Skip to content

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
Mayfair Advisory Group, LLC9,536$762K0.44%+15813F-HRTimeline
First Horizon Advisors, Inc.9,299$743K0.02%-5013F-HRTimeline
FINANCIAL COUNSELORS INC9,297$742K0.01%-6213F-HRTimeline
CHATHAM CAPITAL GROUP, INC.9,151$731K0.12%new13F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.9,125$729K0.38%-16913F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC9,119$728K0.08%-1413F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC9,105$728K0.03%-29313F-HRTimelineGroup
Redwood Investment Management, LLCin group Redwood Investment Management…9,104$727K0.08%+2,11513F-HR/ATimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…9,086$726K0.01%+6,08613F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC8,987$718K0.02%+1,63113F-HRTimeline
Resonant Capital Advisors, LLC8,935$714K0.05%+1,38113F-HRTimeline
Valmark Advisers, Inc.8,804$703K0.01%-30513F-HRTimeline
SageView Advisory Group, LLC8,762$700K0.03%-1,37613F-HRTimeline
Hardy Reed LLC8,713$696K0.06%013F-HRTimeline
Watts Gwilliam & Co., LLC8,596$687K0.15%-96913F-HRTimeline
ALLIANCEBERNSTEIN L.P.8,495$678K<0.01%-7,42713F-HRTimeline
Koshinski Asset Management, Inc.8,473$677K0.06%+16113F-HRTimeline
Key Client Fiduciary Advisors, LLC8,350$667K0.31%+13513F-HRTimeline
Beaumont Financial Advisors, LLC8,326$665K0.05%013F-HRTimeline
Allen Capital Group, LLC8,175$653K0.07%-47813F-HRTimeline
My Legacy Advisors, LLC8,139$650K0.25%-5113F-HRTimeline
Kondo Wealth Advisors, Inc.8,088$646K0.32%-1,40713F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…8,025$641K0.73%013F-HRTimeline
Biltmore Family Office, LLC8,000$639K0.11%013F-HRTimeline
Outlook Wealth Advisors, LLC7,995$638K0.18%-9413F-HRTimeline
Gallacher Capital Management LLC7,981$637K0.31%+77113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.7,904$631K<0.01%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC7,833$626K0.02%-9213F-HRTimeline
SIMON QUICK ADVISORS, LLC7,762$620K0.04%-10013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7,755$619K0.05%-1,43513F-HRTimeline
J. W. Coons Advisors, LLC7,695$615K0.16%+3513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC7,632$609K0.02%-3,16213F-HRTimeline
Wealth Management Associates, Inc.7,582$605K0.26%+5713F-HRTimeline
ROTHSCHILD INVESTMENT LLC7,556$603K0.04%-80813F-HRTimeline
Meridian Wealth Management, LLC7,535$602K0.03%-4,76213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC7,501$599K0.08%+21513F-HRTimeline
Integrated Wealth Concepts LLC7,481$597K0.01%+35513F-HRTimeline
Klingman & Associates, LLC7,353$587K0.04%+4713F-HRTimeline
PDS Planning, Inc7,340$586K0.05%013F-HRTimeline
SCOTIA CAPITAL INC.7,277$581K<0.01%-1,00013F-HRTimeline
BRIGHTON JONES LLC7,257$580K0.02%new13F-HRTimeline
AMERIFLEX GROUP, INC.7,033$562K0.23%+21113F-HRTimeline
NorthRock Partners, LLC6,998$559K0.02%new13F-HRTimeline
GW HENSSLER & ASSOCIATES LTD6,995$559K0.03%-28613F-HR/ATimeline
Montecito Bank & Trust6,921$553K0.1%013F-HRTimeline
Empirical Asset Management, LLC6,919$553K0.19%-4,46913F-HRTimeline
Thrive Wealth Management, LLC6,911$552K0.11%+20613F-HRTimeline
Claro Advisors Inc.6,752$539K0.07%+1613F-HRTimeline
