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 |
| Invenio Wealth Partners LLC | 5.83% | Add +6.2% | 172,135 | $13.9M |
| Continuum Wealth Advisors, LLC | 7.01% | Add +4.7% | 171,201 | $13.9M |
| Focus Financial Network, Inc. | 0.55% | Reduce -0.4% | 169,913 | $13.8M |
| Duncan Williams Asset Management, LLC | 5.42% | Add +14.0% | 169,970 | $13.8M |
| Certuity, LLC | 1.46% | Add +41.0% | 166,080 | $13.4M |
| Great Valley Advisor Group, Inc. | 0.30% | Add +2.0% | 165,542 | $13.4M |
| Hengehold Capital Management LLC | 1.26% | Add +1.3% | 165,191 | $13.4M |
| Kraft, Davis & Associates, LLC | 3.81% | Add +4.1% | 159,851 | $13.3M |
| Lauer Wealth, LLC | 8.66% | Add +5.5% | 159,985 | $12.9M |
| Eaton Financial Holdings Company, LLC | 4.70% | Reduce -4.2% | 150,865 | $12.2M |
| Jones Financial Companies LLLP | 0.01% | Add +56.4% | 147,424 | $11.9M |
| First National Trust Co | 0.45% | Reduce -0.2% | 146,746 | $11.9M |
| Family Capital Management, Inc. | 7.11% | Reduce -1.9% | 145,545 | $11.8M |
| Boyce & Associates Wealth Consulting, Inc. | 11.90% | Add +15.3% | 145,367 | $11.8M |
| CRA Financial Services, LLC | 2.01% | Add +12.1% | 144,779 | $11.7M |
| United Advisor Group, LLC | 2.31% | Add +7.7% | 144,250 | $11.7M |
| Western Wealth Management, LLC | 0.62% | Reduce -7.2% | 142,992 | $11.6M |
| Stratos Wealth Partners, LTD. | 0.16% | Add +13.9% | 140,488 | $11.4M |
| Wealthspire Advisors, LLC | 0.11% | Reduce 0.0% | 139,479 | $11.3M |
| Venture Visionary Partners LLC | 0.47% | Add +9.5% | 137,973 | $11.2M |
| Winthrop Advisory Group LLC | 1.33% | New | 137,110 | $11.1M |
| Intrua Financial, LLC | 1.76% | Add +8.1% | 133,621 | $10.8M |
| Merit Financial Group, LLC | 0.19% | Add +40.9% | 133,380 | $10.8M |
| Sequoia Financial Advisors, LLC | 0.10% | Reduce -5.2% | 132,545 | $10.7M |
| Journey Advisory Group, LLC | 1.24% | No change | 132,360 | $10.3M |
| Solano Wealth Investment Advisors LLC | 6.19% | — | 127,247 | $10.3M |
| Monterey Private Wealth, Inc. | 3.39% | Add +1.7% | 126,874 | $10.3M |
| Oxinas Partners, LLC | 5.92% | Add +5.8% | 124,863 | $10.1M |
| Three Magnolias Financial Advisors, LLC | 10.25% | — | 120,432 | $9.7M |
| Retirement Planning Group, LLC | 0.49% | Reduce -4.8% | 119,536 | $9.7M |
| Melone Private Wealth, LLC | 4.92% | Reduce -5.4% | 117,404 | $9.5M |
| TD Capital Management LLC | 0.95% | Reduce -1.4% | 115,805 | $9.4M |
| Howard Bailey Securities, LLC | 3.48% | Add +3.5% | 115,740 | $9.4M |
| Archer Investment Management, LLC | 5.75% | — | 115,404 | $9.3M |
| Avidian Wealth Enterprises, LLC | 0.42% | Add +13.1% | 114,920 | $9.3M |
| Marshall & Sterling Wealth Advisors Inc. | 6.40% | — | 114,445 | $9.3M |
| Capital Planning Advisors, LLC | 1.43% | Add +3.1% | 114,311 | $9.3M |
| IFG Advisory, LLC | 0.52% | Add +4.8% | 112,263 | $9.1M |
| Flagship Harbor Advisors, LLC | 0.47% | Add +6.5% | 111,718 | $9.0M |
| Creative Planning | 0.01% | Reduce -2.1% | 110,694 | $9.0M |
| Ascentis Independent Advisors | 1.70% | Reduce -63.1% | 109,784 | $8.9M |
| Insight Advisors, LLC/ PA | 1.52% | Add +8.8% | 109,704 | $8.9M |
| Prosperity Consulting Group, LLC | 0.66% | Reduce -4.9% | 109,085 | $8.8M |
| Golden State Wealth Management, LLC | 1.32% | — | 108,634 | $8.8M |
| J.W. Cole Advisors, Inc. | 0.36% | Reduce -4.2% | 108,583 | $8.8M |
| Larson Financial Group LLC | 0.44% | Add +112.5% | 106,099 | $8.6M |
| IHT Wealth Management, LLC | 0.27% | Add +3.6% | 102,055 | $8.3M |
| Smartleaf Asset Management LLC | 0.83% | Add +3.3% | 100,683 | $8.2M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +2.3% | 100,609 | $8.1M |
| Wealthcare Advisory Partners LLC | 0.22% | Add +61.3% | 98,056 | $7.9M |
| Wilmington Savings Fund Society, FSB | 0.14% | Reduce -5.8% | 97,941 | $7.9M |
| Atria Wealth Solutions, Inc. | 0.09% | Add +3.3% | 97,720 | $7.9M |
| MBA Advisors LLC | 4.00% | Add +2.2% | 97,403 | $7.9M |
| IAG Wealth Partners, LLC | 1.38% | Add +12.1% | 96,807 | $7.8M |
| Siligmueller & Norvid Wealth Advisors LLC | 3.27% | — | 94,791 | $7.7M |
| Avant Capital LLC | 6.34% | — | 94,510 | $7.6M |
| Masso Torrence Wealth Management Inc. | 4.00% | Add +3.9% | 94,169 | $7.6M |
| ORBA Wealth Advisors, L.L.C. | 3.96% | Reduce -4.4% | 93,636 | $7.6M |
| Hobbs Group Advisors, LLC | 2.76% | Reduce -38.5% | 90,845 | $7.4M |
| Good Life Advisors, LLC | 0.53% | Add +2.6% | 90,046 | $7.3M |
| Albion Financial Group | 0.49% | Reduce -0.0% | 88,927 | $7.2M |
| Defined Financial Planning LLC | 7.53% | — | 87,140 | $7.1M |
| Alpha Zero LLC | 5.30% | — | 85,826 | $6.9M |
| Smith, Moore & Co. | 0.63% | Add +7.9% | 85,605 | $6.9M |
| United Capital Financial Advisors, LLC | 0.06% | Add +6.2% | 84,614 | $6.8M |
| Ameritas Advisory Services, LLC | 0.23% | Reduce -5.6% | 82,198 | $6.7M |
| PMG Wealth Management, Inc. | 5.99% | — | 81,251 | $6.6M |
| KPP Advisory Services LLC | 1.55% | Add +61.7% | 81,134 | $6.6M |
| Darrow Company, Inc. | 3.75% | Add +6.1% | 79,898 | $6.5M |
| Crux Wealth Advisors | 3.58% | — | 79,407 | $6.4M |
| Fiduciary Group, LLC | 0.64% | Add +1.9% | 78,294 | $6.3M |
| Prospera Financial Services Inc | 0.15% | Reduce -1.1% | 77,980 | $6.3M |
