Wisdomtree U.S. Quality DiviDGRWETF
13F holders, Q3 2025 (September 30)725holders −7
39new positions
37sold out
3famous investors
$88.96avg. 13F price*
At the end of Q3 2025, 725 institutions reported holding Wisdomtree U.S. Quality Divi (DGRW) in their 13F filings, down 7 from Q2 2025. 39 opened new positions and 37 sold out. The largest holders were PNC Financial Services Group, Inc. ($1.4B), LPL Financial LLC ($1.1B) and Bank of America Corp. ($1.1B). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $58.7M |
| Exits | 37 | $31.3M |
All 13F filers, Q2 2025 → Q3 2025: 4,905,974 shares bought and 8,663,031 shares sold, net −3,757,057 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 725 holders
| PNC Financial Services Group, Inc. | 0.85% | Reduce -20.4% | 15,755,575 | $1.4B |
| LPL Financial LLC | 0.32% | Reduce -0.8% | 12,370,100 | $1.1B |
| Bank of America Corp. | 0.08% | Reduce -3.5% | 11,983,890 | $1.1B |
| Morgan Stanley | 0.05% | Reduce -2.2% | 8,484,188 | $754.8M |
| Ameriprise Financial Inc. | 0.15% | Add +2.6% | 7,123,977 | $633.7M |
| Raymond James Financial Inc. | 0.10% | Reduce -3.3% | 3,423,652 | $304.6M |
| HighTower Advisors, LLC | 0.29% | Add +2.3% | 2,914,632 | $259.3M |
| UBS Group AG | 0.04% | Add +4.2% | 2,539,650 | $225.9M |
| Cetera Investment Advisers | 0.25% | Add +25.3% | 2,449,019 | $217.9M |
| Envestnet Asset Management Inc. | 0.06% | Add +7.2% | 2,280,330 | $202.9M |
| Royal Bank of Canada | 0.03% | Add +0.9% | 1,689,850 | $150.3M |
| Wells Fargo & Company | 0.03% | Reduce -1.1% | 1,580,843 | $140.6M |
| Private Advisor Group, LLC | 0.66% | Add +16.8% | 1,508,409 | $134.2M |
| Prime Capital Investment Advisors, LLC | 1.56% | Reduce -0.5% | 1,393,857 | $124.0M |
| NorthCoast Asset Management LLC | 0.45% | Add +0.1% | 1,294,595 | $115.2M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Add +5.6% | 1,222,919 | $108.9M |
| Steward Partners Investment Advisory, LLC | 0.56% | Add +4.9% | 1,096,735 | $97.6M |
| Commonwealth Equity Services, LLC | 0.13% | Reduce -25.9% | 1,088,486 | $96.8M |
| Waddell & Associates, LLC | 7.40% | Add +3.4% | 978,139 | $87.0M |
| Stratos Investment Management, LLC | 3.31% | Add +3.2% | 902,464 | $80.3M |
| Larson Financial Group LLC | 2.80% | Add +40.2% | 894,688 | $79.6M |
| Clearwater Capital Advisors, LLC | 6.73% | Add +1.3% | 887,226 | $78.9M |
| Bouchey Financial Group, Ltd. | 5.93% | Reduce -0.1% | 865,536 | $77.0M |
| Glassman Wealth Services | 10.45% | Add +0.5% | 836,036 | $74.4M |
| RVW Wealth, LLC | 5.71% | Add +2.3% | 822,644 | $73.2M |
| Legacy Financial Advisors, Inc. | 10.03% | Reduce -0.3% | 818,458 | $72.8M |
| IAM Advisory, LLC | 16.03% | Add +0.7% | 801,369 | $71.3M |
| Equitable Holdings, Inc. | 0.51% | Add +3.5% | 785,267 | $69.9M |
| Comerica Bank | 0.26% | Reduce -0.3% | 764,951 | $68.1M |
| Captrust Financial Advisors | 0.14% | Add +2.1% | 752,541 | $66.9M |
| Rockefeller Capital Management L.P. | 0.13% | Reduce -10.4% | 726,566 | $64.6M |
| Bluespring Wealth Management, LLC | 5.42% | Add +0.1% | 699,778 | $62.3M |
| One Capital Management, LLC | 1.82% | Reduce -6.0% | 641,853 | $57.1M |
| JPMorgan Chase & Co. | 0.00% | Add +6.1% | 630,753 | $56.1M |
| Lido Advisors, LLC | 0.23% | Add +8977.2% | 626,510 | $55.7M |
| Prestige Wealth Management Group LLC | 10.74% | Reduce -2.6% | 625,450 | $55.6M |
| Spinnaker Investment Group, LLC | 10.29% | Add +12.1% | 615,340 | $54.7M |
| NewEdge Advisors, LLC | 0.24% | Reduce -0.5% | 596,043 | $53.0M |
| Beacon Financial Group | 5.20% | Reduce -4.7% | 594,844 | $52.9M |
| Kestra Advisory Services, LLC | 0.23% | Reduce -7.7% | 568,052 | $50.5M |
| Osaic Holdings, Inc. | 0.07% | Add +5.3% | 558,380 | $49.2M |
| Schorn Wealth LLC | 14.99% | Add +5.8% | 551,306 | $49.0M |
| Glen Eagle Advisors, LLC | 6.71% | Reduce -2.8% | 542,575 | $48.3M |
| SkyView Investment Advisors, LLC | 5.95% | Reduce -1.6% | 529,101 | $47.1M |
| Taiyo Life Insurance Co. | 4.09% | No change | 525,000 | $46.7M |
