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Disclosery

DGRW WISDOMTREE TR

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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
GUARDIAN WEALTH ADVISORS, LLC / NC2,201$176K0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,763$141K0.01%-1,06313F-HRTimeline
LRI Investments, LLC1,733$138K0.01%new13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,820$138K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank1,714$137K0.05%+1,36013F-HRTimelineGroup
Transce3nd, LLC1,712$137K0.06%+7513F-HRTimeline
Icon Wealth Advisors, LLC1,696$135K0.01%-4813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,570$127K0.01%013F-HRTimeline
Guardian Wealth Management, Inc.1,576$126K0.08%-10213F-HRTimeline
Key Financial Inc1,576$126K0.03%013F-HRTimeline
CNB Bank1,563$125K0.06%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,489$119K<0.01%+22613F-HRTimelineGroup
Laurel Wealth Advisors LLC1,418$113K0.02%013F-HRTimeline
2UniFi Bank1,330$111K0.07%013F-HRTimeline
Darwin Wealth Management, LLC1,329$108K0.04%013F-HRTimeline
Piscataqua Savings Bank1,300$104K0.09%013F-HRTimeline
Signature Resources Capital Management,…1,270$101K0.09%+313F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,221$97.5K0.03%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,217$97.2K0.01%new13F-HRTimelineGroup
Addison Advisors LLC1,175$93.8K0.03%-4013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,125$89.8K<0.01%new13F-HRTimeline
Coastline Trust Co1,031$82.3K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BlackRock, Inc.in group BlackRock, Inc.974$77.7K<0.01%-4,70013F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST876$70K0.01%-7413F-HRTimeline
Holos Integrated Wealth LLC869$69.4K0.05%013F-HRTimeline
Federation des caisses Desjardins du Qu…865$69.1K<0.01%+15013F-HRTimeline
Allworth Financial LP893$68.9K<0.01%+32213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…860$68.8K0.01%+80013F-HRTimeline
Plante Moran Financial Advisors, LLC833$66.5K0.01%013F-HRTimeline
Operose Advisors LLC794$63.4K0.02%013F-HRTimeline
Tidemark, LLC755$60.3K0.02%013F-HRTimeline
AdvisorNet Financial, Inc747$59.7K<0.01%+24313F-HRTimeline
WOLFF WIESE MAGANA LLC658$52.5K0.04%+3813F-HRTimeline
VESTOR CAPITAL, LLC636$51K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC637$50.9K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC628$50.2K<0.01%+57713F-HRTimelineGroup
Sandy Spring Bank600$47.9K<0.01%013F-HRTimeline
Newton One Investments LLC595$47.5K0.02%013F-HRTimeline
Cheviot Value Management, LLC578$45.4K0.01%new13F-HRTimeline
Blue Trust, Inc.562$44.9K<0.01%013F-HRTimeline
Integrity Financial Corp /WA555$44.3K0.03%+17013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.514$41K0.02%013F-HRTimeline
Fairman Group, LLC500$40.5K0.04%013F-HRTimeline
Sachetta, LLC500$39.9K0.02%013F-HRTimeline
Keystone Financial Group, Inc.512$39.9K0.03%+1113F-HRTimeline
Bogart Wealth, LLC495$39.6K<0.01%+113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC478$38.2K0.02%+113F-HRTimeline
Farther Finance Advisors, LLC474$38K<0.01%013F-HRTimeline
Opal Wealth Advisors, LLC467$37.3K0.01%new13F-HRTimeline
Parallel Advisors, LLC453$36.2K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.440$35.1K<0.01%+34013F-HRTimeline
TSFG, LLC424$34K0.01%+113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC413$33K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC409$32.7K<0.01%-28013F-HRTimeline
SOA Wealth Advisors, LLC.400$31.9K0.01%013F-HRTimeline
GAMMA Investing LLC399$31.9K<0.01%+10513F-HR/ATimeline
AlphaCore Capital LLC385$30.7K<0.01%new13F-HRTimeline
Versant Capital Management, Inc381$30.4K0.01%013F-HRTimeline
Covestor Ltd381$30K0.02%+16013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC370$29.5K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp333$26.6K<0.01%new13F-HRTimelineGroup
BFSG, LLC317$25.3K<0.01%new13F-HRTimeline
S&T Bank/PA316$25.2K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC312$24.9K0.01%013F-HRTimeline
Indiana Trust & Investment Management Co310$24.8K0.01%013F-HRTimeline
Arax Advisory Partners305$24.4K<0.01%new13F-HRTimeline
CENTRAL TRUST Co305$24.4K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.305$24.4K0.03%+7613F-HRTimeline
TRUST CO OF VERMONT304$24.3K<0.01%+7313F-HRTimeline
Headlands Technologies LLC304$24.3K<0.01%new13F-HRTimeline
Stuart Chaussee & Associates, Inc.268$21.4K0.01%013F-HRTimeline
North Star Investment Management Corp.266$21.2K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…262$20.9K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC261$20.8K0.02%013F-HRTimeline
Princeton Global Asset Management LLC250$20K<0.01%-35013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.242$19.3K<0.01%-22913F-HRTimelineGroup
Westside Investment Management, Inc.241$19.2K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC216$17.2K0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC200$16K0.01%+4213F-HRTimeline
Qube Research & Technologies Ltd198$15.8K<0.01%-1,08813F-HRTimeline
Bangor Savings Bank180$14.4K<0.01%013F-HRTimeline
Joseph Group Capital Management178$14.2K0.01%-27113F-HRTimeline
WHITTIER TRUST CO165$13.2K<0.01%013F-HRTimeline
Rossby Financial, LCC168$13K0.01%new13F-HRTimeline
PSI Advisors, LLC155$12.4K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.150$12K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC150$12K<0.01%-31113F-HRTimeline
Kiker Wealth Management, LLC150$12K0.01%new13F-HRTimeline
Sound Income Strategies, LLC143$11.4K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC142$11.3K0.01%-25313F-HRTimeline
JFS WEALTH ADVISORS, LLC138$11K<0.01%013F-HRTimeline
Costello Asset Management, INC125$10K<0.01%new13F-HRTimeline
Financial Perspectives, Inc104$8.3K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.99$7.94K<0.01%013F-HRTimeline
Pacifica Partners Inc.95$7.34K<0.01%013F-HRTimeline
Crewe Advisors LLC90$7.19K<0.01%-37113F-HRTimeline
Ridgewood Investments LLC87$6.95K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…81$6.47K<0.01%new13F-HRTimeline
Investors Research Corp73$5.83K<0.01%013F-HRTimeline
Atala Financial Inc72$5.77K<0.01%new13F-HRTimeline
Catherine Avery Investment Management L…55$4.39K<0.01%013F-HRTimeline
Truvestments Capital LLC49$3.91K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.41$3.27K<0.01%new13F-HRTimeline
WealthShield Partners, LLC38$3.03K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC38$2.92K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC27$2.16K<0.01%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC26$2.06K<0.01%013F-HR/ATimeline
ABOUND FINANCIAL, LLC15$1.2K<0.01%new13F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP17$1K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5$417<0.01%-2,75213F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4$319<0.01%new13F-HRTimelineGroup
West Oak Capital, LLC130$104<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-86013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Rooted Wealth Advisors, Inc.2,760$224013F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.