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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
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…19,456,952$1.55B0.81%+367,63913F-HRTimelineGroup
LPL Financial LLC12,792,685$1.02B0.4%+792,91813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,831,794$945M0.08%+149,54713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY8,442,753$674M0.05%-168,41213F-HRTimelineGroup
Hamilton Capital, LLC6,699,241$535M32.38%+113,37613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,428,642$513M0.14%+94,83113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,520,076$281M0.11%-94,40513F-HRTimelineGroup
HighTower Advisors, LLC2,898,346$231M0.31%+174,12813F-HRTimeline
UBS Group AGin group UBS Group AG2,357,577$188M0.04%-3,72113F-HRTimelineGroup
Cetera Investment Advisers2,258,212$180M0.35%+152,58713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,641,529$131M+255,653Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,585,955$127M0.03%+7,77413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,556,747$124M0.03%+62,14613F-HR/ATimelineGroup
Private Advisor Group, LLC1,312,697$105M0.63%-1,419,50113F-HRTimeline
NorthCoast Asset Management LLC1,286,177$103M0.52%-33,76113F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC1,277,194$102M0.14%+298,08713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,211,226$96.7M0.19%+20,10713F-HRTimeline
Steward Partners Investment Advisory, L…1,096,998$87.6M0.77%+32,01313F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding1,080,137$86.3M+90,905Timeline
Prime Capital Investment Advisors, LLC1,008,304$80.5M0.94%+304,17913F-HRTimeline
WADDELL & ASSOCIATES, LLC931,985$74.4M9.04%+15,26213F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding875,455$69.9M+34,925Timeline
Clearwater Capital Advisors, LLC867,214$69.3M6.69%+17,94813F-HRTimeline
Bouchey Financial Group, Ltd.864,796$69.1M6.23%-17,17913F-HRTimeline
One Capital Management, LLC854,469$68.2M2.31%-422,15313F-HRTimeline
TAIYO LIFE INSURANCE CO850,000$67.9M6.08%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CAPTRUST FINANCIAL ADVISORS837,112$66.9M0.17%+778,85913F-HRTimeline
RVW Wealth, LLC832,847$66.5M6.26%-6,49213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…816,849$65.2M0.16%+95,76213F-HRTimelineGroup
Glassman Wealth Services809,614$64.7M10.82%+22,24213F-HRTimeline
Legacy Financial Advisors, Inc.803,661$64.2M10.73%+18,88713F-HRTimeline
IAM Advisory, LLC782,642$62.5M16.23%-5,04413F-HRTimeline
COMERICA BANK769,117$61.4M0.26%-15,47213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.725,811$58M0.55%+52,01013F-HRTimelineGroup
Bluespring Wealth Management, LLC687,006$54.9M5.59%+25,89513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC680,618$54.4M0.32%-739,35013F-HRTimelineGroup
Horizon Wealth Management, LLC666,612$53.2M8.97%+5,56513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO665,145$53.1M<0.01%-69,70113F-HRTimelineGroup
BEACON FINANCIAL GROUP639,697$51.1M5.58%-39,10613F-HRTimeline
Prestige Wealth Management Group LLC631,445$50.4M10.78%-15,11513F-HR/ATimeline
Spinnaker Investment Group, LLC600,202$47.9M10.84%+28,68313F-HRTimeline
NewEdge Advisors, LLC586,302$46.8M0.28%+59,47713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.569,943$45.5M0.1%+103,17313F-HRTimelineGroup
Schorn Wealth LLC553,851$44.2M14.57%+26,18413F-HRTimeline
SkyView Investment Advisors, LLC530,302$42.4M6.37%+13,01513F-HRTimeline
Glen Eagle Advisors, LLC521,259$41.6M6.89%+78,31213F-HRTimeline
