.3% | 15,646 | $1.3M |
| Guidance Capital, Inc. | 0.40% | Add +2.8% | 15,190 | $1.3M |
| Millennium Management | 0.00% | Add +55.4% | 15,041 | $1.3M |
| Regions Financial Corp. | 0.01% | No change | 15,012 | $1.2M |
| Elevation Capital Advisory, LLC | 0.55% | New | 14,991 | $1.2M |
| Denver Wealth Management, Inc. | 0.57% | Reduce -6.1% | 14,801 | $1.2M |
| Hazlett, Burt & Watson, Inc. | 0.56% | Add +4.5% | 14,617 | $1.2M |
| LM Advisors LLC | 0.25% | Reduce -5.7% | 14,579 | $1.2M |
| AE Wealth Management LLC | 0.01% | Add +12.8% | 14,373 | $1.2M |
| Well Done, LLC | 0.22% | Reduce -6.7% | 14,178 | $1.2M |
| US Bancorp \de | 0.00% | Add +4.7% | 13,959 | $1.2M |
| Ruggaard & Associates LLC | 0.51% | Add +9.6% | 13,951 | $1.2M |
| Silverlake Wealth Management LLC | 0.45% | Add +6.6% | 13,950 | $1.2M |
| Moneco Advisors, LLC | 0.14% | Add +0.1% | 13,901 | $1.2M |
| Redwood Financial Network Corp | 0.90% | Add +0.3% | 13,885 | $1.2M |
| TCV Trust & Wealth Management, Inc. | 0.10% | No change | 13,884 | $1.2M |
| FSA Advisors, Inc. | 1.15% | Reduce -14.6% | 14,725 | $1.1M |
| NewSquare Capital LLC | 0.09% | Reduce -1.2% | 13,671 | $1.1M |
| Etesian Wealth Advisors, Inc. | 0.51% | Add +78.6% | 13,617 | $1.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.15% | Add +17.8% | 13,314 | $1.1M |
| Gryphon Financial Partners LLC | 0.15% | Add +9.4% | 13,267 | $1.1M |
| Quartz Partners, LLC | 0.69% | — | 13,157 | $1.1M |
| Financial Advocates Investment Management | 0.06% | Add +7.7% | 13,413 | $1.1M |
| LexAurum Advisors, LLC | 0.24% | Reduce -1.9% | 13,106 | $1.1M |
| RMR Wealth Builders | 0.11% | Add +35.3% | 12,925 | $1.1M |
| Smithfield Trust Co | 0.05% | Reduce -1.3% | 12,919 | $1.1M |
| Mosaic Financial Group, LLC | 0.76% | Add +17.8% | 12,886 | $1.1M |
| Ted Buchan & Co | 0.51% | Add +153.2% | 12,865 | $1.1M |
| Fermata Advisors, LLC | 0.21% | Add +84.0% | 12,534 | $1.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.16% | Reduce -0.2% | 12,481 | $1.0M |
| &partners | 0.02% | Add +250.5% | 12,479 | $1.0M |
| Tempus Wealth Planning, LLC | 0.38% | Add +1.6% | 12,436 | $1.0M |
| Benjamin Edwards Inc. | 0.01% | New | 12,423 | $1.0M |
| Raymond James Trust N.A. | 0.02% | Add +48.8% | 12,408 | $1.0M |
| Muirfield Wealth Advisors LLC | 0.87% | Add +165.1% | 12,302 | $1.0M |
| Uhlmann Price Securities, LLC | 0.81% | — | 12,256 | $1.0M |
| Bank of Montreal | 0.00% | Add +6.0% | 12,247 | $1.0M |
| Flynn Zito Capital Management, LLC | 0.48% | Reduce -0.7% | 11,975 | $996K |
| Keybank National Association | 0.00% | Add +10.8% | 11,918 | $992K |
| Meridian Wealth Management, LLC | 0.05% | Add +2.2% | 11,708 | $974K |
| Fulton Bank, N.A. | 0.04% | Add +144.8% | 11,649 | $969K |
| Glenview Trust Co | 0.02% | No change | 11,592 | $965K |
| CoreCap Advisors, LLC | 0.05% | Add +5.6% | 11,564 | $962K |
| Advance Capital Management, Inc. | 0.04% | Reduce -4.5% | 11,558 | $962K |
| Greenwood Gearhart LLC | 0.08% | No change | 11,489 | $956K |
| Johnson Investment Counsel Inc. | 0.01% | Add +58.1% | 11,480 | $955K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.34% | Reduce -0.0% | 11,311 | $941K |
| Collaborative Wealth Managment Inc. | 0.42% | Reduce -1.5% | 11,142 | $927K |
| Citigroup Inc. | 0.00% | Add +120.2% | 10,972 | $913K |
| Perennial Investment Advisors, LLC | 0.12% | Add +0.1% | 10,971 | $913K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -4.7% | 10,644 | $902K |
