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Disclosery

DGRW WISDOMTREE TR

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US QTLY DIV GRT (fund)

724 managers (734 13F filers) reported a position in DGRW shares at 2025-06-30, 145,538,648 shares in all. 47 filers opened a position and 37 filers sold out during the quarter.

Managers
724
13F filers
734
New
47
Added
308
Reduced
229
Sold out
37
Shares held by filers
145,538,648

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LANARK FINANCIAL, INC.57,627$4.83M0.39%+1,13913F-HRTimeline
CRUX WEALTH ADVISORS56,498$4.73M2.01%-22,90113F-HRTimeline
SMITH, MOORE & CO.56,153$4.7M0.39%-21,59813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC55,279$4.63M0.04%new13F-HRTimelineGroup
Citizens National Bank Trust Department54,586$4.57M0.91%-50213F-HRTimeline
CHOREO, LLC53,978$4.52M0.06%+39,08413F-HRTimeline
JT Stratford LLC52,373$4.39M0.66%+3,41113F-HRTimeline
Founders Financial Alliance, LLC52,048$4.36M0.99%-77913F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC51,695$4.33M2.08%-118,43213F-HRTimeline
Aries Wealth Management51,589$4.32M1.13%-7,05913F-HRTimeline
Waverly Advisors, LLC51,475$4.31M0.05%-2,48013F-HRTimeline
Summit Trail Advisors, LLC51,418$4.31M0.07%+20913F-HRTimeline
FMR LLCin group FMR LLC49,902$4.18M<0.01%-2,62213F-HRTimelineGroup
ORBA Wealth Advisors, L.L.C.49,239$4.12M3.75%-58,05513F-HRTimeline
SeaCrest Wealth Management, LLC49,221$4.12M0.45%+27,47013F-HRTimeline
RFG Advisory, LLC47,549$3.98M0.09%-3313F-HRTimeline
VIEWPOINT INVESTMENT PARTNERS CORP47,513$3.98M2.18%+29,97613F-HRTimeline
Nikulski Financial, Inc.46,932$3.93M1.08%-17313F-HRTimeline
Lansing Street Advisors46,469$3.89M1.16%-15413F-HRTimeline
Fermata Advisors, LLC46,144$3.86M1.03%+11,37013F-HRTimeline
Burns Matteson Capital Management, LLC45,750$3.83M1.85%-5,75413F-HRTimeline
M Holdings Securities, Inc.45,586$3.81M0.65%+15,85213F-HRTimeline
Dynamic Advisor Solutions LLC45,184$3.78M0.12%-1,45813F-HRTimeline
Perigon Wealth Management, LLC44,270$3.71M0.09%-3,07513F-HRTimeline
Lantz Financial LLC43,445$3.64M0.91%-16913F-HRTimeline
Wedmont Private Capital42,269$3.6M0.15%+113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC42,946$3.6M0.27%-12,20913F-HRTimeline
Wingate Wealth Advisors, Inc.42,439$3.55M3.16%+3,77213F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding42,249$3.54M-3,629Timeline
DHK Financial Advisors, Inc.42,738$3.5M2.01%+21,41313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP41,653$3.49M0.23%+5,02413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP41,505$3.48M<0.01%+15,42213F-HRTimelineGroup
Haverford Trust Co41,274$3.46M0.03%+1,97213F-HRTimeline
HBW ADVISORY SERVICES LLC41,179$3.45M0.43%+65913F-HRTimeline
Horizon Investments, LLC40,715$3.41M0.05%-1,53413F-HRTimeline
Atria Wealth Solutions, Inc.40,492$3.41M0.08%-48,67113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources40,611$3.4M<0.01%-1,91513F-HRTimelineGroup
Sarver Vrooman Wealth Advisors40,383$3.38M2.25%+96213F-HRTimeline
Meridian Financial Advisors, LLC40,251$3.37M2.18%+2,77513F-HRTimeline
Grey Ledge Advisors, LLC40,186$3.36M0.82%+5,29713F-HRTimeline
Clear Creek Financial Management, LLC39,587$3.32M0.32%+2,00913F-HRTimeline
Meridian Financial Partners LLC39,475$3.31M1.55%-19713F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.38,431$3.27M1.77%+3,23513F-HRTimeline
Harvest Investment Services, LLC36,460$3.05M0.68%+4313F-HRTimeline
Shilanski & Associates, Inc.36,237$3.03M0.87%+35113F-HRTimeline
