Skip to content
Disclosery

DGRW WISDOMTREE TR

Follow

US QTLY DIV GRT (fund)

714 managers (721 13F filers) reported a position in DGRW shares at 2025-03-31, 142,663,127 shares in all. 51 filers opened a position and 33 filers sold out during the quarter.

Managers
714
13F filers
721
New
51
Added
288
Reduced
249
Sold out
33
Shares held by filers
142,663,127

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BROWN ADVISORY INCin group BROWN ADVISORY INC57,408$4.58M0.01%+1,96913F-HRTimelineGroup
Evernest Financial Advisors, LLC56,971$4.55M1.63%+3,31013F-HRTimeline
LANARK FINANCIAL, INC.56,488$4.51M0.38%+56,46113F-HRTimeline
Advisory Services Network, LLC56,398$4.5M0.09%+34,63213F-HRTimeline
Citizens National Bank Trust Department55,088$4.4M0.94%-4513F-HRTimeline
Waverly Advisors, LLC53,955$4.31M0.05%+1,60513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC55,155$4.26M0.36%-3,10613F-HRTimeline
Ausdal Financial Partners, Inc.53,041$4.24M0.32%-3,05013F-HRTimeline
Founders Financial Alliance, LLC52,827$4.22M1.02%-69113F-HRTimeline
FMR LLCin group FMR LLC52,524$4.19M<0.01%-3,14813F-HRTimelineGroup
Burns Matteson Capital Management, LLC51,504$4.11M2.21%-24513F-HRTimeline
Summit Trail Advisors, LLC51,209$4.09M0.13%+12,37213F-HRTimeline
JT Stratford LLC48,962$3.91M0.69%+2,17213F-HRTimeline
Empowered Funds, LLC48,286$3.86M0.05%new13F-HRTimeline
Geneos Wealth Management Inc.48,286$3.86M0.06%+24,96513F-HRTimeline
WIN ADVISORS, INC48,143$3.84M1.98%new13F-HRTimeline
RFG Advisory, LLC47,582$3.8M0.1%+5,78413F-HRTimeline
Berkeley, Inc47,415$3.79M1.78%+2,15813F-HRTimeline
Perigon Wealth Management, LLC47,345$3.78M0.1%+5,21713F-HRTimeline
Nikulski Financial, Inc.47,105$3.76M1.14%+1,82113F-HRTimeline
Dynamic Advisor Solutions LLC46,642$3.72M0.12%new13F-HRTimeline
Lansing Street Advisors46,623$3.72M1.25%-7,57513F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding45,878$3.66M+18,350Timeline
&PARTNERS45,700$3.62M0.04%+31,58813F-HRTimeline
TOWNSQUARE CAPITAL LLC43,671$3.49M0.04%+7,28313F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.43,666$3.49M1.27%-2,69613F-HRTimeline
Lantz Financial LLC43,614$3.48M0.95%-87013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources42,526$3.4M<0.01%+21,36313F-HRTimelineGroup
Waterway Wealth Management, LLC42,453$3.39M1.41%+35,63913F-HRTimeline
Horizon Investments, LLC42,249$3.37M0.1%-4,70713F-HRTimeline
HBW ADVISORY SERVICES LLC40,520$3.24M0.46%-7,46613F-HRTimeline
Wedmont Private Capital42,268$3.21M0.16%new13F-HRTimeline
Herold Advisors, Inc.40,124$3.2M0.7%+2,77013F-HRTimeline
Meridian Financial Partners LLC39,672$3.17M1.61%-29513F-HRTimeline
Vestmark Advisory Solutions, Inc.39,509$3.16M0.08%new13F-HRTimeline
Sarver Vrooman Wealth Advisors39,421$3.15M2.09%13F-HRTimeline
Haverford Trust Co39,302$3.14M0.03%013F-HRTimeline
Wingate Wealth Advisors, Inc.38,667$3.09M3.55%+4,64013F-HRTimeline
Clear Creek Financial Management, LLC37,578$3M0.31%+2,71213F-HRTimeline
Meridian Financial Advisors, LLC37,476$2.99M2.1%+98613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC37,059$2.96M0.01%+5,46813F-HR/ATimelineGroup
MONEY CONCEPTS CAPITAL CORP36,629$2.93M0.22%-1,15913F-HRTimeline
Harvest Investment Services, LLC36,417$2.91M0.81%-17313F-HRTimeline
Tempus Wealth Planning, LLC36,205$2.89M0.86%+1,66613F-HRTimeline
Shilanski & Associates, Inc.35,886$2.87M0.89%+1,05013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC35,374$2.83M0.18%-3613F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC36,050$2.82M1.11%+12,32613F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.35,196$2.81M1.59%+1,72013F-HRTimeline
