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Disclosery

DGRS WISDOMTREE TR

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US S CAP QTY DIV (fund)

131 managers (131 13F filers) reported a position in DGRS shares at 2024-12-31, 5,776,228 shares in all. 19 filers opened a position and 8 filers sold out during the quarter.

Managers
131
13F filers
131
New
19
Added
48
Reduced
25
Sold out
8
Shares held by filers
5,776,228

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC578,661$29.6M0.01%+76,31613F-HRTimeline
Hennion & Walsh Asset Management, Inc.496,040$25.4M1.15%+8,69313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY480,860$24.6M<0.01%+68,97913F-HR/ATimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC479,948$24.6M0.15%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG324,691$16.6M<0.01%+4,43613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC317,356$16.3M0.01%13F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/300,141$15.4M<0.01%+182,86113F-HRTimelineGroup
Venturi Wealth Management, LLC264,457$13.5M0.67%+13,22713F-HRTimeline
Stonebridge Financial Group, LLC184,136$9.43M1.04%13F-HRTimeline
Independent Advisor Alliance140,985$7.22M0.1%new13F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI135,035$6.92M0.74%+7,30213F-HRTimeline
Linscomb Wealth, Inc.133,241$6.83M0.34%-4,20313F-HRTimeline
Avestar Capital, LLC108,624$5.57M0.51%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC105,647$5.41M0.01%+12,59013F-HRTimeline
Founders Financial Alliance, LLC98,375$5.04M1.39%+38313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA95,498$4.89M<0.01%+6,56813F-HRTimelineGroup
XML Financial, LLC82,981$4.25M0.39%-2,31313F-HRTimeline
United Advisor Group, LLC82,819$4.24M0.84%+12,63813F-HRTimeline
CERTUITY, LLC70,252$3.6M0.39%+30,31413F-HRTimeline
IFG Advisory, LLC65,448$3.35M0.19%+1,37013F-HRTimeline
Philip James Wealth Mangement, LLC63,637$3.26M0.42%+1,69813F-HRTimeline
Team Financial Group, LLC55,231$2.83M1.62%-43,40913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…51,167$2.62M<0.01%+32,35513F-HRTimelineGroup
CWM, LLCin group CWM, LLC49,051$2.51M0.01%+14,12213F-HRTimelineGroup
BOSTON FINANCIAL MANGEMENT LLC48,860$2.5M0.08%+38313F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC48,539$2.49M2.31%new13F-HRTimeline
Everstar Asset Management, LLC38,646$1.98M1.4%+1,90913F-HRTimeline
MAS Advisors LLC34,806$1.78M2.99%new13F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.33,161$1.7M1%+15,12513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…32,344$1.66M<0.01%+20813F-HRTimelineGroup
Joseph Group Capital Management30,486$1.56M0.62%-66813F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.24,926$1.28M0.88%13F-HRTimeline
Empirical Asset Management, LLC24,061$1.23M0.41%-1,39513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,348$1.2M<0.01%-1,76813F-HR/ATimelineGroup
PRECEDENT WEALTH PARTNERS, LLC23,337$1.2M0.39%-79713F-HRTimeline
Princeton Global Asset Management LLC22,455$1.15M0.22%+1,45313F-HRTimeline
Private Advisor Group, LLC21,609$1.11M0.01%+1,48713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC21,577$1.11M<0.01%-19,11113F-HRTimelineGroup
Cambridge Investment Research Advisors,…20,654$1.06M<0.01%+5,71513F-HRTimeline
Allworth Financial LP19,919$1.04M0.01%+14913F-HRTimeline
OPTIMA CAPITAL LLC19,085$978K0.67%13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP18,800$963K<0.01%-5,10013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,755$961K<0.01%+5,79213F-HR/ATimeline
Tyler-Stone Wealth Management18,718$959K0.17%+13,29713F-HRTimeline
IHT Wealth Management, LLC18,389$942K0.03%-4,18813F-HRTimeline
W1M Investment Management Ltd18,820$920K0.01%-6013F-HRTimeline
Strategic Financial Concepts, LLC17,310$887K0.17%+2,53713F-HR/ATimeline
Well Done, LLC16,694$860K0.16%013F-HRTimeline
Cetera Investment Advisers16,348$838K<0.01%+2,94513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC16,041$822K0.1%+15113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC15,977$819K0.08%+713F-HRTimeline
Creative Planningin group Creative Planning15,818$810K<0.01%-66913F-HRTimelineGroup
Bison Wealth, LLC15,790$809K0.1%13F-HRTimeline
Collaborative Wealth Managment Inc.14,478$742K0.34%-1,28213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,329$683K<0.01%+1,61713F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,893$609K0.01%+5,81213F-HRTimelineGroup
Sanctuary Advisors, LLC11,652$607K<0.01%-25,58113F-HRTimeline
