Wisdomtree U.S. Quality DiviDGRWETF
13F holders, Q2 2025 (June 30)732holders +12
47new positions
36sold out
5famous investors
$83.78avg. 13F price*
At the end of Q2 2025, 732 institutions reported holding Wisdomtree U.S. Quality Divi (DGRW) in their 13F filings, up 12 from Q1 2025. 47 opened new positions and 36 sold out. The largest holders were PNC Financial Services Group, Inc. ($1.7B), LPL Financial LLC ($1.0B) and Bank of America Corp. ($1.0B). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree U.S. Quality Divi
- CUSIP
- 97717X669
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $74.8M |
| Exits | 36 | $29.0M |
All 13F filers, Q1 2025 → Q2 2025: 6,954,746 shares bought and 4,022,722 shares sold, net +2,932,024 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 732 holders
| PNC Financial Services Group, Inc. | 1.07% | Add +1.7% | 19,788,159 | $1.7B |
| LPL Financial LLC | 0.35% | Reduce -2.5% | 12,468,833 | $1.0B |
| Bank of America Corp. | 0.08% | Add +5.0% | 12,422,037 | $1.0B |
| Morgan Stanley | 0.05% | Add +2.7% | 8,673,468 | $726.3M |
| Ameriprise Financial Inc. | 0.14% | Add +8.0% | 6,940,040 | $581.1M |
| Hamilton Capital, LLC | 31.73% | Add +2.9% | 6,893,933 | $577.3M |
| Raymond James Financial Inc. | 0.10% | Add +0.6% | 3,540,325 | $296.5M |
| HighTower Advisors, LLC | 0.30% | Reduce -1.7% | 2,849,118 | $238.6M |
| UBS Group AG | 0.04% | Add +3.4% | 2,436,892 | $204.1M |
| Envestnet Asset Management Inc. | 0.05% | Add +38.0% | 2,126,748 | $178.1M |
| Cetera Investment Advisers | 0.28% | Reduce -13.5% | 1,954,303 | $163.7M |
| Royal Bank of Canada | 0.03% | Add +7.6% | 1,675,001 | $140.3M |
| Wells Fargo & Company | 0.03% | Add +0.8% | 1,598,017 | $133.8M |
| Commonwealth Equity Services, LLC | 0.16% | Add +15.1% | 1,469,742 | $123.1M |
| Prime Capital Investment Advisors, LLC | 1.56% | Add +39.0% | 1,401,381 | $117.4M |
| NorthCoast Asset Management LLC | 0.46% | Add +0.6% | 1,293,759 | $108.3M |
| Private Advisor Group, LLC | 0.58% | Reduce -1.6% | 1,291,134 | $108.1M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Reduce -4.4% | 1,157,920 | $98.7M |
| Steward Partners Investment Advisory, LLC | 0.68% | Reduce -4.7% | 1,045,384 | $87.5M |
| Waddell & Associates, LLC | 8.46% | Add +1.5% | 946,079 | $79.2M |
| Clearwater Capital Advisors, LLC | 6.70% | Add +1.0% | 876,024 | $73.4M |
| Stratos Investment Management, LLC | 3.35% | Reduce -1.2% | 874,834 | $73.3M |
| Bouchey Financial Group, Ltd. | 6.03% | Add +0.2% | 866,443 | $72.6M |
| Glassman Wealth Services | 10.67% | Add +2.8% | 832,066 | $69.7M |
| Legacy Financial Advisors, Inc. | 10.73% | Add +2.1% | 820,492 | $68.7M |
| Rockefeller Capital Management L.P. | 0.15% | Reduce -0.7% | 810,820 | $67.9M |
| RVW Wealth, LLC | 5.72% | Reduce -3.4% | 804,271 | $67.3M |
| IAM Advisory, LLC | 15.99% | Add +1.6% | 795,448 | $66.6M |
| Comerica Bank | 0.25% | Reduce -0.2% | 767,357 | $64.3M |
| Equitable Holdings, Inc. | 0.52% | Add +4.5% | 758,450 | $63.5M |
| Captrust Financial Advisors | 0.14% | Reduce -11.9% | 737,052 | $61.7M |
| Bluespring Wealth Management, LLC | 5.57% | Add +1.7% | 698,845 | $58.5M |
| One Capital Management, LLC | 1.98% | Reduce -20.1% | 682,623 | $57.2M |
| Horizon Wealth Management, LLC | 9.82% | Add +0.2% | 667,745 | $55.9M |
| Prestige Wealth Management Group LLC | 10.97% | Add +1.8% | 642,467 | $53.8M |
| Larson Financial Group LLC | 2.15% | Add +184.9% | 638,089 | $53.4M |
| Beacon Financial Group | 5.44% | Reduce -2.4% | 624,253 | $52.3M |
| Kestra Advisory Services, LLC | 0.25% | Add +19.9% | 615,506 | $51.5M |
| NewEdge Advisors, LLC | 0.26% | Add +2.1% | 598,854 | $50.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.6% | 594,448 | $49.8M |
| Glen Eagle Advisors, LLC | 7.19% | Add +7.1% | 558,375 | $46.8M |
| Spinnaker Investment Group, LLC | 10.80% | Reduce -8.5% | 549,082 | $46.0M |
| SkyView Investment Advisors, LLC | 6.43% | Add +1.4% | 537,459 | $44.8M |
| Osaic Holdings, Inc. | 0.08% | Reduce -7.0% | 530,229 | $44.4M |