| Private Trust Co. NA | 0.09% | Add +14.4% | 10,841 | $902K |
| Money Concepts Capital Corp. | 0.07% | Reduce -73.6% | 10,796 | $898K |
| Parsons Capital Management Inc. | 0.06% | Add +8.1% | 10,702 | $891K |
| Pathstone Holdings, LLC | 0.00% | No change | 10,666 | $888K |
| Watts Gwilliam & Co., LLC | 0.19% | — | 10,646 | $884K |
| Verum Partners LLC | 0.26% | Reduce -1.2% | 10,587 | $881K |
| CVA Family Office, LLC | 0.14% | Add +0.4% | 10,580 | $880K |
| Wharton Business Group, LLC | 0.04% | No change | 10,345 | $861K |
| Level Four Advisory Services, LLC | 0.04% | Reduce -11.9% | 10,295 | $844K |
| Anchor Investment Management, LLC | 0.08% | Add +6550.0% | 9,975 | $830K |
| Colorado Capital Management, Inc. | 0.41% | No change | 9,936 | $827K |
| Colonial Trust Co / SC | 0.13% | New | 9,825 | $818K |
| Trust Point Inc. | 0.06% | No change | 9,697 | $807K |
| Inspire Advisors, LLC | 0.10% | Reduce -1.5% | 9,640 | $802K |
| Interactive Financial Advisors, Inc. | 0.41% | Reduce -8.1% | 9,588 | $798K |
| Financial Counselors Inc. | 0.01% | Add +13.0% | 9,406 | $783K |
| Capital Analysts, LLC | 0.03% | Reduce -17.0% | 9,374 | $780K |
| Allen Capital Group, LLC | 0.10% | Reduce -1.3% | 9,201 | $766K |
| Garrison Asset Management, LLC | 0.39% | Add +2.5% | 9,182 | $764K |
| Mayfair Advisory Group, LLC | 0.47% | Add +0.1% | 8,982 | $745K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -0.1% | 8,893 | $740K |
| Hardy Reed LLC | 0.07% | Reduce -1.2% | 8,819 | $734K |
| TD Waterhouse Canada Inc. | 0.01% | No change | 8,809 | $727K |
| Ethos Financial Group, LLC | 0.12% | Reduce -90.1% | 8,663 | $721K |
| Scotia Capital Inc. | 0.00% | Add +13.2% | 8,578 | $714K |
| Alliancebernstein L.P. | 0.00% | No change | 8,495 | $707K |
| Creative Financial Designs Inc. | 0.06% | Add +20.3% | 8,456 | $704K |
| First Heartland Consultants, Inc. | 0.08% | Reduce -72.3% | 8,430 | $701K |
| Rothschild Investment LLC | 0.05% | Add +51.9% | 8,343 | $694K |
| Beaumont Financial Advisors, LLC | 0.05% | No change | 8,326 | $693K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -4.8% | 8,300 | $691K |
| Key Client Fiduciary Advisors, LLC | 0.31% | Add +2.6% | 8,141 | $677K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.48% | — | 8,100 | $674K |
| Wealthspire Retirement, LLC | 0.05% | No change | 8,066 | $671K |
| My Legacy Advisors, LLC | 0.26% | Reduce -46.9% | 8,063 | $671K |
| Biltmore Family Office, LLC | 0.11% | No change | 8,000 | $666K |
| ORG Partners LLC | 0.11% | New | 8,000 | $666K |
| Mutual Advisors, LLC | 0.02% | Reduce -9.4% | 7,971 | $665K |
| Wedbush Securities Inc. | 0.02% | Reduce -0.4% | 7,968 | $663K |
| Citizens Financial Group Inc. | 0.01% | Add +58.7% | 7,934 | $660K |
| Simon Quick Advisors, LLC | 0.04% | No change | 7,862 | $654K |
| Outlook Wealth Advisors, LLC | 0.19% | Add +4.9% | 7,758 | $646K |
| First Trust Direct Indexing L.P. | 0.03% | Add +136.2% | 7,590 | $632K |
| Wealth Management Associates, Inc. | 0.28% | Add +0.1% | 7,518 | $626K |
| Fifth Third Bancorp | 0.00% | Reduce -6.6% | 7,460 | $621K |
| Signet Financial Management, LLC | 0.08% | Reduce -2.7% | 7,364 | $613K |
| Sykon Capital LLC | 0.22% | Add +1.1% | 7,354 | $612K |
| Klingman & Associates, LLC | 0.04% | No change | 7,306 | $608K |
| GW Henssler & Associates Ltd. | 0.03% | Reduce -5.9% | 7,281 | $606K |