Herold Advisors, Inc.35,341$2.96M0.62%-4,78313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC33,546$2.81M0.2%-1,82813F-HRTimeline
Astoria Portfolio Advisors LLC.32,160$2.76M0.78%-1,10513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC32,214$2.7M0.27%-63213F-HRTimeline
Centerpoint Advisory Group31,521$2.64M2.29%-45013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV30,902$2.59M0.18%+1,89813F-HRTimeline
GLOBALT Investments LLC / GA30,894$2.59M0.1%-3,55213F-HRTimeline
SBI Securities Co., Ltd.30,878$2.59M0.07%-1,72413F-HRTimeline
WealthPlan Investment Management, LLC29,924$2.51M0.18%+6,63313F-HRTimeline
Southland Equity Partners LLC29,781$2.49M0.55%+41013F-HRTimeline
Stonebridge Financial Group, LLC29,130$2.44M0.24%-44213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…28,712$2.4M0.01%+5,74913F-HRTimelineGroup
SENTINEL PENSION ADVISORS, LLC28,416$2.38M0.4%+38113F-HRTimeline
Powers Advisory Group, LLC28,243$2.37M1.04%+6,49313F-HRTimeline
MENLO ADVISORS LLC27,935$2.34M1.26%-7513F-HRTimeline
Apexium Financial, LP27,695$2.32M0.12%-3,23413F-HRTimeline
Symphony Financial Services, Inc.27,718$2.32M1.39%+9113F-HRTimeline
EP Wealth Advisors, LLC27,039$2.26M0.01%+20,74613F-HRTimeline
Cresset Asset Management, LLC26,355$2.21M0.01%-4,70513F-HR/ATimeline
Cascade Financial Partners, LLC26,210$2.19M0.26%+1,72113F-HRTimeline
INVENIO WEALTH PARTNERS LLC25,828$2.16M0.86%-154,19513F-HRTimeline
Fragasso Financial Advisors Inc25,645$2.15M0.14%+2,06313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV25,564$2.14M<0.01%-1,73513F-HRTimeline
DHJJ Financial Advisors, Ltd.25,426$2.13M0.77%-28613F-HRTimeline
Tempus Wealth Planning, LLC25,192$2.11M0.53%-11,01313F-HRTimeline
Comprehensive Financial Planning, Inc./…25,024$2.1M1.65%+78613F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.24,809$2.08M0.71%-18,85713F-HRTimeline
Bulltick Wealth Management, LLC24,763$2.07M0.51%+42913F-HRTimeline
Almanack Investment Partners, LLC.24,216$2.03M0.32%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC24,198$2.03M0.9%-22813F-HRTimeline
Etesian Wealth Advisors, Inc.23,966$2.01M0.75%+2,48213F-HRTimeline
Global Retirement Partners, LLC23,762$1.99M0.05%13F-HRTimeline
Geneos Wealth Management Inc.23,622$1.98M0.05%-24,66413F-HRTimeline
Mesirow Financial Investment Management…23,599$1.98M0.04%+4,09913F-HRTimeline
LM Advisors LLC23,346$1.96M0.25%+4,31513F-HRTimeline
Triad Wealth Partners, LLC23,050$1.93M0.39%-7,66313F-HRTimeline
Scott Marsh Financial, LLC23,038$1.93M0.72%13F-HRTimeline
Creekmur Asset Management LLC22,989$1.93M0.34%013F-HRTimeline
Chicago Partners Investment Group LLC22,323$1.92M0.06%-23313F-HRTimeline
Lifestyle Asset Management, Inc.22,787$1.91M0.89%-9413F-HRTimeline
Summit Investment Advisory Services, LLC22,757$1.91M0.83%+28713F-HR/ATimeline
IEQ CAPITAL, LLC22,339$1.87M0.01%-1,59513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC22,126$1.87M0.62%-13,92413F-HR/ATimeline
RMR Wealth Builders22,338$1.87M0.17%+9,35413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding22,274$1.87M-61,347Timeline
Quantinno Capital Management LP22,149$1.85M0.01%+11,36713F-HRTimeline
Talisman Wealth Advisors LLC22,093$1.85M1.69%+4413F-HRTimeline
Patriot Financial Group Insurance Agenc…21,874$1.83M0.21%+2,89813F-HRTimeline
Narwhal Capital Management21,779$1.82M0.15%013F-HRTimeline
Arkadios Wealth Advisors21,617$1.81M0.05%+2,12513F-HRTimeline
Fort Point Capital Partners LLC21,613$1.81M0.18%+20013F-HRTimeline
