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 |
| Main Street Financial Solutions, LLC | 1.41% | Add +10.1% | 203,473 | $16.2M |
| Great Valley Advisor Group, Inc. | 0.34% | Add +19.8% | 198,303 | $15.8M |
| Townsend Asset Management Corp. /NC/ | 6.00% | Add +12.6% | 194,939 | $15.6M |
| Winthrop Advisory Group LLC | 1.79% | Add +36.1% | 186,558 | $14.9M |
| Curi Capital, LLC | 0.36% | Reduce -11.4% | 184,592 | $14.7M |
| Stratos Wealth Partners, LTD. | 0.23% | Add +31.3% | 184,500 | $14.7M |
| CGN Advisors LLC | 1.41% | Reduce -17.1% | 180,622 | $14.4M |
| Invenio Wealth Partners LLC | 6.04% | Add +4.6% | 180,023 | $14.4M |
| Eagle Wealth Strategies LLC | 8.69% | New | 177,336 | $14.2M |
| Hengehold Capital Management LLC | 1.34% | Add +6.9% | 176,558 | $14.1M |
| Continuum Wealth Advisors, LLC | 6.97% | Reduce -0.6% | 170,127 | $13.6M |
| Focus Financial Network, Inc. | 0.55% | Reduce -0.1% | 169,730 | $13.6M |
| Howard Bailey Securities, LLC | 4.51% | Add +46.4% | 169,442 | $13.5M |
| Mb, Levis & Associates, LLC | 6.23% | New | 168,156 | $13.4M |
| Lauer Wealth, LLC | 10.34% | Add +7.9% | 172,612 | $13.4M |
| Certuity, LLC | 1.39% | Reduce -0.1% | 165,861 | $13.2M |
| CRA Financial Services, LLC | 2.25% | Add +13.7% | 164,546 | $13.1M |
| Venture Visionary Partners LLC | 0.54% | Add +17.4% | 161,935 | $12.9M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -57.5% | 148,122 | $12.6M |
| Boyce & Associates Wealth Consulting, Inc. | 12.63% | Add +8.8% | 158,165 | $12.6M |
| United Advisor Group, LLC | 2.53% | Add +7.0% | 154,373 | $12.3M |
| Eaton Financial Holdings Company, LLC | 4.94% | Reduce -1.3% | 148,967 | $11.9M |
| Kraft, Davis & Associates, LLC | 3.83% | Reduce -1.3% | 157,748 | $11.9M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.09% | Add +2878.5% | 146,752 | $11.7M |
| Oxinas Partners, LLC | 6.55% | Add +11.2% | 138,898 | $11.1M |
| Family Capital Management, Inc. | 6.75% | Reduce -5.9% | 136,949 | $10.9M |
| Insight Advisors, LLC/ PA | 1.89% | Add +23.1% | 135,045 | $10.8M |
| World Investment Advisors | 0.28% | Reduce -81.8% | 134,993 | $10.8M |
| First National Trust Co | 0.43% | Reduce -8.1% | 134,916 | $10.8M |
| Monterey Private Wealth, Inc. | 3.17% | Add +6.2% | 134,676 | $10.8M |
| Solano Wealth Investment Advisors LLC | 6.57% | Add +4.5% | 133,036 | $10.6M |
| Sequoia Financial Advisors, LLC | 0.08% | Reduce -3.1% | 128,399 | $10.3M |
| Journey Advisory Group, LLC | 0.84% | Reduce -3.1% | 128,300 | $10.2M |
| Wealthspire Advisors, LLC | 0.06% | Reduce -8.4% | 127,793 | $10.2M |
| Golden State Wealth Management, LLC | 1.50% | Add +16.2% | 126,235 | $10.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +62.0% | 124,190 | $9.9M |
| TD Capital Management LLC | 0.99% | Add +6.0% | 122,780 | $9.8M |
| Melone Private Wealth, LLC | 4.95% | Add +0.8% | 118,354 | $9.5M |
| Three Magnolias Financial Advisors, LLC | 7.99% | Reduce -1.9% | 118,128 | $9.4M |
| Retirement Planning Group, LLC | 0.44% | Reduce -1.8% | 117,339 | $9.4M |
| Flagship Harbor Advisors, LLC | 0.49% | Add +4.3% | 116,474 | $9.3M |
| Western Wealth Management, LLC | 0.61% | Reduce -19.3% | 115,451 | $9.2M |
| Avidian Wealth Enterprises, LLC | 0.41% | Add +0.4% | 115,402 | $9.2M |
| Capital Planning Advisors, LLC | 1.41% | Add +0.0% | 114,325 | $9.1M |
| Smartleaf Asset Management LLC | 0.87% | Add +12.6% | 113,377 | $9.0M |
| Wealthcare Advisory Partners LLC | 0.24% | Add +14.0% | 111,791 | $8.9M |
| Marshall & Sterling Wealth Advisors Inc. | 6.07% | Reduce -2.3% | 111,776 | $8.9M |
| IFG Advisory, LLC | 0.48% | Reduce -2.7% | 109,267 | $8.7M |
| ORBA Wealth Advisors, L.L.C. | 4.32% | Add +14.6% | 107,294 | $8.6M |
| Prosperity Consulting Group, LLC | 0.66% | Reduce -1.9% | 107,014 | $8.5M |
| Ascentis Independent Advisors | 1.69% | Reduce -2.9% | 106,610 | $8.5M |
| Defined Financial Planning LLC | 8.60% | Add +21.6% | 105,955 | $8.5M |
| IAG Wealth Partners, LLC | 1.31% | Add +9.2% | 105,697 | $8.4M |
| Siligmueller & Norvid Wealth Advisors LLC | 3.51% | Add +9.6% | 103,843 | $8.3M |
| IHT Wealth Management, LLC | 0.25% | Reduce -0.1% | 101,930 | $8.1M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +0.1% | 100,723 | $8.0M |
| MBA Advisors LLC | 3.95% | Add +2.5% | 99,842 | $8.0M |
| Avant Capital LLC | 6.59% | Add +5.0% | 99,218 | $7.9M |
| Darrow Company, Inc. | 4.35% | Add +22.2% | 97,653 | $7.8M |
| Wilmington Savings Fund Society, FSB | 0.14% | Reduce -2.1% | 95,862 | $7.7M |
| Bison Wealth, LLC | 0.70% | Add +181.4% | 94,418 | $7.5M |
| Alpha Zero LLC | 5.60% | Add +7.1% | 91,939 | $7.3M |
| Advisor Resource Council | 0.59% | New | 91,631 | $7.3M |
| Atria Wealth Solutions, Inc. | 0.09% | Reduce -8.8% | 89,163 | $7.1M |
| Masso Torrence Wealth Management Inc. | 3.80% | Reduce -5.4% | 89,079 | $7.1M |
| KPP Advisory Services LLC | 1.34% | Add +8.8% | 88,303 | $7.1M |
| Good Life Advisors, LLC | 0.49% | Reduce -2.4% | 87,857 | $7.0M |
| Albion Financial Group | 0.49% | Reduce -2.0% | 87,127 | $7.0M |
| Fiduciary Group, LLC | 0.67% | Add +6.9% | 83,707 | $6.7M |
| Ameritas Advisory Services, LLC | 0.27% | Add +1.7% | 83,621 | $6.7M |
| Foundations Investment Advisors, LLC | 0.12% | Add +12.2% | 82,564 | $6.6M |
| Baird Financial Group, Inc. | 0.01% | Add +63.0% | 81,252 | $6.5M |
| Prospera Financial Services Inc | 0.15% | Add +4.1% | 81,201 | $6.5M |