| SpiderRock Advisors, LLC | 0.01% | Add +0.1% | 7,265 | $605K |
| WealthPLAN Partners, LLC | 0.08% | Reduce -30.3% | 7,262 | $604K |
| Gallacher Capital Management LLC | 0.28% | Add +0.1% | 7,199 | $599K |
| Old National Bancorp | 0.01% | New | 7,188 | $598K |
| Claro Advisors Inc. | 0.08% | Reduce -31.9% | 7,017 | $584K |
| Montecito Bank & Trust | 0.10% | No change | 6,921 | $576K |
| HBK Sorce Advisory LLC | 0.02% | No change | 6,893 | $574K |
| Beacon Financial Advisory LLC | 0.19% | Add +31.2% | 6,860 | $571K |
| Private Portfolio Partners LLC | 0.11% | Add +20.3% | 6,808 | $566K |
| TD Private Client Wealth LLC | 0.02% | Add +735.5% | 6,734 | $560K |
| Thrive Wealth Management, LLC | 0.10% | Reduce -3.9% | 6,705 | $558K |
| Resonant Capital Advisors, LLC | 0.04% | Reduce -3.0% | 6,589 | $548K |
| Lane & Associates LLC | 0.30% | Add +3.9% | 6,588 | $548K |
| New World Advisors LLC | 0.14% | Add +3.2% | 6,564 | $546K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -0.9% | 6,479 | $539K |
| Councilor Wealth, LLC | 0.26% | Reduce -19.5% | 6,405 | $533K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -84.8% | 6,343 | $528K |
| REAP Financial Group, LLC | 0.13% | New | 6,322 | $526K |
| Deltec Asset Management LLC | 0.10% | Reduce -8.7% | 6,300 | $524K |
| EP Wealth Advisors, LLC | 0.00% | Add +9.4% | 6,293 | $524K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Add +5.6% | 6,274 | $522K |
| SageView Advisory Group, LLC | 0.03% | Reduce -29.3% | 6,252 | $520K |
| MAI Capital Management | 0.01% | Add +12.5% | 6,236 | $519K |
| Triton Wealth Management, PLLC | 0.29% | No change | 6,233 | $515K |
| Alpine Woods Capital Investors, LLC | 0.09% | No change | 6,000 | $512K |
| Total Clarity Wealth Management, Inc. | 0.16% | Add +23.6% | 6,117 | $509K |
| Greenleaf Trust | 0.00% | Add +52.0% | 6,089 | $507K |
| Future Financial Wealth Managment LLC | 0.36% | Add +0.7% | 6,009 | $500K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 5,994 | $499K |
| Powers Advisory Group, LLC | 0.25% | Add +1.5% | 5,994 | $499K |
| Covenant Asset Management, LLC | 0.11% | Add +1.1% | 5,934 | $494K |
| MWA Asset Management | 0.32% | Reduce -1.0% | 5,834 | $485K |
| Galvin, Gaustad & Stein, LLC | 0.04% | No change | 5,700 | $474K |
| Latitude Advisors, LLC | 0.27% | Add +25.7% | 5,697 | $474K |
| Flagstar Securities, Inc. | 0.12% | Add +6.3% | 5,654 | $470K |
| Integrated Wealth Concepts LLC | 0.01% | Add +32.2% | 5,645 | $470K |
| Rehmann Capital Advisory Group | 0.03% | Add +0.2% | 5,596 | $466K |
| Fairview Capital Investment Management, LLC | 0.03% | No change | 5,590 | $465K |
| Carnegie Investment Counsel | 0.01% | Reduce -1.1% | 5,529 | $460K |
| Synovus Financial Corp. | 0.01% | No change | 5,471 | $455K |
| Waverly Advisors, LLC | 0.01% | Add +22.2% | 5,459 | $454K |
| CW Advisors, LLC | 0.01% | Add +0.1% | 5,427 | $452K |
| Hancock Whitney Corp. | 0.01% | No change | 5,416 | $451K |
| Sunbelt Securities, Inc. | 0.04% | Add +0.3% | 5,400 | $449K |
| Avior Wealth Management, LLC | 0.02% | Add +10.0% | 5,265 | $438K |
| Visionary Wealth Advisors | 0.03% | Add +5.6% | 5,236 | $436K |
| NWF Advisory Services Inc. | 0.06% | Add +77.7% | 5,168 | $430K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -18.6% | 6,104 | $429K |
| Global Strategic Investment Solutions, LLC | 0.05% | Add +0.1% | 5,135 | $427K |
