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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
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…19,089,313$1.54B1.03%+212,25613F-HRTimelineGroup
LPL Financial LLC11,999,767$971M0.4%+793,20613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,682,247$945M0.09%-46,89313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY8,611,165$697M0.05%+229,12513F-HR/ATimelineGroup
Hamilton Capital, LLC6,585,865$533M40.52%-51,47013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,333,811$513M0.13%+182,73013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,614,481$293M0.11%13F-HR/ATimelineGroup
Private Advisor Group, LLC2,732,198$221M1.24%+1,269,96713F-HRTimeline
HighTower Advisors, LLC2,724,218$220M0.3%+14,56013F-HRTimeline
UBS Group AGin group UBS Group AG2,361,298$191M0.04%-24,28013F-HRTimelineGroup
Cetera Investment Advisers2,105,625$170M0.36%+140,37513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,578,181$128M0.03%+152,31713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,494,601$121M0.03%+44,52313F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC1,419,968$115M0.72%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,385,876$112M+166,307Timeline
NorthCoast Asset Management LLC1,319,938$107M0.52%+30,32613F-HR/ATimeline
One Capital Management, LLC1,276,622$103M3.42%+5,48913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,191,119$96.4M0.18%+103,23113F-HR/ATimeline
Steward Partners Investment Advisory, L…1,064,985$86.2M0.76%+17,82613F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding989,232$80.1M+130,398Timeline
COMMONWEALTH EQUITY SERVICES, LLC979,107$79.2M0.12%+115,18313F-HRTimeline
WADDELL & ASSOCIATES, LLC916,723$74.2M7.56%+17,29613F-HR/ATimeline
Bouchey Financial Group, Ltd.881,975$71.4M6.24%-64,05513F-HRTimeline
Independent Advisor Alliance865,645$70.1M0.93%new13F-HRTimeline
TAIYO LIFE INSURANCE CO850,000$68.8M5.58%013F-HRTimeline
Clearwater Capital Advisors, LLC849,266$68.7M6.72%-29,08013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding840,530$68M+60,734Timeline
RVW Wealth, LLC839,339$67.9M6.34%+9,06213F-HRTimeline
IAM Advisory, LLC787,686$63.7M16.16%+7,01313F-HRTimeline
Glassman Wealth Services787,372$63.7M10.72%+18,47713F-HRTimeline
Legacy Financial Advisors, Inc.784,774$63.5M10.5%-27213F-HRTimeline
COMERICA BANK784,589$63.5M0.26%+718,20013F-HR/ATimeline
BOSTON FINANCIAL MANGEMENT LLC782,957$63.4M1.92%+14,22313F-HRTimeline
World Investment Advisors740,867$60M1.64%+14,75413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO734,846$59.5M<0.01%-224,20513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…721,087$58.3M0.15%+52,89113F-HRTimelineGroup
Prime Capital Investment Advisors, LLC704,125$57M0.83%-3,70713F-HRTimeline
Janney Montgomery Scott LLC693,989$56.2M0.16%+74,82113F-HRTimeline
BEACON FINANCIAL GROUP678,803$54.9M5.91%-8,44513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.673,801$54.5M0.52%+13,62313F-HRTimelineGroup
Bluespring Wealth Management, LLC661,111$53.5M5.49%+20,75013F-HRTimeline
Horizon Wealth Management, LLC661,047$53.5M9.31%+142,47013F-HRTimeline
Prestige Wealth Management Group LLC646,560$52.4M10.89%-8,93313F-HR/ATimeline
Spinnaker Investment Group, LLC571,519$46.3M11.16%-25313F-HRTimeline
Schorn Wealth LLC527,667$42.7M13.87%+25,57313F-HRTimeline
NewEdge Advisors, LLC526,825$42.6M0.26%+17,13913F-HRTimeline
SkyView Investment Advisors, LLC517,287$41.9M6.68%+8,89613F-HRTimeline