OneDigital Investment Advisors LLC518,603$41.4M0.49%+15,32813F-HRTimeline
NewEdge Wealth, LLC465,809$37.2M0.67%-49,50313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.455,392$36.4M0.22%+36,58113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC446,184$35.6M0.3%-54,71213F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC431,133$34.4M0.07%-77,81413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP421,959$33.7M0.04%+25,83813F-HRTimelineGroup
Cambridge Investment Research Advisors,…403,755$32.2M0.11%+7,10713F-HRTimeline
Serenus Wealth Advisors, LLC403,244$32.2M5.35%-65713F-HRTimeline
IFP Advisors, Inc393,763$31.4M0.97%+3,56313F-HRTimeline
Duncan Williams Asset Management, LLC388,462$31M11.21%+218,49213F-HRTimeline
BCM ADVISORS, LLC392,645$31M7.02%-9,06413F-HRTimeline
VestGen Advisors, LLC383,538$30.6M1.39%13F-HRTimeline
CWM, LLCin group CWM, LLC382,947$30.6M0.12%+42,61713F-HRTimelineGroup
Per Stirling Capital Management, LLC.378,586$30.2M4.35%-5,64113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…361,769$28.9M0.7%+94,20313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC355,802$28.4M0.05%+5,00913F-HRTimelineGroup
Team Financial Group, LLC352,771$28.2M16.26%+1,51613F-HRTimeline
Aspire Capital Advisors LLC349,694$27.9M8.34%-47,95813F-HRTimeline
Choice Wealth Advisors LLC330,368$26.4M13.75%-59813F-HRTimeline
Sanctuary Advisors, LLC326,768$26.1M0.18%+31,96213F-HRTimeline
GPS Wealth Strategies Group, LLC325,046$26M3.5%-39,64213F-HRTimeline
Sanchez Wealth Management Group320,032$25.6M6.94%+13,36613F-HRTimeline
Atria Investments, Inc319,392$25.5M0.33%+19,95913F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.299,775$23.9M3.26%+79,40113F-HRTimeline
Compass Financial Services Inc299,219$23.9M12.54%-11,58113F-HRTimeline
MML INVESTORS SERVICES, LLC298,051$23.8M0.08%+35,19113F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI296,053$23.6M2.63%+2,85113F-HRTimeline
Janney Montgomery Scott LLC295,754$23.6M0.07%-398,23513F-HRTimeline
TigerOak Management, L.L.C.295,572$23.6M9.11%-1,11513F-HRTimeline
Tyler-Stone Wealth Management293,033$23.4M4.2%+10,11713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP286,358$22.9M0.04%-3,71113F-HRTimelineGroup
FORTE CAPITAL LLC /ADV284,834$22.7M2.7%-1,36313F-HRTimeline
CONNABLE OFFICE INC278,086$22.2M2.36%+63,55613F-HRTimeline
ACT Advisors, LLC.274,498$21.9M11.9%-2,34313F-HRTimeline
Amplius Wealth Advisors, LLC271,502$21.7M2.25%+14,37313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…271,274$21.7M0.02%-18,12813F-HRTimelineGroup
SK Wealth Management, LLC288,904$21.3M11.42%-11813F-HRTimeline
Intrua Financial, LLC265,427$21.2M3.32%+131,80613F-HRTimeline
Modern Wealth Management, LLC259,109$20.7M0.66%+6,25413F-HR/ATimeline
CAHILL FINANCIAL ADVISORS INC257,975$20.6M2.8%+19,33013F-HRTimeline
Creative Planningin group Creative Planning244,916$19.6M0.02%+134,22213F-HRTimelineGroup
SAGE PRIVATE WEALTH GROUP, LLC241,834$19.3M14.62%-1,44113F-HRTimeline
HB Wealth Management, LLC240,150$19.2M0.16%-9,15013F-HRTimeline
PINNACLE ASSOCIATES LTD229,689$18.3M0.27%+220,29513F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC225,705$18.1M7.08%+10,83913F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC224,965$18M15.58%+34,98713F-HRTimeline
Larson Financial Group LLC223,946$17.9M0.85%+117,84713F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…217,662$17.4M6.46%+37,45613F-HRTimeline
D.A. DAVIDSON & CO.217,207$17.3M0.14%-1,44013F-HRTimeline