| Moloney Securities Asset Management, LLC | 0.85% | Add +2.7% | 77,362 | $6.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +129.1% | 76,639 | $6.2M |
| Riverbend Wealth Management, LLC | 5.51% | — | 76,297 | $6.2M |
| Gray Private Wealth, LLC | 3.67% | Add +0.9% | 76,211 | $6.2M |
| Foundations Investment Advisors, LLC | 0.12% | Add +16.6% | 73,563 | $6.0M |
| Ancora Advisors LLC | 0.13% | Add +0.4% | 70,390 | $5.7M |
| Catalina Capital Group, LLC | 1.83% | Reduce -15.9% | 68,614 | $5.6M |
| Lodestar Private Asset Management LLC | 0.69% | Add +0.1% | 68,281 | $5.5M |
| Thomasville National Bank | 0.40% | Add +0.4% | 68,241 | $5.5M |
| White Pine Investment CO | 1.47% | Add +46.4% | 67,404 | $5.5M |
| Prudential PLC | 0.03% | Reduce -10.2% | 66,500 | $5.4M |
| Oppenheimer & Co. Inc. | 0.08% | Add +2.0% | 64,787 | $5.2M |
| FFG Retirement Advisors LLC | 3.41% | Reduce -1.4% | 64,445 | $5.2M |
| Roof Eidam Maycock Peralta, LLC | 1.33% | Reduce -1.6% | 63,731 | $5.2M |
| Cascades Capital Asset Management, LLC | 2.69% | Add +12.6% | 60,776 | $4.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | No change | 60,600 | $4.9M |
| Glenmede Trust Co. NA | 0.02% | Add +10.2% | 60,195 | $4.9M |
| Corient Private Wealth LP | 0.01% | Reduce -5.8% | 62,657 | $4.8M |
| Axis Wealth Partners, LLC | 4.05% | — | 59,408 | $4.8M |
| Aries Wealth Management | 1.32% | Reduce -0.4% | 59,236 | $4.8M |
| Capital Investment Advisory Services, LLC | 0.46% | Reduce -0.6% | 58,715 | $4.8M |
| Founders Financial Securities LLC | 0.43% | Reduce -2.9% | 58,261 | $4.7M |
| Captrust Financial Advisors | 0.01% | Add +2.4% | 58,253 | $4.7M |
| Ausdal Financial Partners, Inc. | 0.39% | Add +15.4% | 56,091 | $4.5M |
| Park Avenue Securities LLC | 0.05% | Add +5.9% | 55,909 | $4.5M |
| FMR LLC | 0.00% | Add +34.4% | 55,672 | $4.5M |
| Brown Advisory Inc. | 0.01% | Add +16.8% | 55,439 | $4.5M |
| Citizens National Bank Trust Department | 0.94% | Reduce -0.5% | 55,133 | $4.5M |
| Lansing Street Advisors | 1.53% | Reduce -10.2% | 54,198 | $4.4M |
| Choreo, LLC | 0.06% | Add +239.4% | 54,017 | $4.4M |
| Evernest Financial Advisors, LLC | 1.13% | Add +3.7% | 53,661 | $4.3M |
| Founders Financial Alliance, LLC | 1.19% | Add +7.4% | 53,518 | $4.3M |
| Waverly Advisors, LLC | 0.07% | Add +859.0% | 52,350 | $4.2M |
| Howard Capital Management, LLC | 0.07% | Add +24.8% | 52,193 | $4.2M |
| Burns Matteson Capital Management, LLC | 2.35% | Reduce -1.3% | 51,749 | $4.2M |
| Baird Financial Group, Inc. | 0.01% | Add +135.3% | 49,851 | $4.0M |
| Vermillion & White Wealth Management Group, LLC | 2.97% | Reduce -40.0% | 49,750 | $4.0M |
| HBW Advisory Services LLC | 0.40% | Add +4.1% | 47,986 | $3.9M |
| Horizon Investments, LLC | 0.11% | Reduce -6.4% | 46,956 | $3.8M |
| JT Stratford LLC | 0.62% | Add +4.4% | 46,790 | $3.8M |
| Wealth Management Resources, Inc. | 1.38% | Reduce -72.0% | 46,362 | $3.8M |
| Nikulski Financial, Inc. | 1.08% | Add +10.7% | 45,284 | $3.7M |
| Berkeley, Inc | 1.90% | Add +153.4% | 45,257 | $3.7M |
| Lantz Financial LLC | 0.96% | Add +0.7% | 44,484 | $3.6M |
| Flagship Wealth Advisors, LLC | 2.07% | — | 43,526 | $3.5M |
| Avalon Capital Management | 1.13% | Reduce -4.7% | 43,392 | $3.5M |
| Perigon Wealth Management, LLC | 0.08% | Reduce -9.9% | 42,128 | $3.5M |
| RFG Advisory, LLC | 0.10% | Reduce -7.5% | 41,798 | $3.4M |
| Triad Wealth Partners, LLC | 1.21% | Reduce -57.8% | 41,492 | $3.4M |
| Meridian Financial Partners LLC | 1.71% | Add +0.8% | 39,967 | $3.2M |
| Haverford Trust Co | 0.03% | Add +6.9% | 39,302 | $3.2M |
| Summit Trail Advisors, LLC | 0.12% | Add +122.0% | 38,837 | $3.1M |
| GLOBALT Investments LLC / GA | 0.12% | Reduce -2.8% | 38,089 | $3.1M |
| Money Concepts Capital Corp. | 0.23% | Add +250.0% | 37,788 | $3.1M |
| Herold Advisors, Inc. | 0.66% | Add +6.8% | 37,354 | $3.0M |
| Harvest Investment Services, LLC | 0.73% | Add +1.5% | 36,590 | $3.0M |
| Meridian Financial Advisors, LLC | 2.04% | Add +4.4% | 36,490 | $3.0M |
| Townsquare Capital LLC | 0.03% | Add +52.4% | 36,388 | $2.9M |
| Bulltick Wealth Management, LLC | 0.69% | Add +33.6% | 36,034 | $2.9M |
| Thoroughbred Financial Services, LLC | 0.18% | Add +2.8% | 35,410 | $2.9M |
| Clear Creek Financial Management, LLC | 0.30% | Add +9.0% | 34,866 | $2.8M |
| Shilanski & Associates, Inc. | 0.90% | Add +0.2% | 34,836 | $2.8M |
| Astoria Portfolio Advisors LLC. | 1.00% | Reduce -52.6% | 34,907 | $2.8M |
| Tempus Wealth Planning, LLC | 0.85% | Add +177.7% | 34,539 | $2.8M |
| Strategic Financial Concepts, LLC | 0.53% | New | 34,253 | $2.8M |
| Wingate Wealth Advisors, Inc. | 2.71% | — | 34,027 | $2.8M |
| Bison Wealth, LLC | 0.33% | — | 33,557 | $2.7M |
| Brooks, Moore & Associates, Inc. | 1.60% | Add +2.0% | 33,476 | $2.7M |
| Titleist Asset Management, LLC | 0.31% | Reduce -1.1% | 33,036 | $2.7M |
| SBI Securities Co., Ltd. | 0.08% | — | 32,836 | $2.7M |
| Focus Partners Wealth | 0.01% | Add +1.2% | 31,607 | $2.6M |
| Jane Street Group, LLC | 0.00% | New | 31,591 | $2.6M |
| Centerpoint Advisory Group | 2.47% | — | 31,538 | $2.6M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -34.6% | 30,495 | $2.5M |