| World Equity Group, Inc. | 0.15% | New | 5,108 | $425K |
| Cornerstone Wealth Management, LLC | 0.03% | No change | 5,085 | $423K |
| Arete Wealth Advisors, LLC | 0.04% | No change | 5,113 | $423K |
| Clearstead Advisors, LLC | 0.01% | No change | 5,048 | $420K |
| Legacy Private Trust Co. | 0.03% | Add +2.6% | 5,033 | $419K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Add +31.4% | 4,997 | $416K |
| Tiaa Trust, National Association | 0.00% | Reduce -5.1% | 4,991 | $415K |
| Spinnaker Trust | 0.03% | No change | 4,980 | $414K |
| Waterfront Wealth Inc. | 0.10% | Add +11.7% | 4,919 | $410K |
| Hilltop Holdings Inc. | 0.03% | Add +16.7% | 4,909 | $408K |
| Tranquility Partners, LLC | 0.15% | No change | 4,888 | $407K |
| Triangle Securities Wealth Management | 0.11% | Reduce -0.4% | 4,885 | $406K |
| Clarus Group, Inc. | 0.17% | Reduce -0.4% | 4,837 | $402K |
| L & S Advisors Inc | 0.05% | Add +7.2% | 4,829 | $402K |
| Stephens Inc. | 0.01% | Reduce -6.2% | 4,790 | $399K |
| Castle Rock Wealth Management, LLC | 0.09% | Reduce -0.6% | 4,800 | $398K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Add +32.3% | 4,777 | $397K |
| Foster Dykema Cabot & Partners, LLC | 0.03% | New | 4,775 | $397K |
| Hoxton Planning & Management, LLC | 0.15% | New | 4,725 | $393K |
| Silver Oak Securities, Incorporated | 0.04% | Add +47.1% | 4,731 | $392K |
| Meitav Investment House Ltd. | 0.01% | Add +4.2% | 4,718 | $392K |
| Strait & Sound Wealth Management LLC | 0.19% | New | 4,692 | $390K |
| Citadel Advisors | 0.00% | New | 4,657 | $388K |
| Bluesphere Advisors LLC | 0.19% | No change | 4,600 | $383K |
| Regent Peak Wealth Advisors LLC | 0.09% | Reduce -0.3% | 4,515 | $376K |
| Alta Wealth Advisors LLC | 0.17% | Add +0.2% | 4,448 | $370K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -8.4% | 4,429 | $369K |
| Capital Market Strategies LLC | 0.22% | Add +0.6% | 4,429 | $369K |
| StoneX Group Inc. | 0.03% | Reduce -10.1% | 4,411 | $367K |
| Fox Financial, Inc | 0.31% | No change | 4,328 | $360K |
| GeoWealth Management, LLC | 0.01% | Reduce -92.7% | 4,328 | $360K |
| Twin Focus Capital Partners, LLC | 0.06% | No change | 4,320 | $359K |
| Clearview Wealth Advisors LLC | 0.28% | Add +0.1% | 4,314 | $359K |
| Novare Capital Management LLC | 0.03% | No change | 4,255 | $354K |
| Spectrum Wealth Advisory Group, LLC | 0.20% | No change | 4,250 | $354K |
| Walkner Condon Financial Advisors LLC | 0.07% | Add +11.1% | 4,130 | $344K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 4,078 | $339K |
| WJ Wealth Management, LLC | 0.12% | No change | 4,000 | $333K |
| Aptus Capital Advisors, LLC | 0.01% | Add +13.7% | 3,987 | $332K |
| National Bank of Canada | 0.00% | Reduce -49.8% | 3,985 | $332K |
| Obsidian Personal Planning Solutions LLC | 0.17% | Reduce -13.1% | 4,037 | $331K |
| Arkadios Wealth Advisors | 0.02% | New | 3,969 | $330K |
| Asset Dedication, LLC | 0.02% | No change | 3,936 | $328K |
| Bison Wealth, LLC | 0.05% | Reduce -1.2% | 3,935 | $328K |
| Principal Securities, Inc. | 0.01% | Add +1.2% | 3,925 | $327K |
| Cidel Asset Management Inc. | 0.02% | No change | 3,887 | $323K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 3,867 | $322K |
| UNIVEST FINANCIAL Corp | 0.02% | New | 3,828 | $319K |
| HHM Wealth Advisors, LLC | 0.05% | New | 3,824 | $318K |
| Summit Financial Wealth Advisors, LLC | 0.06% | No change | 3,796 | $316K |
