Wisdomtree U.S. Quality DiviDGRWETF
13F holders, Q1 2026 (March 31)773holders +2
44new positions
48sold out
3famous investors
$87.89avg. 13F price*
At the end of Q1 2026, 773 institutions reported holding Wisdomtree U.S. Quality Divi (DGRW) in their 13F filings, up 2 from Q4 2025. 44 opened new positions and 48 sold out. The largest holders were Bank of America Corp. ($1.0B), PNC Financial Services Group, Inc. ($1.0B) and LPL Financial LLC ($1.0B). 3 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $75.0M |
| Exits | 48 | $77.9M |
All 13F filers, Q4 2025 → Q1 2026: 5,491,447 shares bought and 7,274,757 shares sold, net −1,783,310 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 773 holders
| Bank of America Corp. | 0.08% | Reduce -1.8% | 11,704,650 | $1.0B |
| PNC Financial Services Group, Inc. | 0.59% | Reduce -5.0% | 11,696,187 | $1.0B |
| LPL Financial LLC | 0.27% | Reduce -5.7% | 11,527,081 | $1.0B |
| Morgan Stanley | 0.05% | Add +5.6% | 8,988,724 | $789.6M |
| Hamilton Capital, LLC | 32.86% | Add +4.5% | 7,220,684 | $634.3M |
| Ameriprise Financial Inc. | 0.14% | Reduce -2.8% | 6,841,705 | $601.0M |
| Raymond James Financial Inc. | 0.09% | Add +0.8% | 3,440,502 | $302.2M |
| HighTower Advisors, LLC | 0.26% | Reduce -1.3% | 2,832,094 | $248.8M |
| UBS Group AG | 0.04% | Add +3.3% | 2,766,363 | $243.0M |
| Cetera Investment Advisers | 0.24% | Add +5.7% | 2,589,945 | $227.5M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -8.2% | 2,157,249 | $189.5M |
| Wells Fargo & Company | 0.03% | Reduce -1.7% | 1,654,013 | $145.3M |
| Royal Bank of Canada | 0.03% | Reduce -6.8% | 1,507,750 | $132.4M |
| Private Advisor Group, LLC | 0.58% | Reduce -0.8% | 1,407,611 | $123.6M |
| Focus Partners Wealth | 0.13% | Reduce -2.9% | 1,319,213 | $115.9M |
| Larson Financial Group LLC | 3.42% | Add +19.6% | 1,215,864 | $106.8M |
| Steward Partners Investment Advisory, LLC | 0.52% | Add +6.0% | 1,149,149 | $100.9M |
| Prime Capital Investment Advisors, LLC | 1.10% | Reduce -29.7% | 1,079,247 | $94.8M |
| Waddell & Associates, LLC | 5.09% | Add +3.6% | 1,026,457 | $90.2M |
| Stratos Investment Management, LLC | 3.31% | Add +1.6% | 940,629 | $82.6M |
| Clearwater Capital Advisors, LLC | 6.59% | Add +3.4% | 930,174 | $81.7M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -10.0% | 927,276 | $81.5M |
| Bouchey Financial Group, Ltd. | 5.82% | Add +0.2% | 874,519 | $79.4M |
| Fifth Third Bancorp | 0.14% | Add +12667.4% | 856,692 | $75.3M |
| RVW Wealth, LLC | 5.68% | Add +0.8% | 829,962 | $72.9M |
| Glassman Wealth Services | 9.71% | Reduce -3.4% | 813,128 | $71.4M |
| Kestra Advisory Services, LLC | 0.26% | Add +0.5% | 770,424 | $67.7M |
| Captrust Financial Advisors | 0.12% | Reduce -0.1% | 761,831 | $66.9M |
| Rockefeller Capital Management L.P. | 0.11% | Reduce -35.2% | 723,634 | $63.6M |
| Legacy Financial Advisors, Inc. | 8.87% | Reduce -11.7% | 722,416 | $63.5M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Reduce -41.5% | 716,773 | $63.1M |
| Bluespring Wealth Management, LLC | 5.43% | Add +1.9% | 717,040 | $63.0M |
| Independent Advisor Alliance | 0.63% | Add +13651.4% | 664,879 | $58.4M |
| IAM Advisory, LLC | 13.06% | Add +0.3% | 663,745 | $58.3M |
| JPMorgan Chase & Co. | 0.00% | Add +3.5% | 657,804 | $56.3M |
| Equitable Holdings, Inc. | 0.35% | Reduce -24.1% | 614,688 | $55.0M |
| Lido Advisors, LLC | 0.21% | Reduce -3.7% | 606,427 | $53.3M |
| Prestige Wealth Management Group LLC | 10.41% | Reduce -3.2% | 603,626 | $53.0M |
| Osaic Holdings, Inc. | 0.08% | Reduce -8.9% | 597,611 | $52.5M |
| Mariner, LLC | 0.06% | Add +3.0% | 581,216 | $51.1M |
| Beacon Financial Group | 5.04% | Reduce -0.6% | 574,692 | $50.5M |
| Spinnaker Investment Group, LLC | 10.17% | Reduce -7.8% | 568,471 | $49.9M |
| HighPoint Advisor Group LLC | 2.09% | Add +23.7% | 568,241 | $49.9M |
| NewEdge Advisors, LLC | 0.18% | Add +6.6% | 561,239 | $49.3M |
| SkyView Investment Advisors, LLC | 6.31% | Add +1.1% | 533,930 | $46.9M |
