Skip to content

DGRW WISDOMTREE TR

Follow

US QTLY DIV GRT (fund)

785 managers (796 13F filers) reported a position in DGRW shares at 2026-06-30, 131,373,980 shares in all. 62 filers opened a position and 43 filers sold out during the quarter.

Managers
785
13F filers
796
New
62
Added
267
Reduced
303
Sold out
43
Shares held by filers
131,373,980

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
COMPASS FINANCIAL MANAGEMENT LLC51,547$4.93M0.6%13F-HRTimeline
Ausdal Financial Partners, Inc.50,999$4.88M0.19%-2,02413F-HRTimeline
Haverford Trust Co50,327$4.81M0.04%+1,18213F-HRTimeline
Vestmark Advisory Solutions, Inc.50,044$4.79M0.04%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP49,805$4.76M<0.01%+5,39013F-HRTimelineGroup
Banco de Sabadell, S.A49,805$4.76M2.79%+12,32413F-HRTimeline
Advisory Services Network, LLC49,375$4.72M0.05%-61113F-HRTimeline
CRUX WEALTH ADVISORS49,246$4.71M1.63%-25513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC49,215$4.71M0.24%+2,20813F-HRTimeline
First National Trust Co48,741$4.66M0.16%+5413F-HRTimeline
Summit Financial, LLC48,491$4.64M0.05%-52513F-HRTimeline
Sarver Vrooman Wealth Advisors47,915$4.61M2.75%+1,00513F-HRTimeline
Aries Wealth Management48,161$4.61M0.9%-46613F-HRTimeline
Powers Advisory Group, LLC48,081$4.6M1.44%+3,82913F-HRTimeline
Horizon Investments, LLC46,818$4.47M0.05%-42,42013F-HRTimeline
Citizens National Bank Trust Department46,698$4.47M0.66%-57013F-HRTimeline
Aptus Capital Advisors, LLC46,388$4.44M0.03%+4,61713F-HRTimeline
Vines Capital Management, LLC45,991$4.4M3.61%+1,25213F-HR/ATimeline
CHOREO, LLC44,321$4.24M0.05%-6,95913F-HRTimeline
Perigon Wealth Management, LLC43,787$4.19M0.07%-85713F-HRTimeline
Family Capital Management, Inc.43,563$4.17M1.61%-58713F-HRTimeline
Wedmont Private Capital42,816$4.16M0.11%-2513F-HRTimeline
Lantz Financial LLC43,424$4.15M0.76%-7313F-HRTimeline
Oxbow Advisors, LLC42,752$4.09M0.33%+5,52513F-HRTimeline
Arkadios Wealth Advisors42,540$4.07M0.06%+5,71713F-HRTimeline
Harvest Investment Services, LLC41,896$4.01M0.62%+4,08813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources41,741$3.99M<0.01%013F-HRTimelineGroup
Lotus Asset Management LLC41,514$3.97M3.51%13F-HRTimeline
Quantinno Capital Management LP41,233$3.94M<0.01%+12,62213F-HRTimeline
HBW ADVISORY SERVICES LLC41,030$3.92M0.35%-1,38913F-HRTimeline
Lansing Street Advisors40,162$3.84M0.82%+20713F-HRTimeline
Osbon Capital Management LLC39,795$3.81M2.99%-1,99913F-HRTimeline
RFG Advisory, LLC39,057$3.73M0.06%-2,31513F-HRTimeline
Waterway Wealth Management, LLC37,946$3.63M0.74%-4,54813F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.37,075$3.55M1.59%+31513F-HRTimeline
Evernest Financial Advisors, LLC36,464$3.49M0.73%-1,75513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV35,585$3.4M<0.01%+6,70513F-HR/ATimeline
Meridian Financial Partners LLC34,905$3.38M1.15%-1,38613F-HRTimeline
EP Wealth Advisors, LLC33,957$3.25M0.01%+1,71813F-HRTimeline
Etesian Wealth Advisors, Inc.31,975$3.06M0.9%+99613F-HRTimeline
Comprehensive Financial Planning, Inc./…31,556$3.02M1.61%+42613F-HRTimeline
Hoxton Planning & Management, LLC31,261$2.99M0.78%-8,11213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…31,242$2.99M0.01%+3,42513F-HRTimelineGroup
ORBA Wealth Advisors, L.L.C.30,730$2.94M2.51%-2,41913F-HRTimeline
Regal Investment Advisors LLC30,563$2.92M0.15%+8213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC30,111$2.88M0.19%-2513F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…29,924$2.86M1.18%+3,52513F-HRTimelineGroup