| Apollon Financial, LLC | 0.09% | New | 3,785 | $315K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 3,789 | $314K |
| Fisher Asset Management | 0.00% | Reduce -47.4% | 3,759 | $313K |
| Bigelow Investment Advisors, LLC | 0.14% | No change | 3,745 | $312K |
| Cozad Asset Management Inc. | 0.03% | No change | 3,725 | $310K |
| Summit X, LLC | 0.08% | No change | 3,970 | $310K |
| Charter Oak Capital Management, LLC | 0.03% | Add +0.0% | 3,659 | $304K |
| Strategic Family Wealth Counselors, L.L.C. | 0.11% | No change | 3,652 | $304K |
| Legacy Investment Solutions, LLC | 0.19% | — | 3,588 | $304K |
| Legacy Wealth Managment, LLC | 0.19% | — | 3,588 | $304K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -12.9% | 3,640 | $303K |
| Northwest Capital Management Inc | 0.11% | Add +57.5% | 3,634 | $302K |
| KWB Wealth | 0.04% | Add +25.1% | 3,847 | $300K |
| Detalus Advisors, LLC | 0.10% | Add +13.8% | 3,608 | $300K |
| J. W. Coons Advisors, LLC | 0.06% | Add +17.0% | 3,550 | $295K |
| New Century Financial Group, LLC | 0.11% | Reduce -0.2% | 3,549 | $295K |
| Redwood Investment Management, LLC | 0.03% | New | 3,542 | $295K |
| Capital Investment Advisors, LLC | 0.01% | Add +13.3% | 3,535 | $294K |
| Seelaus Asset Management LLC | 0.27% | Add +2.8% | 3,511 | $292K |
| Fidelis Capital Partners, LLC | 0.03% | No change | 3,499 | $292K |
| Trust Co. of Toledo NA | 0.04% | Add +10.3% | 3,487 | $290K |
| Carderock Capital Management Inc. | 0.07% | New | 3,453 | $287K |
| First National Bank Sioux Falls | 0.13% | New | 3,406 | $283K |
| Allianz Asset Management GmbH | 0.00% | No change | 3,400 | $283K |
| Rappaport Reiches Capital Management, LLC | 0.07% | No change | 3,391 | $282K |
| Objective Capital Management, LLC | 0.17% | — | 3,375 | $281K |
| Sensible Money, LLC | 0.12% | No change | 3,337 | $278K |
| WPWealth LLP | 0.06% | No change | 3,335 | $278K |
| Weaver Consulting Group | 0.09% | No change | 3,332 | $277K |
| Philadelphia Trust Co. | 0.02% | Add +16.1% | 3,298 | $274K |
| Cibc World Market Inc. | 0.00% | Reduce -18.0% | 3,258 | $271K |
| Mgo One Seven LLC | 0.01% | Add +3.2% | 3,250 | $270K |
| Tenret Co LLC | 0.17% | No change | 3,232 | $269K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.1% | 3,218 | $268K |
| Lion Street Advisors, LLC | 0.09% | No change | 3,217 | $268K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 3,176 | $264K |
| PFG Investments, LLC | 0.02% | Add +0.2% | 3,124 | $260K |
| Signal Advisors Wealth, LLC | 0.04% | New | 3,082 | $256K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -4.8% | 3,078 | $255K |
| Element Wealth, LLC | 0.13% | No change | 3,058 | $254K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 3,036 | $253K |
| Everhart Financial Group, Inc. | 0.06% | No change | 3,032 | $252K |
| Capital Group Private Client Services, Inc. | 0.00% | No change | 3,000 | $250K |
| Wolverine Trading, LLC | 0.01% | New | 2,978 | $247K |
| Whitaker-Myers Wealth Managers, LTD. | 0.08% | Add +0.4% | 2,943 | $245K |
| Edgemoor Investment Advisors, Inc. | 0.02% | Reduce -4.9% | 2,929 | $244K |
| EdgeRock Capital LLC | 0.17% | No change | 2,926 | $243K |
| Rooted Wealth Advisors, Inc. | 0.11% | Reduce -5.8% | 2,877 | $237K |
| EPG Wealth Management LLC | 0.06% | Add +0.0% | 2,820 | $235K |
| Centaurus Financial, Inc. | 0.01% | Add +2.2% | 2,805 | $233K |