Bravias Capital Group, LLC21,599$1.81M1.33%-1,11313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP21,591$1.81M<0.01%+1,08613F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED21,563$1.81M0.15%+15,03613F-HRTimeline
PFG Advisors21,505$1.8M0.08%+1,16413F-HRTimeline
AVALON CAPITAL MANAGEMENT21,320$1.79M0.48%-68113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC21,174$1.77M0.02%+2,26213F-HRTimelineGroup
Hoxton Planning & Management, LLC21,173$1.77M0.61%+1,94413F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC21,117$1.77M1.09%+17613F-HRTimeline
Verum Partners LLC20,983$1.76M0.4%+11,32013F-HRTimeline
HARBOUR INVESTMENTS, INC.20,605$1.73M0.04%-5,35813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT20,270$1.7M0.07%-12313F-HRTimeline
CHATHAM CAPITAL GROUP, INC.20,251$1.7M0.26%+11,10013F-HRTimeline
Atlas Private Wealth Advisors19,708$1.65M0.21%+62813F-HRTimeline
GGM Financial LLC19,592$1.64M0.95%-7,68913F-HR/ATimeline
RETIREMENT GUYS FORMULA LLC19,580$1.64M0.62%-81413F-HRTimeline
Raab & Moskowitz Asset Management LLC19,178$1.61M0.38%+5113F-HRTimeline
Ashton Thomas Private Wealth, LLC18,877$1.58M0.06%-1,97513F-HRTimeline
Stonebridge Wealth Management, LLC18,685$1.56M1.48%13F-HRTimeline
Northeast Financial Consultants Inc18,415$1.54M0.06%013F-HRTimeline
Vise Technologies, Inc.18,372$1.54M0.06%13F-HRTimeline
Sigma Planning Corp18,299$1.53M0.05%-82313F-HRTimeline
Interchange Capital Partners, LLC18,263$1.53M0.35%-17113F-HR/ATimeline
Allie Family Office LLC18,129$1.52M0.75%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC18,081$1.51M0.08%+69913F-HRTimeline
Parkside Financial Bank & Trust17,985$1.51M0.16%-61213F-HRTimeline
HAZLETT, BURT & WATSON, INC.17,911$1.5M0.62%+72313F-HRTimeline
Vermillion & White Wealth Management Gr…17,953$1.5M0.98%+1,81613F-HRTimeline
Vivid Wealth Management, LLC17,941$1.5M0.66%+83413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\17,934$1.5M<0.01%+3,33613F-HRTimelineGroup
COUNTRY CLUB BANK17,957$1.5M0.09%-3,33913F-HRTimeline
ORG Partners LLC17,656$1.49M0.32%+27113F-HRTimeline
Orion Porfolio Solutions, LLC17,483$1.46M0.01%-98013F-HR/ATimeline
Pallas Capital Advisors LLC17,461$1.46M0.06%-99213F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.16,905$1.42M0.59%+5713F-HRTimeline
PRIVATE TRUST CO NA16,748$1.4M0.13%+92513F-HRTimeline
WealthBridge Capital Management, LLC16,671$1.4M0.35%+1,39913F-HRTimeline
Bulwark Capital Corp16,466$1.38M1.16%13F-HRTimeline
GUIDANCE CAPITAL, INC16,280$1.37M0.39%+7913F-HRTimeline
MAI Capital Management16,349$1.37M0.01%+4913F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC16,263$1.36M1.04%+4213F-HRTimeline
CoreCap Advisors, LLC16,149$1.35M0.05%+2,43113F-HRTimeline
Sovran Advisors, LLC15,829$1.34M0.14%-1,25413F-HRTimeline
RKL Wealth Management LLC15,985$1.34M0.12%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,810$1.32M0.04%-1,12113F-HRTimeline
Robertson Stephens Wealth Management, L…15,800$1.32M0.05%+13613F-HRTimeline
Ruggaard & Associates LLC15,772$1.32M0.53%+55613F-HRTimeline
Blackhawk Capital Partners, LLC15,735$1.32M0.61%+4,71613F-HRTimeline
AE Wealth Management LLC15,262$1.28M0.01%+1,29313F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC15,222$1.27M0.43%-49713F-HRTimeline
NewSquare Capital LLC15,097$1.26M0.09%+1,02713F-HRTimeline