| OneDigital Investment Advisors LLC | 0.47% | Reduce -1.2% | 511,036 | $45.5M |
| Duncan Williams Asset Management, LLC | 12.27% | Add +10.7% | 490,267 | $43.6M |
| Cwm, LLC | 0.13% | Add +23.3% | 473,834 | $42.2M |
| Intrua Financial, LLC | 4.89% | Add +19.1% | 469,554 | $41.8M |
| Stifel Financial Corp. | 0.04% | Add +2.4% | 456,910 | $40.6M |
| Connable Office Inc. | 3.60% | Add +39.5% | 436,306 | $38.8M |
| Savant Capital, LLC | 0.23% | Reduce -2.7% | 433,572 | $38.6M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +3.7% | 412,870 | $36.7M |
| BCM Advisors, LLC | 7.19% | Reduce -0.3% | 395,233 | $35.7M |
| IFP Advisors, Inc | 0.92% | Add +0.1% | 398,367 | $35.4M |
| Kestra Private Wealth Services, LLC | 0.46% | Add +3.8% | 397,531 | $35.4M |
| VestGen Advisors, LLC | 1.13% | Add +2.1% | 382,777 | $34.1M |
| Team Financial Group, LLC | 15.74% | Add +1.4% | 381,734 | $34.0M |
| Mariner, LLC | 0.04% | Reduce -1.2% | 371,646 | $33.1M |
| Serenus Wealth Advisors, LLC | 5.64% | Reduce -3.6% | 371,131 | $33.0M |
| Concurrent Investment Advisors, LLC | 0.56% | Reduce -3.0% | 367,151 | $32.7M |
| Aspire Capital Advisors LLC | 8.01% | Add +1.6% | 365,036 | $32.5M |
| Cerity Partners LLC | 0.05% | Reduce -9.4% | 343,845 | $30.6M |
| Howard Financial Services, LTD. | 3.72% | Add +2.2% | 341,850 | $30.4M |
| Per Stirling Capital Management, LLC. | 3.64% | Reduce -15.1% | 341,831 | $30.4M |
| NewEdge Wealth, LLC | 0.43% | Reduce -23.9% | 342,114 | $30.3M |
| Sanchez Wealth Management Group | 6.70% | Add +2.6% | 339,009 | $30.2M |
| Compass Financial Services Inc | 12.73% | Add +6.1% | 323,502 | $28.8M |
| Choice Wealth Advisors LLC | 12.27% | Reduce -2.3% | 321,720 | $28.6M |
| Belpointe Asset Management LLC | 1.08% | Add +12.6% | 317,668 | $28.3M |
| SK Wealth Management, LLC | 10.20% | Add +5.1% | 308,267 | $27.3M |
| MML Investors Services, LLC | 0.07% | Reduce -0.1% | 306,564 | $27.3M |
| Modern Wealth Management, LLC | 0.53% | Add +2.6% | 303,375 | $27.0M |
| TigerOak Management, L.L.C. | 8.37% | Add +0.5% | 303,324 | $27.0M |
| Jones Financial Companies LLLP | 0.02% | Add +19.9% | 301,752 | $26.8M |
| Atria Investments, Inc | 0.30% | Reduce -11.0% | 297,739 | $26.5M |
| GPS Wealth Strategies Group, LLC | 2.78% | Reduce -4.3% | 295,622 | $26.3M |
| LVM Capital Management Ltd. | 2.48% | Reduce -0.6% | 290,409 | $25.8M |
| Pinnacle Associates Ltd. | 0.34% | Add +11.1% | 286,027 | $25.4M |
| Truist Financial Corp. | 0.03% | Add +2.4% | 285,854 | $25.4M |
| HB Wealth Management, LLC | 0.17% | Reduce -0.1% | 276,984 | $24.6M |
| Sanctuary Advisors, LLC | 0.14% | Reduce -11.1% | 273,583 | $24.3M |
| Columbia Advisory Partners LLC | 16.32% | Reduce -0.1% | 265,336 | $23.6M |
| Cahill Financial Advisors Inc. | 2.62% | Add +1.7% | 258,432 | $23.0M |
| Amplius Wealth Advisors, LLC | 1.91% | Reduce -9.1% | 248,994 | $22.2M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -12.0% | 246,044 | $21.9M |
| Palo Alto Wealth Advisors, LLC | 6.18% | Add +3.1% | 236,775 | $21.2M |
| Cresta Advisors, Ltd. | 9.18% | Add +1.5% | 231,224 | $20.6M |
| ACT Advisors, LLC. | 8.24% | Reduce -14.1% | 229,372 | $20.4M |
| D.A. Davidson & Co. | 0.13% | Add +2.9% | 228,471 | $20.3M |
| Creative Planning | 0.02% | Reduce -0.8% | 222,852 | $19.8M |
| Potomac Fund Management Inc. | 0.84% | New | 222,766 | $19.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -20.9% | 219,983 | $19.6M |
| Sage Private Wealth Group, LLC | 10.83% | Reduce -48.7% | 218,800 | $19.5M |
| Winthrop Advisory Group LLC | 1.67% | Add +10.9% | 213,994 | $19.0M |
| Eagle Wealth Strategies LLC | 8.88% | Add +9.9% | 200,702 | $17.9M |
| Curi Capital, LLC | 0.32% | Reduce -2.4% | 198,648 | $17.7M |
| Heck Capital Advisors, LLC | 1.37% | Reduce -6.7% | 198,429 | $17.7M |
| Stratos Wealth Partners, LTD. | 0.21% | Add +1.9% | 194,659 | $17.3M |
| Main Street Financial Solutions, LLC | 1.11% | Reduce -2.0% | 194,651 | $17.3M |
"% 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.