Wisdomtree U.S. Quality DiviDGRWETF
13F holders, Q4 2025 (December 31)771holders +46
50new positions
37sold out
4famous investors
$89.46avg. 13F price*
At the end of Q4 2025, 771 institutions reported holding Wisdomtree U.S. Quality Divi (DGRW) in their 13F filings, up 46 from Q3 2025. 50 opened new positions and 37 sold out. The largest holders were PNC Financial Services Group, Inc. ($1.1B), LPL Financial LLC ($1.1B) and Bank of America Corp. ($1.1B). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $100.4M |
| Exits | 37 | $163.1M |
All 13F filers, Q3 2025 → Q4 2025: 5,625,289 shares bought and 8,587,525 shares sold, net −2,962,236 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 771 holders
| PNC Financial Services Group, Inc. | 0.60% | Reduce -21.9% | 12,308,471 | $1.1B |
| LPL Financial LLC | 0.30% | Reduce -1.2% | 12,219,587 | $1.1B |
| Bank of America Corp. | 0.08% | Reduce -0.5% | 11,919,373 | $1.1B |
| Morgan Stanley | 0.05% | Add +0.3% | 8,512,117 | $761.2M |
| Ameriprise Financial Inc. | 0.14% | Reduce -1.2% | 7,039,347 | $629.5M |
| Hamilton Capital, LLC | 30.90% | — | 6,910,817 | $618.0M |
| Raymond James Financial Inc. | 0.10% | Reduce -0.3% | 3,413,967 | $305.3M |
| HighTower Advisors, LLC | 0.28% | Reduce -1.6% | 2,869,081 | $256.6M |
| UBS Group AG | 0.05% | Add +5.5% | 2,678,573 | $239.5M |
| Cetera Investment Advisers | 0.24% | Add +0.1% | 2,450,812 | $219.2M |
| Envestnet Asset Management Inc. | 0.06% | Add +3.0% | 2,349,551 | $210.1M |
| Wells Fargo & Company | 0.03% | Add +6.5% | 1,683,342 | $150.5M |
| Royal Bank of Canada | 0.03% | Reduce -4.2% | 1,618,578 | $144.7M |
| Prime Capital Investment Advisors, LLC | 1.67% | Add +10.2% | 1,535,309 | $137.3M |
| Private Advisor Group, LLC | 0.60% | Reduce -5.9% | 1,419,531 | $126.9M |
| Focus Partners Wealth | 0.14% | Add +3151.0% | 1,358,683 | $121.5M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Add +0.2% | 1,225,780 | $111.1M |
| Rockefeller Capital Management L.P. | 0.18% | Add +53.8% | 1,117,448 | $99.9M |
| Steward Partners Investment Advisory, LLC | 0.53% | Reduce -1.1% | 1,084,638 | $97.0M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -5.3% | 1,030,545 | $92.2M |
| Larson Financial Group LLC | 3.04% | Add +13.6% | 1,016,282 | $90.9M |
| Waddell & Associates, LLC | 5.98% | Add +1.3% | 990,996 | $88.6M |
| Stratos Investment Management, LLC | 3.32% | Add +2.6% | 926,245 | $82.8M |
| Clearwater Capital Advisors, LLC | 6.71% | Add +1.4% | 899,720 | $80.5M |
| Bouchey Financial Group, Ltd. | 5.85% | Add +0.8% | 872,577 | $78.0M |
| Comerica Bank | 0.30% | Add +11.7% | 854,542 | $76.4M |
| Glassman Wealth Services | 10.15% | Add +0.6% | 841,295 | $75.2M |
| RVW Wealth, LLC | 5.62% | Add +0.1% | 823,028 | $73.6M |
| Legacy Financial Advisors, Inc. | 10.12% | Reduce -0.0% | 818,325 | $73.2M |
| Equitable Holdings, Inc. | 0.50% | Add +3.1% | 809,551 | $72.4M |
| Kestra Advisory Services, LLC | 0.28% | Add +35.0% | 766,564 | $68.6M |
| Captrust Financial Advisors | 0.13% | Add +1.3% | 762,520 | $68.2M |
| Bluespring Wealth Management, LLC | 5.42% | Add +0.6% | 703,781 | $62.9M |
| IAM Advisory, LLC | 13.15% | Reduce -17.4% | 661,828 | $59.2M |
| Osaic Holdings, Inc. | 0.09% | Add +17.5% | 656,184 | $58.7M |
| JPMorgan Chase & Co. | 0.00% | Add +0.7% | 635,438 | $56.8M |
| Lido Advisors, LLC | 0.22% | Add +0.5% | 629,592 | $56.0M |
| Prestige Wealth Management Group LLC | 10.64% | Reduce -0.3% | 623,346 | $55.7M |
| Spinnaker Investment Group, LLC | 10.00% | Add +0.2% | 616,574 | $55.1M |
| Beacon Financial Group | 5.14% | Reduce -2.8% | 578,140 | $51.7M |
| Mariner, LLC | 0.06% | Add +51.8% | 564,088 | $50.4M |
| Schorn Wealth LLC | 15.19% | Add +1.5% | 559,505 | $50.0M |
| Cwm, LLC | 0.13% | Add +13.8% | 539,056 | $48.2M |
| Duncan Williams Asset Management, LLC | 11.98% | Add +6.7% | 523,234 | $48.2M |
| SkyView Investment Advisors, LLC | 5.96% | Reduce -0.2% | 527,860 | $47.2M |