NewEdge Wealth, LLC515,312$41.7M0.72%+10,44913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC508,947$41.2M0.09%+343,20713F-HRTimelineGroup
OneDigital Investment Advisors LLC503,275$40.7M0.47%+4,75513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC500,896$40.5M0.32%-24,43713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.466,770$37.8M0.08%+47,00013F-HR/ATimelineGroup
Glen Eagle Advisors, LLC442,947$35.8M5.95%+19,05013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.418,811$33.9M0.21%+37,41113F-HRTimeline
BCM ADVISORS, LLC401,709$33.5M7.48%+5713F-HRTimeline
Serenus Wealth Advisors, LLC403,901$32.7M5.68%13F-HRTimeline
Aspire Capital Advisors LLC397,652$32.2M9.21%+13,62713F-HRTimeline
Cambridge Investment Research Advisors,…396,648$32.1M0.11%-42,35513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP396,121$32.1M0.03%+21,59013F-HRTimelineGroup
IFP Advisors, Inc390,200$31.6M1.03%-9,45613F-HRTimeline
Per Stirling Capital Management, LLC.384,227$31.1M4.41%+4,70013F-HRTimeline
GPS Wealth Strategies Group, LLC364,688$29.5M3.79%-9,27413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…348,774$28.9M0.06%-1,70213F-HRTimelineGroup
Team Financial Group, LLC351,255$28.4M16.3%+10,15313F-HRTimeline
Mariner, LLCin group Mariner, LLC350,793$28.4M0.05%+12,78513F-HRTimelineGroup
CWM, LLCin group CWM, LLC340,330$27.5M0.11%+47,28413F-HRTimelineGroup
Choice Wealth Advisors LLC330,966$26.8M13.68%-30113F-HRTimeline
Compass Financial Services Inc310,800$25.2M14.24%13F-HRTimeline
Sanchez Wealth Management Group306,666$24.8M6.78%+13,45913F-HRTimeline
Sanctuary Advisors, LLC294,806$24.8M0.16%+1,21613F-HRTimeline
Atria Investments, Inc299,433$24.2M0.3%+45,59013F-HRTimeline
TigerOak Management, L.L.C.296,687$24M8.78%13F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI293,202$23.7M2.55%-9513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP290,069$23.5M0.04%-1,89813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…289,402$23.4M0.02%-1,55913F-HRTimelineGroup
SK Wealth Management, LLC289,022$23.4M11.91%+80113F-HRTimeline
FORTE CAPITAL LLC /ADV286,197$23.2M2.6%-1,03713F-HRTimeline
Tyler-Stone Wealth Management282,916$22.9M4.07%+23,98813F-HRTimeline
ACT Advisors, LLC.276,841$22.4M12.06%+3,05213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…267,566$21.7M0.59%+6,65413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC262,860$21.3M0.07%+27,27913F-HRTimeline
Amplius Wealth Advisors, LLC257,129$20.8M2.13%+13,29413F-HRTimeline
Modern Wealth Management, LLC252,855$20.5M0.76%new13F-HR/ATimeline
HB Wealth Management, LLC249,300$20.2M0.21%-6,95113F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC243,275$19.7M14.78%-12,75413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC238,645$19.3M2.62%+9,72613F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.220,374$17.8M2.43%+71,49713F-HRTimeline
D.A. DAVIDSON & CO.218,647$17.7M0.14%+11,21313F-HRTimeline
CGN Advisors LLC217,889$17.6M1.71%+2,00013F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC214,866$17.4M6.1%+8,99513F-HRTimeline
CONNABLE OFFICE INC214,530$17.4M1.8%-57313F-HRTimeline
Heck Capital Advisors, LLC214,269$17.3M1.99%-7,60213F-HR/ATimeline
Curi Capital, LLC208,275$16.9M0.39%-2,84013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp207,861$16.8M<0.01%-49713F-HRTimelineGroup
COLUMBIA ADVISORY PARTNERS LLC189,978$15.4M14.3%new13F-HRTimeline
Main Street Financial Solutions, LLC184,779$15M1.47%+96413F-HRTimeline
Cresta Advisors, Ltd.176,425$14.7M7.68%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…180,206$14.6M5.82%-3113F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV173,113$14M5.12%+18413F-HRTimeline
