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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
Inspire Advisors, LLCin group Inspire Investing, LLC9,133$739K0.09%-50713F-HRTimelineGroup
Valmark Advisers, Inc.9,109$737K0.01%-37,26513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…8,928$723K0.01%+99413F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP8,741$707K0.02%+6,31313F-HRTimeline
Hardy Reed LLC8,713$705K0.06%-10613F-HRTimeline
Powers Advisory Group, LLC8,709$705K0.35%+2,71513F-HRTimeline
Beacon Financial Advisory LLC8,667$701K0.23%+1,80713F-HRTimeline
Allen Capital Group, LLC8,653$700K0.09%-54813F-HRTimeline
ROTHSCHILD INVESTMENT LLC8,364$677K0.04%+2113F-HRTimeline
Beaumont Financial Advisors, LLC8,326$674K0.05%013F-HRTimeline
Koshinski Asset Management, Inc.8,312$673K0.06%+1213F-HRTimeline
My Legacy Advisors, LLC8,190$671K0.26%+12713F-HRTimeline
SCOTIA CAPITAL INC.8,277$670K<0.01%-30113F-HRTimeline
Key Client Fiduciary Advisors, LLC8,215$665K0.3%+7413F-HRTimeline
Outlook Wealth Advisors, LLC8,089$655K0.19%+33113F-HRTimeline
Wealthspire Retirement, LLC8,066$653K0.05%013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…8,025$649K0.69%-7513F-HRTimeline
Biltmore Family Office, LLC8,000$648K0.11%013F-HRTimeline
WEDBUSH SECURITIES INC7,925$641K0.02%-4313F-HRTimeline
SIMON QUICK ADVISORS, LLC7,862$636K0.04%013F-HRTimeline
J. W. Coons Advisors, LLC7,660$620K0.16%+4,11013F-HRTimeline
SYKON CAPITAL LLC7,648$619K0.21%+29413F-HRTimeline
OLD NATIONAL BANCORP /IN/7,581$614K0.01%+39313F-HRTimeline
Resonant Capital Advisors, LLC7,554$612K0.04%+96513F-HRTimeline
Wealth Management Associates, Inc.7,525$609K0.26%+713F-HRTimeline
GW HENSSLER & ASSOCIATES LTD7,281$606K0.03%013F-HRTimeline
Kingsview Wealth Management, LLC7,481$605K0.01%+1,13813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC7,356$595K0.02%+62213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,355$595K<0.01%-10513F-HRTimelineGroup
PDS Planning, Inc7,340$594K0.05%-11,24213F-HRTimeline
Klingman & Associates, LLC7,306$591K0.04%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC7,286$590K0.08%-7813F-HRTimeline
Gallacher Capital Management LLC7,210$584K0.29%+1113F-HRTimeline
Integrated Wealth Concepts LLC7,126$577K0.01%+1,48113F-HRTimeline
AMERIFLEX GROUP, INC.6,822$568K0.26%13F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…6,989$566K0.06%+3,44713F-HR/ATimelineGroup
Montecito Bank & Trust6,921$560K0.1%013F-HRTimeline
Prasad Wealth Partners, LLC6,896$558K0.18%13F-HRTimeline
HBK Sorce Advisory LLC6,893$558K0.02%013F-HRTimeline
Laird Norton Wetherby Wealth Management…6,890$558K0.03%+61613F-HRTimeline
Waterway Wealth Management, LLC6,814$551K0.24%new13F-HRTimeline
Lane & Associates LLC6,588$549K0.28%013F-HRTimeline
Private Portfolio Partners LLC6,754$547K0.1%-5413F-HRTimeline
Claro Advisors Inc.6,736$545K0.07%-28113F-HRTimeline
Thrive Wealth Management, LLC6,705$543K0.1%013F-HRTimeline
Triton Wealth Management, PLLC6,233$528K0.27%013F-HRTimeline
New World Advisors LLC6,447$522K0.13%-11713F-HRTimeline
Councilor Wealth, LLC6,430$520K0.25%+2513F-HRTimeline
National Wealth Management Group, LLC6,334$513K0.34%new13F-HRTimeline
DELTEC ASSET MANAGEMENT LLC6,300$510K0.1%013F-HRTimeline
EP Wealth Advisors, LLC6,293$509K<0.01%013F-HRTimeline
FLOW TRADERS U.S. LLC6,293$509K0.02%new13F-HRTimeline
Future Financial Wealth Managment LLC6,018$487K0.36%+913F-HRTimeline
Covenant Asset Management, LLC6,009$486K0.11%+7513F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…6,000$486K0.09%013F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC5,994$485K<0.01%013F-HRTimeline
MWA Asset Management5,908$478K0.32%+7413F-HRTimeline
Fox Financial, Inc5,793$469K0.42%+1,46513F-HRTimeline
GeoWealth Management, LLC5,730$464K0.02%+1,40213F-HRTimeline
REAP Financial Group, LLC5,725$463K0.11%-59713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,717$463K0.12%+6313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.5,674$459K<0.01%new13F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED5,652$458K0.04%+92113F-HRTimeline
GREENLEAF TRUST5,636$456K<0.01%-45313F-HRTimeline
Rehmann Capital Advisory Group5,595$453K0.03%-113F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…5,590$452K0.02%013F-HRTimeline