| United Capital Financial Advisors, LLC | 0.06% | Reduce -4.1% | 81,178 | $6.5M |
| Archer Investment Management, LLC | 4.46% | Reduce -30.0% | 80,767 | $6.5M |
| Gray Private Wealth, LLC | 3.85% | Add +5.0% | 80,035 | $6.4M |
| Crux Wealth Advisors | 3.30% | Reduce -0.0% | 79,399 | $6.3M |
| PMG Wealth Management, Inc. | 6.71% | Reduce -2.6% | 79,137 | $6.3M |
| Smith, Moore & Co. | 0.58% | Reduce -9.2% | 77,751 | $6.2M |
| Hobbs Group Advisors, LLC | 2.35% | Reduce -14.9% | 77,326 | $6.2M |
| Moloney Securities Asset Management, LLC | 0.83% | Reduce -0.9% | 76,659 | $6.1M |
| Gateway Wealth Partners, LLC | 1.35% | Add +176.2% | 75,240 | $6.0M |
| Riverbend Wealth Management, LLC | 5.36% | Reduce -1.7% | 74,995 | $6.0M |
| Lodestar Private Asset Management LLC | 0.74% | Add +7.4% | 73,315 | $5.9M |
| White Pine Investment CO | 1.55% | Add +6.8% | 71,983 | $5.7M |
| Oppenheimer & Co. Inc. | 0.09% | Add +9.4% | 70,881 | $5.7M |
| Ancora Advisors LLC | 0.13% | Add +0.6% | 70,813 | $5.7M |
| Flagship Wealth Advisors, LLC | 2.29% | Add +56.2% | 67,999 | $5.4M |
| Thomasville National Bank | 0.39% | Reduce -1.0% | 67,535 | $5.4M |
| Catalina Capital Group, LLC | 3.59% | Reduce -1.8% | 67,410 | $5.4M |
| Prudential PLC | 0.03% | No change | 66,500 | $5.3M |
| Cascades Capital Asset Management, LLC | 2.90% | Add +8.3% | 65,842 | $5.3M |
| Roof Eidam Maycock Peralta, LLC | 1.39% | Add +3.0% | 65,656 | $5.2M |
| Axis Wealth Partners, LLC | 3.78% | Add +7.8% | 64,020 | $5.1M |
| FFG Retirement Advisors LLC | 3.41% | Reduce -2.7% | 62,732 | $5.0M |
| Merit Financial Group, LLC | 0.07% | Reduce -53.8% | 61,674 | $4.9M |
| J.W. Cole Advisors, Inc. | 0.15% | Reduce -44.2% | 60,620 | $4.8M |
| Howard Capital Management, LLC | 0.12% | Add +13.4% | 59,210 | $4.7M |
| Corient Private Wealth LP | 0.01% | Reduce -5.7% | 59,107 | $4.7M |
| Capital Investment Advisory Services, LLC | 0.42% | Add +0.4% | 58,967 | $4.7M |
| Aries Wealth Management | 1.27% | Reduce -1.0% | 58,648 | $4.7M |
| Glenmede Trust Co. NA | 0.03% | Reduce -2.6% | 58,624 | $4.7M |
| Brown Advisory Inc. | 0.01% | Add +3.5% | 57,408 | $4.6M |
| Evernest Financial Advisors, LLC | 1.63% | Add +6.2% | 56,971 | $4.5M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +86.7% | 56,918 | $4.5M |
| Lanark Financial, Inc. | 0.38% | — | 56,488 | $4.5M |
| Advisory Services Network, LLC | 0.09% | Add +159.1% | 56,398 | $4.5M |
| Citizens National Bank Trust Department | 0.94% | Reduce -0.1% | 55,088 | $4.4M |
| Waverly Advisors, LLC | 0.05% | Add +3.1% | 53,955 | $4.3M |
| Founders Financial Securities LLC | 0.36% | Reduce -5.3% | 55,155 | $4.3M |
| Ausdal Financial Partners, Inc. | 0.32% | Reduce -5.4% | 53,041 | $4.2M |
| Founders Financial Alliance, LLC | 1.02% | Reduce -1.3% | 52,827 | $4.2M |
| FMR LLC | 0.00% | Reduce -5.7% | 52,524 | $4.2M |
| Burns Matteson Capital Management, LLC | 2.21% | Reduce -0.5% | 51,504 | $4.1M |
| Summit Trail Advisors, LLC | 0.13% | Add +31.9% | 51,209 | $4.1M |
| JT Stratford LLC | 0.70% | Add +4.6% | 48,962 | $3.9M |
| Empowered Funds, LLC | 0.05% | New | 48,286 | $3.9M |
| Win Advisors, Inc. | 1.98% | New | 48,143 | $3.8M |
| RFG Advisory, LLC | 0.10% | Add +13.8% | 47,582 | $3.8M |
| Berkeley, Inc | 1.78% | Add +4.8% | 47,415 | $3.8M |
| Perigon Wealth Management, LLC | 0.10% | Add +12.4% | 47,345 | $3.8M |
| Nikulski Financial, Inc. | 1.14% | Add +4.0% | 47,105 | $3.8M |
| Dynamic Advisor Solutions LLC | 0.12% | New | 46,642 | $3.7M |
| Lansing Street Advisors | 1.25% | Reduce -14.0% | 46,623 | $3.7M |
| &partners | 0.04% | Add +223.8% | 45,700 | $3.6M |
| Townsquare Capital LLC | 0.04% | Add +20.0% | 43,671 | $3.5M |
| Wealth Management Resources, Inc. | 1.27% | Reduce -5.8% | 43,666 | $3.5M |
| Lantz Financial LLC | 0.95% | Reduce -2.0% | 43,614 | $3.5M |
| Franklin Resources Inc. | 0.00% | Add +101.0% | 42,526 | $3.4M |
| Waterway Wealth Management, LLC | 1.41% | Add +523.0% | 42,453 | $3.4M |
| Horizon Investments, LLC | 0.10% | Reduce -10.0% | 42,249 | $3.4M |
| HBW Advisory Services LLC | 0.46% | Reduce -15.6% | 40,520 | $3.2M |
| Wedmont Private Capital | 0.16% | New | 42,268 | $3.2M |
| Herold Advisors, Inc. | 0.70% | Add +7.4% | 40,124 | $3.2M |
| Apollon Wealth Management, LLC | 0.07% | Add +86.0% | 39,681 | $3.2M |
| Meridian Financial Partners LLC | 1.61% | Reduce -0.7% | 39,672 | $3.2M |
| Vestmark Advisory Solutions, Inc. | 0.08% | New | 39,509 | $3.2M |
| Sarver Vrooman Wealth Advisors | 2.09% | — | 39,421 | $3.1M |
| Haverford Trust Co | 0.03% | No change | 39,302 | $3.1M |
| Wingate Wealth Advisors, Inc. | 3.55% | Add +13.6% | 38,667 | $3.1M |
| Clear Creek Financial Management, LLC | 0.31% | Add +7.8% | 37,578 | $3.0M |
| Meridian Financial Advisors, LLC | 2.10% | Add +2.7% | 37,476 | $3.0M |
| Jane Street Group, LLC | 0.01% | Add +17.3% | 37,059 | $3.0M |
| Money Concepts Capital Corp. | 0.22% | Reduce -3.1% | 36,629 | $2.9M |
| Harvest Investment Services, LLC | 0.81% | Reduce -0.5% | 36,417 | $2.9M |
| Tempus Wealth Planning, LLC | 0.86% | Add +4.8% | 36,205 | $2.9M |
| Shilanski & Associates, Inc. | 0.89% | Add +3.0% | 35,886 | $2.9M |
| Thoroughbred Financial Services, LLC | 0.18% | Reduce -0.1% | 35,374 | $2.8M |
| Florida Financial Advisors, LLC | 1.11% | Add +52.0% | 36,050 | $2.8M |