National Wealth Management Group, LLC6,742$538K0.35%+40813F-HRTimeline
Lane & Associates LLC6,588$526K0.28%013F-HRTimeline
HBK Sorce Advisory LLC6,489$518K0.02%-40413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED6,527$516K0.05%+87513F-HR/ATimeline
Councilor Wealth, LLC6,455$516K0.26%+2513F-HRTimeline
New World Advisors LLC6,447$515K0.12%013F-HRTimeline
DELTEC ASSET MANAGEMENT LLC6,300$503K0.11%013F-HRTimeline
EP Wealth Advisors, LLC6,293$503K<0.01%013F-HRTimeline
Cornerstone Wealth Management, LLC6,287$502K0.03%+1,25213F-HRTimeline
B.O.S.S. Retirement Advisors, LLC6,033$482K0.14%+1,11913F-HRTimeline
Clark Asset Management, LLC6,032$482K0.08%new13F-HRTimeline
Wealthspire Retirement, LLC6,016$480K0.04%-2,05013F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…6,000$479K0.12%013F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC5,994$479K<0.01%013F-HRTimeline
MWA Asset Management5,908$472K0.33%013F-HRTimeline
Aptus Capital Advisors, LLC5,888$470K0.01%-3,65113F-HRTimeline
Fox Financial, Inc5,884$470K0.44%+9113F-HRTimeline
Covenant Asset Management, LLC5,827$465K0.12%-18213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,763$460K0.12%+4613F-HRTimelineGroup
Mutual Advisors, LLC5,853$451K0.01%-3,50413F-HRTimeline
Future Financial Wealth Managment LLC5,643$451K0.33%-37513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,616$449K0.02%+1,09913F-HR/ATimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…5,609$448K0.01%+1,18013F-HRTimelineGroup
Rehmann Capital Advisory Group5,606$448K0.03%+1113F-HRTimeline
Kingsview Wealth Management, LLC5,571$445K0.01%-1,91013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…5,565$444K0.02%-2513F-HRTimeline
Alta Wealth Advisors LLC5,533$442K0.2%+73913F-HRTimeline
Sunbelt Securities, Inc.5,430$434K0.04%+1413F-HRTimeline
HANCOCK WHITNEY CORP5,416$433K0.01%013F-HRTimeline
Galvin, Gaustad & Stein, LLC5,400$431K0.04%013F-HRTimeline
Waterfront Wealth Inc.5,378$429K0.1%+45913F-HRTimeline
Friday Financial5,300$426K0.25%013F-HRTimeline
TD Waterhouse Canada Inc.5,220$418K<0.01%-6,87513F-HRTimeline
Visionary Wealth Advisors5,192$415K0.02%-9013F-HRTimeline
WORLD EQUITY GROUP, INC.5,108$411K0.12%-5,20813F-HRTimeline
REAP Financial Group, LLC5,142$411K0.1%-58313F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc5,141$411K0.27%013F-HRTimeline
Asset Dedication, LLC5,138$410K0.03%013F-HRTimeline
Global Strategic Investment Solutions, …5,131$410K0.05%+1913F-HRTimeline
SYNOVUS FINANCIAL CORP5,073$405K0.01%-33313F-HRTimeline
Clearstead Advisors, LLC5,048$403K0.01%013F-HRTimeline
Legacy Private Trust Co.5,033$402K0.03%013F-HRTimeline
Fisher Asset Management, LLC5,024$401K<0.01%+38913F-HRTimeline
DAVENPORT & Co LLC5,025$401K<0.01%+54413F-HRTimeline
Arete Wealth Advisors, LLC5,002$399K0.03%-11213F-HRTimeline
SPINNAKER TRUST4,980$398K0.03%013F-HRTimeline
Detalus Advisors, LLC4,929$394K0.12%-24413F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS4,897$391K0.16%+44813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,884$390K<0.01%+66013F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD4,884$389K0.01%+16613F-HRTimelineGroup
Total Clarity Wealth Management, Inc.4,797$388K0.13%013F-HRTimeline
