Skip to content
Disclosery

DGRW WISDOMTREE TR

Follow

US QTLY DIV GRT (fund)

777 managers (788 13F filers) reported a position in DGRW shares at 2026-06-30, 131,266,009 shares in all. 61 filers opened a position and 43 filers sold out during the quarter.

Managers
777
13F filers
788
New
61
Added
265
Reduced
301
Sold out
43
Shares held by filers
131,266,009

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,286,993$1.08B0.07%-417,65713F-HRTimelineGroup
LPL Financial LLC11,266,011$1.08B0.24%-261,07013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,095,584$1.06B0.53%-600,60313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY8,705,431$832M0.04%-283,29313F-HRTimelineGroup
Hamilton Capital, LLC7,201,068$689M34.09%-19,61613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,810,149$651M0.13%-31,55613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,500,117$335M0.09%+59,61513F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding2,834,285$271M+25,114Timeline
HighTower Advisors, LLC2,717,667$260M0.25%-114,42713F-HRTimeline
Cetera Investment Advisers2,640,256$252M0.23%+50,31113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,974,518$189M-191,049Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,632,046$156M0.03%-21,96713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,526,712$146M0.02%+18,96213F-HRTimelineGroup
Larson Financial Group LLC1,451,061$139M3.66%+235,19713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,325,097$127M-50,516Timeline
Private Advisor Group, LLC1,181,665$113M0.52%-225,94613F-HRTimeline
Steward Partners Investment Advisory, L…1,143,793$109M0.56%-5,35613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,098,158$105M-83,276Timeline
Bluespring Wealth Management, LLC1,088,807$104M2%+371,76713F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding1,085,756$104M+18,389Timeline
WADDELL & ASSOCIATES, LLC1,037,498$99.2M4.91%+11,04113F-HRTimeline
Clearwater Capital Advisors, LLC938,490$89.7M6.58%+8,31613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC887,176$84.8M0.11%-40,10013F-HRTimeline
Bouchey Financial Group, Ltd.885,297$84.7M5.47%+10,77813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS856,123$81.9M0.13%+94,29213F-HRTimeline
RVW Wealth, LLC842,307$80.5M5.3%+12,34513F-HRTimeline
Glassman Wealth Services827,493$79.1M9.48%+14,36513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…727,465$70.6M0.12%+10,69213F-HRTimeline
Savant Capital, LLC768,169$70.4M0.21%+377,75313F-HRTimeline
Legacy Financial Advisors, Inc.732,660$70.1M8.54%+10,24413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.725,739$69.4M0.08%+128,12813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…694,884$66.4M0.1%-28,75013F-HRTimelineGroup
IAM Advisory, LLC668,549$63.9M12.46%+4,80413F-HRTimeline
Spinnaker Investment Group, LLC642,340$61.4M9.84%+73,86913F-HRTimeline
Schorn Wealth LLC622,496$59.5M15.57%+109,46613F-HRTimeline
HighPoint Advisor Group LLC616,362$58.9M2.08%+48,12113F-HRTimeline
Prestige Wealth Management Group LLC605,899$57.9M10.52%+2,27313F-HRTimeline
BEACON FINANCIAL GROUP580,499$55.5M5.04%+5,80713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO565,233$53.9M<0.01%-92,57113F-HRTimelineGroup
Glen Eagle Advisors, LLC540,005$51.6M6.51%+29,92813F-HRTimeline
Duncan Williams Asset Management, LLC533,740$51M11.5%+25,96613F-HRTimeline
NewEdge Advisors, LLC533,206$51M0.15%-28,03313F-HRTimeline
CONNABLE OFFICE INC530,321$50.7M4.46%+8,28213F-HRTimeline
Cambridge Investment Research Advisors,…514,533$49.2M0.11%-5,70313F-HR/ATimeline