Grey Ledge Advisors, LLC34,889$2.79M0.73%+6,09713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,814$2.78M<0.01%+14,61113F-HRTimelineGroup
Fermata Advisors, LLC34,774$2.78M0.5%+11,80913F-HRTimeline
GLOBALT Investments LLC / GA34,446$2.75M0.11%-3,64313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC32,846$2.62M0.3%-19013F-HRTimeline
SBI Securities Co., Ltd.32,602$2.6M0.09%-23413F-HRTimeline
Centerpoint Advisory Group31,971$2.55M2.51%+43313F-HRTimeline
Astoria Portfolio Advisors LLC.33,265$2.53M0.86%-1,64213F-HRTimeline
Cresset Asset Management, LLC31,060$2.48M0.01%+2,01313F-HRTimeline
Apexium Financial, LP30,929$2.47M0.15%+12,91013F-HRTimeline
Triad Wealth Partners, LLC30,713$2.45M0.76%-10,77913F-HRTimeline
M Holdings Securities, Inc.29,734$2.38M0.4%new13F-HRTimeline
Stonebridge Financial Group, LLC29,572$2.36M0.25%+62413F-HRTimeline
Southland Equity Partners LLC29,371$2.35M0.55%-30513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV29,004$2.32M0.18%+3813F-HRTimeline
SENTINEL PENSION ADVISORS, LLC28,035$2.24M0.41%-11313F-HRTimeline
MENLO ADVISORS LLC28,010$2.24M1.06%013F-HRTimeline
Symphony Financial Services, Inc.27,627$2.21M1.44%-63713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV27,299$2.18M0.01%-1,06213F-HRTimeline
GGM Financial LLC27,281$2.18M1.49%-12313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP26,083$2.08M<0.01%+3,58113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.25,963$2.07M0.06%+5,44813F-HRTimeline
DHJJ Financial Advisors, Ltd.25,712$2.05M0.83%+78413F-HRTimeline
Cascade Financial Partners, LLC24,489$1.96M0.25%-5,30813F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC24,426$1.95M1.04%-1,86913F-HR/ATimeline
Bulltick Wealth Management, LLC24,334$1.94M0.52%-11,70013F-HRTimeline
Comprehensive Financial Planning, Inc./…24,238$1.94M1.88%-3213F-HRTimeline
Almanack Investment Partners, LLC.24,216$1.93M0.38%-5,19813F-HRTimeline
IEQ CAPITAL, LLC23,934$1.91M0.02%+1,34513F-HRTimeline
Fragasso Financial Advisors Inc23,582$1.88M0.14%-99813F-HRTimeline
WealthPlan Investment Management, LLC23,291$1.86M0.18%+56313F-HRTimeline
Creekmur Asset Management LLC22,989$1.84M0.38%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…22,963$1.83M0.01%-1,53713F-HRTimelineGroup
Lifestyle Asset Management, Inc.22,881$1.83M1%-24713F-HRTimeline
Bravias Capital Group, LLC22,712$1.81M1.47%-97113F-HRTimeline
Summit Investment Advisory Services, LLC22,470$1.79M0.88%+29213F-HRTimeline
Chicago Partners Investment Group LLC22,556$1.76M0.06%-9013F-HRTimeline
Talisman Wealth Advisors LLC22,049$1.76M1.81%+4013F-HRTimeline
AVALON CAPITAL MANAGEMENT22,001$1.76M0.51%-21,39113F-HRTimeline
Narwhal Capital Management21,779$1.74M0.15%013F-HRTimeline
SeaCrest Wealth Management, LLC21,751$1.74M0.2%+63513F-HRTimeline
Powers Advisory Group, LLC21,750$1.74M0.83%+13,04113F-HRTimeline
Etesian Wealth Advisors, Inc.21,484$1.72M0.74%+3,23613F-HRTimeline
Fort Point Capital Partners LLC21,413$1.71M0.19%+65713F-HRTimeline
DHK Financial Advisors, Inc.21,325$1.7M0.93%+8113F-HRTimeline
COUNTRY CLUB BANK21,296$1.68M0.11%-47613F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC20,941$1.67M1.13%+34713F-HRTimeline
AssuredPartners Investment Advisors, LLC20,894$1.67M0.32%-1,46013F-HRTimeline
