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Disclosery

DGRW WISDOMTREE TR

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US QTLY DIV GRT (fund)

705 managers (712 13F filers) reported a position in DGRW shares at 2024-12-31, 141,418,151 shares in all. 54 filers opened a position and 34 filers sold out during the quarter.

Managers
705
13F filers
712
New
54
Added
316
Reduced
169
Sold out
34
Shares held by filers
141,418,151

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
Evernest Financial Advisors, LLC53,661$4.34M1.13%+1,92713F-HRTimeline
Founders Financial Alliance, LLC53,518$4.33M1.19%+3,67213F-HRTimeline
Waverly Advisors, LLC52,350$4.24M0.07%+46,89113F-HRTimeline
Howard Capital Management, LLC52,193$4.22M0.07%+10,35713F-HRTimeline
Burns Matteson Capital Management, LLC51,749$4.19M2.35%-67713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.49,851$4.03M0.01%+28,66113F-HRTimelineGroup
Vermillion & White Wealth Management Gr…49,750$4.03M2.97%-33,15113F-HRTimeline
HBW ADVISORY SERVICES LLC47,986$3.88M0.4%+1,90013F-HRTimeline
Horizon Investments, LLC46,956$3.8M0.11%-3,20013F-HRTimeline
JT Stratford LLC46,790$3.79M0.62%+1,97413F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.46,362$3.75M1.38%-119,18013F-HRTimeline
Nikulski Financial, Inc.45,284$3.66M1.08%+4,36913F-HRTimeline
Berkeley, Inc45,257$3.66M1.9%+27,39913F-HR/ATimeline
Lantz Financial LLC44,484$3.6M0.96%+31813F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC43,526$3.52M2.07%13F-HRTimeline
AVALON CAPITAL MANAGEMENT43,392$3.51M1.13%-2,13413F-HRTimeline
Perigon Wealth Management, LLC42,128$3.45M0.08%-4,62713F-HRTimeline
RFG Advisory, LLC41,798$3.38M0.1%-3,40213F-HRTimeline
Triad Wealth Partners, LLC41,492$3.36M1.21%-56,82513F-HRTimeline
Meridian Financial Partners LLC39,967$3.23M1.71%+32113F-HRTimeline
Haverford Trust Co39,302$3.18M0.03%+2,54313F-HRTimeline
Summit Trail Advisors, LLC38,837$3.14M0.12%+21,34213F-HRTimeline
GLOBALT Investments LLC / GA38,089$3.08M0.12%-1,07613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP37,788$3.06M0.23%+26,99213F-HRTimeline
Herold Advisors, Inc.37,354$3.02M0.66%+2,39013F-HRTimeline
Harvest Investment Services, LLC36,590$2.96M0.73%+52713F-HRTimeline
Meridian Financial Advisors, LLC36,490$2.95M2.04%+1,54913F-HRTimeline
TOWNSQUARE CAPITAL LLC36,388$2.94M0.03%+12,51113F-HRTimeline
Bulltick Wealth Management, LLC36,034$2.92M0.69%+9,06113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC35,410$2.87M0.18%+96613F-HRTimeline
Clear Creek Financial Management, LLC34,866$2.82M0.3%+2,87613F-HRTimeline
Shilanski & Associates, Inc.34,836$2.82M0.9%+5713F-HRTimeline
Astoria Portfolio Advisors LLC.34,907$2.82M1%-38,78213F-HRTimeline
Tempus Wealth Planning, LLC34,539$2.8M0.85%+22,10313F-HRTimeline
Strategic Financial Concepts, LLC34,253$2.77M0.53%new13F-HR/ATimeline
Wingate Wealth Advisors, Inc.34,027$2.75M2.7%13F-HRTimeline
Bison Wealth, LLC33,557$2.72M0.33%13F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.33,476$2.71M1.6%+67213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC33,036$2.67M0.31%-38413F-HRTimeline
SBI Securities Co., Ltd.32,836$2.66M0.08%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,591$2.56M<0.01%new13F-HRTimelineGroup
Centerpoint Advisory Group31,538$2.55M2.47%13F-HRTimeline
Smart Money Group LLC30,449$2.46M0.85%-13413F-HRTimeline
Cascade Financial Partners, LLC29,797$2.41M0.31%+5,65213F-HRTimeline
Southland Equity Partners LLC29,676$2.4M0.56%+2,99513F-HRTimeline
