Wisdomtree U.S. Quality DiviDGRWETF
13F holders, Q4 2024 (December 31)712holders +66
54new positions
32sold out
4famous investors
$80.95avg. 13F price*
At the end of Q4 2024, 712 institutions reported holding Wisdomtree U.S. Quality Divi (DGRW) in their 13F filings, up 66 from Q3 2024. 54 opened new positions and 32 sold out. The largest holders were PNC Financial Services Group, Inc. ($1.5B), LPL Financial LLC ($971.1M) and Bank of America Corp. ($945.4M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $253.8M |
| Exits | 32 | $30.3M |
All 13F filers, Q3 2024 → Q4 2024: 9,982,385 shares bought and 1,768,818 shares sold, net +8,213,567 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 712 holders
| PNC Financial Services Group, Inc. | 1.03% | Add +1.1% | 19,089,313 | $1.5B |
| LPL Financial LLC | 0.40% | Add +7.1% | 11,999,767 | $971.1M |
| Bank of America Corp. | 0.09% | Reduce -0.4% | 11,682,247 | $945.4M |
| Morgan Stanley | 0.05% | Add +2.7% | 8,611,165 | $696.9M |
| Hamilton Capital, LLC | 40.52% | Reduce -0.8% | 6,585,865 | $533.0M |
| Ameriprise Financial Inc. | 0.13% | Add +3.0% | 6,333,811 | $512.6M |
| Raymond James Financial Inc. | 0.11% | — | 3,614,481 | $292.5M |
| Private Advisor Group, LLC | 1.24% | Add +86.8% | 2,732,198 | $221.1M |
| HighTower Advisors, LLC | 0.30% | Add +0.5% | 2,724,218 | $220.5M |
| UBS Group AG | 0.04% | Reduce -1.0% | 2,361,298 | $191.1M |
| Cetera Investment Advisers | 0.36% | Add +7.1% | 2,105,625 | $170.4M |
| Wells Fargo & Company | 0.03% | Add +10.7% | 1,578,181 | $127.7M |
| Royal Bank of Canada | 0.03% | Add +3.1% | 1,494,601 | $121.0M |
| Lido Advisors, LLC | 0.72% | New | 1,419,968 | $114.9M |
| NorthCoast Asset Management LLC | 0.52% | Add +2.4% | 1,319,938 | $106.8M |
| Envestnet Asset Management Inc. | 0.03% | Add +14.6% | 1,285,267 | $104.0M |
| One Capital Management, LLC | 3.42% | Add +0.4% | 1,276,622 | $103.3M |
| Wealth Enhancement Advisory Services, LLC | 0.18% | Add +9.5% | 1,191,119 | $96.4M |
| Steward Partners Investment Advisory, LLC | 0.76% | Add +1.7% | 1,064,985 | $86.2M |
| Commonwealth Equity Services, LLC | 0.12% | Add +13.3% | 979,107 | $79.2M |
| Waddell & Associates, LLC | 7.56% | Add +1.9% | 916,723 | $74.2M |
| Bouchey Financial Group, Ltd. | 6.24% | Reduce -6.8% | 881,975 | $71.4M |
| Independent Advisor Alliance | 0.93% | New | 865,645 | $70.1M |
| Taiyo Life Insurance Co. | 5.58% | No change | 850,000 | $68.8M |
| Clearwater Capital Advisors, LLC | 6.72% | Reduce -3.3% | 849,266 | $68.7M |
| RVW Wealth, LLC | 6.34% | Add +1.1% | 839,339 | $67.9M |
| Stratos Investment Management, LLC | 4.08% | Add +20.9% | 837,901 | $67.8M |
| IAM Advisory, LLC | 16.16% | Add +0.9% | 787,686 | $63.7M |
| Glassman Wealth Services | 10.72% | Add +2.4% | 787,372 | $63.7M |
| Legacy Financial Advisors, Inc. | 10.50% | Reduce -0.0% | 784,774 | $63.5M |
| Comerica Bank | 0.26% | Add +1081.8% | 784,589 | $63.5M |
| Boston Financial Mangement LLC | 1.92% | Add +1.9% | 782,957 | $63.4M |
| World Investment Advisors | 1.64% | Add +2.0% | 740,867 | $60.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -23.4% | 734,846 | $59.5M |
| Rockefeller Capital Management L.P. | 0.15% | Add +7.9% | 721,087 | $58.3M |
| Prime Capital Investment Advisors, LLC | 0.83% | Reduce -0.5% | 704,125 | $57.0M |
| Janney Montgomery Scott LLC | 0.16% | Add +12.1% | 693,989 | $56.2M |
| Beacon Financial Group | 5.91% | Reduce -1.2% | 678,803 | $54.9M |
| Equitable Holdings, Inc. | 0.52% | Add +2.1% | 673,801 | $54.5M |
| Bluespring Wealth Management, LLC | 5.49% | Add +3.2% | 661,111 | $53.5M |
| Horizon Wealth Management, LLC | 9.31% | Add +27.5% | 661,047 | $53.5M |
| Prestige Wealth Management Group LLC | 10.89% | Reduce -1.4% | 646,560 | $52.4M |
| Spinnaker Investment Group, LLC | 11.16% | Reduce -0.0% | 571,519 | $46.3M |
| Schorn Wealth LLC | 13.87% | Add +5.1% | 527,667 | $42.7M |
| NewEdge Advisors, LLC | 0.26% | Add +3.4% | 526,825 | $42.6M |