| McAlister, Sweet & Associates, Inc. | 0.19% | No change | 2,700 | $225K |
| Capital Management Corp. | 0.04% | No change | 2,700 | $225K |
| Empirical Asset Management, LLC | 0.08% | New | 9,502 | $222K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +1.8% | 2,640 | $220K |
| Cypress Capital Group | 0.02% | No change | 2,627 | $219K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | Add +0.4% | 2,605 | $217K |
| Obsidian Cio, LLC | 0.05% | Reduce -22.9% | 2,592 | $216K |
| First Business Financial Services, Inc. | 0.02% | New | 2,543 | $212K |
| Schrum Private Wealth Management LLC | 0.11% | New | 2,526 | $210K |
| Park Place Capital Corp | 0.06% | Add +0.3% | 2,505 | $208K |
| Burney Co./ | 0.01% | New | 2,492 | $207K |
| Tucker Asset Management LLC | 0.05% | No change | 2,481 | $206K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -60.1% | 2,461 | $205K |
| Zevin Asset Management LLC | 0.03% | Reduce -13.9% | 2,436 | $203K |
| Mission Wealth Management, LP | 0.01% | New | 2,428 | $202K |
| Kovack Advisors, Inc. | 0.02% | New | 2,418 | $201K |
| AlphaStar Capital Management, LLC | 0.02% | New | 2,408 | $200K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 2,347 | $195K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +11.9% | 2,318 | $193K |
| Guardian Wealth Management, Inc. | 0.13% | No change | 2,283 | $190K |
| Cherry Tree Wealth Management, LLC | 0.04% | Add +19.1% | 2,231 | $186K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,820 | $152K |
| Icon Wealth Advisors, LLC | 0.01% | New | 1,719 | $143K |
| Laurel Wealth Advisors LLC | 0.02% | Reduce -5.5% | 1,718 | $143K |
| Signaturefd, LLC | 0.00% | Add +225.2% | 1,714 | $143K |
| Key Financial Inc | 0.03% | No change | 1,576 | $131K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,570 | $131K |
| CNB Bank | 0.06% | No change | 1,563 | $130K |
| Darwin Wealth Management, LLC | 0.03% | New | 1,324 | $110K |
| Piscataqua Savings Bank | 0.09% | No change | 1,300 | $108K |
| Signature Resources Capital Management, LLC | 0.10% | Add +0.2% | 1,264 | $105K |
| Spire Wealth Management | 0.00% | No change | 1,263 | $105K |
| Strategic Investment Solutions, Inc. | 0.03% | No change | 1,221 | $102K |
| Addison Advisors LLC | 0.03% | No change | 1,215 | $101K |
| Peterson Financial Group, Inc. | 0.34% | New | 1,059 | $88K |
| American National Bank & Trust | 0.01% | No change | 1,000 | $83K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | No change | 913 | $76K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +70.7% | 872 | $73K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 833 | $69K |
| Coastline Trust Co | 0.01% | New | 798 | $66K |
| Operose Advisors LLC | 0.02% | No change | 794 | $66K |
| Tidemark, LLC | 0.03% | No change | 755 | $63K |
| Breakwater Investment Management | 0.03% | No change | 748 | $62K |
| AdvisorNet Financial, Inc | 0.00% | No change | 703 | $58K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 637 | $53K |
| Wolff Wiese Magana LLC | 0.04% | Add +11.7% | 620 | $52K |
| Princeton Global Asset Management LLC | 0.01% | No change | 600 | $50K |
| Sandy Spring Bank | 0.00% | Reduce -9.8% | 600 | $50K |
| BBJS Financial Advisors, LLC | 0.02% | No change | 525 | $44K |
| Joseph Group Capital Management | 0.02% | Reduce -5.9% | 523 | $44K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -27.4% | 510 | $42K |