| Taiyo Life Insurance Co. | 4.13% | Reduce -38.2% | 525,000 | $44.0M |
| Schorn Wealth LLC | 14.44% | Reduce -5.9% | 521,262 | $43.7M |
| OneDigital Investment Advisors LLC | 0.48% | Reduce -0.3% | 517,188 | $43.3M |
| Avantax Advisory Services, Inc. | 0.22% | Add +7.0% | 487,073 | $40.8M |
| NewEdge Wealth, LLC | 0.60% | Reduce -3.4% | 449,840 | $38.5M |
| Stifel Financial Corp. | 0.04% | Add +5.8% | 446,292 | $37.4M |
| Savant Capital, LLC | 0.27% | Reduce -0.1% | 445,711 | $37.3M |
| Duncan Williams Asset Management, LLC | 11.71% | Add +14.0% | 442,863 | $37.1M |
| Sage Private Wealth Group, LLC | 22.87% | Add +76.3% | 426,417 | $35.7M |
| BCM Advisors, LLC | 7.25% | Add +0.9% | 396,283 | $34.1M |
| Per Stirling Capital Management, LLC. | 4.40% | Add +6.3% | 402,419 | $33.7M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -1.4% | 398,238 | $33.3M |
| IFP Advisors, Inc | 0.95% | Add +1.1% | 398,183 | $33.3M |
| Intrua Financial, LLC | 4.74% | Add +48.5% | 394,303 | $33.0M |
| Serenus Wealth Advisors, LLC | 5.47% | Reduce -4.5% | 384,919 | $32.2M |
| Cwm, LLC | 0.11% | Add +0.4% | 384,432 | $32.2M |
| Kestra Private Wealth Services, LLC | 0.46% | Add +5.8% | 382,970 | $32.1M |
| VestGen Advisors, LLC | 1.27% | Reduce -2.2% | 374,931 | $31.8M |
| Cerity Partners LLC | 0.06% | Reduce -11.9% | 379,667 | $31.8M |
| Concurrent Investment Advisors, LLC | 0.61% | Add +4.6% | 378,303 | $31.7M |
| Team Financial Group, LLC | 15.49% | Add +6.7% | 376,331 | $31.5M |
| Mariner, LLC | 0.05% | Add +5.7% | 376,167 | $31.5M |
| Aspire Capital Advisors LLC | 8.31% | Add +2.7% | 359,257 | $30.1M |
| Atria Investments, Inc | 0.33% | Add +4.7% | 334,535 | $28.0M |
| Howard Financial Services, LTD. | 3.68% | Add +11.5% | 334,379 | $28.0M |
| Sanchez Wealth Management Group | 6.67% | Add +3.2% | 330,379 | $27.7M |
| Choice Wealth Advisors LLC | 12.45% | Reduce -0.4% | 329,125 | $27.6M |
| Tyler-Stone Wealth Management | 4.24% | Add +7.3% | 314,479 | $26.3M |
| Connable Office Inc. | 2.59% | Add +12.4% | 312,643 | $26.2M |
| GPS Wealth Strategies Group, LLC | 2.98% | Reduce -5.0% | 308,776 | $25.9M |
| Sanctuary Advisors, LLC | 0.16% | Reduce -5.8% | 307,785 | $25.8M |
| MML Investors Services, LLC | 0.07% | Add +3.0% | 306,942 | $25.7M |
| Compass Financial Services Inc | 12.37% | Add +1.9% | 305,001 | $25.5M |
| TigerOak Management, L.L.C. | 8.66% | Add +2.1% | 301,799 | $25.3M |
| SK Wealth Management, LLC | 10.83% | Add +1.6% | 293,373 | $25.0M |
| Modern Wealth Management, LLC | 0.61% | Add +14.1% | 295,679 | $24.8M |
| LVM Capital Management Ltd. | 2.54% | Reduce -1.3% | 292,224 | $24.5M |
| Two Sigma Investments, LP | 0.05% | New | 286,100 | $24.0M |
| Forte Capital LLC | 2.56% | Add +0.0% | 284,906 | $23.9M |
| Belpointe Asset Management LLC | 0.98% | New | 282,059 | $23.6M |
| Janney Montgomery Scott LLC | 0.06% | Reduce -5.5% | 279,635 | $23.4M |
| Truist Financial Corp. | 0.03% | Reduce -2.5% | 279,285 | $23.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +2.5% | 278,033 | $23.3M |
| HB Wealth Management, LLC | 0.19% | Add +15.5% | 277,374 | $23.2M |
| Amplius Wealth Advisors, LLC | 2.13% | Add +0.9% | 273,880 | $22.9M |
| ACT Advisors, LLC. | 10.34% | Reduce -2.8% | 266,894 | $22.3M |
| Columbia Advisory Partners LLC | 16.83% | Add +18.0% | 265,543 | $22.2M |
| Pinnacle Associates Ltd. | 0.31% | Add +12.1% | 257,358 | $21.6M |
| Cahill Financial Advisors Inc. | 2.64% | Reduce -1.5% | 254,092 | $21.3M |
| Jones Financial Companies LLLP | 0.02% | Add +17.7% | 251,701 | $21.0M |
| Pension & Wealth Management Advisors, Inc. | 6.70% | Add +9.7% | 238,839 | $20.0M |
| Palo Alto Wealth Advisors, LLC | 7.27% | Add +1.7% | 229,642 | $19.2M |
| Cresta Advisors, Ltd. | 9.30% | Add +5.0% | 227,856 | $19.1M |
| Creative Planning | 0.02% | Reduce -8.3% | 224,536 | $18.8M |
| Bank of New York Mellon Corp | 0.00% | Add +5.0% | 222,858 | $18.7M |
| D.A. Davidson & Co. | 0.13% | Add +2.2% | 221,940 | $18.6M |
"% 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.