INVENIO WEALTH PARTNERS LLC172,135$13.9M5.83%+10,09713F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC171,201$13.9M7.01%+7,63813F-HRTimeline
Focus Financial Network, Inc.169,913$13.8M0.55%-75813F-HRTimeline
Duncan Williams Asset Management, LLC169,970$13.8M5.42%+20,84413F-HRTimeline
CERTUITY, LLC166,080$13.4M1.46%+48,26713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…165,542$13.4M0.3%+3,25013F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC165,191$13.4M1.26%+2,10513F-HRTimeline
Kraft, Davis & Associates, LLC159,851$13.3M3.81%+6,27613F-HRTimeline
Lauer Wealth, LLC159,985$12.9M8.66%+8,37113F-HRTimeline
Eaton Financial Holdings Company, LLC150,865$12.2M4.7%-6,61713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP147,424$11.9M0.01%+53,17213F-HRTimelineGroup
First National Trust Co146,746$11.9M0.45%-35013F-HRTimeline
Family Capital Management, Inc.145,545$11.8M7.11%-2,85713F-HRTimeline
Boyce & Associates Wealth Consulting, I…145,367$11.8M11.9%+19,29613F-HRTimeline
CRA Financial Services, LLC144,779$11.7M2.01%+15,63713F-HRTimeline
United Advisor Group, LLC144,250$11.7M2.31%+10,31413F-HRTimeline
Wealthspire Advisors, LLC139,479$11.3M0.11%-113F-HRTimeline
Venture Visionary Partners LLC137,973$11.2M0.47%+11,96413F-HR/ATimeline
Winthrop Advisory Group LLC137,110$11.1M1.33%new13F-HRTimeline
Intrua Financial, LLC133,621$10.8M1.76%+10,03113F-HRTimeline
Merit Financial Group, LLC133,380$10.8M0.19%+38,68713F-HRTimeline
Sequoia Financial Advisors, LLC132,545$10.7M0.1%-7,32413F-HR/ATimeline
Journey Advisory Group, LLC132,360$10.3M1.24%013F-HRTimeline
Solano Wealth Investment Advisors LLC127,247$10.3M6.19%13F-HRTimeline
Monterey Private Wealth, Inc.126,874$10.3M3.39%+2,09213F-HRTimeline
Oxinas Partners, LLC124,863$10.1M5.92%+6,87013F-HRTimeline
Three Magnolias Financial Advisors, LLC120,432$9.75M10.25%13F-HRTimeline
Retirement Planning Group, LLC119,536$9.67M0.49%-5,99513F-HRTimeline
Melone Private Wealth, LLC117,404$9.5M4.92%-6,68813F-HRTimeline
TD Capital Management LLC115,805$9.37M0.95%-1,66113F-HRTimeline
HOWARD BAILEY SECURITIES, LLC115,740$9.37M3.48%+3,86013F-HRTimeline
Archer Investment Management, LLC115,404$9.34M5.75%13F-HRTimeline
Avidian Wealth Enterprises, LLC114,920$9.3M0.42%+13,26813F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.114,445$9.26M6.4%13F-HRTimeline
Capital Planning Advisors, LLC114,311$9.25M1.43%+3,46013F-HRTimeline
IFG Advisory, LLC112,263$9.09M0.51%+5,13813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC111,718$9.04M0.47%+6,77913F-HRTimeline
Western Wealth Management, LLC110,747$8.96M0.58%-43,30313F-HR/ATimeline
Creative Planningin group Creative Planning110,694$8.96M0.01%-2,38513F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…109,784$8.88M1.7%-187,92813F-HRTimelineGroup
Insight Advisors, LLC/ PA109,704$8.88M1.52%+8,84213F-HRTimeline
Prosperity Consulting Group, LLC109,085$8.83M0.66%-5,62313F-HRTimeline
Golden State Wealth Management, LLC108,634$8.79M1.32%13F-HRTimeline
J.W. COLE ADVISORS, INC.108,583$8.79M0.35%-4,71613F-HRTimeline
Larson Financial Group LLC106,099$8.59M0.44%+56,18213F-HRTimeline
IHT Wealth Management, LLC102,055$8.26M0.27%+3,57413F-HRTimeline
Smartleaf Asset Management LLC100,683$8.15M0.83%+3,18513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …98,056$7.94M0.22%+37,26813F-HRTimelineGroup
Wilmington Savings Fund Society, FSB97,941$7.93M0.14%-5,99513F-HRTimeline