Centerpoint Advisory Group29,686$2.84M1.8%-70013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding29,574$2.83M+527Timeline
Asset One Wealth Management LLC28,876$2.79M0.29%-2,28313F-HRTimeline
Symphony Financial Services, Inc.29,209$2.79M1.25%+48613F-HRTimeline
Stonebridge Financial Group, LLC29,143$2.79M0.21%-32313F-HRTimeline
Cresset Asset Management, LLC28,943$2.77M0.01%+2,22313F-HRTimeline
Triad Wealth Partners, LLC28,091$2.75M0.16%-4,74313F-HRTimeline
Southland Equity Partners LLC28,008$2.68M0.47%+18013F-HRTimeline
HUB Investment Partners, LLC28,002$2.68M0.05%+4,33213F-HRTimeline
SENTINEL PENSION ADVISORS, LLC27,922$2.68M0.35%-24913F-HRTimeline
WealthPoint Financial, LLC27,675$2.65M1.93%-9013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC27,414$2.62M0.13%+51013F-HRTimeline
Sound Portfolio Advisors, LLC26,933$2.58M1.83%-87813F-HRTimeline
GLOBALT Investments LLC / GA26,829$2.57M0.09%-1,43313F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC26,793$2.56M0.86%-32813F-HRTimeline
SBI Securities Co., Ltd.26,689$2.55M0.06%-78813F-HRTimeline
Fragasso Financial Advisors Inc26,623$2.55M0.14%-10013F-HRTimeline
Berkeley, Inc26,590$2.54M0.8%-8,18413F-HRTimeline
Global Retirement Partners, LLC26,365$2.52M0.04%13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP26,111$2.5M<0.01%-6,70613F-HRTimelineGroup
MENLO ADVISORS LLC25,755$2.46M1.08%-1,60513F-HRTimeline
Herold Advisors, Inc.25,654$2.45M0.48%-3,50013F-HRTimeline
MAI Capital Management25,612$2.45M0.01%-3913F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…25,207$2.41M0.03%+10,06913F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.24,814$2.37M0.68%+4913F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC24,683$2.36M0.34%+1,01713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,664$2.36M<0.01%new13F-HR/ATimelineGroup
Tempus Wealth Planning, LLC24,200$2.31M0.45%+73513F-HRTimeline
Mesirow Financial Investment Management…24,165$2.31M0.04%+56413F-HRTimeline
Almanack Investment Partners, LLC.23,954$2.29M0.29%013F-HRTimeline
Venture Visionary Partners LLC23,786$2.27M0.06%-3,24213F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC23,727$2.27M0.67%-18013F-HRTimeline
Winter & Associates, Inc.23,648$2.26M1.7%-21,89313F-HRTimeline
Geneos Wealth Management Inc.23,631$2.26M0.05%+9413F-HRTimeline
Cascade Financial Partners, LLC23,370$2.23M0.19%-40413F-HRTimeline
SeaCrest Wealth Management, LLC23,345$2.23M0.25%-32,53513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC22,418$2.14M0.04%+15513F-HRTimeline
Astoria Portfolio Advisors LLC.22,341$2.14M0.36%+56713F-HRTimeline
Nikulski Financial, Inc.22,227$2.13M0.46%-1,30313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP22,194$2.12M0.01%+5813F-HRTimelineGroup
IEQ CAPITAL, LLC21,818$2.09M0.01%013F-HRTimeline
Narwhal Capital Management21,779$2.08M0.14%013F-HRTimeline
Impact Capital Partners LLC21,582$2.06M0.56%+17,98813F-HRTimeline
Vivid Wealth Management, LLC21,415$2.05M0.72%+26813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\21,330$2.04M<0.01%+6,08713F-HRTimelineGroup
Chicago Partners Investment Group LLC21,439$2.04M0.04%+57813F-HRTimeline
HAZLETT, BURT & WATSON, INC.21,235$2.03M0.54%+1,15513F-HRTimeline
GGM Financial LLC21,239$2.03M0.77%+2,21813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…21,030$2.01M0.04%+18,01813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,811$1.99M<0.01%new13F-HRTimelineGroup