Almanack Investment Partners, LLC.29,414$2.38M0.37%013F-HRTimeline
Cresset Asset Management, LLC29,047$2.35M0.01%+413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV28,966$2.34M0.17%-1,72313F-HRTimeline
Stonebridge Financial Group, LLC28,948$2.34M0.26%13F-HRTimeline
Grey Ledge Advisors, LLC28,792$2.33M0.6%+17813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV28,361$2.3M0.01%-8,71713F-HRTimeline
Symphony Financial Services, Inc.28,264$2.29M1.84%-4,13313F-HRTimeline
SENTINEL PENSION ADVISORS, LLC28,148$2.28M0.42%-1,79913F-HRTimeline
MENLO ADVISORS LLC28,010$2.27M1.16%-5013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding27,528$2.23M+2,782Timeline
Gladstone Institutional Advisory LLC27,405$2.22M0.1%-3,37013F-HRTimeline
GGM Financial LLC27,404$2.22M2.36%-1,36113F-HRTimeline
Gateway Wealth Partners, LLC27,242$2.2M0.57%+20713F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC26,295$2.13M1.05%-1,19013F-HRTimeline
DHJJ Financial Advisors, Ltd.24,928$2.02M0.79%+1,10013F-HRTimeline
Fragasso Financial Advisors Inc24,580$1.99M0.15%-1,41313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…24,500$1.98M0.01%+12,58213F-HRTimelineGroup
Orion Porfolio Solutions, LLC24,427$1.98M0.02%+3,97313F-HRTimeline
Orion Portfolio Solutions, LLC24,427$1.98M0.02%+3,97313F-HRTimeline
Bravias Capital Group, LLC23,683$1.97M1.6%13F-HRTimeline
Comprehensive Financial Planning, Inc./…24,270$1.96M1.66%13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC23,724$1.92M0.86%+3,90713F-HRTimeline
RETIREMENT GUYS FORMULA LLC23,559$1.91M0.96%-3,25413F-HRTimeline
Geneos Wealth Management Inc.23,321$1.89M0.07%+65013F-HRTimeline
Lifestyle Asset Management, Inc.23,128$1.87M1.02%+14513F-HRTimeline
Creekmur Asset Management LLC22,989$1.86M0.43%013F-HRTimeline
Fermata Advisors, LLC22,965$1.86M0.35%+10,43113F-HRTimeline
WealthPlan Investment Management, LLC22,728$1.84M0.18%+2,41113F-HRTimeline
Chicago Partners Investment Group LLC22,646$1.84M0.06%-24913F-HRTimeline
IEQ CAPITAL, LLC22,589$1.83M0.02%+1313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP22,502$1.82M<0.01%new13F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC22,354$1.81M0.35%13F-HRTimeline
Summit Investment Advisory Services, LLC22,178$1.79M0.93%+42713F-HRTimeline
Talisman Wealth Advisors LLC22,009$1.78M1.89%+6313F-HRTimeline
COUNTRY CLUB BANK21,772$1.76M0.12%-98613F-HRTimeline
Narwhal Capital Management21,779$1.76M0.16%-5,50013F-HRTimeline
Advisory Services Network, LLC21,766$1.76M0.03%+71713F-HRTimeline
Impact Capital Partners LLC21,629$1.75M0.62%13F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding21,514$1.74MnewTimeline
Ashton Thomas Private Wealth, LLC21,444$1.74M0.07%-27713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP21,406$1.73M<0.01%+1,08713F-HRTimelineGroup
Global Retirement Partners, LLC21,312$1.72M0.05%+2,01313F-HRTimeline
DHK Financial Advisors, Inc.21,244$1.72M1.04%+8413F-HRTimeline
Strive Asset Management, LLC21,177$1.71M1.28%13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources21,163$1.71M<0.01%+3,00813F-HRTimelineGroup
SeaCrest Wealth Management, LLC21,116$1.71M0.18%+1,08113F-HRTimeline
Fort Point Capital Partners LLC20,756$1.68M0.19%+1,52013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT20,609$1.67M0.2%-2,18313F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC20,594$1.67M1.09%+1,82113F-HRTimeline
