Skip to content
Disclosery

DGRW WISDOMTREE TR

Follow

US QTLY DIV GRT (fund)

762 managers (772 13F filers) reported a position in DGRW shares at 2025-12-31, 138,513,316 shares in all. 50 filers opened a position and 39 filers sold out during the quarter.

Managers
762
13F filers
772
New
50
Added
281
Reduced
256
Sold out
39
Shares held by filers
138,513,316

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
JT Stratford LLC52,172$4.67M0.6%-89013F-HRTimeline
Catalina Capital Group, LLC52,120$4.66M2.86%-4,74013F-HRTimeline
Burns Matteson Capital Management, LLC51,915$4.64M1.86%+59913F-HRTimeline
CHOREO, LLC51,318$4.62M0.06%-2,29813F-HRTimeline
Aries Wealth Management50,445$4.51M1%-94113F-HRTimeline
CRUX WEALTH ADVISORS50,143$4.48M1.67%-4,95313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC50,011$4.47M<0.01%+27,75113F-HRTimelineGroup
Meridian Financial Advisors, LLC49,228$4.4M2.4%+5,27113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC49,025$4.38M<0.01%-123,05913F-HR/ATimelineGroup
CONTINUUM WEALTH ADVISORS, LLC48,618$4.35M1.68%-2,60213F-HRTimeline
Citizens National Bank Trust Department48,575$4.34M0.75%-36813F-HRTimeline
Sarver Vrooman Wealth Advisors48,488$4.34M2.76%+6,85213F-HR/ATimeline
Clear Creek Financial Management, LLC46,853$4.19M0.34%+4,65613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC46,183$4.13M0.24%+2,21613F-HRTimeline
Vestmark Advisory Solutions, Inc.46,164$4.13M0.06%+2,89913F-HRTimeline
Perigon Wealth Management, LLC44,915$4.02M0.07%+48213F-HRTimeline
Waterway Wealth Management, LLC44,881$4.01M0.91%-1,39613F-HRTimeline
Vines Capital Management, LLC44,251$3.96M3.86%13F-HRTimeline
Osbon Capital Management LLC43,850$3.92M3.67%13F-HRTimeline
Lantz Financial LLC43,426$3.88M0.82%-10613F-HRTimeline
Summit Financial, LLC43,213$3.86M0.06%+36713F-HRTimeline
Horizon Investments, LLC43,180$3.86M0.05%+9013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…43,063$3.85M0.01%+22,76613F-HRTimelineGroup
Haverford Trust Co42,980$3.84M0.03%013F-HRTimeline
Wedmont Private Capital42,578$3.84M0.13%+213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP42,599$3.81M<0.01%+2313F-HRTimelineGroup
Wingate Wealth Advisors, Inc.42,148$3.77M2.1%-43813F-HRTimeline
Aptus Capital Advisors, LLC41,976$3.75M0.03%+32,12813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources41,741$3.73M<0.01%013F-HRTimelineGroup
HBW ADVISORY SERVICES LLC41,424$3.7M0.4%-9613F-HRTimeline
Powers Advisory Group, LLC40,476$3.62M1.36%+4,91013F-HRTimeline
Lansing Street Advisors40,456$3.62M0.93%-5,16913F-HRTimeline
RFG Advisory, LLC40,411$3.61M0.07%-4,64213F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.39,845$3.56M1.75%+1,41413F-HRTimeline
ORBA Wealth Advisors, L.L.C.39,593$3.54M3.07%-9,58213F-HRTimeline
Investment Advisory Services Group LLC39,204$3.51M3.11%13F-HRTimeline
VIEWPOINT INVESTMENT PARTNERS CORP38,998$3.49M1.66%-8,51513F-HRTimeline
GTS SECURITIES LLC38,172$3.41M0.12%-11,48113F-HRTimeline
Meridian Financial Partners LLC37,600$3.4M1.35%-89713F-HRTimeline
Harvest Investment Services, LLC37,466$3.35M0.63%+1,43713F-HRTimeline
Hoxton Planning & Management, LLC37,220$3.33M1%+12,49413F-HRTimeline
Archer Investment Management, LLC36,592$3.27M1.76%-23,63613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding36,562$3.27M-4,147Timeline
MERCER GLOBAL ADVISORS INC /ADV38,612$3.26M<0.01%+12,71113F-HRTimeline
Banco de Sabadell, S.A33,801$3.02M1.97%new13F-HRTimeline
Asset One Wealth Management LLC32,034$2.95M0.4%13F-HRTimeline