| Brooks, Moore & Associates, Inc. | 1.59% | Add +5.1% | 35,196 | $2.8M |
| Grey Ledge Advisors, LLC | 0.73% | Add +21.2% | 34,889 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Add +72.3% | 34,814 | $2.8M |
| Fermata Advisors, LLC | 0.50% | Add +51.4% | 34,774 | $2.8M |
| GLOBALT Investments LLC / GA | 0.11% | Reduce -9.6% | 34,446 | $2.8M |
| Titleist Asset Management, LLC | 0.30% | Reduce -0.6% | 32,846 | $2.6M |
| SBI Securities Co., Ltd. | 0.09% | Reduce -0.7% | 32,602 | $2.6M |
| Centerpoint Advisory Group | 2.51% | Add +1.4% | 31,971 | $2.6M |
| Focus Partners Wealth | 0.01% | Add +1.0% | 31,930 | $2.5M |
| Astoria Portfolio Advisors LLC. | 0.86% | Reduce -4.7% | 33,265 | $2.5M |
| Cresset Asset Management, LLC | 0.01% | Add +6.9% | 31,060 | $2.5M |
| Apexium Financial, LP | 0.15% | Add +71.7% | 30,929 | $2.5M |
| Triad Wealth Partners, LLC | 0.76% | Reduce -26.0% | 30,713 | $2.5M |
| M Holdings Securities, Inc. | 0.40% | New | 29,734 | $2.4M |
| Stonebridge Financial Group, LLC | 0.25% | Add +2.2% | 29,572 | $2.4M |
| Southland Equity Partners LLC | 0.55% | Reduce -1.0% | 29,371 | $2.3M |
| Nations Financial Group Inc, /Ia/ | 0.18% | Add +0.1% | 29,004 | $2.3M |
| Sentinel Pension Advisors, LLC | 0.41% | Reduce -0.4% | 28,035 | $2.2M |
| Menlo Advisors LLC | 1.06% | No change | 28,010 | $2.2M |
| Symphony Financial Services, Inc. | 1.44% | Reduce -2.3% | 27,627 | $2.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.7% | 27,299 | $2.2M |
| GGM Financial LLC | 1.49% | Reduce -0.5% | 27,281 | $2.2M |
| First Trust Advisors LP | 0.00% | Add +15.9% | 26,083 | $2.1M |
| Harbour Investments, Inc. | 0.06% | Add +26.6% | 25,963 | $2.1M |
| DHJJ Financial Advisors, Ltd. | 0.83% | Add +3.1% | 25,712 | $2.1M |
| Cascade Financial Partners, LLC | 0.25% | Reduce -17.8% | 24,489 | $2.0M |
| Avaii Wealth Management, LLC | 1.04% | Reduce -7.1% | 24,426 | $2.0M |
| Bulltick Wealth Management, LLC | 0.52% | Reduce -32.5% | 24,334 | $1.9M |
| Comprehensive Financial Planning, Inc. | 1.88% | Reduce -0.1% | 24,238 | $1.9M |
| Almanack Investment Partners, LLC. | 0.38% | Reduce -17.7% | 24,216 | $1.9M |
| Geneos Wealth Management Inc. | 0.06% | Add +3.0% | 24,028 | $1.9M |
| Ieq Capital, LLC | 0.02% | Add +6.0% | 23,934 | $1.9M |
| Fragasso Financial Advisors Inc | 0.14% | Reduce -4.1% | 23,582 | $1.9M |
| WealthPlan Investment Management, LLC | 0.18% | Add +2.5% | 23,291 | $1.9M |
| Creekmur Asset Management LLC | 0.38% | No change | 22,989 | $1.8M |
| Keybank National Association | 0.01% | Reduce -6.3% | 22,963 | $1.8M |
| Lifestyle Asset Management, Inc. | 1.00% | Reduce -1.1% | 22,881 | $1.8M |
| Bravias Capital Group, LLC | 1.47% | Reduce -4.1% | 22,712 | $1.8M |
| Summit Investment Advisory Services, LLC | 0.88% | Add +1.3% | 22,470 | $1.8M |
| Chicago Partners Investment Group LLC | 0.06% | Reduce -0.4% | 22,556 | $1.8M |
| Talisman Wealth Advisors LLC | 1.81% | Add +0.2% | 22,049 | $1.8M |
| Avalon Capital Management | 0.51% | Reduce -49.3% | 22,001 | $1.8M |
| Narwhal Capital Management | 0.15% | No change | 21,779 | $1.7M |
| SeaCrest Wealth Management, LLC | 0.20% | Add +3.0% | 21,751 | $1.7M |
| Powers Advisory Group, LLC | 0.83% | Add +149.7% | 21,750 | $1.7M |
| Etesian Wealth Advisors, Inc. | 0.74% | Add +17.7% | 21,484 | $1.7M |
| Fort Point Capital Partners LLC | 0.19% | Add +3.2% | 21,413 | $1.7M |
| DHK Financial Advisors, Inc. | 0.93% | Add +0.4% | 21,325 | $1.7M |
| Country Club Bank | 0.11% | Reduce -2.2% | 21,296 | $1.7M |
| Panoramic Investment Advisors, LLC | 1.13% | Add +1.7% | 20,941 | $1.7M |
| AssuredPartners Investment Advisors, LLC | 0.32% | Reduce -6.5% | 20,894 | $1.7M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Reduce -2.8% | 20,852 | $1.7M |
| Northern Trust Corp. | 0.00% | Reduce -4.2% | 20,505 | $1.6M |
| Retirement Guys Formula LLC | 0.81% | Reduce -13.4% | 20,394 | $1.6M |
| Hollencrest Capital Management | 0.07% | Add +0.3% | 20,393 | $1.6M |
| PFG Advisors | 0.09% | Add +3.6% | 20,341 | $1.6M |
| Mesirow Financial Investment Management, Inc. | 0.03% | New | 19,500 | $1.6M |
| Arkadios Wealth Advisors | 0.06% | Add +331.2% | 19,492 | $1.6M |
| Strive Asset Management, LLC | 1.07% | Reduce -9.0% | 19,270 | $1.5M |
| Hoxton Planning & Management, LLC | 0.59% | Add +27.2% | 19,229 | $1.5M |
| Raab & Moskowitz Asset Management LLC | 0.38% | Reduce -3.3% | 19,127 | $1.5M |
| Sigma Planning Corp | 0.05% | Add +8.5% | 19,122 | $1.5M |
| Atlas Private Wealth Advisors | 0.21% | Add +5.3% | 19,080 | $1.5M |
| LM Advisors LLC | 0.28% | Add +20.1% | 19,031 | $1.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.20% | Add +33.5% | 18,976 | $1.5M |
| Benjamin Edwards Inc. | 0.02% | Add +51.0% | 18,912 | $1.5M |
| Parkside Financial Bank & Trust | 0.19% | No change | 18,597 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -24.4% | 18,463 | $1.5M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -24.4% | 18,463 | $1.5M |
| Pallas Capital Advisors LLC | 0.06% | Reduce -1.5% | 18,453 | $1.5M |
| Interchange Capital Partners, LLC | 0.41% | Reduce -0.7% | 18,434 | $1.5M |
| Northeast Financial Consultants Inc | 0.07% | No change | 18,415 | $1.5M |
| Allie Family Office LLC | 0.79% | No change | 18,129 | $1.4M |
| Fulton Bank, N.A. | 0.06% | Add +9.2% | 17,933 | $1.4M |