| Fairman Group, LLC | 0.04% | No change | 500 | $42K |
| Sachetta, LLC | 0.02% | No change | 500 | $42K |
| Tompkins Financial Corp. | 0.00% | No change | 500 | $42K |
| Cedar Wealth Management, LLC | 0.01% | Reduce -65.4% | 497 | $41K |
| Bogart Wealth, LLC | 0.00% | Add +14.7% | 492 | $41K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.4% | 475 | $40K |
| Parallel Advisors, LLC | 0.00% | No change | 453 | $38K |
| Tsfg, LLC | 0.01% | Add +0.2% | 423 | $35K |
| Highline Wealth Partners LLC | 0.01% | No change | 413 | $34K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 400 | $33K |
| Integrity Financial Corp | 0.02% | No change | 385 | $32K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 370 | $31K |
| CENTRAL TRUST Co | 0.00% | No change | 305 | $25K |
| Jamison Private Wealth Management, Inc. | 0.00% | No change | 300 | $25K |
| GAMMA Investing LLC | 0.00% | No change | 294 | $24K |
| Wintrust Investments LLC | 0.02% | New | 298 | $24K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 268 | $22K |
| North Star Investment Management Corp. | 0.00% | No change | 266 | $22K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 262 | $22K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 261 | $22K |
| Providence Capital Advisors, LLC | 0.00% | No change | 250 | $21K |
| Westside Investment Management, Inc. | 0.00% | No change | 241 | $20K |
| Trust Co. of Vermont | 0.00% | No change | 231 | $19K |
| Indiana Trust & Investment Management Co | 0.01% | New | 227 | $19K |
| Studio Investment Management LLC | 0.00% | New | 211 | $18K |
| Bangor Savings Bank | 0.00% | No change | 180 | $15K |
| Whittier Trust Co. | 0.00% | Add +0.6% | 164 | $14K |
| Covestor Ltd | 0.01% | Add +14.4% | 159 | $13K |
| PSI Advisors, LLC | 0.00% | Reduce -47.3% | 155 | $13K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 150 | $12K |
| Sound Income Strategies, LLC | 0.00% | Reduce -69.6% | 143 | $12K |
| Allworth Financial LP | 0.00% | Add +0.7% | 143 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 138 | $11K |
| Crewe Advisors LLC | 0.00% | Reduce -26.9% | 136 | $11K |
| West Oak Capital, LLC | 0.01% | No change | 130 | $11K |
| Johnson Financial Group, Inc. | 0.00% | New | 121 | $10K |
| Northwest Financial Advisors | 0.01% | New | 114 | $9K |
| Farther Finance Advisors, LLC | 0.00% | New | 112 | $9K |
| Pacifica Partners Inc. | 0.00% | No change | 104 | $9K |
| Financial Perspectives, Inc | 0.00% | No change | 104 | $9K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 100 | $8K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 87 | $7K |
| Ridgewood Investments LLC | 0.00% | No change | 87 | $7K |
| Davis Capital Management | 0.01% | New | 83 | $7K |
| Investors Research Corp | 0.00% | No change | 73 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -81.2% | 59 | $5K |
| Truvestments Capital LLC | 0.00% | New | 49 | $4K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 48 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -94.5% | 38 | $3K |
| WealthShield Partners, LLC | 0.00% | No change | 38 | $3K |
| Ashton Thomas Securities, LLC | 0.00% | New | 30 | $2K |
| Horizon Financial Services, LLC | 0.00% | No change | 26 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 24 | $2K |
| Van Eck Associates Corp. | 0.00% | Reduce -96.0% | 17 | $1K |
"% 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.