OneDigital Investment Advisors LLC514,236$49.2M0.42%+4,41513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP506,722$48.5M0.04%+15,85213F-HRTimelineGroup
Intrua Financial, LLC497,158$47.5M4.5%-72913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.461,544$44.1M0.26%-153,14413F-HRTimelineGroup
One Capital Management, LLC498,699$43.8M1.22%013F-HRTimeline
Serenus Wealth Advisors, LLC413,908$39.6M6.91%+15,25913F-HRTimeline
Team Financial Group, LLC407,395$39M16.54%+15,68413F-HRTimeline
IFP Advisors, Inc406,971$38.9M0.7%+24713F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.398,575$38.1M3.81%+23,23613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP394,078$37.3M0.01%+35,25913F-HRTimelineGroup
TAIYO LIFE INSURANCE CO390,000$37.3M3.41%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Aspire Capital Advisors LLC381,712$36.5M7.11%+1,86613F-HRTimeline
Sanchez Wealth Management Group378,315$36.2M6.34%+12,76313F-HRTimeline
BCM ADVISORS, LLC378,553$36.1M7.03%-11,65813F-HRTimeline
RESOLUTE CAPITAL, LLC364,168$34.8M12.02%-45,62113F-HRTimeline
Winthrop Advisory Group LLC356,925$34.1M2.3%+62,41613F-HRTimeline
MML INVESTORS SERVICES, LLC351,171$33.6M0.07%+68,47113F-HRTimeline
Modern Wealth Management, LLC342,329$32.7M0.39%+20,24113F-HRTimeline
PINNACLE ASSOCIATES LTD333,133$31.9M0.35%+14,76313F-HRTimeline
Choice Wealth Advisors LLC330,979$31.6M11.11%+3,00713F-HRTimeline
NewEdge Wealth, LLC329,817$31.5M0.32%-36,91213F-HRTimeline
Per Stirling Capital Management, LLC.328,739$31.4M2.99%+37413F-HRTimeline
Belpointe Asset Management LLC327,342$31.3M1.02%-5,61213F-HRTimeline
Mariner, LLCin group Mariner, LLC321,071$30.7M0.03%-260,14513F-HRTimelineGroup
Amplius Wealth Advisors, LLC309,723$29.6M2.17%+26,29513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC305,644$29.2M0.04%-11,05113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP299,352$28.6M0.04%+225,64313F-HR/ATimelineGroup
Stenger Family Office, LLC292,242$27.9M4.44%-15,26113F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI291,804$27.9M2.34%+4,23413F-HRTimeline
TigerOak Management, L.L.C.291,189$27.8M7.82%-5,27413F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV290,900$27.8M0.7%new13F-HRTimeline
HB Wealth Management, LLC280,702$26.8M0.15%+16,93613F-HRTimeline
CVFG LLC278,284$26.6M2.79%+12,04213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…276,849$26.5M0.23%+4,29213F-HRTimelineGroup
Farther Finance Advisors, LLC273,588$26.2M0.2%+194,68113F-HRTimeline
Cresta Advisors, Ltd.250,466$23.9M8.6%+8,56013F-HRTimeline
ACT Advisors, LLC.243,485$23.3M7.74%+9,35913F-HRTimeline
Creative Planningin group Creative Planning242,422$23.2M0.01%+23,07413F-HRTimelineGroup
Prime Capital Investment Advisors, LLC242,412$23.2M0.22%-836,83513F-HRTimeline
D.A. DAVIDSON & CO.237,279$22.7M0.13%+4,70913F-HRTimeline
SK Wealth Management, LLC225,628$22.6M5.09%-32,68113F-HRTimeline
Janney Montgomery Scott LLC232,694$22.2M0.04%-4,26913F-HRTimeline
Compass Financial Services Inc231,370$22.1M8.27%+3,74613F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC229,630$22M12.11%+3,20013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…222,142$21.2M1.26%+14,17313F-HRTimeline
CRA Financial Services, LLC221,273$21.2M2.44%+4,19513F-HRTimeline
Sanctuary Advisors, LLC217,430$20.8M0.1%+20313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…216,316$20.7M0.03%-101,37513F-HRTimelineGroup
MOR Wealth Management, LLC208,478$19.9M7.94%-11,85513F-HRTimeline
Boyce & Associates Wealth Consulting, I…206,369$19.7M13.68%+3,36113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP198,910$19M0.02%-70,16813F-HRTimelineGroup