HARBOUR INVESTMENTS, INC.20,515$1.66M0.05%+86713F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT20,322$1.64M0.07%+7513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,203$1.64M<0.01%-11,66013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC20,104$1.63M0.05%+4,21313F-HRTimeline
Raab & Moskowitz Asset Management LLC19,772$1.6M0.39%+22313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC19,669$1.59M0.04%+10,77613F-HRTimeline
PFG Advisors19,624$1.59M0.1%+47013F-HRTimeline
Blackhawk Capital Partners, LLC19,246$1.56M0.81%+2,52713F-HRTimeline
Pallas Capital Advisors LLC18,741$1.52M0.06%+1,08713F-HRTimeline
Parkside Financial Bank & Trust18,597$1.51M0.2%new13F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC18,574$1.5M1.24%+6,27213F-HRTimeline
Interchange Capital Partners, LLC18,569$1.5M0.55%-2,42513F-HRTimeline
Northeast Financial Consultants Inc18,415$1.49M0.06%013F-HRTimeline
Etesian Wealth Advisors, Inc.18,248$1.48M0.65%+4,63113F-HRTimeline
Allie Family Office LLC18,129$1.47M0.81%013F-HRTimeline
Atlas Private Wealth Advisors18,112$1.47M0.21%+2,46613F-HRTimeline
Apexium Financial, LP18,019$1.46M0.09%new13F-HRTimeline
Sigma Planning Corp17,627$1.43M0.04%-1,30013F-HRTimeline
Bryn Mawr Trust Advisors, LLC17,341$1.4M0.08%+12,34413F-HR/ATimeline
MOSAIC FINANCIAL GROUP, LLC17,182$1.39M1%+4,29613F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.17,121$1.39M0.62%+2,32013F-HRTimeline
FSA Advisors, Inc.16,930$1.37M1.68%+2,20513F-HRTimeline
GUIDANCE CAPITAL, INC16,213$1.36M0.42%+1,02313F-HRTimeline
Robertson Stephens Wealth Management, L…16,429$1.33M0.05%-58113F-HRTimeline
Fulton Bank, N.A.16,417$1.33M0.05%+4,76813F-HRTimeline
Sovran Advisors, LLC16,227$1.31M0.19%13F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC16,184$1.31M0.6%-2,00213F-HRTimeline
MAI Capital Management16,086$1.3M0.01%+9,85013F-HRTimeline
Engineers Gate Manager LP16,010$1.3M0.02%-6,90113F-HRTimeline
RKL Wealth Management LLC15,985$1.29M0.12%new13F-HRTimeline
Elevation Capital Advisory, LLC15,953$1.29M0.55%+96213F-HRTimeline
WealthBridge Capital Management, LLC15,946$1.29M0.36%-16413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC15,926$1.29M0.01%+5,26013F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.15,922$1.29M<0.01%+7,42713F-HRTimeline
LM Advisors LLC15,843$1.28M0.23%+1,26413F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/15,838$1.28M<0.01%+11,85313F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.15,851$1.28M0.57%+1,23413F-HRTimeline
Hoxton Planning & Management, LLC15,121$1.22M0.47%+10,39613F-HRTimeline
AE Wealth Management LLC15,073$1.22M0.01%+70013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP15,012$1.21M0.01%013F-HRTimelineGroup
Ruggaard & Associates LLC14,965$1.21M0.53%+1,01413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\14,585$1.18M<0.01%+62613F-HRTimelineGroup
Well Done, LLC14,178$1.18M0.22%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/14,401$1.17M<0.01%+2,15413F-HRTimelineGroup
PRIVATE TRUST CO NA14,387$1.16M0.12%+3,54613F-HRTimeline
Financial Advocates Investment Manageme…14,282$1.16M0.07%+86913F-HRTimeline
Patriot Financial Group Insurance Agenc…14,210$1.15M0.15%+89613F-HRTimeline
&PARTNERS14,112$1.15M0.01%+1,63313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,094$1.14M<0.01%+9,43713F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC14,024$1.13M0.44%+7413F-HRTimeline
ORG Partners LLC13,947$1.13M0.15%+5,94713F-HRTimeline
NewSquare Capital LLC13,938$1.13M0.09%+26713F-HRTimeline
MONECO ADVISORS, LLC13,934$1.13M0.12%+3313F-HR/ATimeline