Capital Advisors, Ltd. LLC20,627$1.97M0.2%+2,79613F-HRTimeline
CHATHAM CAPITAL GROUP, INC.20,567$1.97M0.25%+8013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT20,428$1.95M0.13%+5913F-HRTimeline
ASHTON THOMAS SECURITIES, LLC20,378$1.95M0.29%+1,24013F-HRTimeline
Bravias Capital Group, LLC20,301$1.94M1.15%-63413F-HRTimeline
Verum Partners LLC20,266$1.94M0.29%-2,04913F-HRTimeline
Summit Investment Advisory Services, LLC20,112$1.92M0.48%+38413F-HRTimeline
AE Wealth Management LLC20,045$1.92M0.01%-44713F-HRTimeline
HARBOUR INVESTMENTS, INC.19,730$1.89M0.03%-5,32013F-HRTimeline
Sherman Wealth Management LLC19,605$1.87M1.41%-1,86313F-HRTimeline
Integrated Wealth Concepts LLC19,342$1.85M0.01%+6,97913F-HR/ATimeline
Sigma Planning Corp18,889$1.81M0.05%+54913F-HRTimeline
Keating Financial Advisory Services, In…18,812$1.8M0.24%-2,75013F-HRTimeline
Comprehensive Financial Consultants Ins…18,798$1.8M0.48%+32813F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.18,677$1.79M0.51%-3813F-HRTimeline
GUIDANCE CAPITAL, INC18,370$1.78M0.38%-11213F-HRTimeline
WealthPlan Investment Management, LLC18,550$1.77M0.09%-76913F-HRTimeline
AVALON CAPITAL MANAGEMENT18,514$1.77M0.42%-15413F-HRTimeline
G&S Capital LLC18,384$1.76M0.51%new13F-HRTimeline
NewSquare Capital LLC18,289$1.75M0.13%+53813F-HRTimeline
AssuredPartners Investment Advisors, LLC18,234$1.74M0.17%+13613F-HRTimeline
LexAurum Advisors, LLC18,011$1.72M0.2%+30213F-HRTimeline
Rubicon Advisors, GP17,958$1.72M1.25%new13F-HRTimeline
Ruggaard & Associates LLC17,718$1.69M0.61%+64713F-HRTimeline
Pallas Capital Advisors LLC17,718$1.69M0.05%+17213F-HRTimeline
Quartz Partners, LLC17,639$1.69M0.55%+95013F-HRTimeline
Vermillion & White Wealth Management Gr…17,429$1.67M0.84%-23713F-HRTimeline
Parkside Financial Bank & Trust17,423$1.67M0.11%013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC17,183$1.64M1.05%+34713F-HRTimeline
RMR Wealth Builders17,117$1.64M0.1%-6213F-HRTimeline
Ridge Creek Global, Inc16,960$1.62M1.26%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.16,918$1.62M<0.01%+56813F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC16,888$1.61M0.07%-48313F-HRTimeline
Van Hulzen Asset Management, LLC16,671$1.59M0.11%new13F-HRTimeline
CoreCap Advisors, LLC16,389$1.57M0.05%-49213F-HRTimeline
WealthBridge Capital Management, LLC16,008$1.53M0.3%-60013F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.15,799$1.51M0.47%-3,87513F-HRTimeline
RETIREMENT GUYS FORMULA LLC15,738$1.5M0.57%-42413F-HRTimeline
Beacon Pointe Advisors, LLC15,719$1.5M0.01%+1,26913F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC15,692$1.5M0.43%+4,24713F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA15,565$1.48M0.04%-39713F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC15,107$1.44M0.29%-63013F-HRTimeline
Fulton Bank, N.A.14,982$1.43M0.04%+3,57313F-HRTimeline
Ballentine Partners, LLC14,979$1.43M0.02%+3,03313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers14,749$1.41M<0.01%+27913F-HRTimelineGroup
Embree Financial Group14,745$1.41M0.14%+7,70713F-HRTimeline
Glenview Trust Co14,643$1.4M0.02%+3,08613F-HR/ATimeline
MISSION WEALTH MANAGEMENT, LP14,630$1.4M0.02%+10,39413F-HRTimeline
Sovran Advisors, LLC14,366$1.38M0.1%-51413F-HRTimeline
Simplicity Wealth,LLC14,464$1.38M0.05%+11,30713F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC14,421$1.38M0.66%-4,19113F-HRTimeline