Objective Capital Management, LLC4,827$385K0.49%+2813F-HRTimeline
Clarus Group, Inc.4,806$384K0.15%-2013F-HRTimeline
Regent Peak Wealth Advisors LLC4,777$381K0.09%013F-HRTimeline
Nova Wealth Management, Inc.4,745$379K0.33%+28813F-HR/ATimeline
Tranquility Partners, LLC4,708$376K0.15%-18013F-HRTimeline
Avior Wealth Management, LLC4,667$373K0.01%-60013F-HRTimeline
Triangle Securities Wealth Management4,620$369K0.09%-24013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
L & S Advisors Inc4,617$369K0.05%-1513F-HRTimeline
Bluesphere Advisors LLC4,600$367K0.21%013F-HRTimeline
Prasad Wealth Partners, LLC4,580$366K0.12%-2,31613F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC4,543$363K0.17%-1713F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC4,536$362K0.03%-23913F-HRTimeline
SOMERVILLE KURT F4,500$359K0.06%new13F-HRTimeline
Retirement Investment Advisors, Inc.4,451$355K0.04%013F-HRTimeline
WealthPLAN Partners, LLC4,364$349K0.05%-50813F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC4,320$345K0.05%013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC4,255$340K0.03%013F-HRTimeline
Kilter Group LLC4,211$336K0.22%013F-HRTimeline
Spectrum Wealth Advisory Group, LLC4,162$332K0.16%-8813F-HRTimeline
GREENLEAF TRUST4,157$332K<0.01%-1,47913F-HRTimeline
Summit X, LLC4,150$331K0.07%013F-HRTimeline
Obsidian Personal Planning Solutions LLC4,222$328K0.15%+18513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,035$327K0.01%013F-HRTimelineGroup
Capital Advisors, Ltd. LLC4,078$326K0.04%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC4,060$324K<0.01%new13F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,028$322K<0.01%-69713F-HRTimelineGroup
WJ Wealth Management, LLC4,000$319K0.11%013F-HRTimeline
CIDEL ASSET MANAGEMENT INC3,993$319K0.02%-16613F-HRTimeline
KWB Wealth3,933$318K0.04%+23213F-HRTimeline
Fiduciary Alliance LLC3,884$310K0.03%new13F-HRTimeline
Clearview Wealth Advisors LLC3,853$308K0.23%-8613F-HRTimeline
HHM Wealth Advisors, LLC3,831$306K0.04%-1,16113F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp3,828$306K0.02%013F-HRTimelineGroup
Summit Financial Wealth Advisors, LLC3,796$303K0.06%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC3,789$303K0.03%013F-HRTimelineGroup
CALTON & ASSOCIATES, INC.3,761$300K0.07%+1313F-HR/ATimeline
PHILADELPHIA TRUST CO3,757$300K0.03%013F-HRTimeline
Everhart Financial Group, Inc.3,753$300K0.04%013F-HRTimeline
COZAD ASSET MANAGEMENT INC3,725$297K0.03%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC3,700$295K0.02%new13F-HRTimeline
Strategic Family Wealth Counselors, L.L…3,698$295K0.1%+113F-HRTimeline
Walkner Condon Financial Advisors LLC3,655$292K0.06%-45313F-HRTimeline
PFG Investments, LLC3,588$287K0.02%+45713F-HRTimeline
Charter Oak Capital Management, LLC3,575$286K0.03%-8413F-HRTimeline
TRUST CO OF TOLEDO NA /OH/3,562$284K0.04%013F-HRTimeline
New Century Financial Group, LLC3,551$284K0.33%+1213F-HRTimeline
Trilogy Capital Inc.3,544$283K0.01%-22413F-HRTimeline
B. Riley Wealth Advisors, Inc.3,511$280K0.01%+53113F-HRTimeline
Seelaus Asset Management LLC3,494$279K0.27%-913F-HRTimeline
Latitude Advisors, LLC3,468$277K0.16%-113F-HRTimeline