| NewEdge Advisors, LLC | 0.17% | Reduce -11.7% | 526,556 | $47.1M |
| Taiyo Life Insurance Co. | 4.02% | No change | 525,000 | $47.0M |
| One Capital Management, LLC | 1.40% | Reduce -19.5% | 516,715 | $46.2M |
| Glen Eagle Advisors, LLC | 6.27% | Reduce -5.1% | 514,982 | $46.1M |
| OneDigital Investment Advisors LLC | 0.45% | Reduce -0.3% | 509,361 | $45.6M |
| Intrua Financial, LLC | 4.74% | Add +2.9% | 483,298 | $43.2M |
| Stifel Financial Corp. | 0.04% | Add +5.1% | 480,055 | $42.9M |
| Connable Office Inc. | 3.80% | Add +6.1% | 463,058 | $41.4M |
| HighPoint Advisor Group LLC | 0.90% | New | 459,321 | $41.1M |
| Kestra Private Wealth Services, LLC | 0.46% | Add +4.0% | 413,371 | $37.0M |
| Savant Capital, LLC | 0.21% | Reduce -5.1% | 411,617 | $36.8M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -1.5% | 406,713 | $36.4M |
| BCM Advisors, LLC | 6.89% | Add +0.1% | 395,778 | $36.0M |
| IFP Advisors, Inc | 0.78% | Reduce -2.0% | 390,538 | $34.9M |
| Resolute Capital, LLC | 14.50% | — | 388,064 | $34.7M |
| Team Financial Group, LLC | 15.73% | Add +1.6% | 387,764 | $34.7M |
| NewEdge Wealth, LLC | 0.39% | Add +12.1% | 383,590 | $34.3M |
| Serenus Wealth Advisors, LLC | 6.62% | Add +3.0% | 382,105 | $34.2M |
| Aspire Capital Advisors LLC | 7.74% | Add +0.9% | 368,494 | $33.0M |
| Sanchez Wealth Management Group | 6.89% | Add +6.2% | 360,089 | $32.2M |
| Concurrent Investment Advisors, LLC | 0.36% | Reduce -4.3% | 351,189 | $31.4M |
| Howard Financial Services, LTD. | 3.65% | Add +2.1% | 349,177 | $31.2M |
| Cerity Partners LLC | 0.04% | Reduce -2.4% | 335,726 | $30.0M |
| Per Stirling Capital Management, LLC. | 3.36% | Reduce -2.2% | 334,375 | $29.9M |
| Thrivent Financial for Lutherans | 0.05% | Add +128.1% | 332,723 | $29.8M |
| Jones Financial Companies LLLP | 0.02% | Add +10.0% | 332,010 | $29.7M |
| Belpointe Asset Management LLC | 1.06% | Add +3.5% | 328,838 | $29.4M |
| MML Investors Services, LLC | 0.07% | Add +6.3% | 325,765 | $29.1M |
| Compass Financial Services Inc | 12.55% | Add +0.6% | 325,552 | $29.1M |
| Choice Wealth Advisors LLC | 11.41% | Add +0.3% | 322,617 | $28.9M |
| Modern Wealth Management, LLC | 0.50% | Add +2.0% | 309,567 | $27.7M |
| Pinnacle Associates Ltd. | 0.35% | Add +5.7% | 302,298 | $27.0M |
| TigerOak Management, L.L.C. | 8.14% | Reduce -1.6% | 298,442 | $26.7M |
| Truist Financial Corp. | 0.04% | Add +3.9% | 296,954 | $26.6M |
| Atria Investments, Inc | 0.29% | Reduce -3.8% | 286,416 | $25.6M |
| LVM Capital Management Ltd. | 2.37% | Reduce -1.8% | 285,055 | $25.5M |
| SK Wealth Management, LLC | 6.95% | Reduce -11.6% | 272,438 | $24.9M |
| HB Wealth Management, LLC | 0.16% | Reduce -2.8% | 269,353 | $24.1M |
| Columbia Advisory Partners LLC | 16.00% | Reduce -1.0% | 262,661 | $23.5M |
| Sanctuary Advisors, LLC | 0.13% | Reduce -5.7% | 257,981 | $23.1M |
| Amplius Wealth Advisors, LLC | 1.92% | Add +2.8% | 255,977 | $22.9M |
| Winthrop Advisory Group LLC | 1.93% | Add +19.3% | 255,277 | $22.8M |
| Janney Montgomery Scott LLC | 0.05% | Add +0.3% | 246,661 | $22.1M |
| ACT Advisors, LLC. | 8.09% | Add +0.1% | 229,585 | $20.5M |
| D.A. Davidson & Co. | 0.13% | Reduce -0.1% | 228,203 | $20.4M |
| Cresta Advisors, Ltd. | 8.45% | Reduce -2.6% | 225,262 | $20.1M |
| Western Wealth Management, LLC | 0.92% | Add +93.5% | 223,840 | $20.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +0.6% | 221,196 | $19.8M |
| Creative Planning | 0.01% | Reduce -2.3% | 217,684 | $19.5M |
| Sage Private Wealth Group, LLC | 10.46% | Reduce -0.5% | 217,611 | $19.5M |
| MOR Wealth Management, LLC | 8.66% | — | 211,870 | $18.9M |
| Smartleaf Asset Management LLC | 0.71% | Add +21.6% | 207,234 | $18.7M |
| Main Street Financial Solutions, LLC | 1.33% | Add +1.6% | 197,760 | $17.7M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.22% | Add +5.9% | 197,401 | $17.7M |
| Eagle Wealth Strategies LLC | 8.18% | Reduce -2.1% | 196,512 | $17.6M |
"% 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.