| Kestra Advisory Services, LLC | 0.23% | Add +10.3% | 520,499 | $42.1M |
| SkyView Investment Advisors, LLC | 6.69% | Add +1.8% | 517,287 | $41.9M |
| NewEdge Wealth, LLC | 0.72% | Add +2.1% | 515,312 | $41.7M |
| Cerity Partners LLC | 0.09% | Add +207.1% | 508,947 | $41.2M |
| OneDigital Investment Advisors LLC | 0.47% | Add +0.9% | 503,275 | $40.7M |
| Savant Capital, LLC | 0.32% | Reduce -4.7% | 500,896 | $40.5M |
| Osaic Holdings, Inc. | 0.08% | Add +11.2% | 466,770 | $37.8M |
| Glen Eagle Advisors, LLC | 5.95% | Add +4.5% | 442,947 | $35.8M |
| Avantax Advisory Services, Inc. | 0.21% | Add +9.8% | 418,811 | $33.9M |
| BCM Advisors, LLC | 7.48% | Add +0.0% | 401,709 | $33.5M |
| Serenus Wealth Advisors, LLC | 5.68% | — | 403,901 | $32.7M |
| Aspire Capital Advisors LLC | 9.21% | Add +3.5% | 397,652 | $32.2M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Reduce -9.7% | 396,648 | $32.1M |
| Stifel Financial Corp. | 0.03% | Add +5.8% | 396,121 | $32.1M |
| IFP Advisors, Inc | 1.03% | Reduce -2.4% | 390,200 | $31.6M |
| Per Stirling Capital Management, LLC. | 4.41% | Add +1.2% | 384,227 | $31.1M |
| GPS Wealth Strategies Group, LLC | 3.79% | Reduce -2.5% | 364,688 | $29.5M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -0.5% | 348,774 | $28.9M |
| Team Financial Group, LLC | 16.30% | Add +3.0% | 351,255 | $28.4M |
| Mariner, LLC | 0.05% | Add +3.8% | 350,793 | $28.4M |
| Cwm, LLC | 0.11% | Add +16.1% | 340,330 | $27.5M |
| Choice Wealth Advisors LLC | 13.68% | Reduce -0.1% | 330,966 | $26.8M |
| Kestra Private Wealth Services, LLC | 0.44% | Add +4.0% | 320,031 | $25.9M |
| Compass Financial Services Inc | 14.24% | — | 310,800 | $25.2M |
| Sanchez Wealth Management Group | 6.78% | Add +4.6% | 306,666 | $24.8M |
| Sanctuary Advisors, LLC | 0.16% | Add +0.4% | 294,806 | $24.8M |
| Atria Investments, Inc | 0.30% | Add +18.0% | 299,433 | $24.2M |
| TigerOak Management, L.L.C. | 8.78% | — | 296,687 | $24.0M |
| LVM Capital Management Ltd. | 2.55% | Reduce -0.0% | 293,202 | $23.7M |
| Truist Financial Corp. | 0.04% | Reduce -0.7% | 290,069 | $23.5M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -0.5% | 289,402 | $23.4M |
| SK Wealth Management, LLC | 11.91% | Add +0.3% | 289,022 | $23.4M |
| Forte Capital LLC | 2.60% | Reduce -0.4% | 286,197 | $23.2M |
| Tyler-Stone Wealth Management | 4.07% | Add +9.3% | 282,916 | $22.9M |
| ACT Advisors, LLC. | 12.06% | Add +1.1% | 276,841 | $22.4M |
| Concurrent Investment Advisors, LLC | 0.59% | Add +2.5% | 267,566 | $21.7M |
| MML Investors Services, LLC | 0.07% | Add +11.6% | 262,860 | $21.3M |
| Amplius Wealth Advisors, LLC | 2.13% | Add +5.5% | 257,129 | $20.8M |
| Modern Wealth Management, LLC | 0.76% | New | 252,855 | $20.5M |
| HB Wealth Management, LLC | 0.21% | Reduce -2.7% | 249,300 | $20.2M |
| Sage Private Wealth Group, LLC | 14.78% | Reduce -5.0% | 243,275 | $19.7M |
| Cahill Financial Advisors Inc. | 2.62% | Add +4.3% | 238,645 | $19.3M |
| Howard Financial Services, LTD. | 2.43% | Add +48.0% | 220,374 | $17.8M |
| D.A. Davidson & Co. | 0.14% | Add +5.4% | 218,647 | $17.7M |
| CGN Advisors LLC | 1.71% | Add +0.9% | 217,889 | $17.6M |
| Palo Alto Wealth Advisors, LLC | 6.10% | Add +4.4% | 214,866 | $17.4M |
| Connable Office Inc. | 1.80% | Reduce -0.3% | 214,530 | $17.4M |
| Heck Capital Advisors, LLC | 1.99% | Reduce -3.4% | 214,269 | $17.3M |
| Curi Capital, LLC | 0.39% | Reduce -1.4% | 208,275 | $16.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.2% | 207,861 | $16.8M |
| Columbia Advisory Partners LLC | 14.30% | New | 189,978 | $15.4M |
| Main Street Financial Solutions, LLC | 1.47% | Add +0.5% | 184,779 | $15.0M |
| Cresta Advisors, Ltd. | 7.68% | No change | 176,425 | $14.7M |
| Pension & Wealth Management Advisors, Inc. | 5.82% | Reduce -0.0% | 180,206 | $14.6M |
| Townsend Asset Management Corp. /NC/ | 5.12% | Add +0.1% | 173,113 | $14.0M |
"% 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.