Nikulski Financial, Inc.32,379$2.9M0.69%-13,54113F-HRTimeline
EP Wealth Advisors, LLC31,726$2.84M0.01%13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP31,464$2.81M<0.01%+9,00513F-HRTimelineGroup
Herold Advisors, Inc.31,462$2.81M0.63%-1,23013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC30,863$2.76M0.22%-22613F-HRTimeline
Triad Wealth Partners, LLC30,673$2.74M0.26%+4,75713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV30,550$2.73M0.14%-84313F-HRTimeline
Regal Investment Advisors LLC30,512$2.73M0.16%-34,02213F-HRTimeline
Centerpoint Advisory Group30,386$2.72M2.09%-38513F-HRTimeline
Qube Research & Technologies Ltd29,531$2.64M<0.01%-34,06513F-HRTimeline
RHUMBLINE ADVISERS29,371$2.63M<0.01%new13F-HRTimeline
Stonebridge Financial Group, LLC29,314$2.62M0.22%+13213F-HRTimeline
Etesian Wealth Advisors, Inc.29,203$2.61M0.82%-33913F-HRTimeline
GLOBALT Investments LLC / GA28,573$2.56M0.09%-57313F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…28,563$2.55M1.22%+10,96713F-HRTimelineGroup
Oxbow Advisors, LLC28,481$2.55M0.22%new13F-HRTimeline
TUDOR INVESTMENT CORP ET AL28,381$2.54M0.01%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC28,287$2.53M0.15%-85213F-HRTimeline
Keating Financial Advisory Services, In…28,277$2.53M0.34%13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…28,184$2.52M0.01%-45313F-HRTimelineGroup
Sound Portfolio Advisors, LLC28,178$2.52M2.12%13F-HRTimeline
Southland Equity Partners LLC28,130$2.52M0.5%-51713F-HRTimeline
SBI Securities Co., Ltd.28,048$2.51M0.06%-2,65613F-HRTimeline
Symphony Financial Services, Inc.27,982$2.5M1.28%+72413F-HRTimeline
Comprehensive Financial Planning, Inc./…27,838$2.49M1.65%+74713F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…27,776$2.48M0.4%-59,77013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC27,547$2.46M<0.01%+13,55713F-HRTimelineGroup
MENLO ADVISORS LLC27,360$2.45M1.1%-57513F-HRTimeline
Fragasso Financial Advisors Inc27,149$2.43M0.15%+95913F-HRTimeline
Cresset Asset Management, LLC27,053$2.42M0.01%+64513F-HRTimeline
SENTINEL PENSION ADVISORS, LLC26,710$2.39M0.37%-1,38813F-HRTimeline
WealthPoint Financial, LLC26,473$2.37M2.06%13F-HRTimeline
Cascade Financial Partners, LLC26,056$2.33M0.24%-1,45813F-HRTimeline
DHJJ Financial Advisors, Ltd.25,773$2.3M0.77%+1113F-HRTimeline
Global Retirement Partners, LLC25,759$2.3M0.04%+2,13913F-HRTimeline
MAI Capital Management25,299$2.26M0.01%+25313F-HRTimeline
WealthPlan Investment Management, LLC24,824$2.22M0.14%-3,04013F-HRTimeline
Quantinno Capital Management LP24,694$2.21M<0.01%+86413F-HRTimeline
OakTrust Wealth Advisors, LLC24,230$2.17M2%13F-HRTimeline
Vise Technologies, Inc.23,966$2.14M0.04%+6,18813F-HRTimeline
Almanack Investment Partners, LLC.23,954$2.14M0.36%013F-HRTimeline
Tempus Wealth Planning, LLC23,853$2.13M0.49%-62913F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC23,845$2.13M0.77%-21013F-HRTimeline
Arkadios Wealth Advisors23,609$2.11M0.04%-17213F-HRTimeline
Geneos Wealth Management Inc.23,531$2.1M0.05%-18013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP23,167$2.07M0.04%+18,94813F-HRTimeline
Mesirow Financial Investment Management…23,137$2.07M0.04%-46213F-HRTimeline
HARBOUR INVESTMENTS, INC.23,108$2.07M0.04%+82713F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.23,015$2.06M0.72%-1,64313F-HRTimeline
Lifestyle Asset Management, Inc.22,607$2.02M0.66%-1,83913F-HRTimeline
Astoria Portfolio Advisors LLC.21,745$2.01M0.46%-10,42913F-HRTimeline
