Wisdomtree U.S. Quality DiviDGRWETF
13F holders, Q1 2025 (March 31)720holders +8
51new positions
33sold out
4famous investors
$79.84avg. 13F price*
At the end of Q1 2025, 720 institutions reported holding Wisdomtree U.S. Quality Divi (DGRW) in their 13F filings, up 8 from Q4 2024. 51 opened new positions and 33 sold out. The largest holders were PNC Financial Services Group, Inc. ($1.6B), LPL Financial LLC ($1.0B) and Bank of America Corp. ($944.9M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Fisher (0.0% of Fisher Asset 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $68.7M |
| Exits | 33 | $20.9M |
All 13F filers, Q4 2024 → Q1 2025: 8,041,543 shares bought and 6,473,710 shares sold, net +1,567,833 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 720 holders
| PNC Financial Services Group, Inc. | 0.81% | Add +1.9% | 19,456,952 | $1.6B |
| LPL Financial LLC | 0.40% | Add +6.6% | 12,792,685 | $1.0B |
| Bank of America Corp. | 0.08% | Add +1.3% | 11,831,794 | $944.9M |
| Morgan Stanley | 0.05% | Reduce -2.0% | 8,442,753 | $674.2M |
| Hamilton Capital, LLC | 32.38% | Add +1.7% | 6,699,241 | $535.0M |
| Ameriprise Financial Inc. | 0.14% | Add +1.5% | 6,428,642 | $513.3M |
| Raymond James Financial Inc. | 0.11% | Reduce -2.6% | 3,520,076 | $281.1M |
| HighTower Advisors, LLC | 0.31% | Add +6.4% | 2,898,346 | $231.5M |
| UBS Group AG | 0.04% | Reduce -0.2% | 2,357,577 | $188.3M |
| Cetera Investment Advisers | 0.35% | Add +7.3% | 2,258,212 | $180.3M |
| Wells Fargo & Company | 0.03% | Add +0.5% | 1,585,955 | $126.7M |
| Royal Bank of Canada | 0.03% | Add +4.2% | 1,556,747 | $124.3M |
| Envestnet Asset Management Inc. | 0.04% | Add +19.9% | 1,540,806 | $123.0M |
| Private Advisor Group, LLC | 0.63% | Reduce -52.0% | 1,312,697 | $104.8M |
| NorthCoast Asset Management LLC | 0.52% | Reduce -2.6% | 1,286,177 | $102.7M |
| Commonwealth Equity Services, LLC | 0.14% | Add +30.4% | 1,277,194 | $102.0M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Add +1.7% | 1,211,226 | $96.7M |
| Steward Partners Investment Advisory, LLC | 0.77% | Add +3.0% | 1,096,998 | $87.6M |
| Prime Capital Investment Advisors, LLC | 0.94% | Add +43.2% | 1,008,304 | $80.5M |
| Waddell & Associates, LLC | 9.04% | Add +1.7% | 931,985 | $74.4M |
| Stratos Investment Management, LLC | 3.77% | Add +5.6% | 885,126 | $70.7M |
| Clearwater Capital Advisors, LLC | 6.69% | Add +2.1% | 867,214 | $69.3M |
| Bouchey Financial Group, Ltd. | 6.23% | Reduce -1.9% | 864,796 | $69.1M |
| One Capital Management, LLC | 2.31% | Reduce -33.1% | 854,469 | $68.2M |
| Taiyo Life Insurance Co. | 6.08% | No change | 850,000 | $67.9M |
| Captrust Financial Advisors | 0.17% | Add +1337.0% | 837,112 | $66.9M |
| RVW Wealth, LLC | 6.26% | Reduce -0.8% | 832,847 | $66.5M |
| Rockefeller Capital Management L.P. | 0.16% | Add +13.3% | 816,849 | $65.2M |
| Glassman Wealth Services | 10.82% | Add +2.8% | 809,614 | $64.7M |
| Legacy Financial Advisors, Inc. | 10.73% | Add +2.4% | 803,661 | $64.2M |
| IAM Advisory, LLC | 16.23% | Reduce -0.6% | 782,642 | $62.5M |
| Comerica Bank | 0.26% | Reduce -2.0% | 769,117 | $61.4M |
| Equitable Holdings, Inc. | 0.55% | Add +7.7% | 725,811 | $58.0M |
| Bluespring Wealth Management, LLC | 5.59% | Add +3.9% | 687,006 | $54.9M |
| Lido Advisors, LLC | 0.32% | Reduce -52.1% | 680,618 | $54.4M |
| Horizon Wealth Management, LLC | 8.97% | Add +0.8% | 666,612 | $53.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.5% | 665,145 | $53.1M |
| Beacon Financial Group | 5.58% | Reduce -5.8% | 639,697 | $51.1M |
| Prestige Wealth Management Group LLC | 10.78% | Reduce -2.3% | 631,445 | $50.4M |
| Spinnaker Investment Group, LLC | 10.84% | Add +5.0% | 600,202 | $47.9M |
| NewEdge Advisors, LLC | 0.28% | Add +11.3% | 586,302 | $46.8M |
| Osaic Holdings, Inc. | 0.10% | Add +22.1% | 569,943 | $45.5M |
| Schorn Wealth LLC | 14.57% | Add +5.0% | 553,851 | $44.2M |
| SkyView Investment Advisors, LLC | 6.37% | Add +2.5% | 530,302 | $42.4M |
| Glen Eagle Advisors, LLC | 6.89% | Add +17.7% | 521,259 | $41.6M |