| Viewpoint Investment Partners Corp. | 0.76% | New | 17,537 | $1.4M |
| ORG Partners LLC | 0.35% | Add +24.6% | 17,385 | $1.4M |
| Bryn Mawr Trust Advisors, LLC | 0.08% | Add +0.2% | 17,382 | $1.4M |
| Citadel Advisors | 0.00% | Add +22.6% | 17,280 | $1.4M |
| Elevation Capital Advisory, LLC | 0.60% | Add +7.8% | 17,199 | $1.4M |
| Hazlett, Burt & Watson, Inc. | 0.62% | Add +8.4% | 17,188 | $1.4M |
| Vivid Wealth Management, LLC | 0.68% | New | 17,107 | $1.4M |
| Independent Financial Group, LLC | 0.05% | Reduce -15.8% | 16,931 | $1.4M |
| Denver Wealth Management, Inc. | 0.61% | Reduce -1.6% | 16,848 | $1.3M |
| National Bank of Canada | 0.00% | Add +5.9% | 16,768 | $1.3M |
| Muirfield Wealth Advisors LLC | 1.12% | Reduce -11.0% | 16,530 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +19.9% | 16,489 | $1.3M |
| FSA Advisors, Inc. | 1.04% | Reduce -2.7% | 16,470 | $1.3M |
| MAI Capital Management | 0.01% | Add +1.3% | 16,300 | $1.3M |
| Mosaic Financial Group, LLC | 1.05% | Reduce -5.6% | 16,221 | $1.3M |
| Vermillion & White Wealth Management Group, LLC | 0.93% | Reduce -67.6% | 16,137 | $1.3M |
| Sovran Advisors, LLC | 0.17% | Add +5.3% | 17,083 | $1.3M |
| Guidance Capital, Inc. | 0.39% | Reduce -0.1% | 16,201 | $1.3M |
| RKL Wealth Management LLC | 0.12% | No change | 15,985 | $1.3M |
| Private Trust Co. NA | 0.13% | Add +10.0% | 15,823 | $1.3M |
| Central Valley Advisors, LLC | 0.48% | Reduce -2.9% | 15,719 | $1.3M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -4.7% | 15,664 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.06% | Reduce -43.4% | 15,506 | $1.2M |
| WealthBridge Capital Management, LLC | 0.34% | Reduce -4.2% | 15,272 | $1.2M |
| Ruggaard & Associates LLC | 0.53% | Add +1.7% | 15,216 | $1.2M |
| Two Sigma Securities, LLC | 0.18% | New | 14,995 | $1.2M |
| Beacon Financial Advisory LLC | 0.36% | Add +72.9% | 14,984 | $1.2M |
| Choreo, LLC | 0.02% | Reduce -72.4% | 14,894 | $1.2M |
| Regions Financial Corp. | 0.01% | Reduce -1.2% | 14,832 | $1.2M |
| US Bancorp \de | 0.00% | Add +0.1% | 14,598 | $1.2M |
| Well Done, LLC | 0.21% | Reduce -0.6% | 14,096 | $1.1M |
| Silverlake Wealth Management LLC | 0.43% | Add +1.0% | 14,169 | $1.1M |
| NewSquare Capital LLC | 0.09% | Add +0.9% | 14,070 | $1.1M |
| AE Wealth Management LLC | 0.01% | Reduce -7.3% | 13,969 | $1.1M |
| TCV Trust & Wealth Management, Inc. | 0.10% | No change | 13,884 | $1.1M |
| Citizens Financial Group Inc. | 0.02% | Add +54.9% | 13,827 | $1.1M |
| Bank of Montreal | 0.00% | Reduce -4.0% | 13,820 | $1.1M |
| Financial Advocates Investment Management | 0.08% | Reduce -3.6% | 13,770 | $1.1M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.39% | Add +13.4% | 13,754 | $1.1M |
| CoreCap Advisors, LLC | 0.05% | Add +22.7% | 13,718 | $1.1M |
| Sheets Smith Wealth Management | 0.14% | Reduce -33.5% | 13,708 | $1.1M |
| Quartz Partners, LLC | 0.66% | Add +2.3% | 13,608 | $1.1M |
| LexAurum Advisors, LLC | 0.21% | Add +0.1% | 13,346 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Reduce -18.3% | 13,016 | $1.0M |
| RMR Wealth Builders | 0.11% | Add +1.0% | 12,984 | $1.0M |
| Redwood Financial Network Corp | 0.79% | Reduce -3.4% | 12,945 | $1.0M |
| Smithfield Trust Co | 0.05% | No change | 12,919 | $1.0M |
| Uhlmann Price Securities, LLC | 0.74% | Add +1.1% | 12,662 | $1.0M |
| Brookstone Capital Management | 0.01% | Reduce -7.3% | 12,638 | $1.0M |
| Fifth Third Bancorp | 0.00% | Add +70.6% | 12,550 | $1.0M |
| Ted Buchan & Co | 0.47% | Reduce -2.2% | 12,495 | $998K |
| Advance Capital Management, Inc. | 0.05% | Add +0.3% | 12,366 | $988K |
| Avantra Family Wealth, Inc. | 0.93% | Add +2.8% | 12,079 | $965K |
| Legacy Wealth Managment, LLC | 0.70% | Add +16.8% | 12,006 | $959K |
| OneAscent Financial Services LLC | 0.06% | Reduce -21.8% | 12,000 | $958K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.14% | Reduce -2.1% | 11,964 | $946K |
| Glenview Trust Co | 0.02% | No change | 11,592 | $926K |
| Gryphon Financial Partners LLC | 0.14% | Reduce -3.8% | 11,554 | $923K |
| Parsons Capital Management Inc. | 0.05% | Add +5.8% | 11,490 | $918K |
| Greenwood Gearhart LLC | 0.06% | No change | 11,489 | $918K |
| GWN Securities Inc. | 0.05% | New | 11,088 | $888K |
| Blackhawk Capital Partners, LLC | 0.45% | Reduce -42.8% | 11,019 | $880K |
| Citigroup Inc. | 0.00% | Add +0.1% | 10,978 | $877K |
| Level Four Advisory Services, LLC | 0.04% | Reduce -2.5% | 10,965 | $876K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -44.4% | 10,928 | $873K |
| Quantinno Capital Management LP | 0.01% | New | 10,782 | $861K |
| Moneco Advisors, LLC | 0.09% | Reduce -22.7% | 10,777 | $861K |
| Collaborative Wealth Managment Inc. | 0.40% | Reduce -3.5% | 10,587 | $845K |
| CVA Family Office, LLC | 0.13% | Add +0.0% | 10,584 | $845K |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -3.1% | 10,511 | $839K |
| Wharton Business Group, LLC | 0.04% | No change | 10,345 | $826K |
| Strategic Financial Concepts, LLC | 0.15% | Reduce -70.2% | 10,192 | $814K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -5.3% | 10,183 | $813K |
| GeoWealth Management, LLC | 0.03% | Add +72.4% | 9,881 | $789K |
| Colonial Trust Co / SC | 0.12% | No change | 9,825 | $785K |
| Anchor Investment Management, LLC | 0.07% | No change | 9,825 | $785K |
| Colorado Capital Management, Inc. | 0.36% | Reduce -1.2% | 9,768 | $780K |
