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Disclosery

DGRW WISDOMTREE TR

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US QTLY DIV GRT (fund)

764 managers (773 13F filers) reported a position in DGRW shares at 2026-03-31, 135,921,805 shares in all. 44 filers opened a position and 48 filers sold out during the quarter.

Managers
764
13F filers
773
New
44
Added
271
Reduced
303
Sold out
48
Shares held by filers
135,921,805

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Breakwater Investment Management3,162$278K0.1%013F-HRTimeline
Simplicity Wealth,LLC3,157$277K0.02%new13F-HRTimeline
Sunflower Bank, N.A.3,091$272K0.07%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,067$269K0.01%+50513F-HRTimelineGroup
WPWealth LLP3,035$267K0.04%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,012$265K0.01%-12613F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC3,000$264K0.01%-70013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,946$259K0.02%-33913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC2,925$257K0.02%013F-HRTimeline
PACIFIC FINANCIAL GROUP INC2,906$255K0.14%-23313F-HRTimeline
Prepared Retirement Institute LLC2,896$254K0.13%013F-HR/ATimeline
Kohmann Bosshard Financial Services, LLC2,893$254K0.02%013F-HR/ATimeline
Orion Porfolio Solutions, LLC2,880$253K<0.01%-10,05013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,860$251K0.02%-38113F-HRTimelineGroup
apricus wealth, LLC2,850$250K0.12%013F-HRTimeline
Asset Dedication, LLC2,849$250K0.02%013F-HRTimeline
Foster Victor Wealth Advisors, LLC2,714$250K0.01%new13F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.2,833$249K0.05%-1813F-HRTimeline
Everhart Financial Group, Inc.2,804$246K0.02%013F-HRTimeline
Nautilus Advisors LLC2,793$245K0.17%new13F-HRTimeline
Milestones Private Investment Advisors …2,790$245K0.22%-6,46613F-HRTimeline
Crestwood Advisors Group, LLC2,777$244K<0.01%+41913F-HRTimeline
Arax Advisory Partners2,626$241K0.01%-1,89513F-HRTimeline
OMNI 360 Wealth, Inc.2,743$241K0.12%+413F-HRTimeline
McAlister, Sweet & Associates, Inc.2,700$237K0.15%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC2,700$237K0.01%+813F-HRTimeline
WHITTIER TRUST CO2,655$235K<0.01%013F-HRTimeline
Tradition Wealth Management, LLC2,621$230K0.02%+413F-HRTimeline
Cherry Tree Wealth Management, LLC2,584$227K0.05%+2213F-HRTimeline
Fisher Asset Management, LLC2,569$226K<0.01%-4,97813F-HRTimeline
HRT FINANCIAL LP2,567$225K<0.01%-2,39813F-HRTimeline
First Business Financial Services, Inc.2,543$223K0.02%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC2,523$222K0.01%013F-HRTimeline
SIGNATUREFD, LLC2,504$220K<0.01%013F-HRTimeline
Seelaus Asset Management LLC2,483$218K0.16%-79313F-HRTimeline
Discipline Wealth Solutions, LLC2,469$217K0.02%new13F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC2,443$215K0.07%013F-HRTimeline
CAPITAL MANAGEMENT CORP /VA2,430$213K0.04%-27013F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…2,412$212K0.17%+8913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,410$212K0.01%-67013F-HRTimeline
Envision Financial Transparency, LLC2,401$211K0.21%13F-HRTimeline
Colter Lewis Investment Partners LLC2,401$211K0.2%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,400$211K0.01%013F-HRTimelineGroup
GTS SECURITIES LLC2,393$210K0.01%-35,77913F-HRTimeline
Atlas Wealth LLC2,375$209K0.06%-11713F-HR/ATimeline
Retirement Investment Advisors, Inc.2,321$208K0.02%013F-HRTimeline
Annex Advisory Services, LLC2,355$207K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,347$206K0.02%013F-HRTimeline
Breakwater Capital Group2,333$205K0.03%-23613F-HRTimeline
Vigil Wealth Management, LLC2,307$203K0.16%013F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC2,303$202K0.04%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/2,289$201K0.02%-69913F-HRTimeline
Gilbert Capital Group, Inc.2,284$201K0.16%013F-HRTimeline
AlphaStar Capital Management, LLC2,281$200K0.01%-99613F-HRTimeline
Financial Advisors Network, Inc.2,278$200K0.03%013F-HRTimeline
Harbor Asset Planning, Inc.2,133$187K0.16%+613F-HRTimeline
Plante Moran Financial Advisors, LLC2,072$182K0.01%-83313F-HRTimeline
Scarborough Advisors, LLC1,857$163K0.02%-3313F-HRTimeline
Bangor Savings Bank1,770$155K0.01%+1,59013F-HRTimeline
Coastline Trust Co1,724$151K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Key Financial Inc1,706$150K0.03%013F-HRTimeline
Cassaday & Co Wealth Management LLC1,672$147K<0.01%new13F-HRTimeline
Cascades Capital Asset Management, LLC1,640$144K0.06%-1,42013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,570$138K0.01%013F-HRTimeline
CNB Bank1,563$137K0.06%013F-HRTimeline
Destiny Wealth Partners, LLC1,499$132K0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC1,411$124K0.07%+2013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,393$122K0.01%new13F-HRTimeline
Independence Bank of Kentucky1,371$120K0.02%013F-HRTimeline
Darwin Wealth Management, LLC1,354$119K0.04%+413F-HRTimeline
Pioneer Family Office, LLC1,340$118K0.08%-14,69313F-HRTimeline
Addison Advisors LLC1,311$115K0.03%+13613F-HRTimeline
Piscataqua Savings Bank1,300$114K0.08%013F-HRTimeline
Westside Investment Management, Inc.1,296$114K0.02%013F-HRTimeline
Signature Resources Capital Management,…1,275$112K0.05%013F-HRTimeline