Ashton Thomas Private Wealth, LLC20,852$1.67M0.06%-59213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP20,505$1.64M<0.01%-90113F-HRTimelineGroup
RETIREMENT GUYS FORMULA LLC20,394$1.63M0.81%-3,16513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT20,393$1.63M0.07%+7113F-HRTimeline
PFG Advisors20,341$1.62M0.09%+71713F-HRTimeline
Mesirow Financial Investment Management…19,500$1.56M0.03%new13F-HRTimeline
Arkadios Wealth Advisors19,492$1.56M0.06%+14,97213F-HRTimeline
Strive Asset Management, LLC19,270$1.54M1.07%-1,90713F-HR/ATimeline
Hoxton Planning & Management, LLC19,229$1.54M0.59%+4,10813F-HRTimeline
Raab & Moskowitz Asset Management LLC19,127$1.53M0.38%-64513F-HRTimeline
Sigma Planning Corp19,122$1.53M0.05%+1,49513F-HRTimeline
Atlas Private Wealth Advisors19,080$1.52M0.21%+96813F-HRTimeline
LM Advisors LLC19,031$1.52M0.27%+3,18813F-HRTimeline
Patriot Financial Group Insurance Agenc…18,976$1.52M0.2%+4,76613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC18,912$1.51M0.02%+6,38813F-HRTimelineGroup
Parkside Financial Bank & Trust18,597$1.49M0.19%013F-HRTimeline
Orion Porfolio Solutions, LLC18,463$1.47M0.01%-5,96413F-HRTimeline
Orion Portfolio Solutions, LLC18,463$1.47M0.01%-5,96413F-HR/ATimeline
Pallas Capital Advisors LLC18,453$1.47M0.06%-28813F-HRTimeline
Interchange Capital Partners, LLC18,434$1.47M0.41%-13513F-HRTimeline
Northeast Financial Consultants Inc18,415$1.47M0.07%013F-HRTimeline
Allie Family Office LLC18,129$1.45M0.79%013F-HRTimeline
Fulton Bank, N.A.17,933$1.43M0.06%+1,51613F-HRTimeline
VIEWPOINT INVESTMENT PARTNERS CORP17,537$1.4M0.76%new13F-HRTimeline
ORG Partners LLC17,385$1.39M0.34%+3,43813F-HRTimeline
Bryn Mawr Trust Advisors, LLC17,382$1.39M0.08%+4113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,280$1.38M<0.01%+3,18613F-HRTimelineGroup
Elevation Capital Advisory, LLC17,199$1.37M0.6%+1,24613F-HRTimeline
HAZLETT, BURT & WATSON, INC.17,188$1.37M0.62%+1,33713F-HRTimeline
Vivid Wealth Management, LLC17,107$1.37M0.68%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,931$1.35M0.05%-3,17313F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.16,848$1.35M0.61%-27313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/16,768$1.35M<0.01%+93013F-HRTimelineGroup
MUIRFIELD WEALTH ADVISORS LLC16,530$1.32M1.12%-2,04413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC16,489$1.32M0.01%+2,74313F-HRTimeline
FSA Advisors, Inc.16,470$1.32M1.04%-46013F-HRTimeline
MAI Capital Management16,300$1.3M0.01%+21413F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC16,221$1.29M1.05%-96113F-HRTimeline
Vermillion & White Wealth Management Gr…16,137$1.29M0.93%-33,61313F-HRTimeline
Sovran Advisors, LLC17,083$1.29M0.17%+85613F-HRTimeline
GUIDANCE CAPITAL, INC16,201$1.28M0.39%-1213F-HRTimeline
RKL Wealth Management LLC15,985$1.28M0.12%013F-HRTimeline
PRIVATE TRUST CO NA15,823$1.26M0.13%+1,43613F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC15,719$1.26M0.48%-46513F-HRTimeline
Robertson Stephens Wealth Management, L…15,664$1.25M0.05%-76513F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding15,515$1.24M-5,999Timeline
Gladstone Institutional Advisory LLC15,506$1.24M0.06%-11,89913F-HRTimeline
WealthBridge Capital Management, LLC15,272$1.22M0.34%-67413F-HRTimeline
Ruggaard & Associates LLC15,216$1.22M0.53%+25113F-HRTimeline
TWO SIGMA SECURITIES, LLC14,995$1.2M0.18%new13F-HRTimeline
Beacon Financial Advisory LLC14,984$1.2M0.36%+6,31713F-HRTimeline