| Strait & Sound Wealth Management LLC | 0.36% | Add +89.4% | 9,727 | $777K |
| Trust Point Inc. | 0.07% | Reduce -0.0% | 9,696 | $774K |
| CW Advisors, LLC | 0.01% | Add +77.7% | 9,654 | $772K |
| Verum Partners LLC | 0.21% | Add +1.5% | 9,663 | $772K |
| Flynn Zito Capital Management, LLC | 0.35% | Reduce -19.6% | 9,552 | $763K |
| Mayfair Advisory Group, LLC | 0.44% | Add +1.7% | 9,536 | $762K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -0.5% | 9,299 | $743K |
| Financial Counselors Inc. | 0.01% | Reduce -0.7% | 9,297 | $742K |
| Chatham Capital Group, Inc. | 0.12% | New | 9,151 | $731K |
| Interactive Financial Advisors, Inc. | 0.39% | Reduce -1.8% | 9,125 | $729K |
| Inspire Advisors, LLC | 0.08% | Reduce -0.1% | 9,119 | $728K |
| Capital Analysts, LLC | 0.03% | Reduce -3.1% | 9,105 | $728K |
| Redwood Investment Management, LLC | 0.08% | Add +30.3% | 9,104 | $727K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +202.9% | 9,086 | $726K |
| TD Private Client Wealth LLC | 0.02% | Add +22.2% | 8,987 | $718K |
| Resonant Capital Advisors, LLC | 0.05% | Add +18.3% | 8,935 | $714K |
| Valmark Advisers, Inc. | 0.01% | Reduce -3.4% | 8,804 | $703K |
| SageView Advisory Group, LLC | 0.03% | Reduce -13.6% | 8,762 | $700K |
| Hardy Reed LLC | 0.06% | No change | 8,713 | $696K |
| Watts Gwilliam & Co., LLC | 0.15% | Reduce -10.1% | 8,596 | $687K |
| Alliancebernstein L.P. | 0.00% | Reduce -46.6% | 8,495 | $678K |
| Koshinski Asset Management, Inc. | 0.06% | Add +1.9% | 8,473 | $677K |
| Key Client Fiduciary Advisors, LLC | 0.31% | Add +1.6% | 8,350 | $667K |
| Beaumont Financial Advisors, LLC | 0.05% | No change | 8,326 | $665K |
| Allen Capital Group, LLC | 0.07% | Reduce -5.5% | 8,175 | $653K |
| My Legacy Advisors, LLC | 0.25% | Reduce -0.6% | 8,139 | $650K |
| Kondo Wealth Advisors, Inc. | 0.32% | Reduce -14.8% | 8,088 | $646K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.73% | No change | 8,025 | $641K |
| Biltmore Family Office, LLC | 0.11% | No change | 8,000 | $639K |
| Outlook Wealth Advisors, LLC | 0.18% | Reduce -1.2% | 7,995 | $638K |
| Gallacher Capital Management LLC | 0.31% | Add +10.7% | 7,981 | $637K |
| D. E. Shaw & Co. | 0.00% | New | 7,904 | $631K |
| Wedbush Securities Inc. | 0.02% | Reduce -1.2% | 7,833 | $626K |
| Simon Quick Advisors, LLC | 0.04% | Reduce -1.3% | 7,762 | $620K |
| Creative Financial Designs Inc. | 0.05% | Reduce -15.6% | 7,755 | $619K |
| J. W. Coons Advisors, LLC | 0.16% | Add +0.5% | 7,695 | $615K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -29.3% | 7,632 | $609K |
| Wealth Management Associates, Inc. | 0.26% | Add +0.8% | 7,582 | $605K |
| Rothschild Investment LLC | 0.04% | Reduce -9.7% | 7,556 | $603K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -38.7% | 7,535 | $602K |
| Signet Financial Management, LLC | 0.08% | Add +3.0% | 7,501 | $599K |
| Integrated Wealth Concepts LLC | 0.01% | Add +5.0% | 7,481 | $597K |
| Klingman & Associates, LLC | 0.04% | Add +0.6% | 7,353 | $587K |
| PDS Planning, Inc | 0.05% | No change | 7,340 | $586K |
| Scotia Capital Inc. | 0.00% | Reduce -12.1% | 7,277 | $581K |
| Brighton Jones LLC | 0.02% | New | 7,257 | $580K |
| Ameriflex Group, Inc. | 0.23% | Add +3.1% | 7,033 | $562K |
| NorthRock Partners, LLC | 0.02% | New | 6,998 | $559K |
| GW Henssler & Associates Ltd. | 0.03% | Reduce -3.9% | 6,995 | $559K |
| Montecito Bank & Trust | 0.10% | No change | 6,921 | $553K |
| Empirical Asset Management, LLC | 0.19% | Reduce -39.2% | 6,919 | $553K |
| Thrive Wealth Management, LLC | 0.11% | Add +3.1% | 6,911 | $552K |
| Claro Advisors Inc. | 0.07% | Add +0.2% | 6,752 | $539K |
| National Wealth Management Group, LLC | 0.35% | Add +6.4% | 6,742 | $538K |
| Lane & Associates LLC | 0.28% | No change | 6,588 | $526K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -5.9% | 6,489 | $518K |
| Silver Oak Securities, Incorporated | 0.05% | Add +15.5% | 6,527 | $516K |
| Councilor Wealth, LLC | 0.26% | Add +0.4% | 6,455 | $516K |
| New World Advisors LLC | 0.12% | No change | 6,447 | $515K |
| Deltec Asset Management LLC | 0.11% | No change | 6,300 | $503K |
| EP Wealth Advisors, LLC | 0.00% | No change | 6,293 | $503K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +24.9% | 6,287 | $502K |
| Apollon Financial, LLC | 0.12% | Add +0.1% | 6,197 | $495K |
| B.O.S.S. Retirement Advisors, LLC | 0.14% | Add +22.8% | 6,033 | $482K |
| Clark Asset Management, LLC | 0.08% | New | 6,032 | $482K |
| Wealthspire Retirement, LLC | 0.04% | Reduce -25.4% | 6,016 | $480K |
| Alpine Woods Capital Investors, LLC | 0.12% | No change | 6,000 | $479K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 5,994 | $479K |
| MWA Asset Management | 0.33% | No change | 5,908 | $472K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -38.3% | 5,888 | $470K |
| Fox Financial, Inc | 0.44% | Add +1.6% | 5,884 | $470K |
| Covenant Asset Management, LLC | 0.12% | Reduce -3.0% | 5,827 | $465K |
| Flagstar Securities, Inc. | 0.12% | Add +0.8% | 5,763 | $460K |
| Mutual Advisors, LLC | 0.01% | Reduce -37.5% | 5,853 | $451K |
| Future Financial Wealth Managment LLC | 0.33% | Reduce -6.2% | 5,643 | $451K |
| StoneX Group Inc. | 0.02% | Add +24.3% | 5,616 | $449K |
| Cary Street Partners Financial LLC | 0.01% | Add +26.6% | 5,609 | $448K |