Clearstead Trust, LLC1,266$111K0.02%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,221$107K0.03%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,195$105K0.08%+35913F-HRTimeline
Navigoe, LLC1,194$104K0.06%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,000$93.4K<0.01%+36313F-HRTimeline
2UniFi Bank1,030$90.5K0.04%013F-HRTimeline
Frazier Financial Advisors, LLC1,027$90.2K0.05%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,010$88.7K<0.01%+45513F-HRTimelineGroup
Operose Advisors LLC969$85.1K0.02%-4413F-HRTimeline
Holos Integrated Wealth LLC869$76.8K0.04%013F-HRTimeline
Root Financial Partners, LLC871$76.5K<0.01%-1313F-HRTimeline
Parallel Advisors, LLC830$72.9K<0.01%013F-HR/ATimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp807$70.9K<0.01%+20713F-HRTimelineGroup
LM Advisors LLC6,168$70.2K1.17%+3,80313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST787$69.1K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC760$66.7K<0.01%-1,74413F-HRTimelineGroup
GAMMA Investing LLC751$66K<0.01%-87913F-HRTimeline
SJS Investment Consulting Inc.747$65.6K0.01%013F-HRTimeline
Keystone Financial Group, Inc.745$65.4K0.03%+213F-HRTimeline
Rossby Financial, LCC739$65.1K0.01%+55013F-HRTimeline
AdvisorNet Financial, Inc702$61.7K<0.01%-4513F-HRTimeline
Kilter Group LLC610$53.6K0.02%-3,60913F-HRTimeline
Nova Wealth Management, Inc.603$53K0.03%-6413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…600$52.9K<0.01%-11713F-HRTimeline
Newton One Investments LLC595$52.3K0.01%013F-HRTimeline
VESTOR CAPITAL, LLC582$51K<0.01%new13F-HRTimeline
Cheviot Value Management, LLC571$50.2K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO567$49.8K<0.01%-1,55813F-HRTimelineGroup
Bogart Wealth, LLC549$48.2K<0.01%+9213F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC541$47.5K<0.01%13F-HRTimelineGroup
Covestor Ltd537$47K0.03%+18013F-HRTimeline
Wealth Enhancement Trust Services, Inc.525$46.1K0.01%013F-HRTimeline
PlanVest Financial, Inc519$45.6K0.03%13F-HRTimeline
Federation des caisses Desjardins du Qu…515$45.2K<0.01%013F-HRTimeline
Napier Financial, LLC514$45.1K0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC485$42.6K0.02%+113F-HRTimeline
Stone House Investment Management, LLC483$42.4K0.01%013F-HRTimeline
Opal Wealth Advisors, LLC467$41K0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.440$38.6K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC413$36.3K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.400$35.1K0.01%013F-HRTimeline
Integrity Financial Corp /WA385$33.8K0.02%013F-HRTimeline
Versant Capital Management, Inc381$33.5K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC363$31.9K0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC350$30.7K0.02%new13F-HRTimeline
BFSG, LLC317$27.8K<0.01%013F-HRTimeline
S&T Bank/PA316$27.8K0.01%013F-HRTimeline
TSFG, LLC308$27K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC268$23.5K0.01%013F-HRTimeline
North Star Investment Management Corp.266$23.4K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…262$23K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC250$22K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.242$21.3K<0.01%013F-HRTimelineGroup
Indiana Trust & Investment Management Co227$19.9K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …226$19.9K<0.01%+213F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management226$19.9K<0.01%013F-HRTimelineGroup
OBSIDIAN CIO, LLC200$17.6K0.02%013F-HRTimeline
Cetera Trust Company, N.A200$17.6K0.01%-14713F-HRTimeline
Fairman Group, LLC200$17.6K0.02%013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC200$17.6K0.02%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC170$14.9K0.01%-2213F-HRTimeline
Trust Co158$13.9K<0.01%+12913F-HRTimeline
Intentional Wealth Strategies, LLC158$13.9K0.01%13F-HRTimeline
Bare Financial Services, Inc155$13.6K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.150$13.2K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.142$12.5K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC138$12.1K<0.01%013F-HRTimeline
Sound Income Strategies, LLC134$11.8K<0.01%-34613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC125$11K<0.01%new13F-HR/ATimeline
Vision Retirement, LLC118$10.4K<0.01%013F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST115$10.1K<0.01%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.112$10K<0.01%+213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NBT BANK, N.A.in group NBT BANK, N.A.106$9.31K<0.01%+1713F-HRTimelineGroup
Financial Perspectives, Inc104$9.13K<0.01%013F-HRTimeline
Costello Asset Management, INC102$8.95K<0.01%013F-HRTimeline
SHP Wealth Management100$8.78K<0.01%013F-HRTimeline
Joseph Group Capital Management96$8.43K<0.01%-1113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.87$7.64K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…81$7.12K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC77$6.76K0.01%new13F-HRTimeline
Davis Capital Management56$4.92K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC50$4.39K<0.01%013F-HRTimeline
Truvestments Capital LLC49$4.3K<0.01%013F-HRTimeline
WealthShield Partners, LLC38$3.33K<0.01%013F-HRTimeline
Crewe Advisors LLC36$3.16K<0.01%-1813F-HRTimeline
BAYBAN36$3.16K<0.01%013F-HRTimeline
Quantbot Technologies LP29$2.55K<0.01%new13F-HRTimeline
ABOUND FINANCIAL, LLC15$1.32K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…9$829<0.01%new13F-HRTimelineGroup