CW Advisors, LLC5,433$440K0.01%+613F-HRTimeline
Sunbelt Securities, Inc.5,416$439K0.04%+1613F-HRTimeline
HANCOCK WHITNEY CORP5,416$438K0.01%013F-HRTimeline
SYNOVUS FINANCIAL CORP5,406$438K0.01%-6513F-HRTimeline
Galvin, Gaustad & Stein, LLC5,400$437K0.04%-30013F-HRTimeline
Friday Financial5,300$429K0.3%13F-HRTimeline
Visionary Wealth Advisors5,282$427K0.03%+4613F-HRTimeline
Avior Wealth Management, LLC5,267$426K0.02%+213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,196$420K0.03%+28713F-HRTimelineGroup
Detalus Advisors, LLC5,173$419K0.14%+1,56513F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc5,141$416K0.26%13F-HRTimeline
Asset Dedication, LLC5,138$416K0.03%+1,20213F-HRTimeline
Strait & Sound Wealth Management LLC5,136$416K0.19%+44413F-HRTimeline
Arete Wealth Advisors, LLC5,114$414K0.03%+113F-HRTimeline
Global Strategic Investment Solutions, …5,112$414K0.05%-2313F-HRTimeline
Clearstead Advisors, LLC5,048$409K0.01%013F-HRTimeline
Cornerstone Wealth Management, LLC5,035$407K0.03%-5013F-HRTimeline
Legacy Private Trust Co.5,033$407K0.03%013F-HRTimeline
HHM Wealth Advisors, LLC4,992$404K0.05%+1,16813F-HRTimeline
SPINNAKER TRUST4,980$403K0.03%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…4,927$399K0.04%+15013F-HRTimeline
Waterfront Wealth Inc.4,919$398K0.1%013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC4,914$398K0.11%new13F-HRTimeline
Tranquility Partners, LLC4,888$396K0.15%013F-HRTimeline
WealthPLAN Partners, LLC4,872$394K0.06%-2,39013F-HRTimeline
Triangle Securities Wealth Management4,860$393K0.1%-2513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Clarus Group, Inc.4,826$391K0.14%-1113F-HRTimeline
Objective Capital Management, LLC4,799$388K0.26%+1,42413F-HRTimeline
Total Clarity Wealth Management, Inc.4,797$388K0.13%-1,32013F-HRTimeline
Alta Wealth Advisors LLC4,794$388K0.17%+34613F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC4,775$387K0.03%013F-HRTimeline
Regent Peak Wealth Advisors LLC4,777$387K0.09%+26213F-HR/ATimeline
Capital Market Strategies LLC4,764$386K0.22%+33513F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,725$382K<0.01%-26613F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD4,718$381K0.01%013F-HRTimelineGroup
Fisher Asset Management, LLC4,635$375K<0.01%+87613F-HRTimeline
L & S Advisors Inc4,632$375K0.04%-19713F-HRTimeline
Bluesphere Advisors LLC4,600$372K0.18%013F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC4,560$369K0.17%13F-HRTimeline
Empirical Asset Management, LLC11,388$368K0.12%+1,88613F-HRTimeline
Arkadios Wealth Advisors4,520$366K0.02%+55113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,517$366K0.02%+10613F-HR/ATimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…4,502$364K0.01%-28813F-HRTimelineGroup
DAVENPORT & Co LLC4,481$363K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.4,457$361K0.31%13F-HRTimeline
Retirement Investment Advisors, Inc.4,451$360K0.04%new13F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS4,449$360K0.15%+1,04313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding4,429$358K0Timeline
TWIN FOCUS CAPITAL PARTNERS, LLC4,320$350K0.05%013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC4,255$344K0.03%013F-HRTimeline
Spectrum Wealth Advisory Group, LLC4,250$344K0.16%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,224$342K<0.01%new13F-HRTimelineGroup
Kilter Group LLC4,211$341K0.22%13F-HRTimeline
CIDEL ASSET MANAGEMENT INC4,159$337K0.02%+27213F-HRTimeline
Obsidian Personal Planning Solutions LLC4,037$336K0.16%013F-HRTimeline
Summit X, LLC4,150$336K0.07%+18013F-HRTimeline
Walkner Condon Financial Advisors LLC4,108$332K0.07%-2213F-HRTimeline
Capital Advisors, Ltd. LLC4,078$330K0.04%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,035$327K0.01%+11013F-HRTimelineGroup
WJ Wealth Management, LLC4,000$324K0.11%013F-HRTimeline
Clearview Wealth Advisors LLC3,939$319K0.24%-37513F-HRTimeline
Summit Financial Wealth Advisors, LLC3,796$315K0.06%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,867$313K0.01%013F-HRTimelineGroup
Vise Technologies, Inc.3,854$312K0.03%new13F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp3,828$310K0.02%013F-HRTimelineGroup