| Rehmann Capital Advisory Group | 0.03% | Add +0.2% | 5,606 | $448K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -25.5% | 5,571 | $445K |
| Fairview Capital Investment Management, LLC | 0.02% | Reduce -0.5% | 5,565 | $444K |
| Alta Wealth Advisors LLC | 0.20% | Add +15.4% | 5,533 | $442K |
| Sunbelt Securities, Inc. | 0.04% | Add +0.3% | 5,430 | $434K |
| Hancock Whitney Corp. | 0.01% | No change | 5,416 | $433K |
| Galvin, Gaustad & Stein, LLC | 0.04% | No change | 5,400 | $431K |
| Waterfront Wealth Inc. | 0.10% | Add +9.3% | 5,378 | $429K |
| Friday Financial | 0.25% | No change | 5,300 | $426K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -56.8% | 5,220 | $418K |
| Visionary Wealth Advisors | 0.02% | Reduce -1.7% | 5,192 | $415K |
| World Equity Group, Inc. | 0.12% | Reduce -50.5% | 5,108 | $411K |
| REAP Financial Group, LLC | 0.10% | Reduce -10.2% | 5,142 | $411K |
| Chokshi & Queen Wealth Advisors, Inc | 0.27% | No change | 5,141 | $411K |
| Asset Dedication, LLC | 0.03% | No change | 5,138 | $410K |
| Global Strategic Investment Solutions, LLC | 0.05% | Add +0.4% | 5,131 | $410K |
| Synovus Financial Corp. | 0.01% | Reduce -6.2% | 5,073 | $405K |
| Clearstead Advisors, LLC | 0.01% | No change | 5,048 | $403K |
| Legacy Private Trust Co. | 0.03% | No change | 5,033 | $402K |
| Fisher Asset Management | 0.00% | Add +8.4% | 5,024 | $401K |
| DAVENPORT & Co LLC | 0.00% | Add +12.1% | 5,025 | $401K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -2.2% | 5,002 | $399K |
| Spinnaker Trust | 0.03% | No change | 4,980 | $398K |
| Detalus Advisors, LLC | 0.12% | Reduce -4.7% | 4,929 | $394K |
| First National Bank Sioux Falls | 0.16% | Add +10.1% | 4,897 | $391K |
| Brown Brothers Harriman & Co. | 0.00% | Add +15.6% | 4,884 | $390K |
| Meitav Investment House Ltd. | 0.01% | Add +3.5% | 4,884 | $389K |
| Total Clarity Wealth Management, Inc. | 0.13% | No change | 4,797 | $388K |
| Objective Capital Management, LLC | 0.49% | Add +0.6% | 4,827 | $385K |
| Clarus Group, Inc. | 0.15% | Reduce -0.4% | 4,806 | $384K |
| Regent Peak Wealth Advisors LLC | 0.09% | No change | 4,777 | $381K |
| Nova Wealth Management, Inc. | 0.33% | Add +6.5% | 4,745 | $379K |
| Tranquility Partners, LLC | 0.15% | Reduce -3.7% | 4,708 | $376K |
| Avior Wealth Management, LLC | 0.01% | Reduce -11.4% | 4,667 | $373K |
| Triangle Securities Wealth Management | 0.09% | Reduce -4.9% | 4,620 | $369K |
| L & S Advisors Inc | 0.05% | Reduce -0.3% | 4,617 | $369K |
| Bluesphere Advisors LLC | 0.21% | No change | 4,600 | $367K |
| Prasad Wealth Partners, LLC | 0.12% | Reduce -33.6% | 4,580 | $366K |
| Hall Capital Management Co. Inc. | 0.17% | Reduce -0.4% | 4,543 | $363K |
| Foster Dykema Cabot & Partners, LLC | 0.03% | Reduce -5.0% | 4,536 | $362K |
| Somerville Kurt F | 0.06% | New | 4,500 | $359K |
| Retirement Investment Advisors, Inc. | 0.04% | No change | 4,451 | $355K |
| WealthPLAN Partners, LLC | 0.05% | Reduce -10.4% | 4,364 | $349K |
| Twin Focus Capital Partners, LLC | 0.05% | No change | 4,320 | $345K |
| Novare Capital Management LLC | 0.03% | No change | 4,255 | $340K |
| Kilter Group LLC | 0.22% | No change | 4,211 | $336K |
| Spectrum Wealth Advisory Group, LLC | 0.16% | Reduce -2.1% | 4,162 | $332K |
| Greenleaf Trust | 0.00% | Reduce -26.2% | 4,157 | $332K |
| Summit X, LLC | 0.07% | No change | 4,150 | $331K |
| Obsidian Personal Planning Solutions LLC | 0.15% | Add +4.6% | 4,222 | $328K |
| Principal Securities, Inc. | 0.01% | No change | 4,035 | $327K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 4,078 | $326K |
| Bessemer Group Inc. | 0.00% | New | 4,060 | $324K |
| Tiaa Trust, National Association | 0.00% | Reduce -14.8% | 4,028 | $322K |
| WJ Wealth Management, LLC | 0.11% | No change | 4,000 | $319K |
| Cidel Asset Management Inc. | 0.02% | Reduce -4.0% | 3,993 | $319K |
| KWB Wealth | 0.04% | Add +6.3% | 3,933 | $318K |
| Fiduciary Alliance LLC | 0.03% | New | 3,884 | $310K |
| Clearview Wealth Advisors LLC | 0.23% | Reduce -2.2% | 3,853 | $308K |
| HHM Wealth Advisors, LLC | 0.04% | Reduce -23.3% | 3,831 | $306K |
| UNIVEST FINANCIAL Corp | 0.02% | No change | 3,828 | $306K |
| Summit Financial Wealth Advisors, LLC | 0.06% | No change | 3,796 | $303K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 3,789 | $303K |
| Calton & Associates, Inc. | 0.07% | Add +0.3% | 3,761 | $300K |
| Philadelphia Trust Co. | 0.03% | No change | 3,757 | $300K |
| Everhart Financial Group, Inc. | 0.04% | No change | 3,753 | $300K |
| Cozad Asset Management Inc. | 0.03% | No change | 3,725 | $297K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | New | 3,700 | $295K |
| Strategic Family Wealth Counselors, L.L.C. | 0.10% | Add +0.0% | 3,698 | $295K |
| Walkner Condon Financial Advisors LLC | 0.06% | Reduce -11.0% | 3,655 | $292K |
| PFG Investments, LLC | 0.02% | Add +14.6% | 3,588 | $287K |
| Charter Oak Capital Management, LLC | 0.03% | Reduce -2.3% | 3,575 | $286K |
| Trust Co. of Toledo NA | 0.04% | No change | 3,562 | $284K |
| New Century Financial Group, LLC | 0.33% | Add +0.3% | 3,551 | $284K |
| Trilogy Capital Inc. | 0.01% | Reduce -5.9% | 3,544 | $283K |
| OneAscent Family Office, LLC | 0.26% | Reduce -43.0% | 3,515 | $281K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +17.8% | 3,511 | $280K |