EAGLE WEALTH STRATEGIES LLC198,832$19M7.26%-1,34713F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV197,509$18.9M6.06%-18813F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC195,666$18.7M1.45%+2,16613F-HRTimeline
Heck Capital Advisors, LLC191,164$18.3M1.09%+5,10613F-HRTimeline
Curi Capital, LLC188,390$18M0.28%-4,66913F-HRTimeline
Western Wealth Management, LLC185,780$17.8M0.58%-91,99313F-HRTimeline
Atria Investments, Inc182,751$17.5M0.18%-26,58813F-HRTimeline
Smartleaf Asset Management LLC180,457$17.2M0.56%013F-HRTimeline
Main Street Financial Solutions, LLC176,803$16.9M1.09%+3,78913F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC174,441$16.7M6.15%+8613F-HRTimeline
Focus Financial Network, Inc.169,182$16.2M0.5%-8,47713F-HRTimeline
TopTier Wealth Management, LLC163,408$15.6M9.44%+5,00813F-HRTimeline
Solano Wealth Investment Advisors LLC159,765$15.3M6.95%-5,75913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…157,946$15.1M0.01%+61813F-HRTimelineGroup
Lauer Wealth, LLC151,513$14.6M9.95%-5,46813F-HRTimeline
Williams Financial, LLC147,038$14.1M7.27%+7,70913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC144,846$13.9M<0.01%+91,71213F-HRTimelineGroup
IFG Advisory, LLC141,917$13.6M0.48%new13F-HRTimeline
United Advisor Group, LLC141,827$13.6M1.44%+1,58913F-HRTimeline
Gaddis Premier Wealth Advisors LLC139,810$13.4M8.15%+4,50113F-HRTimeline
Avidian Wealth Enterprises, LLC139,746$13.4M0.37%+4,49213F-HRTimeline
TD Capital Management LLC137,069$13.1M1.07%+3,21613F-HRTimeline
Oxinas Partners, LLC136,804$13.1M5.16%-9,53813F-HRTimeline
Alpha Zero LLC133,076$12.9M4.89%+15,22313F-HRTimeline
Foundations Investment Advisors, LLC130,300$12.5M0.13%+8,49313F-HRTimeline
IAG Wealth Partners, LLC128,898$12.3M1.22%+1,25513F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.128,005$12.2M7.25%+8,60113F-HRTimeline
Three Magnolias Financial Advisors, LLC122,661$11.7M6.53%-58013F-HRTimeline
Wealthspire Advisors, LLC121,708$11.6M0.06%-1,45913F-HRTimeline
Darrow Company, Inc.120,844$11.6M4.48%+35913F-HRTimeline
MBA Advisors LLC119,649$11.4M3.9%+2,57313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …114,868$11M0.21%-1,30613F-HRTimelineGroup
Retirement Planning Group, LLC113,879$10.9M0.28%-1,85713F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…112,047$10.7M2.89%-8,00313F-HRTimeline
World Investment Advisors121,030$10.6M0.18%013F-HRTimeline
Avant Capital LLC111,064$10.6M6.65%-79613F-HRTimeline
TUDOR INVESTMENT CORP ET AL105,650$10.1M0.04%-131,99013F-HRTimeline
Journey Advisory Group, LLC105,286$10.1M0.77%-27113F-HRTimeline
CERTUITY, LLC105,076$10M0.5%+83313F-HRTimeline
Wilmington Savings Fund Society, FSB104,521$9.99M0.22%-9913F-HRTimeline
Fiduciary Group, LLC101,487$9.7M0.76%+61613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…101,121$9.67M0.02%-755,57113F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.100,401$9.6M0.15%-51,28613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC99,974$9.56M0.37%-4,40013F-HRTimeline
Sequoia Financial Advisors, LLC97,798$9.35M0.05%-10,83913F-HRTimeline
Rothschild Wealth LLC96,629$9.24M0.74%-9,69213F-HRTimeline
VestGen Advisors, LLC95,447$9.13M0.27%-1,69613F-HRTimeline
&PARTNERS93,764$8.97M0.04%+3,77613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…93,298$8.93M0.05%-1,44813F-HRTimelineGroup
Nvest Wealth Strategies, Inc.89,504$8.56M5.38%-26913F-HRTimeline
Gateway Wealth Partners, LLC89,344$8.54M0.51%-88,16513F-HRTimeline
Founders Financial Alliance, LLC89,162$8.53M1.13%-7,20113F-HRTimeline
Gray Private Wealth, LLC88,769$8.49M3.67%+2,19013F-HRTimeline