Talisman Wealth Advisors LLC22,149$1.98M1.54%+1713F-HRTimeline
Bravias Capital Group, LLC22,165$1.98M1.2%+12413F-HRTimeline
IEQ CAPITAL, LLC21,818$1.95M0.01%+1213F-HRTimeline
M Holdings Securities, Inc.21,804$1.95M0.14%new13F-HRTimeline
PFG Advisors21,791$1.95M0.09%+48313F-HRTimeline
Narwhal Capital Management21,779$1.95M0.14%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC21,717$1.94M0.02%-82913F-HRTimelineGroup
Summit Investment Advisory Services, LLC21,715$1.94M0.73%-1,02013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC21,704$1.94M0.04%+3,59013F-HRTimeline
Sherman Wealth Management LLC21,251$1.9M1.65%13F-HR/ATimeline
Chicago Partners Investment Group LLC20,847$1.9M0.05%-96713F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC21,164$1.89M0.32%13F-HRTimeline
Bulltick Wealth Management, LLC20,946$1.87M0.4%+22313F-HRTimeline
AVALON CAPITAL MANAGEMENT20,883$1.87M0.45%-43713F-HRTimeline
Ashton Thomas Private Wealth, LLC20,744$1.86M0.05%+1,06713F-HRTimeline
Vivid Wealth Management, LLC20,452$1.83M0.71%+1,77913F-HRTimeline
Strategic Financial Concepts, LLC20,431$1.83M1.67%new13F-HRTimeline
Verum Partners LLC20,424$1.83M0.37%-6113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT20,415$1.83M0.06%+7613F-HRTimeline
CHATHAM CAPITAL GROUP, INC.20,251$1.81M0.26%013F-HRTimeline
FLOW TRADERS U.S. LLC19,786$1.77M0.06%-105,10013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\19,475$1.74M<0.01%+1,37813F-HRTimelineGroup
PANORAMIC INVESTMENT ADVISORS, LLC19,369$1.73M0.94%-2,52813F-HRTimeline
HAZLETT, BURT & WATSON, INC.19,247$1.72M0.55%+1,22113F-HRTimeline
GUIDANCE CAPITAL, INC18,950$1.72M0.42%+48213F-HRTimeline
AE Wealth Management LLC19,086$1.71M0.01%+2,00613F-HRTimeline
RETIREMENT GUYS FORMULA LLC18,684$1.67M0.76%-64813F-HRTimeline
RMR Wealth Builders18,642$1.67M0.13%-48913F-HRTimeline
AssuredPartners Investment Advisors, LLC18,597$1.66M0.25%new13F-HRTimeline
GGM Financial LLC18,560$1.66M0.81%-5613F-HRTimeline
Sigma Planning Corp18,151$1.62M0.04%+41813F-HRTimeline
Vermillion & White Wealth Management Gr…18,004$1.61M0.88%+213F-HRTimeline
Bryn Mawr Trust Advisors, LLC17,688$1.58M0.08%-16113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management17,564$1.57M0.02%+7,22913F-HRTimelineGroup
Pallas Capital Advisors LLC17,539$1.57M0.05%-2213F-HRTimeline
Interchange Capital Partners, LLC17,496$1.56M0.29%-35213F-HRTimeline
Parkside Financial Bank & Trust17,423$1.56M0.12%013F-HRTimeline
ATX Financial Planning, LLC17,256$1.54M1.19%13F-HRTimeline
Ridge Creek Global, Inc16,960$1.52M1.27%13F-HRTimeline
NewSquare Capital LLC16,881$1.51M0.13%+1,62513F-HRTimeline
Raab & Moskowitz Asset Management LLC16,862$1.51M0.33%-47013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC16,806$1.5M1.03%+50613F-HRTimeline
Ruggaard & Associates LLC16,772$1.5M0.59%+94713F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA16,557$1.49M0.04%new13F-HRTimelineGroup
WealthBridge Capital Management, LLC16,588$1.48M0.34%-1813F-HRTimeline
CoreCap Advisors, LLC16,570$1.48M0.05%+36913F-HRTimeline
PRIVATE TRUST CO NA16,394$1.47M0.13%+73513F-HRTimeline
Blackhawk Capital Partners, LLC16,239$1.45M0.55%+1,44213F-HRTimeline
Pioneer Family Office, LLC16,033$1.43M0.97%13F-HRTimeline
Beacon Pointe Advisors, LLC15,931$1.42M0.01%-2,73513F-HRTimeline
Stonebridge Wealth Management, LLC15,839$1.42M1.34%-1,77213F-HRTimeline
Comprehensive Financial Consultants Ins…15,795$1.41M0.43%+67713F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.15,560$1.39M0.49%-40113F-HRTimeline