| Seelaus Asset Management LLC | 0.27% | Reduce -0.3% | 3,494 | $279K |
| Latitude Advisors, LLC | 0.16% | Reduce -0.0% | 3,468 | $277K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -5.5% | 3,437 | $274K |
| Allianz Asset Management GmbH | 0.00% | No change | 3,400 | $272K |
| Rappaport Reiches Capital Management, LLC | 0.07% | No change | 3,391 | $271K |
| Brookwood Investment Group LLC | 0.05% | — | 3,370 | $269K |
| Family Manage LLC | 0.04% | New | 3,359 | $268K |
| Element Wealth, LLC | 0.14% | Add +13.8% | 3,341 | $267K |
| Sensible Money, LLC | 0.11% | No change | 3,337 | $266K |
| WPWealth LLP | 0.05% | No change | 3,335 | $266K |
| Weaver Consulting Group | 0.08% | No change | 3,332 | $266K |
| Carnegie Investment Counsel | 0.01% | Add +38.7% | 3,637 | $263K |
| Cibc World Market Inc. | 0.00% | Reduce -12.5% | 3,268 | $261K |
| Stephens Inc. | 0.00% | Reduce -27.9% | 3,246 | $259K |
| Hilltop Holdings Inc. | 0.02% | Reduce -38.2% | 3,212 | $256K |
| Leavell Investment Management, Inc. | 0.01% | Add +4.2% | 3,125 | $250K |
| Lion Street Advisors, LLC | 0.08% | No change | 3,120 | $249K |
| Henderson Brothers Financial Partners, LLC | 0.12% | — | 2,779 | $249K |
| Mgo One Seven LLC | 0.01% | Add +0.1% | 3,056 | $244K |
| LongView Wealth Management | 0.07% | Add +6.3% | 3,052 | $244K |
| Pictet North America Advisors SA | 0.02% | New | 3,000 | $240K |
| Independent Advisor Alliance | 0.01% | Reduce -99.7% | 2,973 | $237K |
| Engineers Gate Manager LP | 0.00% | Reduce -81.5% | 2,954 | $236K |
| Marcum Wealth, LLC | 0.02% | Add +0.1% | 2,954 | $236K |
| AQR Capital Management | 0.00% | Reduce -72.2% | 2,930 | $234K |
| EdgeRock Capital LLC | 0.17% | No change | 2,926 | $234K |
| Breakwater Capital Group | 0.04% | New | 2,899 | $232K |
| Prepared Retirement Institute LLC | 0.15% | New | 2,896 | $231K |
| Whitaker-Myers Wealth Managers, LTD. | 0.06% | Reduce -1.2% | 2,896 | $231K |
| Uptick Partners, LLC | 0.08% | New | 2,875 | $230K |
| apricus wealth, LLC | 0.14% | No change | 2,850 | $228K |
| Tenret Co LLC | 0.14% | No change | 2,828 | $226K |
| Rooted Wealth Advisors, Inc. | 0.10% | No change | 2,760 | $224K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | Add +6.1% | 2,776 | $222K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -13.3% | 2,767 | $221K |
| Bigelow Investment Advisors, LLC | 0.10% | No change | 2,745 | $219K |
| Signaturefd, LLC | 0.00% | Add +8.4% | 2,733 | $218K |
| McAlister, Sweet & Associates, Inc. | 0.16% | No change | 2,700 | $216K |
| Capital Management Corp. | 0.04% | No change | 2,700 | $216K |
| Savvy Advisors, Inc. | 0.02% | New | 2,682 | $214K |
| Tradition Wealth Management, LLC | 0.02% | Add +5.1% | 2,678 | $214K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.7% | 2,983 | $213K |
| First Manhattan Co. Llc. | 0.00% | No change | 2,662 | $213K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.4% | 2,661 | $213K |
| Northwest Capital Management Inc | 0.09% | Reduce -28.1% | 2,640 | $211K |
| First Business Financial Services, Inc. | 0.02% | No change | 2,543 | $203K |
| Obsidian Cio, LLC | 0.03% | Reduce -9.4% | 2,536 | $203K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -20.6% | 2,523 | $201K |
| Park Place Capital Corp | 0.05% | Add +0.3% | 2,521 | $201K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -4.5% | 2,513 | $201K |
| Tucker Asset Management LLC | 0.06% | No change | 2,481 | $198K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 2,347 | $187K |
| Cherry Tree Wealth Management, LLC | 0.05% | No change | 2,340 | $187K |
| Breakwater Investment Management | 0.08% | Add +59.6% | 2,267 | $181K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 2,201 | $176K |
| Centaurus Financial, Inc. | 0.01% | Reduce -37.6% | 1,763 | $141K |
| LRI Investments, LLC | 0.01% | New | 1,733 | $138K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,820 | $138K |
| United Community Bank | 0.05% | Add +384.2% | 1,714 | $137K |
| Transce3nd, LLC | 0.06% | Add +4.6% | 1,712 | $137K |
| Icon Wealth Advisors, LLC | 0.01% | Reduce -2.8% | 1,696 | $135K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,570 | $127K |
| Guardian Wealth Management, Inc. | 0.08% | Reduce -6.1% | 1,576 | $126K |
| Key Financial Inc | 0.03% | No change | 1,576 | $126K |
| CNB Bank | 0.06% | No change | 1,563 | $125K |
| Spire Wealth Management | 0.00% | Add +17.9% | 1,489 | $119K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 1,418 | $113K |
| 2UniFi Bank | 0.07% | No change | 1,330 | $111K |
| Darwin Wealth Management, LLC | 0.04% | No change | 1,329 | $108K |
| Piscataqua Savings Bank | 0.09% | No change | 1,300 | $104K |
| Signature Resources Capital Management, LLC | 0.09% | Add +0.2% | 1,270 | $101K |
| Strategic Investment Solutions, Inc. | 0.03% | No change | 1,221 | $98K |
| EverSource Wealth Advisors, LLC | 0.01% | New | 1,217 | $97K |
| Addison Advisors LLC | 0.03% | Reduce -3.3% | 1,175 | $94K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,125 | $90K |
| Coastline Trust Co | 0.01% | No change | 1,031 | $82K |
| BlackRock, Inc. | 0.00% | Reduce -82.8% | 974 | $78K |
| American National Bank & Trust | 0.01% | Reduce -7.8% | 876 | $70K |
| Holos Integrated Wealth LLC | 0.05% | No change | 869 | $69K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +21.0% | 865 | $69K |