| Smart Money Group LLC | 0.85% | Reduce -0.4% | 30,449 | $2.5M |
| Cascade Financial Partners, LLC | 0.31% | Add +23.4% | 29,797 | $2.4M |
| Southland Equity Partners LLC | 0.56% | Add +11.2% | 29,676 | $2.4M |
| Almanack Investment Partners, LLC. | 0.37% | No change | 29,414 | $2.4M |
| Cresset Asset Management, LLC | 0.01% | Add +0.0% | 29,047 | $2.4M |
| Nations Financial Group Inc, /Ia/ | 0.17% | Reduce -5.6% | 28,966 | $2.3M |
| Stonebridge Financial Group, LLC | 0.26% | — | 28,948 | $2.3M |
| Grey Ledge Advisors, LLC | 0.60% | Add +0.6% | 28,792 | $2.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -23.5% | 28,361 | $2.3M |
| Symphony Financial Services, Inc. | 1.84% | Reduce -12.8% | 28,264 | $2.3M |
| Sentinel Pension Advisors, LLC | 0.42% | Reduce -6.0% | 28,148 | $2.3M |
| Menlo Advisors LLC | 1.16% | Reduce -0.2% | 28,010 | $2.3M |
| Gladstone Institutional Advisory LLC | 0.10% | Reduce -10.9% | 27,405 | $2.2M |
| GGM Financial LLC | 2.36% | Reduce -4.7% | 27,404 | $2.2M |
| Gateway Wealth Partners, LLC | 0.57% | Add +0.8% | 27,242 | $2.2M |
| Avaii Wealth Management, LLC | 1.05% | Reduce -4.3% | 26,295 | $2.1M |
| DHJJ Financial Advisors, Ltd. | 0.79% | Add +4.6% | 24,928 | $2.0M |
| Fragasso Financial Advisors Inc | 0.15% | Reduce -5.4% | 24,580 | $2.0M |
| Keybank National Association | 0.01% | Add +105.6% | 24,500 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +19.4% | 24,427 | $2.0M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +19.4% | 24,427 | $2.0M |
| Bravias Capital Group, LLC | 1.60% | — | 23,683 | $2.0M |
| Comprehensive Financial Planning, Inc. | 1.66% | — | 24,270 | $2.0M |
| Florida Financial Advisors, LLC | 0.86% | Add +19.7% | 23,724 | $1.9M |
| Retirement Guys Formula LLC | 0.96% | Reduce -12.1% | 23,559 | $1.9M |
| Geneos Wealth Management Inc. | 0.07% | Add +2.9% | 23,321 | $1.9M |
| Lifestyle Asset Management, Inc. | 1.02% | Add +0.6% | 23,128 | $1.9M |
| Creekmur Asset Management LLC | 0.43% | No change | 22,989 | $1.9M |
| Fermata Advisors, LLC | 0.35% | Add +83.2% | 22,965 | $1.9M |
| WealthPlan Investment Management, LLC | 0.18% | Add +11.9% | 22,728 | $1.8M |
| Chicago Partners Investment Group LLC | 0.06% | Reduce -1.1% | 22,646 | $1.8M |
| Ieq Capital, LLC | 0.02% | Add +0.1% | 22,589 | $1.8M |
| First Trust Advisors LP | 0.00% | New | 22,502 | $1.8M |
| AssuredPartners Investment Advisors, LLC | 0.35% | — | 22,354 | $1.8M |
| Summit Investment Advisory Services, LLC | 0.93% | Add +2.0% | 22,178 | $1.8M |
| Talisman Wealth Advisors LLC | 1.89% | Add +0.3% | 22,009 | $1.8M |
| Country Club Bank | 0.12% | Reduce -4.3% | 21,772 | $1.8M |
| Narwhal Capital Management | 0.16% | Reduce -20.2% | 21,779 | $1.8M |
| Advisory Services Network, LLC | 0.03% | Add +3.4% | 21,766 | $1.8M |
| Impact Capital Partners LLC | 0.62% | — | 21,629 | $1.8M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Reduce -1.3% | 21,444 | $1.7M |
| Northern Trust Corp. | 0.00% | Add +5.3% | 21,406 | $1.7M |
| Apollon Wealth Management, LLC | 0.04% | Add +1.8% | 21,336 | $1.7M |
| Global Retirement Partners, LLC | 0.05% | Add +10.4% | 21,312 | $1.7M |
| DHK Financial Advisors, Inc. | 1.04% | Add +0.4% | 21,244 | $1.7M |
| Strive Asset Management, LLC | 1.28% | — | 21,177 | $1.7M |
| Franklin Resources Inc. | 0.00% | Add +16.6% | 21,163 | $1.7M |
| SeaCrest Wealth Management, LLC | 0.18% | Add +5.4% | 21,116 | $1.7M |
| Fort Point Capital Partners LLC | 0.19% | Add +7.9% | 20,756 | $1.7M |
| Sheets Smith Wealth Management | 0.20% | Reduce -9.6% | 20,609 | $1.7M |
| Panoramic Investment Advisors, LLC | 1.09% | Add +9.7% | 20,594 | $1.7M |
| Harbour Investments, Inc. | 0.05% | Add +4.4% | 20,515 | $1.7M |
| Hollencrest Capital Management | 0.07% | Add +0.4% | 20,322 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -36.6% | 20,203 | $1.6M |
| Independent Financial Group, LLC | 0.05% | Add +26.5% | 20,104 | $1.6M |
| Raab & Moskowitz Asset Management LLC | 0.39% | Add +1.1% | 19,772 | $1.6M |
| Axxcess Wealth Management, LLC | 0.04% | Add +121.2% | 19,669 | $1.6M |
| PFG Advisors | 0.10% | Add +2.5% | 19,624 | $1.6M |
| Blackhawk Capital Partners, LLC | 0.81% | Add +15.1% | 19,246 | $1.6M |
| Pallas Capital Advisors LLC | 0.06% | Add +6.2% | 18,741 | $1.5M |
| Parkside Financial Bank & Trust | 0.20% | New | 18,597 | $1.5M |
| Muirfield Wealth Advisors LLC | 1.24% | Add +51.0% | 18,574 | $1.5M |
| Interchange Capital Partners, LLC | 0.55% | Reduce -11.6% | 18,569 | $1.5M |
| Northeast Financial Consultants Inc | 0.06% | No change | 18,415 | $1.5M |
| Etesian Wealth Advisors, Inc. | 0.65% | Add +34.0% | 18,248 | $1.5M |
| Allie Family Office LLC | 0.81% | No change | 18,129 | $1.5M |
| Atlas Private Wealth Advisors | 0.21% | Add +15.8% | 18,112 | $1.5M |
| Apexium Financial, LP | 0.09% | New | 18,019 | $1.5M |
| Sigma Planning Corp | 0.04% | Reduce -6.9% | 17,627 | $1.4M |
| Bryn Mawr Trust Advisors, LLC | 0.08% | Add +247.0% | 17,341 | $1.4M |
| Mosaic Financial Group, LLC | 1.00% | Add +33.3% | 17,182 | $1.4M |
| Denver Wealth Management, Inc. | 0.62% | Add +15.7% | 17,121 | $1.4M |
| FSA Advisors, Inc. | 1.68% | Add +15.0% | 16,930 | $1.4M |