Capital Investment Advisors, LLC3,437$274K0.01%-19813F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE3,400$272K<0.01%013F-HRTimelineGroup
Rappaport Reiches Capital Management, L…3,391$271K0.07%013F-HRTimeline
Brookwood Investment Group LLC3,370$269K0.05%13F-HRTimeline
Family Manage LLC3,359$268K0.04%new13F-HRTimeline
Element Wealth, LLC3,341$267K0.14%+40513F-HRTimeline
Sensible Money, LLC3,337$266K0.11%013F-HRTimeline
WPWealth LLP3,335$266K0.05%013F-HRTimeline
Weaver Consulting Group3,332$266K0.08%013F-HRTimeline
Carnegie Investment Counsel3,637$263K0.01%+1,01513F-HRTimeline
CIBC WORLD MARKET INC.3,268$261K<0.01%-46513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,246$259K<0.01%-1,25613F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,212$256K0.02%-1,98413F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.3,125$250K0.01%+12513F-HRTimeline
Lion Street Advisors, LLC3,120$249K0.08%013F-HRTimeline
Henderson Brothers Financial Partners, …2,779$249K0.12%13F-HRTimeline
MGO ONE SEVEN LLC3,056$244K0.01%+313F-HRTimeline
LongView Wealth Management3,052$244K0.07%+18213F-HRTimeline
Pictet North America Advisors SA3,000$240K0.02%new13F-HRTimeline
Independent Advisor Alliance2,973$237K0.01%-862,67213F-HRTimeline
Engineers Gate Manager LP2,954$236K<0.01%-13,05613F-HRTimeline
Marcum Wealth, LLC2,954$236K0.02%+213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,930$234K<0.01%-7,60113F-HRTimelineGroup
EdgeRock Capital LLC2,926$234K0.17%013F-HRTimeline
Breakwater Capital Group2,899$232K0.04%new13F-HRTimeline
Prepared Retirement Institute LLC2,896$231K0.15%new13F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.2,896$231K0.06%-3413F-HRTimeline
UPTICK PARTNERS, LLC2,875$230K0.08%new13F-HRTimeline
apricus wealth, LLC2,850$228K0.14%013F-HRTimeline
Tenret Co LLC2,828$226K0.14%013F-HRTimeline
Hubbell Strickland Wealth Management, L…2,776$222K0.1%+16013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,767$221K<0.01%-42513F-HRTimeline
Bigelow Investment Advisors, LLC2,745$219K0.1%013F-HRTimeline
SIGNATUREFD, LLC2,733$218K<0.01%+21113F-HRTimeline
CAPITAL MANAGEMENT CORP /VA2,700$216K0.04%013F-HRTimeline
McAlister, Sweet & Associates, Inc.2,700$216K0.16%013F-HRTimeline
Savvy Advisors, Inc.2,682$214K0.02%new13F-HRTimeline
Tradition Wealth Management, LLC2,678$214K0.02%+12913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,983$213K<0.01%-8313F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.2,662$213K<0.01%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC2,661$213K0.01%+1013F-HRTimeline
Northwest Capital Management Inc2,640$211K0.09%-1,03313F-HRTimeline
First Business Financial Services, Inc.2,543$203K0.02%013F-HRTimeline
OBSIDIAN CIO, LLC2,536$203K0.03%-26213F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC2,523$201K0.01%-65313F-HRTimeline
Park Place Capital Corp2,521$201K0.05%+813F-HRTimeline
Snowden Capital Advisors LLC2,513$201K0.01%-11813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,481$198K0.06%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,347$187K0.02%013F-HRTimeline
Cherry Tree Wealth Management, LLC2,340$187K0.05%013F-HRTimeline
Breakwater Investment Management2,267$181K0.08%+84713F-HRTimeline