Elevation Capital Advisory, LLC15,426$1.38M0.56%-32,83913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP15,332$1.37M0.01%+65013F-HRTimelineGroup
CENTRAL VALLEY ADVISORS, LLC15,173$1.36M0.41%+2013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…15,138$1.35M0.02%013F-HRTimelineGroup
Sovran Advisors, LLC14,359$1.31M0.11%-2,05113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…14,477$1.29M0.16%-47313F-HRTimeline
RKL Wealth Management LLC14,400$1.29M0.11%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …14,199$1.27M0.21%013F-HRTimelineGroup
Quartz Partners, LLC14,187$1.27M0.47%+31113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/13,910$1.24M<0.01%+35213F-HRTimelineGroup
TCV Trust & Wealth Management, Inc.13,884$1.24M0.1%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…13,653$1.22M0.02%+2,33813F-HRTimelineGroup
Well Done, LLC13,447$1.2M0.18%-46413F-HRTimeline
Smithfield Trust Co13,388$1.2M0.05%+46813F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT13,371$1.2M0.13%-15913F-HRTimeline
KPP Advisory Services LLC13,366$1.2M0.17%-49,34013F-HRTimeline
Turtle Creek Wealth Advisors, LLC13,350$1.19M0.09%+3,22413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC13,291$1.19M0.27%-89913F-HRTimeline
Ted Buchan & Co13,276$1.19M0.44%+59513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers13,228$1.18M<0.01%new13F-HRTimelineGroup
THRYVE WEALTH MANAGEMENT LLC13,204$1.18M0.58%13F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC13,198$1.18M0.84%13F-HRTimeline
Peck Wealth Management, LLC13,181$1.18M1.11%-3,69513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13,102$1.17M0.01%-49313F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC13,008$1.16M0.85%+20313F-HRTimeline
Bison Wealth, LLC13,327$1.16M0.13%-83,89713F-HRTimeline
Orion Porfolio Solutions, LLC12,930$1.16M0.01%-28313F-HRTimeline
Robertson Stephens Wealth Management, L…12,923$1.16M0.03%-1,28113F-HRTimeline
HOWARD BAILEY SECURITIES, LLC12,853$1.15M0.45%-157,05713F-HRTimeline
UHLMANN PRICE SECURITIES, LLC12,780$1.14M0.68%+14613F-HRTimeline
Gryphon Financial Partners LLC12,647$1.13M0.12%013F-HRTimeline
ORG Partners LLC12,421$1.11M0.2%-5,52913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP12,335$1.1M0.06%-33,47913F-HRTimeline
Fulton Bank, N.A.12,245$1.1M0.04%-29513F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding12,187$1.09M-396Timeline
TD Waterhouse Canada Inc.12,119$1.08M0.01%+6,53413F-HRTimeline
Strait & Sound Wealth Management LLC12,055$1.08M0.4%-50913F-HRTimeline
Avantra Family Wealth, Inc.12,040$1.08M0.78%-4513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC11,981$1.07M0.02%+1,12013F-HR/ATimeline
FLORIDA FINANCIAL ADVISORS, LLC11,720$1.04M0.28%-16413F-HRTimeline
Glenview Trust Co11,625$1.04M0.02%+6413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,569$1.03M0.02%-3,45413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.11,544$1.03M<0.01%+9,24813F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding11,288$1.01M-76Timeline
Gladstone Institutional Advisory LLC11,284$1.01M0.04%-17713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/11,124$995K<0.01%-1,45813F-HRTimelineGroup
Ballentine Partners, LLC11,100$993K0.01%013F-HRTimeline
Advance Capital Management, Inc.11,081$991K0.04%-50613F-HRTimeline
Bulwark Capital Corp10,964$981K0.7%-2,43213F-HRTimeline
Allie Family Office LLC10,900$975K0.46%013F-HRTimeline