| Guidance Capital, Inc. | 0.42% | Add +6.7% | 16,213 | $1.4M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -3.4% | 16,429 | $1.3M |
| Fulton Bank, N.A. | 0.05% | Add +40.9% | 16,417 | $1.3M |
| Sovran Advisors, LLC | 0.19% | — | 16,227 | $1.3M |
| Central Valley Advisors, LLC | 0.60% | Reduce -11.0% | 16,184 | $1.3M |
| MAI Capital Management | 0.01% | Add +157.9% | 16,086 | $1.3M |
| Engineers Gate Manager LP | 0.02% | Reduce -30.1% | 16,010 | $1.3M |
| RKL Wealth Management LLC | 0.12% | New | 15,985 | $1.3M |
| Elevation Capital Advisory, LLC | 0.55% | Add +6.4% | 15,953 | $1.3M |
| WealthBridge Capital Management, LLC | 0.36% | Reduce -1.0% | 15,946 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Add +49.3% | 15,926 | $1.3M |
| Alliancebernstein L.P. | 0.00% | Add +87.4% | 15,922 | $1.3M |
| LM Advisors LLC | 0.23% | Add +8.7% | 15,843 | $1.3M |
| National Bank of Canada | 0.00% | Add +297.4% | 15,838 | $1.3M |
| Hazlett, Burt & Watson, Inc. | 0.57% | Add +8.4% | 15,851 | $1.3M |
| OneAscent Financial Services LLC | 0.11% | New | 15,348 | $1.2M |
| Hoxton Planning & Management, LLC | 0.47% | Add +220.0% | 15,121 | $1.2M |
| AE Wealth Management LLC | 0.01% | Add +4.9% | 15,073 | $1.2M |
| Regions Financial Corp. | 0.01% | No change | 15,012 | $1.2M |
| Ruggaard & Associates LLC | 0.53% | Add +7.3% | 14,965 | $1.2M |
| US Bancorp \de | 0.00% | Add +4.5% | 14,585 | $1.2M |
| Well Done, LLC | 0.22% | No change | 14,178 | $1.2M |
| Bank of Montreal | 0.00% | Add +17.6% | 14,401 | $1.2M |
| Private Trust Co. NA | 0.12% | Add +32.7% | 14,387 | $1.2M |
| Financial Advocates Investment Management | 0.07% | Add +6.5% | 14,282 | $1.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.15% | Add +6.7% | 14,210 | $1.1M |
| &partners | 0.01% | Add +13.1% | 14,112 | $1.1M |
| Citadel Advisors | 0.00% | Add +202.6% | 14,094 | $1.1M |
| Silverlake Wealth Management LLC | 0.44% | Add +0.5% | 14,024 | $1.1M |
| ORG Partners LLC | 0.16% | Add +74.3% | 13,947 | $1.1M |
| NewSquare Capital LLC | 0.09% | Add +1.9% | 13,938 | $1.1M |
| Moneco Advisors, LLC | 0.12% | Add +0.2% | 13,934 | $1.1M |
| TCV Trust & Wealth Management, Inc. | 0.10% | No change | 13,884 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +29.1% | 13,746 | $1.1M |
| Brookstone Capital Management | 0.02% | Reduce -20.1% | 13,628 | $1.1M |
| Redwood Financial Network Corp | 0.81% | Reduce -3.5% | 13,406 | $1.1M |
| LexAurum Advisors, LLC | 0.22% | Add +1.7% | 13,331 | $1.1M |
| Quartz Partners, LLC | 0.66% | Add +1.1% | 13,301 | $1.1M |
| Riggs Capital Management LLC | 1.05% | — | 13,172 | $1.1M |
| Smithfield Trust Co | 0.05% | No change | 12,919 | $1.0M |
| RMR Wealth Builders | 0.11% | Reduce -0.6% | 12,853 | $1.0M |
| Ted Buchan & Co | 0.49% | Reduce -0.7% | 12,779 | $1.0M |
| Uhlmann Price Securities, LLC | 0.77% | Add +2.2% | 12,529 | $1.0M |
| Benjamin Edwards Inc. | 0.01% | Add +0.8% | 12,524 | $1.0M |
| Advance Capital Management, Inc. | 0.05% | Add +6.6% | 12,325 | $997K |
| Meridian Wealth Management, LLC | 0.05% | Add +5.0% | 12,297 | $995K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.15% | Reduce -2.1% | 12,220 | $989K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.36% | Add +7.2% | 12,128 | $982K |
| TD Waterhouse Canada Inc. | 0.01% | Add +37.3% | 12,095 | $978K |
| Gryphon Financial Partners LLC | 0.14% | Reduce -9.5% | 12,004 | $971K |
| Flynn Zito Capital Management, LLC | 0.45% | Reduce -0.8% | 11,881 | $962K |
| Avantra Family Wealth, Inc. | 0.89% | — | 11,756 | $951K |
| Glenview Trust Co | 0.02% | No change | 11,592 | $938K |
| Greenwood Gearhart LLC | 0.06% | No change | 11,489 | $930K |
| Level Four Advisory Services, LLC | 0.04% | Add +9.3% | 11,248 | $910K |
| CoreCap Advisors, LLC | 0.04% | Reduce -3.3% | 11,184 | $905K |
| Citigroup Inc. | 0.00% | Reduce -0.0% | 10,970 | $888K |
| Collaborative Wealth Managment Inc. | 0.40% | Reduce -1.6% | 10,969 | $888K |
| Parsons Capital Management Inc. | 0.05% | Add +1.5% | 10,860 | $879K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -74.4% | 10,843 | $878K |
| Journey Strategic Wealth LLC | 0.03% | Reduce -53.9% | 10,794 | $874K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -6.4% | 10,747 | $870K |
| CVA Family Office, LLC | 0.14% | No change | 10,580 | $856K |
| AQR Capital Management | 0.00% | New | 10,531 | $852K |
| Legacy Investment Solutions, LLC | 0.56% | Add +186.6% | 10,282 | $852K |
| Legacy Wealth Managment, LLC | 0.56% | Add +186.6% | 10,282 | $852K |
| Wharton Business Group, LLC | 0.04% | No change | 10,345 | $837K |
| World Equity Group, Inc. | 0.18% | Add +102.0% | 10,316 | $835K |
| SageView Advisory Group, LLC | 0.04% | Add +62.2% | 10,138 | $820K |
| Colorado Capital Management, Inc. | 0.39% | Reduce -0.5% | 9,887 | $800K |
| Colonial Trust Co / SC | 0.12% | No change | 9,825 | $795K |
| Anchor Investment Management, LLC | 0.07% | Reduce -1.5% | 9,825 | $795K |
| Millennium Management | 0.00% | Reduce -34.8% | 9,812 | $794K |
| Trust Point Inc. | 0.05% | No change | 9,697 | $785K |
| Watts Gwilliam & Co., LLC | 0.16% | Reduce -10.2% | 9,565 | $775K |
| Aptus Capital Advisors, LLC | 0.01% | Add +139.3% | 9,539 | $772K |