Riverbend Wealth Management, LLC88,670$8.48M4.31%+4,55813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.86,600$8.28M0.01%-10113F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC86,377$8.26M1.85%+22,03113F-HRTimeline
Prosperity Consulting Group, LLC86,339$8.26M0.31%-5,60913F-HRTimeline
PMG Wealth Management, Inc.85,269$8.15M5.04%+73213F-HRTimeline
ALBION FINANCIAL GROUP /UT85,269$8.15M0.47%-1013F-HRTimeline
Latko Wealth Management, Ltd.84,959$8.12M3.45%-3,16613F-HRTimeline
Ethos Financial Group, LLC81,316$7.74M0.52%-4,42113F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC78,747$7.53M0.65%-2,85313F-HRTimeline
Golden State Wealth Management, LLC77,099$7.37M0.67%+1,32713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC76,571$7.32M0.01%+24613F-HRTimelineGroup
White Pine Investment CO75,688$7.24M1.54%+1,65613F-HRTimeline
FMR LLCin group FMR LLC74,953$7.17M<0.01%+4,72913F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC73,477$7.03M0.14%-34113F-HRTimelineGroup
LM Advisors LLC73,417$7.01M0.81%+67,24913F-HRTimeline
IHT Wealth Management, LLC72,431$6.93M0.15%-1,11413F-HRTimeline
Axis Wealth Partners, LLC71,749$6.86M3.29%-41313F-HRTimeline
FFG RETIREMENT ADVISORS LLC70,624$6.75M3.57%+49813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC69,767$6.67M0.27%-40513F-HRTimeline
Vise Technologies, Inc.68,238$6.52M0.07%+44,27213F-HRTimeline
Clear Creek Financial Management, LLC68,132$6.51M0.42%+2,54713F-HRTimeline
Capital Investment Advisory Services, L…66,301$6.34M0.39%+3813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …66,066$6.32M0.07%+2,33713F-HRTimelineGroup
Prospera Financial Services Inc66,007$6.31M0.09%+1,81513F-HRTimeline
CPWA, LLC65,443$6.26M7.27%+54613F-HRTimeline
Waverly Advisors, LLC65,438$6.26M0.04%-5,29913F-HRTimeline
Melone Private Wealth, LLC64,242$6.14M2.34%+14213F-HRTimeline
CGN Advisors LLC64,046$6.12M0.45%-81,62313F-HRTimeline
Merit Financial Group, LLC63,762$6.1M0.04%-25,33913F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC62,662$5.99M<0.01%+19,48713F-HRTimelineGroup
Thomasville National Bank62,587$5.98M0.33%13F-HRTimeline
Grey Ledge Advisors, LLC62,359$5.96M1.2%+2,33613F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD61,729$5.9M0.79%-2,07713F-HRTimeline
Wingate Wealth Advisors, Inc.61,319$5.86M2.58%+16,74413F-HRTimeline
Dynamic Advisor Solutions LLC61,114$5.84M0.17%+4,90213F-HRTimeline
LANARK FINANCIAL, INC.61,065$5.84M0.4%-2,12113F-HRTimeline
Meridian Financial Advisors, LLC60,080$5.74M2.76%+3,81713F-HRTimeline
Hobbs Group Advisors, LLC59,710$5.71M1.5%-8013F-HRTimeline
VIEWPOINT INVESTMENT PARTNERS CORP58,635$5.61M1.94%+26,95713F-HRTimeline
Fermata Advisors, LLC58,390$5.58M1.13%+7,75613F-HRTimeline
J.W. COLE ADVISORS, INC.57,771$5.52M0.09%-2,43113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC57,460$5.49M0.53%-70513F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA57,394$5.49M0.02%-1,49813F-HRTimelineGroup
Qube Research & Technologies Ltd56,930$5.44M0.01%-43,89813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC56,915$5.44M0.03%-1,37813F-HRTimelineGroup
Kraft, Davis & Associates, LLC55,819$5.35M1.12%-20413F-HRTimeline
Dickmeyer Boyce Financial Management, I…55,899$5.35M2.77%+3,08613F-HRTimeline
JT Stratford LLC54,704$5.23M0.57%+1,20513F-HRTimeline
Roof Eidam Maycock Peralta, LLC54,485$5.21M1.03%-1,09613F-HRTimeline
Premier Private Wealth Management LLC54,097$5.17M4.53%+54213F-HRTimeline
Eaton Financial Holdings Company, LLC52,567$5.03M1.38%-5,87513F-HRTimeline
Burns Matteson Capital Management, LLC52,197$4.99M1.59%-9813F-HRTimeline