Sovran Advisors, LLC11,426$581K0.08%13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,273$578K0.01%new13F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…10,805$554K0.22%+1,36313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,406$533K<0.01%new13F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…9,225$473K0.09%-11,42013F-HRTimelineGroup
Wealthcare Capital Partners, LLCin group Wealthcare Advisory Partners …9,054$464K0.24%13F-HRTimelineGroup
CAPITAL MANAGEMENT CORP /VA9,000$461K0.08%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,650$443K<0.01%+3,44713F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,357$428K<0.01%new13F-HRTimelineGroup
Redmond Asset Management, LLC6,850$351K0.09%+1,43013F-HRTimeline
WILLNER & HELLER, LLC6,791$348K0.3%new13F-HRTimeline
Cadence Bank6,489$332K0.02%-27913F-HRTimeline
Asset Dedication, LLC6,424$329K0.03%013F-HRTimeline
Cascade Financial Partners, LLC6,330$324K0.04%013F-HRTimeline
Sunbelt Securities, Inc.6,275$320K0.03%+35013F-HRTimeline
RMR Wealth Builders6,229$319K0.03%+3513F-HR/ATimeline
Opes Wealth Management LLC5,865$300K0.06%+1,08013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,727$293K0.02%013F-HRTimeline
Avant Capital LLC5,604$287K0.24%13F-HRTimeline
BLAIR WILLIAM & CO/IL5,470$280K<0.01%013F-HRTimeline
REAP Financial Group, LLC5,261$270K0.07%-87413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,238$268K<0.01%new13F-HRTimelineGroup
Chicago Partners Investment Group LLC5,282$265K0.01%-5513F-HRTimeline
Objective Capital Management, LLC5,164$265K0.18%+16413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,100$261K<0.01%new13F-HRTimelineGroup
Quartz Partners, LLC4,728$242K0.15%-2,76113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,695$241K<0.01%+34613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,685$240K<0.01%new13F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…4,650$238K0.03%-20313F-HRTimeline
Smith Anglin Financial, LLC4,453$228K0.02%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,242$217K<0.01%-2,32613F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.4,240$217K<0.01%+313F-HRTimeline
Treasure Coast Financial Planning4,084$209K0.14%013F-HRTimeline
Quantinno Capital Management LP4,046$207K<0.01%new13F-HRTimeline
Janney Montgomery Scott LLC4,038$207K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC4,024$206K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,359$172K<0.01%+61813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,300$169K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC3,040$156K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust3,000$154K0.02%-1,00013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,837$145K0.01%-113F-HRTimeline
Capital Advisors, Ltd. LLC2,600$133K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…2,555$131K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.2,117$108K<0.01%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,235$63.3K<0.01%+35013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,091$55.9K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1,040$53.3K<0.01%+113F-HRTimelineGroup
S.A. Mason LLC990$50.7K0.03%+1513F-HRTimeline
ORG Partners LLC788$40.4K0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…732$37.5K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC678$34.7K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC658$33.7K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC649$33.2K<0.01%013F-HRTimeline
Parallel Advisors, LLC627$32.1K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC501$25.7K<0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC409$21K0.01%13F-HRTimeline
Coppell Advisory Solutions LLC400$20.4K<0.01%+10013F-HRTimeline
Glen Eagle Advisors, LLC393$20.1K<0.01%+19113F-HRTimeline
CoreCap Advisors, LLC354$18.1K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…300$15.4K<0.01%new13F-HRTimeline
Roxbury Financial LLC261$14.7K0.01%13F-HRTimeline
Beacon Capital Management, LLC203$10.4K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC192$9.84K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC192$9.84K<0.01%013F-HRTimeline
Transce3nd, LLC143$7.33K<0.01%13F-HRTimeline
Geneos Wealth Management Inc.125$6.4K<0.01%-10013F-HRTimeline
Main Street Group, LTD110$5.63K<0.01%013F-HRTimeline
NewEdge Advisors, LLC77$3.94K<0.01%013F-HRTimeline
Covestor Ltd55$3K<0.01%+913F-HRTimeline
Smartleaf Asset Management LLC53$2.7K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\46$2.36K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC31$1.59K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$61<0.01%-113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.