| Verum Partners LLC | 0.22% | Reduce -10.1% | 9,518 | $770K |
| Kondo Wealth Advisors, Inc. | 0.39% | — | 9,495 | $768K |
| Mutual Advisors, LLC | 0.02% | Add +17.4% | 9,357 | $767K |
| Pinnacle Associates Ltd. | 0.01% | Add +53.9% | 9,394 | $760K |
| Capital Analysts, LLC | 0.03% | Add +0.3% | 9,398 | $760K |
| Mayfair Advisory Group, LLC | 0.45% | Add +4.4% | 9,378 | $759K |
| Financial Counselors Inc. | 0.01% | Reduce -0.5% | 9,359 | $757K |
| First Horizon Advisors, Inc. | 0.02% | Add +44.3% | 9,349 | $757K |
| Interactive Financial Advisors, Inc. | 0.39% | Reduce -3.1% | 9,294 | $752K |
| Creative Financial Designs Inc. | 0.06% | Add +8.7% | 9,190 | $744K |
| Inspire Advisors, LLC | 0.09% | Reduce -5.3% | 9,133 | $739K |
| Valmark Advisers, Inc. | 0.01% | Reduce -80.4% | 9,109 | $737K |
| Citizens Financial Group Inc. | 0.01% | Add +12.5% | 8,928 | $723K |
| Mission Wealth Management, LP | 0.02% | Add +260.0% | 8,741 | $707K |
| Hardy Reed LLC | 0.06% | Reduce -1.2% | 8,713 | $705K |
| Powers Advisory Group, LLC | 0.35% | Add +45.3% | 8,709 | $705K |
| Beacon Financial Advisory LLC | 0.23% | Add +26.3% | 8,667 | $701K |
| Allen Capital Group, LLC | 0.09% | Reduce -6.0% | 8,653 | $700K |
| Rothschild Investment LLC | 0.04% | Add +0.3% | 8,364 | $677K |
| Beaumont Financial Advisors, LLC | 0.05% | No change | 8,326 | $674K |
| Koshinski Asset Management, Inc. | 0.06% | Add +0.1% | 8,312 | $673K |
| My Legacy Advisors, LLC | 0.26% | Add +1.6% | 8,190 | $671K |
| Scotia Capital Inc. | 0.00% | Reduce -3.5% | 8,277 | $670K |
| Key Client Fiduciary Advisors, LLC | 0.30% | Add +0.9% | 8,215 | $665K |
| Outlook Wealth Advisors, LLC | 0.19% | Add +4.3% | 8,089 | $655K |
| Wealthspire Retirement, LLC | 0.05% | No change | 8,066 | $653K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.69% | Reduce -0.9% | 8,025 | $649K |
| Biltmore Family Office, LLC | 0.11% | No change | 8,000 | $648K |
| Wedbush Securities Inc. | 0.02% | Reduce -0.5% | 7,925 | $641K |
| Simon Quick Advisors, LLC | 0.04% | No change | 7,862 | $636K |
| J. W. Coons Advisors, LLC | 0.16% | Add +115.8% | 7,660 | $620K |
| Sykon Capital LLC | 0.21% | Add +4.0% | 7,648 | $619K |
| Old National Bancorp | 0.01% | Add +5.5% | 7,581 | $614K |
| Resonant Capital Advisors, LLC | 0.04% | Add +14.7% | 7,554 | $612K |
| Wealth Management Associates, Inc. | 0.26% | Add +0.1% | 7,525 | $609K |
| GW Henssler & Associates Ltd. | 0.03% | No change | 7,281 | $606K |
| Kingsview Wealth Management, LLC | 0.01% | Add +17.9% | 7,481 | $605K |
| TD Private Client Wealth LLC | 0.02% | Add +9.2% | 7,356 | $595K |
| Fifth Third Bancorp | 0.00% | Reduce -1.4% | 7,355 | $595K |
| PDS Planning, Inc | 0.05% | Reduce -60.5% | 7,340 | $594K |
| Klingman & Associates, LLC | 0.04% | No change | 7,306 | $591K |
| Signet Financial Management, LLC | 0.08% | Reduce -1.1% | 7,286 | $590K |
| Gallacher Capital Management LLC | 0.29% | Add +0.1% | 7,210 | $584K |
| Integrated Wealth Concepts LLC | 0.01% | Add +26.2% | 7,126 | $577K |
| Ameriflex Group, Inc. | 0.26% | — | 6,822 | $568K |
| Redwood Investment Management, LLC | 0.06% | Add +97.3% | 6,989 | $566K |
| Montecito Bank & Trust | 0.10% | No change | 6,921 | $560K |
| Prasad Wealth Partners, LLC | 0.18% | — | 6,896 | $558K |
| HBK Sorce Advisory LLC | 0.02% | No change | 6,893 | $558K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Add +9.8% | 6,890 | $558K |
| Waterway Wealth Management, LLC | 0.24% | New | 6,814 | $551K |
| Lane & Associates LLC | 0.28% | No change | 6,588 | $549K |
| Private Portfolio Partners LLC | 0.10% | Reduce -0.8% | 6,754 | $547K |
| Claro Advisors Inc. | 0.07% | Reduce -4.0% | 6,736 | $545K |
| Thrive Wealth Management, LLC | 0.10% | No change | 6,705 | $543K |
| Triton Wealth Management, PLLC | 0.27% | No change | 6,233 | $528K |
| New World Advisors LLC | 0.13% | Reduce -1.8% | 6,447 | $522K |
| Councilor Wealth, LLC | 0.25% | Add +0.4% | 6,430 | $520K |
| National Wealth Management Group, LLC | 0.34% | New | 6,334 | $513K |
| Deltec Asset Management LLC | 0.10% | No change | 6,300 | $510K |
| EP Wealth Advisors, LLC | 0.00% | No change | 6,293 | $509K |
| Flow Traders U.S. LLC | 0.02% | New | 6,293 | $509K |
| Apollon Financial, LLC | 0.13% | Add +63.6% | 6,192 | $501K |
| OneAscent Family Office, LLC | 0.91% | — | 6,166 | $499K |
| Future Financial Wealth Managment LLC | 0.36% | Add +0.1% | 6,018 | $487K |
| Covenant Asset Management, LLC | 0.11% | Add +1.3% | 6,009 | $486K |
| Alpine Woods Capital Investors, LLC | 0.09% | No change | 6,000 | $486K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 5,994 | $485K |
| MWA Asset Management | 0.32% | Add +1.3% | 5,908 | $478K |
| Fox Financial, Inc | 0.42% | Add +33.9% | 5,793 | $469K |
| GeoWealth Management, LLC | 0.02% | Add +32.4% | 5,730 | $464K |
| REAP Financial Group, LLC | 0.11% | Reduce -9.4% | 5,725 | $463K |
| Flagstar Securities, Inc. | 0.12% | Add +1.1% | 5,717 | $463K |
| BlackRock, Inc. | 0.00% | New | 5,674 | $459K |
| Silver Oak Securities, Incorporated | 0.04% | Add +19.5% | 5,652 | $458K |