Stonebridge Wealth Management, LLC14,419$1.38M1.23%-45113F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC14,360$1.37M0.35%-19013F-HRTimeline
Interchange Capital Partners, LLC14,294$1.37M0.26%-4,14013F-HRTimeline
Smithfield Trust Co14,218$1.36M0.05%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …14,199$1.36M0.19%013F-HRTimelineGroup
TCV Trust & Wealth Management, Inc.13,884$1.33M0.1%013F-HRTimeline
RKL Wealth Management LLC13,862$1.33M0.11%013F-HRTimeline
PFG Advisors13,858$1.33M0.07%-92413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/13,812$1.32M<0.01%-5913F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC13,707$1.31M0.02%+2,36213F-HRTimeline
Elevation Capital Advisory, LLC13,624$1.3M0.5%-27,80913F-HRTimeline
Gladstone Institutional Advisory LLC13,448$1.29M0.04%+6,22113F-HRTimeline
Well Done, LLC13,311$1.27M0.17%-1913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP13,220$1.26M0.06%-2513F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC13,046$1.25M0.81%+4013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT13,039$1.25M0.12%+113F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…12,990$1.24M0.12%+3,69613F-HRTimelineGroup
Blackhawk Capital Partners, LLC12,883$1.23M0.4%-4,18013F-HRTimeline
OakTrust Wealth Advisors, LLC12,740$1.22M1.05%-1,60713F-HRTimeline
Robertson Stephens Wealth Management, L…12,699$1.21M0.03%-22313F-HRTimeline
Ted Buchan & Co12,680$1.21M0.4%+10113F-HRTimeline
PRIVATE TRUST CO NA12,656$1.21M0.1%+17313F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC12,615$1.21M0.23%+313F-HRTimeline
Peck Wealth Management, LLC12,581$1.2M1.01%013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC12,430$1.19M0.04%-38213F-HRTimeline
TD Waterhouse Canada Inc.12,363$1.18M<0.01%+2,97313F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding12,327$1.18M-221Timeline
Strait & Sound Wealth Management LLC12,303$1.18M0.41%+19613F-HRTimeline
Element Wealth, LLC12,005$1.15M0.43%+1,39013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC11,755$1.12M0.02%-6013F-HRTimeline
Gryphon Financial Partners LLC11,572$1.11M0.1%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,434$1.09M0.05%-19,74013F-HRTimeline
New World Advisors LLC11,403$1.09M0.19%+1,91213F-HRTimeline
UPTICK PARTNERS, LLC11,399$1.09M0.17%+1,13713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…11,395$1.09M0.01%-1,02313F-HRTimelineGroup
Bison Wealth, LLC11,228$1.08M0.1%-1,70313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/11,139$1.07M<0.01%-13613F-HRTimelineGroup
Avantra Family Wealth, Inc.11,132$1.06M0.68%+6913F-HRTimeline
Colorado Capital Management, Inc.10,991$1.05M0.36%013F-HRTimeline
MONECO ADVISORS, LLC10,967$1.05M0.06%+1713F-HRTimeline
Allie Family Office LLC10,900$1.04M0.39%013F-HR/ATimeline
PARSONS CAPITAL MANAGEMENT INC/RI10,861$1.04M0.05%-51613F-HRTimeline
Raub Brock Capital Management LP10,726$1.03M0.28%+1413F-HRTimeline
CVA Family Office, LLC10,604$1.01M0.09%+413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,536$1.01M<0.01%-595,89113F-HRTimelineGroup
WEDBUSH SECURITIES INC10,528$1.01M0.03%+413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…10,416$996K0.11%-3,64313F-HRTimeline
Wharton Business Group, LLC10,345$989K0.03%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp10,342$989K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC10,266$982K0.07%+213F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC10,165$972K0.16%-2,85913F-HRTimeline
Safeguard Investment Advisory Group, LLC10,144$970K0.22%-5,65913F-HRTimeline