Form 13-F position report

WISDOMTREE TR US QUALITY DIVID

Reported by Choice Wealth Advisors LLC

ETF profile Manager portfolio Source filing
DGRW CUSIP 97717X669 Manager CIK 0001842357
Latest reported change

Reported 336,710 shares, down 5,030 (1.5%) from the prior quarter.

Reported value -6.2%; share count -1.5% vs. the prior quarter.

Reduced
% of reported 13F value 15.1% This manager · Q3 2023
Shares 336,710 Quarter-end amount reported
Reported value $21,377,704 Fair value at quarter end
Consecutive quarters held 7 Through Q3 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

19 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Added 336,008 +5,029 (1.5%) 11.29% $32,673,416 2026-10-16
Q2 2026 Added 330,979 +3,007 (0.9%) 11.11% $31,648,249 2026-07-09
Q1 2026 Added 327,972 +5,355 (1.7%) 11.31% $28,809,049 2026-04-09
Q4 2025 Added 322,617 +897 (0.3%) 11.41% $28,851,659 2026-01-08
Q3 2025 Reduced 321,720 -7,405 (-2.2%) 12.27% $28,620,201 2025-11-06
Q2 2025 Reduced 329,125 -1,243 (-0.4%) 12.45% $27,560,891 2025-07-08
Q1 2025 Reduced 330,368 -598 (-0.2%) 13.75% $26,383,216 2025-04-11
Q4 2024 Reduced 330,966 -301 (-0.1%) 13.68% $26,785,098 2025-01-15
Q3 2024 Reduced 331,267 -1,815 (-0.5%) 13.77% $27,564,763 2024-10-07
Q2 2024 Added 333,082 +1,907 (0.6%) 13.79% $25,997,042 2024-07-15
Q1 2024 Reduced 331,175 -6,967 (-2.1%) 15.28% $25,232,218 2024-04-18
Q4 2023 Added 338,142 +1,432 (0.4%) 14.72% $23,764,611 2024-01-12
Q3 2023 Reduced 336,710 -5,030 (-1.5%) 15.1% $21,377,704 2023-10-10
Q2 2023 Reduced 341,740 -11,640 (-3.3%) 15.5% $22,780,357 2023-07-14
Q1 2023 Added 353,380 +5,905 (1.7%) 16.02% $22,029,729 2023-04-06
Q4 2022 Reduced 347,475 -10,993 (-3.1%) 15.74% $20,973,617 2023-01-25
Q3 2022 New 358,468 +358,468 (0.0%) 16.16% $19,325,000 2022-11-09
Q2 2022 Reduced 0 -366,729 (-100.0%) 0 $0 2022-08-09
Q1 2022 New 366,729 +366,729 (0.0%) 18.49% $23,306,000 2022-04-12
Institutional context

Who else reported the position

546 managers reported WISDOMTREE TR US QUALITY DIVID for Q3 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
PNC FINANCIAL SERVICES GROUP INC Added 14,504,778 +3,208,930 0.79% $920,908,343 31 qtrs
Bank of America Corporation Added 9,641,814 +666,135 0.07% $612,158,761 41 qtrs
LPL Financial LLC Added 7,577,982 +834,674 0.34% $481,126,050 41 qtrs
Hamilton Capital LLC Reduced 7,248,815 -34,292 35.24% $460,227,274 7 qtrs
MORGAN STANLEY Added 6,213,943 +162,792 0.04% $394,523,280 42 qtrs
AMERIPRISE FINANCIAL INC Added 5,154,085 +478,498 0.11% $327,065,395 28 qtrs
Raymond James Financial Services Advisors Inc Added 3,425,484 +495,086 0.39% $217,483,971 24 qtrs
HighTower Advisors LLC Added 2,371,850 +98,527 0.28% $150,579,000 34 qtrs
UBS Group AG Added 1,980,267 +156,040 0.04% $125,727,152 36 qtrs
Private Advisor Group LLC Added 1,459,718 +163,331 0.83% $92,677,464 37 qtrs
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Filing details and methodology As reported
Report period
September 30, 2023
Filed
October 10, 2023
Filing type
13F-HR
Position type
US QTLY DIV GRT

Voting authority reported

Sole
0
Shared
0
None
336,710

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.