| Greenleaf Trust | 0.00% | Reduce -7.4% | 5,636 | $456K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -0.0% | 5,595 | $453K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 5,590 | $452K |
| CW Advisors, LLC | 0.01% | Add +0.1% | 5,433 | $440K |
| Sunbelt Securities, Inc. | 0.04% | Add +0.3% | 5,416 | $439K |
| Hancock Whitney Corp. | 0.01% | No change | 5,416 | $438K |
| Synovus Financial Corp. | 0.01% | Reduce -1.2% | 5,406 | $438K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Reduce -5.3% | 5,400 | $437K |
| Friday Financial | 0.30% | — | 5,300 | $429K |
| Visionary Wealth Advisors | 0.03% | Add +0.9% | 5,282 | $427K |
| Avior Wealth Management, LLC | 0.02% | Add +0.0% | 5,267 | $426K |
| Hilltop Holdings Inc. | 0.03% | Add +5.8% | 5,196 | $420K |
| Detalus Advisors, LLC | 0.14% | Add +43.4% | 5,173 | $419K |
| Chokshi & Queen Wealth Advisors, Inc | 0.26% | — | 5,141 | $416K |
| Asset Dedication, LLC | 0.03% | Add +30.5% | 5,138 | $416K |
| Strait & Sound Wealth Management LLC | 0.19% | Add +9.5% | 5,136 | $416K |
| Arete Wealth Advisors, LLC | 0.03% | Add +0.0% | 5,114 | $414K |
| Global Strategic Investment Solutions, LLC | 0.05% | Reduce -0.5% | 5,112 | $414K |
| Clearstead Advisors, LLC | 0.01% | No change | 5,048 | $409K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -1.0% | 5,035 | $407K |
| Legacy Private Trust Co. | 0.03% | No change | 5,033 | $407K |
| HHM Wealth Advisors, LLC | 0.05% | Add +30.5% | 4,992 | $404K |
| Spinnaker Trust | 0.03% | No change | 4,980 | $403K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Add +3.1% | 4,927 | $399K |
| Waterfront Wealth Inc. | 0.10% | No change | 4,919 | $398K |
| B.O.S.S. Retirement Advisors, LLC | 0.11% | New | 4,914 | $398K |
| Tranquility Partners, LLC | 0.15% | No change | 4,888 | $396K |
| WealthPLAN Partners, LLC | 0.06% | Reduce -32.9% | 4,872 | $394K |
| Triangle Securities Wealth Management | 0.10% | Reduce -0.5% | 4,860 | $393K |
| Clarus Group, Inc. | 0.14% | Reduce -0.2% | 4,826 | $391K |
| Objective Capital Management, LLC | 0.26% | Add +42.2% | 4,799 | $388K |
| Total Clarity Wealth Management, Inc. | 0.13% | Reduce -21.6% | 4,797 | $388K |
| Alta Wealth Advisors LLC | 0.17% | Add +7.8% | 4,794 | $388K |
| Foster Dykema Cabot & Partners, LLC | 0.03% | No change | 4,775 | $387K |
| Regent Peak Wealth Advisors LLC | 0.09% | Add +5.8% | 4,777 | $387K |
| Capital Market Strategies LLC | 0.22% | Add +7.6% | 4,764 | $386K |
| Tiaa Trust, National Association | 0.00% | Reduce -5.3% | 4,725 | $382K |
| Meitav Investment House Ltd. | 0.01% | No change | 4,718 | $381K |
| Fisher Asset Management | 0.00% | Add +23.3% | 4,635 | $375K |
| L & S Advisors Inc | 0.05% | Reduce -4.1% | 4,632 | $375K |
| Bluesphere Advisors LLC | 0.18% | No change | 4,600 | $372K |
| Hall Capital Management Co. Inc. | 0.17% | — | 4,560 | $369K |
| Empirical Asset Management, LLC | 0.12% | Add +19.9% | 11,388 | $368K |
| Arkadios Wealth Advisors | 0.02% | Add +13.9% | 4,520 | $366K |
| StoneX Group Inc. | 0.02% | Add +2.4% | 4,517 | $366K |
| Stephens Inc. | 0.01% | Reduce -6.0% | 4,502 | $364K |
| DAVENPORT & Co LLC | 0.00% | New | 4,481 | $363K |
| Nova Wealth Management, Inc. | 0.31% | — | 4,457 | $361K |
| Retirement Investment Advisors, Inc. | 0.04% | New | 4,451 | $360K |
| First National Bank Sioux Falls | 0.15% | Add +30.6% | 4,449 | $360K |
| Cary Street Partners Financial LLC | 0.01% | — | 4,429 | $358K |
| Twin Focus Capital Partners, LLC | 0.05% | No change | 4,320 | $350K |
| Novare Capital Management LLC | 0.03% | No change | 4,255 | $344K |
| Spectrum Wealth Advisory Group, LLC | 0.16% | No change | 4,250 | $344K |
| Brown Brothers Harriman & Co. | 0.00% | New | 4,224 | $342K |
| Kilter Group LLC | 0.22% | — | 4,211 | $341K |
| Cidel Asset Management Inc. | 0.02% | Add +7.0% | 4,159 | $337K |
| Obsidian Personal Planning Solutions LLC | 0.16% | No change | 4,037 | $336K |
| Summit X, LLC | 0.07% | Add +4.5% | 4,150 | $336K |
| Walkner Condon Financial Advisors LLC | 0.07% | Reduce -0.5% | 4,108 | $332K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 4,078 | $330K |
| Principal Securities, Inc. | 0.01% | Add +2.8% | 4,035 | $327K |
| WJ Wealth Management, LLC | 0.11% | No change | 4,000 | $324K |
| Clearview Wealth Advisors LLC | 0.24% | Reduce -8.7% | 3,939 | $319K |
| Summit Financial Wealth Advisors, LLC | 0.06% | No change | 3,796 | $315K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 3,867 | $313K |
| Vise Technologies, Inc. | 0.03% | New | 3,854 | $312K |
| UNIVEST FINANCIAL Corp | 0.02% | No change | 3,828 | $310K |
| KWB Wealth | 0.04% | Reduce -3.8% | 3,701 | $308K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 3,789 | $307K |
| Trilogy Capital Inc. | 0.02% | New | 3,768 | $305K |
| Philadelphia Trust Co. | 0.02% | Add +13.9% | 3,757 | $304K |
| Everhart Financial Group, Inc. | 0.06% | Add +23.8% | 3,753 | $304K |
| Calton & Associates, Inc. | 0.13% | New | 3,748 | $303K |
| Cibc World Market Inc. | 0.00% | Add +14.6% | 3,733 | $302K |
| Cozad Asset Management Inc. | 0.03% | No change | 3,725 | $301K |
| Optima Capital LLC | 0.21% | — | 3,698 | $299K |
| Strategic Family Wealth Counselors, L.L.C. | 0.10% | Add +1.2% | 3,697 | $299K |