CHOREO, LLC14,894$1.19M0.02%-39,12313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP14,832$1.18M0.01%-18013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\14,598$1.17M<0.01%+1313F-HRTimelineGroup
Well Done, LLC14,096$1.14M0.21%-8213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC14,169$1.13M0.43%+14513F-HRTimeline
NewSquare Capital LLC14,070$1.12M0.09%+13213F-HRTimeline
AE Wealth Management LLC13,969$1.12M0.01%-1,10413F-HRTimeline
TCV Trust & Wealth Management, Inc.13,884$1.11M0.1%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…13,827$1.1M0.02%+4,89913F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/13,820$1.1M<0.01%-58113F-HRTimelineGroup
Financial Advocates Investment Manageme…13,770$1.1M0.08%-51213F-HRTimeline
Comprehensive Financial Consultants Ins…13,754$1.1M0.39%+1,62613F-HRTimeline
CoreCap Advisors, LLC13,718$1.1M0.05%+2,53413F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT13,708$1.09M0.14%-6,90113F-HRTimeline
Quartz Partners, LLC13,608$1.09M0.66%+30713F-HRTimeline
LexAurum Advisors, LLC13,346$1.07M0.2%+1513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC13,016$1.04M<0.01%-2,91013F-HRTimelineGroup
RMR Wealth Builders12,984$1.04M0.11%+13113F-HRTimeline
Redwood Financial Network Corp12,945$1.03M0.79%-46113F-HRTimeline
Smithfield Trust Co12,919$1.03M0.05%013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC12,662$1.01M0.74%+13313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management12,638$1.01M0.01%-99013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…12,550$1M<0.01%+5,19513F-HRTimelineGroup
Ted Buchan & Co12,495$998K0.47%-28413F-HRTimeline
Advance Capital Management, Inc.12,366$988K0.05%+4113F-HRTimeline
Avantra Family Wealth, Inc.12,079$965K0.93%+32313F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…12,006$959K0.7%+1,72413F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…11,964$946K0.14%-25613F-HRTimeline
Glenview Trust Co11,592$926K0.02%013F-HR/ATimeline
Gryphon Financial Partners LLC11,554$923K0.13%-45013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI11,490$918K0.05%+63013F-HRTimeline
GREENWOOD GEARHART LLC11,489$918K0.06%013F-HRTimeline
GWN SECURITIES INC.11,088$888K0.05%new13F-HRTimeline
Blackhawk Capital Partners, LLC11,019$880K0.45%-8,22713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC10,978$877K<0.01%+813F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…10,965$876K0.04%-28313F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC10,928$873K0.02%-8,74113F-HRTimeline
Quantinno Capital Management LP10,782$861K0.01%new13F-HRTimeline
MONECO ADVISORS, LLC10,777$861K0.09%-3,15713F-HR/ATimeline
Collaborative Wealth Managment Inc.10,587$845K0.4%-38213F-HRTimeline
CVA Family Office, LLC10,584$845K0.13%+413F-HRTimeline
Wharton Business Group, LLC10,345$826K0.04%013F-HRTimeline
Strategic Financial Concepts, LLC10,192$814K0.15%-24,06113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC10,183$813K0.01%-56413F-HRTimeline
GeoWealth Management, LLC9,881$789K0.03%+4,15113F-HRTimeline
Anchor Investment Management, LLC9,825$785K0.07%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors9,825$785K0.12%013F-HRTimelineGroup
Colorado Capital Management, Inc.9,768$780K0.36%-11913F-HRTimeline
Strait & Sound Wealth Management LLC9,727$777K0.36%+4,59113F-HRTimeline
TRUST POINT INC.9,696$774K0.07%-113F-HRTimeline
CW Advisors, LLC9,654$772K0.01%+4,22113F-HRTimeline
Verum Partners LLC9,663$772K0.21%+14513F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC9,552$763K0.35%-2,32913F-HRTimeline