| Cwm, LLC | 0.12% | Reduce -2.2% | 527,285 | $46.3M |
| Connable Office Inc. | 4.51% | Add +12.7% | 522,039 | $45.9M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +27.9% | 520,236 | $45.7M |
| Schorn Wealth LLC | 13.61% | Reduce -8.3% | 513,030 | $45.1M |
| Glen Eagle Advisors, LLC | 6.28% | Reduce -0.9% | 510,077 | $44.8M |
| OneDigital Investment Advisors LLC | 0.44% | Add +0.1% | 509,821 | $44.8M |
| Duncan Williams Asset Management, LLC | 12.37% | Reduce -3.0% | 507,774 | $44.6M |
| One Capital Management, LLC | 1.20% | Reduce -3.5% | 498,699 | $43.8M |
| Intrua Financial, LLC | 4.67% | Add +3.0% | 497,887 | $43.7M |
| Stifel Financial Corp. | 0.04% | Add +2.3% | 490,870 | $43.1M |
| BCM Advisors, LLC | 7.19% | Reduce -1.4% | 390,211 | $36.5M |
| Kestra Private Wealth Services, LLC | 0.45% | Reduce -0.6% | 411,010 | $36.1M |
| Resolute Capital, LLC | 14.58% | Add +5.6% | 409,789 | $36.0M |
| IFP Advisors, Inc | 0.74% | Add +4.1% | 406,724 | $35.7M |
| Serenus Wealth Advisors, LLC | 6.98% | Add +4.3% | 398,649 | $35.0M |
| Team Financial Group, LLC | 15.62% | Add +1.0% | 391,711 | $34.4M |
| Savant Capital, LLC | 0.17% | Reduce -5.2% | 390,416 | $34.3M |
| Taiyo Life Insurance Co. | 3.78% | Reduce -25.7% | 390,000 | $34.3M |
| Aspire Capital Advisors LLC | 7.51% | Add +3.1% | 379,846 | $33.4M |
| Howard Financial Services, LTD. | 3.71% | Add +7.5% | 375,339 | $33.0M |
| NewEdge Wealth, LLC | 0.38% | Reduce -4.4% | 366,729 | $32.2M |
| Sanchez Wealth Management Group | 6.94% | Add +1.5% | 365,552 | $32.1M |
| Jones Financial Companies LLLP | 0.01% | Add +8.1% | 358,819 | $30.8M |
| Belpointe Asset Management LLC | 1.07% | Add +1.3% | 332,954 | $29.2M |
| Per Stirling Capital Management, LLC. | 3.19% | Reduce -1.8% | 328,365 | $28.8M |
| Choice Wealth Advisors LLC | 11.31% | Add +1.7% | 327,972 | $28.8M |
| Modern Wealth Management, LLC | 0.49% | Add +4.0% | 322,088 | $28.4M |
| Pinnacle Associates Ltd. | 0.36% | Add +5.3% | 318,370 | $28.0M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -4.5% | 317,691 | $27.9M |
| Cerity Partners LLC | 0.04% | Reduce -5.7% | 316,695 | $27.8M |
| Stenger Family Office, LLC | 4.77% | New | 307,503 | $27.0M |
| TigerOak Management, L.L.C. | 8.20% | Reduce -0.7% | 296,463 | $26.0M |
| Winthrop Advisory Group LLC | 2.11% | Add +15.4% | 294,509 | $25.9M |
| LVM Capital Management Ltd. | 2.38% | Add +0.9% | 287,570 | $25.3M |
| Amplius Wealth Advisors, LLC | 2.08% | Add +10.7% | 283,428 | $24.9M |
| MML Investors Services, LLC | 0.07% | Reduce -13.2% | 282,700 | $24.8M |
| Western Wealth Management, LLC | 0.93% | Add +24.1% | 277,773 | $24.4M |
| Concurrent Investment Advisors, LLC | 0.26% | Reduce -22.4% | 272,557 | $23.9M |
| Truist Financial Corp. | 0.03% | Reduce -9.4% | 269,078 | $23.6M |
| CVFG LLC | 2.91% | New | 266,242 | $23.4M |
| HB Wealth Management, LLC | 0.15% | Reduce -2.1% | 263,766 | $23.2M |
| SK Wealth Management, LLC | 6.34% | Reduce -5.2% | 258,309 | $22.8M |
| Cresta Advisors, Ltd. | 8.70% | Add +7.4% | 241,906 | $21.2M |
| Tudor Investment Corporation | 0.11% | Add +737.3% | 237,640 | $20.9M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -3.9% | 236,963 | $20.8M |
| ACT Advisors, LLC. | 8.75% | Add +2.0% | 234,126 | $20.6M |
| D.A. Davidson & Co. | 0.12% | Add +1.9% | 232,570 | $20.4M |
| Compass Financial Services Inc | 8.66% | Reduce -30.1% | 227,624 | $20.0M |
| Columbia Advisory Partners LLC | 12.70% | Reduce -13.8% | 226,430 | $19.9M |
| MOR Wealth Management, LLC | 8.88% | Add +4.0% | 220,333 | $19.4M |
| Creative Planning | 0.01% | Add +0.8% | 219,348 | $19.3M |
| Sanctuary Advisors, LLC | 0.10% | Reduce -15.8% | 217,227 | $19.1M |
| CRA Financial Services, LLC | 2.48% | Add +12.4% | 217,078 | $19.1M |
| Atria Investments, Inc | 0.21% | Reduce -26.9% | 209,339 | $18.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.25% | Add +5.3% | 207,969 | $18.3M |
"% 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.