| Northwest Capital Management Inc | 0.13% | Add +1.1% | 3,673 | $297K |
| Charter Oak Capital Management, LLC | 0.03% | No change | 3,659 | $296K |
| Crestwood Advisors Group, LLC | 0.01% | Add +0.1% | 3,642 | $295K |
| Capital Investment Advisors, LLC | 0.01% | Add +2.8% | 3,635 | $294K |
| Fidelis Capital Partners, LLC | 0.03% | No change | 3,499 | $290K |
| Trust Co. of Toledo NA | 0.04% | Add +2.1% | 3,562 | $288K |
| New Century Financial Group, LLC | 0.12% | Reduce -0.3% | 3,539 | $288K |
| Cassaday & Co Wealth Management LLC | 0.01% | New | 3,535 | $286K |
| Bison Wealth, LLC | 0.06% | Reduce -11.0% | 3,503 | $284K |
| Seelaus Asset Management LLC | 0.26% | Reduce -0.2% | 3,503 | $283K |
| Latitude Advisors, LLC | 0.16% | Reduce -39.1% | 3,469 | $281K |
| Allianz Asset Management GmbH | 0.00% | No change | 3,400 | $275K |
| Rappaport Reiches Capital Management, LLC | 0.07% | No change | 3,391 | $274K |
| Legacy Capital Wealth Partners, LLC | 0.07% | New | 3,367 | $272K |
| Sensible Money, LLC | 0.12% | No change | 3,337 | $270K |
| WPWealth LLP | 0.06% | No change | 3,335 | $270K |
| Weaver Consulting Group | 0.08% | No change | 3,332 | $270K |
| Quadrature Capital Ltd | 0.01% | New | 3,296 | $267K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +5.1% | 3,192 | $258K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 3,176 | $257K |
| PFG Investments, LLC | 0.02% | Add +0.2% | 3,131 | $253K |
| Lion Street Advisors, LLC | 0.08% | Reduce -3.0% | 3,120 | $253K |
| Lantern Wealth Advisors, LLC | 0.16% | New | 3,103 | $251K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -4.7% | 3,066 | $249K |
| Mgo One Seven LLC | 0.01% | Reduce -6.1% | 3,053 | $247K |
| Leavell Investment Management, Inc. | 0.01% | New | 3,000 | $243K |
| Capital Group Private Client Services, Inc. | 0.00% | No change | 3,000 | $243K |
| Executive Wealth Management, LLC | 0.02% | New | 2,994 | $242K |
| Kovack Advisors, Inc. | 0.02% | Add +23.7% | 2,991 | $242K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -3.2% | 2,980 | $241K |
| Marcum Wealth, LLC | 0.02% | New | 2,952 | $239K |
| Element Wealth, LLC | 0.12% | Reduce -4.0% | 2,936 | $238K |
| Whitaker-Myers Wealth Managers, LTD. | 0.07% | Reduce -0.4% | 2,930 | $237K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 2,929 | $237K |
| EdgeRock Capital LLC | 0.16% | No change | 2,926 | $237K |
| LongView Wealth Management | 0.07% | New | 2,870 | $232K |
| apricus wealth, LLC | 0.15% | New | 2,850 | $231K |
| Centaurus Financial, Inc. | 0.01% | Add +0.8% | 2,826 | $229K |
| Tenret Co LLC | 0.14% | Reduce -12.5% | 2,828 | $229K |
| EPG Wealth Management LLC | 0.06% | Add +0.3% | 2,827 | $229K |
| Obsidian Cio, LLC | 0.04% | Add +8.0% | 2,798 | $226K |
| Rooted Wealth Advisors, Inc. | 0.09% | Reduce -4.1% | 2,760 | $224K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +4572.9% | 2,757 | $223K |
| Bigelow Investment Advisors, LLC | 0.10% | Reduce -26.7% | 2,745 | $222K |
| McAlister, Sweet & Associates, Inc. | 0.16% | No change | 2,700 | $219K |
| Capital Management Corp. | 0.04% | No change | 2,700 | $219K |
| TAP Consulting, LLC | 0.04% | New | 2,667 | $216K |
| First Manhattan Co. Llc. | 0.00% | New | 2,662 | $216K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.4% | 2,651 | $215K |
| Snowden Capital Advisors LLC | 0.01% | New | 2,631 | $213K |
| Carnegie Investment Counsel | 0.01% | Reduce -52.6% | 2,622 | $212K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | Add +0.4% | 2,616 | $212K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -15.4% | 2,608 | $211K |
| Tradition Wealth Management, LLC | 0.02% | New | 2,549 | $206K |
| First Business Financial Services, Inc. | 0.02% | No change | 2,543 | $206K |
| Maripau Wealth Management LLC | 0.12% | New | 2,531 | $205K |
| Signaturefd, LLC | 0.00% | Add +47.1% | 2,522 | $204K |
| Park Place Capital Corp | 0.06% | Add +0.3% | 2,513 | $203K |
| Tucker Asset Management LLC | 0.05% | No change | 2,481 | $201K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 2,347 | $190K |
| Cherry Tree Wealth Management, LLC | 0.05% | Add +4.9% | 2,340 | $189K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -5.0% | 2,201 | $178K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | New | 2,160 | $175K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,820 | $152K |
| Icon Wealth Advisors, LLC | 0.01% | Add +1.4% | 1,744 | $141K |
| Guardian Wealth Management, Inc. | 0.09% | Reduce -26.5% | 1,678 | $136K |
| Transce3nd, LLC | 0.04% | — | 1,637 | $132K |
| Key Financial Inc | 0.03% | No change | 1,576 | $128K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,570 | $127K |
| CNB Bank | 0.06% | No change | 1,563 | $126K |
| Breakwater Investment Management | 0.05% | Add +89.8% | 1,420 | $115K |
| Laurel Wealth Advisors LLC | 0.02% | Reduce -17.5% | 1,418 | $115K |
| 2UniFi Bank | 0.07% | — | 1,330 | $108K |
| Darwin Wealth Management, LLC | 0.04% | Add +0.4% | 1,329 | $108K |
| Piscataqua Savings Bank | 0.09% | No change | 1,300 | $105K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -47.7% | 1,286 | $104K |