KWB Wealth3,701$308K0.04%-14613F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC3,789$307K0.03%013F-HRTimelineGroup
Trilogy Capital Inc.3,768$305K0.02%new13F-HRTimeline
PHILADELPHIA TRUST CO3,757$304K0.02%+45913F-HRTimeline
Everhart Financial Group, Inc.3,753$304K0.06%+72113F-HRTimeline
CALTON & ASSOCIATES, INC.3,748$303K0.13%new13F-HRTimeline
CIBC WORLD MARKET INC.3,733$302K<0.01%+47513F-HRTimeline
COZAD ASSET MANAGEMENT INC3,725$301K0.03%013F-HRTimeline
OPTIMA CAPITAL LLC3,698$299K0.21%13F-HRTimeline
Strategic Family Wealth Counselors, L.L…3,697$299K0.1%+4513F-HRTimeline
Northwest Capital Management Inc3,673$297K0.13%+3913F-HRTimeline
Charter Oak Capital Management, LLC3,659$296K0.03%013F-HRTimeline
Crestwood Advisors Group, LLC3,642$295K0.01%+213F-HRTimeline
Capital Investment Advisors, LLC3,635$294K0.01%+10013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,499$290K0.03%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/3,562$288K0.04%+7513F-HRTimeline
New Century Financial Group, LLC3,539$288K0.12%-1013F-HRTimeline
Cassaday & Co Wealth Management LLC3,535$286K0.01%new13F-HRTimeline
Bison Wealth, LLC3,503$284K0.06%-43213F-HRTimeline
Seelaus Asset Management LLC3,503$283K0.26%-813F-HRTimeline
Latitude Advisors, LLC3,469$281K0.16%-2,22813F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE3,400$275K<0.01%013F-HRTimelineGroup
Rappaport Reiches Capital Management, L…3,391$274K0.07%013F-HRTimeline
Legacy Capital Wealth Partners, LLC3,367$272K0.07%new13F-HRTimeline
Sensible Money, LLC3,337$270K0.12%013F-HRTimeline
WPWealth LLP3,335$270K0.06%013F-HRTimeline
Weaver Consulting Group3,332$270K0.08%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd3,296$267K0.01%new13F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC3,192$258K<0.01%+15613F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3,176$257K0.01%013F-HR/ATimeline
PFG Investments, LLC3,131$253K0.02%+713F-HRTimeline
Lion Street Advisors, LLC3,120$253K0.08%-9713F-HRTimeline
Lantern Wealth Advisors, LLC3,103$251K0.16%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,066$249K<0.01%-15213F-HRTimelineGroup
MGO ONE SEVEN LLC3,053$247K0.01%-19713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.3,000$243K0.01%new13F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…3,000$243K<0.01%013F-HRTimelineGroup
Executive Wealth Management, LLC2,994$242K0.02%new13F-HRTimeline
Kovack Advisors, Inc.2,991$242K0.02%+57313F-HRTimeline
B. Riley Wealth Advisors, Inc.2,980$241K0.01%-9813F-HRTimeline
Marcum Wealth, LLC2,952$239K0.02%new13F-HRTimeline
Element Wealth, LLC2,936$238K0.12%-12213F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.2,930$237K0.07%-1313F-HRTimeline
Edgemoor Investment Advisors, Inc.2,929$237K0.02%013F-HRTimeline
EdgeRock Capital LLC2,926$237K0.16%013F-HRTimeline
LongView Wealth Management2,870$232K0.07%new13F-HRTimeline
apricus wealth, LLC2,850$231K0.15%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.2,826$229K0.01%+2113F-HRTimeline
Tenret Co LLC2,828$229K0.14%-40413F-HRTimeline
EPG Wealth Management LLC2,827$229K0.06%+713F-HRTimeline
OBSIDIAN CIO, LLC2,798$226K0.04%+20613F-HRTimeline
Rooted Wealth Advisors, Inc.2,760$224K0.09%-11713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,757$223K<0.01%+2,69813F-HRTimelineGroup
Bigelow Investment Advisors, LLC2,745$222K0.1%-1,00013F-HRTimeline
CAPITAL MANAGEMENT CORP /VA2,700$219K0.04%013F-HRTimeline
McAlister, Sweet & Associates, Inc.2,700$219K0.16%013F-HRTimeline
TAP Consulting, LLC2,667$216K0.04%new13F-HRTimeline
FIRST MANHATTAN CO. LLC.2,662$216K<0.01%new13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC2,651$215K0.01%+1113F-HRTimeline
Snowden Capital Advisors LLC2,631$213K0.01%new13F-HRTimeline
Carnegie Investment Counsel2,622$212K0.01%-2,90713F-HRTimeline
Hubbell Strickland Wealth Management, L…2,616$212K0.1%+1113F-HRTimeline
Signal Advisors Wealth, LLC2,608$211K0.02%-47413F-HRTimeline
Tradition Wealth Management, LLC2,549$206K0.02%new13F-HRTimeline
First Business Financial Services, Inc.2,543$206K0.02%013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC2,531$205K0.12%new13F-HRTimeline
SIGNATUREFD, LLC2,522$204K<0.01%+80813F-HRTimeline
Park Place Capital Corp2,513$203K0.06%+813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,481$201K0.02%013F-HRTimeline