| OneDigital Investment Advisors LLC | 0.49% | Add +3.0% | 518,603 | $41.4M |
| Kestra Advisory Services, LLC | 0.20% | Reduce -1.4% | 513,354 | $41.0M |
| NewEdge Wealth, LLC | 0.67% | Reduce -9.6% | 465,809 | $37.2M |
| Avantax Advisory Services, Inc. | 0.22% | Add +8.7% | 455,392 | $36.4M |
| Savant Capital, LLC | 0.30% | Reduce -10.9% | 446,184 | $35.6M |
| Cerity Partners LLC | 0.07% | Reduce -15.3% | 431,133 | $34.4M |
| Stifel Financial Corp. | 0.04% | Add +6.5% | 421,959 | $33.7M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +1.8% | 403,755 | $32.2M |
| Serenus Wealth Advisors, LLC | 5.34% | Reduce -0.2% | 403,244 | $32.2M |
| IFP Advisors, Inc | 0.97% | Add +0.9% | 393,763 | $31.4M |
| Duncan Williams Asset Management, LLC | 11.21% | Add +128.6% | 388,462 | $31.0M |
| BCM Advisors, LLC | 7.02% | Reduce -2.3% | 392,645 | $31.0M |
| VestGen Advisors, LLC | 1.39% | — | 383,538 | $30.6M |
| Cwm, LLC | 0.12% | Add +12.5% | 382,947 | $30.6M |
| Per Stirling Capital Management, LLC. | 4.35% | Reduce -1.5% | 378,586 | $30.2M |
| Kestra Private Wealth Services, LLC | 0.48% | Add +13.2% | 362,101 | $28.9M |
| Concurrent Investment Advisors, LLC | 0.70% | Add +35.2% | 361,769 | $28.9M |
| Mariner, LLC | 0.05% | Add +1.4% | 355,802 | $28.4M |
| Team Financial Group, LLC | 16.26% | Add +0.4% | 352,771 | $28.2M |
| Aspire Capital Advisors LLC | 8.34% | Reduce -12.1% | 349,694 | $27.9M |
| Choice Wealth Advisors LLC | 13.75% | Reduce -0.2% | 330,368 | $26.4M |
| Sanctuary Advisors, LLC | 0.18% | Add +10.8% | 326,768 | $26.1M |
| GPS Wealth Strategies Group, LLC | 3.50% | Reduce -10.9% | 325,046 | $26.0M |
| Sanchez Wealth Management Group | 6.94% | Add +4.4% | 320,032 | $25.6M |
| Atria Investments, Inc | 0.33% | Add +6.7% | 319,392 | $25.5M |
| Howard Financial Services, LTD. | 3.26% | Add +36.0% | 299,775 | $23.9M |
| Compass Financial Services Inc | 12.54% | Reduce -3.7% | 299,219 | $23.9M |
| MML Investors Services, LLC | 0.08% | Add +13.4% | 298,051 | $23.8M |
| LVM Capital Management Ltd. | 2.63% | Add +1.0% | 296,053 | $23.6M |
| Janney Montgomery Scott LLC | 0.07% | Reduce -57.4% | 295,754 | $23.6M |
| TigerOak Management, L.L.C. | 9.11% | Reduce -0.4% | 295,572 | $23.6M |
| Tyler-Stone Wealth Management | 4.20% | Add +3.6% | 293,033 | $23.4M |
| Truist Financial Corp. | 0.04% | Reduce -1.3% | 286,358 | $22.9M |
| Forte Capital LLC | 2.70% | Reduce -0.5% | 284,834 | $22.7M |
| Connable Office Inc. | 2.36% | Add +29.6% | 278,086 | $22.2M |
| ACT Advisors, LLC. | 11.90% | Reduce -0.8% | 274,498 | $21.9M |
| Amplius Wealth Advisors, LLC | 2.25% | Add +5.6% | 271,502 | $21.7M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -6.3% | 271,274 | $21.7M |
| SK Wealth Management, LLC | 11.42% | Reduce -0.0% | 288,904 | $21.3M |
| Intrua Financial, LLC | 3.32% | Add +98.6% | 265,427 | $21.2M |
| Modern Wealth Management, LLC | 0.66% | Add +2.5% | 259,109 | $20.7M |
| Cahill Financial Advisors Inc. | 2.80% | Add +8.1% | 257,975 | $20.6M |
| Creative Planning | 0.02% | Add +121.3% | 244,916 | $19.6M |
| Sage Private Wealth Group, LLC | 14.62% | Reduce -0.6% | 241,834 | $19.3M |
| HB Wealth Management, LLC | 0.16% | Reduce -3.7% | 240,150 | $19.2M |
| Pinnacle Associates Ltd. | 0.27% | Add +2345.1% | 229,689 | $18.3M |
| Palo Alto Wealth Advisors, LLC | 7.08% | Add +5.0% | 225,705 | $18.1M |
| Columbia Advisory Partners LLC | 15.58% | Add +18.4% | 224,965 | $18.0M |
| Larson Financial Group LLC | 0.85% | Add +111.1% | 223,946 | $17.9M |
| Pension & Wealth Management Advisors, Inc. | 6.46% | Add +20.8% | 217,662 | $17.4M |
| D.A. Davidson & Co. | 0.14% | Reduce -0.7% | 217,207 | $17.3M |
| Cresta Advisors, Ltd. | 8.98% | Add +23.0% | 217,034 | $17.3M |
| Bank of New York Mellon Corp | 0.00% | Add +2.1% | 212,212 | $16.9M |
| Jones Financial Companies LLLP | 0.02% | Add +45.1% | 213,903 | $16.9M |
| Heck Capital Advisors, LLC | 1.88% | Reduce -2.1% | 209,682 | $16.7M |
"% 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.