Legacy Investment Solutions, LLC14,987$1.26M0.66%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…14,987$1.26M0.66%+2,98113F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP14,832$1.24M0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/14,607$1.22M<0.01%+78713F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …14,240$1.19M0.26%new13F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC14,200$1.19M<0.01%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC14,196$1.19M0.35%+2713F-HRTimeline
Well Done, LLC14,047$1.18M0.22%-4913F-HRTimeline
TCV Trust & Wealth Management, Inc.13,884$1.16M0.1%013F-HRTimeline
Comprehensive Financial Consultants Ins…13,768$1.15M0.38%+1413F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT13,708$1.15M0.13%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC13,690$1.15M<0.01%+10,76013F-HRTimelineGroup
LexAurum Advisors, LLC13,626$1.14M0.18%+28013F-HRTimeline
Quartz Partners, LLC13,585$1.14M0.52%-2313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13,547$1.13M0.01%-2,94213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.13,377$1.12M<0.01%+12,40313F-HRTimelineGroup
Fulton Bank, N.A.13,080$1.1M0.04%-4,85313F-HRTimeline
Smithfield Trust Co12,920$1.08M0.05%+113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/12,824$1.08M<0.01%-3,94413F-HR/ATimelineGroup
MUIRFIELD WEALTH ADVISORS LLC12,802$1.07M0.85%-3,72813F-HRTimeline
Gryphon Financial Partners LLC12,792$1.07M0.14%+1,23813F-HRTimeline
Beacon Financial Advisory LLC12,650$1.06M0.27%-2,33413F-HRTimeline
Redwood Financial Network Corp12,638$1.06M0.72%-30713F-HRTimeline
UHLMANN PRICE SECURITIES, LLC12,520$1.05M0.75%-14213F-HRTimeline
Resonant Capital Advisors, LLC12,136$1.02M0.06%+3,20113F-HRTimeline
Avantra Family Wealth, Inc.12,124$1.02M0.84%+4513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…12,089$1.01M0.02%-1,73813F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…12,081$1.01M0.14%+11713F-HRTimeline
Gladstone Institutional Advisory LLC12,031$1.01M0.04%-3,47513F-HRTimeline
Glenview Trust Co11,957$1M0.02%+36513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC11,941$1000K<0.01%+96313F-HRTimelineGroup
OneAscent Financial Services LLCgroup of 2 filers holding11,939$999K-3,576Timeline
GREENWOOD GEARHART LLC11,489$962K0.06%013F-HRTimeline
Ted Buchan & Co11,436$958K0.38%-1,05913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…11,425$957K0.04%+46013F-HRTimelineGroup
Strait & Sound Wealth Management LLC11,248$942K0.4%+1,52113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding11,235$941K-1,315Timeline
Advance Capital Management, Inc.11,119$931K0.04%-1,24713F-HRTimeline
Mayfair Advisory Group, LLC10,604$914K0.43%+1,06813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC10,864$910K0.02%-6413F-HRTimeline
MONECO ADVISORS, LLC10,799$904K0.08%+2213F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI10,749$900K0.06%-74113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management10,716$897K0.01%-1,92213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,607$888K<0.01%-6,67313F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC10,601$888K0.01%+41813F-HRTimeline
Financial Advocates Investment Manageme…10,597$887K0.07%-3,17313F-HRTimeline
CVA Family Office, LLC10,588$887K0.12%+413F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…10,466$876K0.09%+1,36213F-HR/ATimelineGroup
Collaborative Wealth Managment Inc.10,422$873K0.38%-16513F-HRTimeline
Wharton Business Group, LLC10,345$866K0.04%013F-HRTimeline
GTS SECURITIES LLC9,980$836K0.04%new13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding9,842$824K+17Timeline
Anchor Investment Management, LLC9,825$823K0.07%013F-HRTimeline
Colorado Capital Management, Inc.9,768$818K0.35%013F-HRTimeline