| Allworth Financial LP | 0.00% | Add +56.4% | 893 | $69K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +1333.3% | 860 | $69K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 833 | $67K |
| Operose Advisors LLC | 0.02% | No change | 794 | $63K |
| Tidemark, LLC | 0.02% | No change | 755 | $60K |
| AdvisorNet Financial, Inc | 0.00% | Add +48.2% | 747 | $60K |
| Wolff Wiese Magana LLC | 0.04% | Add +6.1% | 658 | $53K |
| Vestor Capital, LLC | 0.00% | New | 636 | $51K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 637 | $51K |
| Assetmark, Inc. | 0.00% | Add +1131.4% | 628 | $50K |
| Sandy Spring Bank | 0.00% | No change | 600 | $48K |
| Newton One Investments LLC | 0.02% | No change | 595 | $48K |
| Cheviot Value Management, LLC | 0.01% | New | 578 | $45K |
| Blue Trust, Inc. | 0.00% | No change | 562 | $45K |
| Integrity Financial Corp | 0.03% | Add +44.2% | 555 | $44K |
| Richards, Merrill & Peterson, Inc. | 0.02% | No change | 514 | $41K |
| Fairman Group, LLC | 0.04% | No change | 500 | $40K |
| Sachetta, LLC | 0.02% | No change | 500 | $40K |
| Keystone Financial Group, Inc. | 0.03% | Add +2.2% | 512 | $40K |
| Bogart Wealth, LLC | 0.00% | Add +0.2% | 495 | $40K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.2% | 478 | $38K |
| Farther Finance Advisors, LLC | 0.00% | No change | 474 | $38K |
| Opal Wealth Advisors, LLC | 0.01% | New | 467 | $37K |
| Parallel Advisors, LLC | 0.00% | No change | 453 | $36K |
| GHP Investment Advisors, Inc. | 0.00% | Add +340.0% | 440 | $35K |
| Tsfg, LLC | 0.01% | Add +0.2% | 424 | $34K |
| Highline Wealth Partners LLC | 0.01% | No change | 413 | $33K |
| Chilton Capital Management LLC | 0.00% | Reduce -40.6% | 409 | $33K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 400 | $32K |
| GAMMA Investing LLC | 0.00% | Add +35.7% | 399 | $32K |
| AlphaCore Capital LLC | 0.00% | New | 385 | $31K |
| Versant Capital Management, Inc | 0.01% | No change | 381 | $30K |
| Covestor Ltd | 0.02% | Add +72.4% | 381 | $30K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 370 | $30K |
| SouthState Bank Corp | 0.00% | New | 333 | $27K |
| Bfsg, LLC | 0.00% | New | 317 | $25K |
| S&T Bank | 0.01% | No change | 316 | $25K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 312 | $25K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 310 | $25K |
| Arax Advisory Partners | 0.00% | New | 305 | $24K |
| CENTRAL TRUST Co | 0.00% | No change | 305 | $24K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Add +33.2% | 305 | $24K |
| Headlands Technologies LLC | 0.00% | New | 304 | $24K |
| Trust Co. of Vermont | 0.00% | Add +31.6% | 304 | $24K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 268 | $21K |
| North Star Investment Management Corp. | 0.00% | No change | 266 | $21K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 262 | $21K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 261 | $21K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -58.3% | 250 | $20K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -48.6% | 242 | $19K |
| Westside Investment Management, Inc. | 0.00% | No change | 241 | $19K |
| Iron Horse Wealth Management, LLC | 0.01% | New | 216 | $17K |
| Fourth Dimension Wealth, LLC | 0.01% | Add +26.6% | 200 | $16K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -84.6% | 198 | $16K |
| Bangor Savings Bank | 0.00% | No change | 180 | $14K |
| Joseph Group Capital Management | 0.01% | Reduce -60.4% | 178 | $14K |
| Whittier Trust Co. | 0.00% | No change | 165 | $13K |
| Rossby Financial, LCC | 0.01% | New | 168 | $13K |
| PSI Advisors, LLC | 0.00% | No change | 155 | $12K |
| Kiker Wealth Management, LLC | 0.01% | New | 150 | $12K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 150 | $12K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -67.5% | 150 | $12K |
| Sound Income Strategies, LLC | 0.00% | No change | 143 | $11K |
| MPWM Advisory Solutions, LLC | 0.01% | Reduce -64.0% | 142 | $11K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 138 | $11K |
| West Oak Capital, LLC | 0.01% | No change | 130 | $10K |
| Costello Asset Management, INC | 0.00% | New | 125 | $10K |
| Financial Perspectives, Inc | 0.00% | No change | 104 | $8K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 99 | $8K |
| Pacifica Partners Inc. | 0.00% | No change | 95 | $7K |
| Crewe Advisors LLC | 0.00% | Reduce -80.5% | 90 | $7K |
| Ridgewood Investments LLC | 0.00% | No change | 87 | $7K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | New | 81 | $6K |
| Investors Research Corp | 0.00% | No change | 73 | $6K |
| Atala Financial Inc | 0.00% | New | 72 | $6K |
| Catherine Avery Investment Management LLC | 0.00% | No change | 55 | $4K |
| Truvestments Capital LLC | 0.00% | No change | 49 | $4K |
| IMG Wealth Management, Inc. | 0.00% | New | 41 | $3K |
| WealthShield Partners, LLC | 0.00% | No change | 38 | $3K |
| Cornerstone Planning Group LLC | 0.00% | No change | 38 | $3K |
| Capital A Wealth Management, LLC | 0.00% | New | 27 | $2K |
| Horizon Financial Services, LLC | 0.00% | No change | 26 | $2K |
| Abound Financial, LLC | 0.00% | New | 15 | $1K |
| Van Eck Associates Corp. | 0.00% | No change | 17 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.8% | 5 | $417 |
| BNP Paribas Financial Markets | 0.00% | New | 4 | $319 |
"% 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.