Skip to content
Disclosery

DGRW WISDOMTREE TR

Follow

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
HARBOR INVESTMENT ADVISORY, LLC2,347$190K0.02%013F-HRTimeline
Cherry Tree Wealth Management, LLC2,340$189K0.05%+10913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,201$178K0.01%-11713F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,160$175K0.02%new13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,820$152K<0.01%013F-HRTimeline
Icon Wealth Advisors, LLC1,744$141K0.01%+2513F-HRTimeline
Guardian Wealth Management, Inc.1,678$136K0.09%-60513F-HRTimeline
Transce3nd, LLC1,637$132K0.04%13F-HRTimeline
Key Financial Inc1,576$128K0.03%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,570$127K0.01%013F-HRTimeline
CNB Bank1,563$126K0.06%013F-HRTimeline
Breakwater Investment Management1,420$115K0.05%+67213F-HR/ATimeline
Laurel Wealth Advisors LLC1,418$115K0.02%-30013F-HRTimeline
2UniFi Bank1,330$108K0.07%13F-HRTimeline
Darwin Wealth Management, LLC1,329$108K0.04%+513F-HR/ATimeline
Piscataqua Savings Bank1,300$105K0.09%013F-HRTimeline
Qube Research & Technologies Ltd1,286$104K<0.01%-1,17513F-HRTimeline
Signature Resources Capital Management,…1,267$103K0.09%+313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,263$102K<0.01%013F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL1,221$98.8K0.03%013F-HRTimeline
Addison Advisors LLC1,215$98.3K0.03%013F-HRTimeline
Coastline Trust Co1,031$83.4K0.01%+23313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AMERICAN NATIONAL BANK & TRUST950$76.9K0.01%-5013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…860$71.8K<0.01%-1213F-HRTimeline
Holos Integrated Wealth LLC869$70.3K0.05%13F-HRTimeline
Plante Moran Financial Advisors, LLC833$67.4K0.01%013F-HRTimeline
Operose Advisors LLC794$64.3K0.02%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.757$61.3K<0.01%new13F-HRTimelineGroup
Tidemark, LLC755$61.1K0.02%013F-HRTimeline
Federation des caisses Desjardins du Qu…715$57.9K<0.01%new13F-HRTimeline
Decker Retirement Planning Inc.714$57.8K0.03%13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC689$55.8K<0.01%new13F-HRTimeline
Lavaca Capital LLC646$52.3K0.02%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC637$51.6K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC620$50.2K0.03%013F-HRTimeline
Sandy Spring Bank600$48.6K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC600$48.6K0.01%013F-HRTimeline
Newton One Investments LLC595$48.2K0.02%new13F-HRTimeline
Allworth Financial LP571$47.6K<0.01%+42813F-HRTimeline
Blue Trust, Inc.562$45.5K<0.01%new13F-HR/ATimeline
RICHARDS, MERRILL & PETERSON, INC.514$41.6K0.02%13F-HRTimeline
AdvisorNet Financial, Inc504$40.8K<0.01%-19913F-HRTimeline
Keystone Financial Group, Inc.501$40.6K0.03%13F-HRTimeline
Fairman Group, LLC500$40.5K0.03%013F-HRTimeline
Sachetta, LLC500$40.5K0.02%013F-HRTimeline
Bogart Wealth, LLC494$39.9K<0.01%+213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.471$39.2K<0.01%+35013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC477$38.6K0.02%+213F-HRTimeline
Farther Finance Advisors, LLC474$38.4K<0.01%+36213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC461$37.3K<0.01%-4913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Crewe Advisors LLC461$37.3K0.01%+32513F-HRTimeline
Parallel Advisors, LLC453$36.7K<0.01%013F-HRTimeline
Joseph Group Capital Management449$36.3K0.01%-7413F-HRTimeline
TSFG, LLC423$34K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC413$33.4K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.400$32.4K0.01%013F-HR/ATimeline
MPWM ADVISORY SOLUTIONS, LLC395$32K0.02%13F-HRTimeline
Integrity Financial Corp /WA385$31.2K0.02%013F-HRTimeline
Versant Capital Management, Inc381$30.8K0.01%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC370$30K0.01%013F-HRTimeline
Venturi Wealth Management, LLC355$28.7K<0.01%new13F-HRTimeline
United Community Bankin group United Community Bank354$28.6K0.01%new13F-HRTimelineGroup
WINTRUST INVESTMENTS LLC348$28K0.02%+5013F-HRTimeline
Hartford Financial Management Inc.327$26.5K0.01%new13F-HRTimeline
S&T Bank/PA316$25.6K0.01%new13F-HRTimeline
Indiana Trust & Investment Management Co310$25.1K0.01%+8313F-HRTimeline
Medallion Wealth Advisors, LLC312$24.9K0.01%13F-HRTimeline
CENTRAL TRUST Co305$24.7K<0.01%013F-HRTimeline
GAMMA Investing LLC294$23.8K<0.01%013F-HRTimeline
Stuart Chaussee & Associates, Inc.268$21.7K0.01%013F-HRTimeline
North Star Investment Management Corp.266$21.5K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…262$21.2K<0.01%013F-HR/ATimeline
Frazier Financial Advisors, LLC261$21.1K0.02%013F-HRTimeline
Westside Investment Management, Inc.241$19.5K<0.01%013F-HRTimeline
TRUST CO OF VERMONT231$18.7K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.229$18.5K0.02%13F-HRTimeline
Covestor Ltd221$18K0.01%+6213F-HRTimeline
Fortitude Family Office, LLC204$16.5K0.01%new13F-HRTimeline
FLP Wealth Management, LLC180$14.6K0.04%13F-HRTimeline
Bangor Savings Bank180$14.6K<0.01%013F-HRTimeline
WHITTIER TRUST CO165$13.4K<0.01%+113F-HRTimeline
Fourth Dimension Wealth, LLC158$12.8K0.01%13F-HRTimeline
PSI Advisors, LLC155$12.5K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.150$12.1K<0.01%013F-HRTimeline
Sound Income Strategies, LLC143$11.6K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC138$11.2K<0.01%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.116$9.41K0.01%13F-HRTimeline
American Capital Advisory, LLC110$8.9K<0.01%new13F-HRTimeline
Financial Perspectives, Inc104$8.42K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.100$8.09K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.99$8.02K<0.01%13F-HRTimeline
Pacifica Partners Inc.95$7.67K<0.01%-913F-HRTimeline
Ridgewood Investments LLC87$7.04K<0.01%013F-HRTimeline
Investors Research Corp73$5.91K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…60$4.86K<0.01%new13F-HRTimeline
Catherine Avery Investment Management L…55$4.45K<0.01%13F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC51$4.13K<0.01%new13F-HRTimelineGroup
Truvestments Capital LLC49$3.97K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC38$3.2K<0.01%013F-HRTimeline
WealthShield Partners, LLC38$3.07K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.27$2.23K0.2%-25,72113F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC26$2.08K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC24$1.94K<0.01%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP17$1K<0.01%013F-HRTimelineGroup
West Oak Capital, LLC130$105<0.01%013F-HR/ATimeline