| Signature Resources Capital Management, LLC | 0.09% | Add +0.2% | 1,267 | $103K |
| Spire Wealth Management | 0.00% | No change | 1,263 | $102K |
| Strategic Investment Solutions, Inc. | 0.03% | No change | 1,221 | $99K |
| Addison Advisors LLC | 0.03% | No change | 1,215 | $98K |
| Coastline Trust Co | 0.01% | Add +29.2% | 1,031 | $83K |
| American National Bank & Trust | 0.01% | Reduce -5.0% | 950 | $77K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -1.4% | 860 | $72K |
| Holos Integrated Wealth LLC | 0.05% | — | 869 | $70K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 833 | $67K |
| Operose Advisors LLC | 0.02% | No change | 794 | $64K |
| Federated Hermes, Inc. | 0.00% | New | 757 | $61K |
| Tidemark, LLC | 0.02% | No change | 755 | $61K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 715 | $58K |
| Decker Retirement Planning Inc. | 0.03% | — | 714 | $58K |
| Chilton Capital Management LLC | 0.00% | New | 689 | $56K |
| Lavaca Capital LLC | 0.02% | New | 646 | $52K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 637 | $52K |
| Wolff Wiese Magana LLC | 0.03% | No change | 620 | $50K |
| Princeton Global Asset Management LLC | 0.01% | No change | 600 | $49K |
| Sandy Spring Bank | 0.00% | No change | 600 | $49K |
| Newton One Investments LLC | 0.02% | New | 595 | $48K |
| Allworth Financial LP | 0.00% | Add +299.3% | 571 | $48K |
| Blue Trust, Inc. | 0.00% | New | 562 | $45K |
| Richards, Merrill & Peterson, Inc. | 0.02% | — | 514 | $42K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -28.3% | 504 | $41K |
| Keystone Financial Group, Inc. | 0.03% | — | 501 | $41K |
| Fairman Group, LLC | 0.03% | No change | 500 | $40K |
| Sachetta, LLC | 0.02% | No change | 500 | $40K |
| Bogart Wealth, LLC | 0.00% | Add +0.4% | 494 | $40K |
| Johnson Financial Group, Inc. | 0.00% | Add +289.3% | 471 | $39K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.4% | 477 | $39K |
| Farther Finance Advisors, LLC | 0.00% | Add +323.2% | 474 | $38K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -9.6% | 461 | $37K |
| Crewe Advisors LLC | 0.01% | Add +239.0% | 461 | $37K |
| Parallel Advisors, LLC | 0.00% | No change | 453 | $37K |
| Joseph Group Capital Management | 0.01% | Reduce -14.2% | 449 | $36K |
| Tsfg, LLC | 0.01% | No change | 423 | $34K |
| Highline Wealth Partners LLC | 0.01% | No change | 413 | $33K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 400 | $32K |
| MPWM Advisory Solutions, LLC | 0.02% | — | 395 | $32K |
| Integrity Financial Corp | 0.02% | No change | 385 | $31K |
| Versant Capital Management, Inc | 0.01% | New | 381 | $31K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 370 | $30K |
| Venturi Wealth Management, LLC | 0.00% | New | 355 | $29K |
| United Community Bank | 0.01% | New | 354 | $29K |
| Wintrust Investments LLC | 0.02% | Add +16.8% | 348 | $28K |
| Hartford Financial Management Inc. | 0.01% | New | 327 | $26K |
| S&T Bank | 0.01% | New | 316 | $26K |
| Indiana Trust & Investment Management Co | 0.01% | Add +36.6% | 310 | $25K |
| Medallion Wealth Advisors, LLC | 0.01% | — | 312 | $25K |
| CENTRAL TRUST Co | 0.00% | No change | 305 | $25K |
| GAMMA Investing LLC | 0.00% | No change | 294 | $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 | $21K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 261 | $21K |
| Westside Investment Management, Inc. | 0.00% | No change | 241 | $20K |
| Trust Co. of Vermont | 0.00% | No change | 231 | $19K |
| Quest 10 Wealth Builders, Inc. | 0.02% | — | 229 | $19K |
| Covestor Ltd | 0.01% | Add +39.0% | 221 | $18K |
| Fortitude Family Office, LLC | 0.01% | New | 204 | $17K |
| FLP Wealth Management, LLC | 0.04% | — | 180 | $15K |
| Bangor Savings Bank | 0.00% | No change | 180 | $15K |
| Whittier Trust Co. | 0.00% | Add +0.6% | 165 | $13K |
| Fourth Dimension Wealth, LLC | 0.01% | — | 158 | $13K |
| PSI Advisors, LLC | 0.00% | No change | 155 | $13K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 150 | $12K |
| Sound Income Strategies, LLC | 0.00% | No change | 143 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 138 | $11K |
| West Oak Capital, LLC | 0.01% | No change | 130 | $11K |
| Endeavor Private Wealth, Inc. | 0.01% | — | 116 | $9K |
| American Capital Advisory, LLC | 0.00% | New | 110 | $9K |
| Financial Perspectives, Inc | 0.00% | No change | 104 | $8K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 100 | $8K |
| Vermillion Wealth Management, Inc. | 0.00% | — | 99 | $8K |
| Pacifica Partners Inc. | 0.00% | Reduce -8.7% | 95 | $8K |
| Ridgewood Investments LLC | 0.00% | No change | 87 | $7K |
| Investors Research Corp | 0.00% | No change | 73 | $6K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 60 | $5K |
| Catherine Avery Investment Management LLC | 0.00% | — | 55 | $4K |
| Assetmark, Inc. | 0.00% | New | 51 | $4K |
| Truvestments Capital LLC | 0.00% | No change | 49 | $4K |
| Cornerstone Planning Group LLC | 0.00% | No change | 38 | $3K |
| WealthShield Partners, LLC | 0.00% | No change | 38 | $3K |
| Lanark Financial, Inc. | 0.20% | — | 27 | $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% | No change | 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.