Atria Wealth Solutions, Inc.97,720$7.91M0.09%+3,11613F-HRTimeline
MBA Advisors LLC97,403$7.88M4%+2,07013F-HRTimeline
IAG Wealth Partners, LLC96,807$7.83M1.38%+10,43213F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…94,791$7.67M3.27%13F-HRTimeline
Avant Capital LLC94,510$7.65M6.34%13F-HRTimeline
Masso Torrence Wealth Management Inc.94,169$7.62M4%+3,54913F-HRTimeline
ORBA Wealth Advisors, L.L.C.93,636$7.58M3.96%-4,27513F-HRTimeline
Hobbs Group Advisors, LLC90,845$7.35M2.76%-56,95913F-HRTimeline
Good Life Advisors, LLC90,046$7.29M0.53%+2,27813F-HRTimeline
ALBION FINANCIAL GROUP /UT88,927$7.2M0.49%-2313F-HRTimeline
Defined Financial Planning LLC87,140$7.05M7.53%13F-HRTimeline
Alpha Zero LLC85,826$6.95M5.3%13F-HRTimeline
SMITH, MOORE & CO.85,605$6.93M0.63%+6,29113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…84,614$6.85M0.06%+4,91313F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…82,198$6.65M0.23%-4,84813F-HRTimelineGroup
PMG Wealth Management, Inc.81,251$6.58M5.99%13F-HRTimeline
KPP Advisory Services LLC81,134$6.57M1.55%+30,96113F-HRTimeline
Darrow Company, Inc.79,898$6.47M3.75%+4,61513F-HRTimeline
CRUX WEALTH ADVISORS79,407$6.43M3.58%13F-HRTimeline
Fiduciary Group, LLC78,294$6.34M0.64%+1,45813F-HRTimeline
Prospera Financial Services Inc77,980$6.31M0.15%-90213F-HRTimeline
Moloney Securities Asset Management, LLC77,362$6.26M0.84%+2,02513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC76,639$6.2M<0.01%+43,17913F-HRTimelineGroup
Riverbend Wealth Management, LLC76,297$6.18M5.51%13F-HRTimeline
Gray Private Wealth, LLC76,211$6.17M3.67%+68713F-HRTimeline
Foundations Investment Advisors, LLC73,563$5.95M0.11%+10,48013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC70,390$5.7M0.13%+27513F-HRTimelineGroup
Catalina Capital Group, LLC68,614$5.55M1.83%-12,98213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC68,281$5.53M0.69%+5313F-HRTimeline
Thomasville National Bank68,241$5.52M0.4%+27213F-HRTimeline
White Pine Investment CO67,404$5.46M1.47%+21,35613F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC66,500$5.38M0.03%-7,55013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …64,787$5.24M0.08%+1,24513F-HRTimelineGroup
FFG RETIREMENT ADVISORS LLC64,445$5.22M3.41%-87913F-HRTimeline
Roof Eidam Maycock Peralta, LLC63,731$5.16M1.33%-1,00813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding62,102$5.03M-15,776Timeline
Cascades Capital Asset Management, LLC60,776$4.92M2.62%+6,78913F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…60,600$4.91M0.02%013F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA60,195$4.87M0.02%+5,56413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP62,657$4.82M0.01%-3,86613F-HRTimelineGroup
Axis Wealth Partners, LLC59,408$4.81M4.05%13F-HRTimeline
Aries Wealth Management59,236$4.79M1.32%-25113F-HRTimeline
Capital Investment Advisory Services, L…58,715$4.75M0.46%-37513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC58,261$4.72M0.43%-1,72913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS58,253$4.71M0.01%+1,34313F-HRTimeline
Ausdal Financial Partners, Inc.56,091$4.54M0.39%+7,49913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC55,909$4.53M0.05%+3,09913F-HRTimelineGroup
FMR LLCin group FMR LLC55,672$4.51M<0.01%+14,26113F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC55,439$4.49M0.01%+7,97113F-HRTimelineGroup
Citizens National Bank Trust Department55,133$4.46M0.94%-29013F-HRTimeline
Lansing Street Advisors54,198$4.39M1.53%-6,18613F-HRTimeline
CHOREO, LLC54,017$4.37M0.06%+38,10413F-HRTimeline