TCV Trust & Wealth Management, Inc.13,884$1.12M0.1%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13,746$1.11M0.01%+3,10213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management13,628$1.1M0.02%-3,42813F-HRTimelineGroup
Redwood Financial Network Corp13,406$1.08M0.81%-47913F-HRTimeline
LexAurum Advisors, LLC13,331$1.08M0.21%+22513F-HRTimeline
Quartz Partners, LLC13,301$1.08M0.66%+14413F-HRTimeline
Riggs Capital Management LLC13,172$1.07M1.05%13F-HRTimeline
Smithfield Trust Co12,919$1.05M0.05%013F-HRTimeline
RMR Wealth Builders12,853$1.04M0.11%-7213F-HR/ATimeline
Ted Buchan & Co12,779$1.03M0.49%-8613F-HRTimeline
UHLMANN PRICE SECURITIES, LLC12,529$1.01M0.77%+27313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,524$1.01M0.01%+10113F-HRTimelineGroup
Advance Capital Management, Inc.12,325$997K0.05%+76713F-HRTimeline
Meridian Wealth Management, LLC12,297$995K0.05%+58913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…12,220$989K0.15%-26113F-HRTimeline
Comprehensive Financial Consultants Ins…12,128$982K0.36%+81713F-HRTimeline
TD Waterhouse Canada Inc.12,095$978K0.01%+3,28613F-HRTimeline
Gryphon Financial Partners LLC12,004$971K0.14%-1,26313F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC11,881$962K0.45%-9413F-HRTimeline
Avantra Family Wealth, Inc.11,756$951K0.89%13F-HRTimeline
Glenview Trust Co11,592$938K0.02%013F-HRTimeline
GREENWOOD GEARHART LLC11,489$930K0.06%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…11,248$910K0.04%+95313F-HRTimelineGroup
CoreCap Advisors, LLC11,184$905K0.04%-38013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC10,970$888K<0.01%-213F-HRTimelineGroup
Collaborative Wealth Managment Inc.10,969$888K0.4%-17313F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI10,860$879K0.05%+15813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC10,794$874K0.03%-12,62113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC10,747$870K0.01%-73313F-HRTimeline
CVA Family Office, LLC10,580$856K0.14%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,531$852K<0.01%new13F-HRTimelineGroup
Legacy Investment Solutions, LLC10,282$852K0.56%+6,69413F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…10,282$852K0.56%+6,69413F-HRTimelineGroup
Wharton Business Group, LLC10,345$837K0.04%013F-HRTimeline
WORLD EQUITY GROUP, INC.10,316$835K0.18%+5,20813F-HRTimeline
SageView Advisory Group, LLC10,138$820K0.04%+3,88613F-HRTimeline
Colorado Capital Management, Inc.9,887$800K0.39%-4913F-HRTimeline
Anchor Investment Management, LLC9,825$795K0.07%-15013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors9,825$795K0.12%013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC9,812$794K<0.01%-5,22913F-HRTimelineGroup
TRUST POINT INC.9,697$785K0.05%013F-HRTimeline
Watts Gwilliam & Co., LLC9,565$775K0.16%-1,08113F-HRTimeline
Aptus Capital Advisors, LLC9,539$772K0.01%+5,55213F-HRTimeline
Verum Partners LLC9,518$770K0.22%-1,06913F-HRTimeline
Kondo Wealth Advisors, Inc.9,495$768K0.39%13F-HRTimeline
Mutual Advisors, LLC9,357$767K0.02%+1,38613F-HRTimeline
PINNACLE ASSOCIATES LTD9,394$760K0.01%+3,29013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC9,398$760K0.03%+2413F-HRTimelineGroup
Mayfair Advisory Group, LLC9,378$759K0.45%+39613F-HRTimeline
FINANCIAL COUNSELORS INC9,359$757K0.01%-4713F-HRTimeline
First Horizon Advisors, Inc.9,349$757K0.02%+2,87013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.9,294$752K0.39%-29413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV9,190$744K0.06%+73413F-HRTimeline