Cresta Advisors, Ltd.217,034$17.3M8.98%+40,60913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp212,212$16.9M<0.01%+4,35113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP213,903$16.9M0.02%+66,47913F-HR/ATimelineGroup
Heck Capital Advisors, LLC209,682$16.7M1.88%-4,58713F-HRTimeline
Main Street Financial Solutions, LLC203,473$16.2M1.41%+18,69413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…198,303$15.8M0.34%+32,76113F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV194,939$15.6M6%+21,82613F-HRTimeline
Winthrop Advisory Group LLC186,558$14.9M1.79%+49,44813F-HRTimeline
Curi Capital, LLC184,592$14.7M0.36%-23,68313F-HRTimeline
CGN Advisors LLC180,622$14.4M1.41%-37,26713F-HRTimeline
INVENIO WEALTH PARTNERS LLC180,023$14.4M6.04%+7,88813F-HRTimeline
EAGLE WEALTH STRATEGIES LLC177,336$14.2M8.69%new13F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC176,558$14.1M1.34%+11,36713F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC170,127$13.6M6.97%-1,07413F-HRTimeline
Focus Financial Network, Inc.169,730$13.6M0.55%-18313F-HRTimeline
HOWARD BAILEY SECURITIES, LLC169,442$13.5M4.51%+53,70213F-HR/ATimeline
MB, LEVIS & ASSOCIATES, LLC168,156$13.4M6.23%new13F-HRTimeline
Lauer Wealth, LLC172,612$13.4M10.34%+12,62713F-HRTimeline
CERTUITY, LLC165,861$13.2M1.39%-21913F-HRTimeline
CRA Financial Services, LLC164,546$13.1M2.25%+19,76713F-HRTimeline
Venture Visionary Partners LLC161,935$12.9M0.54%+23,96213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…148,122$12.6M0.03%-200,65213F-HR/ATimelineGroup
Boyce & Associates Wealth Consulting, I…158,165$12.6M12.63%+12,79813F-HRTimeline
United Advisor Group, LLC154,373$12.3M2.53%+10,12313F-HRTimeline
Eaton Financial Holdings Company, LLC148,967$11.9M4.94%-1,89813F-HRTimeline
Kraft, Davis & Associates, LLC157,748$11.9M3.83%-2,10313F-HRTimeline
Pinnacle Wealth Management Advisory Gro…146,752$11.7M1.09%+141,82513F-HRTimeline
Oxinas Partners, LLC138,898$11.1M6.55%+14,03513F-HRTimeline
Family Capital Management, Inc.136,949$10.9M6.75%-8,59613F-HRTimeline
Insight Advisors, LLC/ PA135,045$10.8M1.89%+25,34113F-HRTimeline
World Investment Advisors134,993$10.8M0.28%-605,87413F-HRTimeline
First National Trust Co134,916$10.8M0.43%-11,83013F-HRTimeline
Monterey Private Wealth, Inc.134,676$10.8M3.17%+7,80213F-HRTimeline
Solano Wealth Investment Advisors LLC133,036$10.6M6.57%+5,78913F-HRTimeline
Sequoia Financial Advisors, LLC128,399$10.3M0.08%-4,14613F-HRTimeline
Journey Advisory Group, LLC128,300$10.2M0.84%-4,06013F-HRTimeline
Wealthspire Advisors, LLC127,793$10.2M0.06%-11,68613F-HRTimeline
Golden State Wealth Management, LLC126,235$10.1M1.5%+17,60113F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC124,190$9.92M<0.01%+47,55113F-HR/ATimelineGroup
TD Capital Management LLC122,780$9.81M0.99%+6,97513F-HRTimeline
Melone Private Wealth, LLC118,354$9.45M4.95%+95013F-HRTimeline
Three Magnolias Financial Advisors, LLC118,128$9.43M7.99%-2,30413F-HRTimeline
Retirement Planning Group, LLC117,339$9.37M0.44%-2,19713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC116,474$9.3M0.49%+4,75613F-HRTimeline
Western Wealth Management, LLC115,451$9.22M0.61%+4,70413F-HRTimeline
Avidian Wealth Enterprises, LLC115,402$9.22M0.41%+48213F-HRTimeline
Capital Planning Advisors, LLC114,325$9.13M1.41%+1413F-HRTimeline
Smartleaf Asset Management LLC113,377$8.97M0.87%+12,69413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …111,791$8.93M0.24%+13,73513F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.111,776$8.93M6.07%-2,66913F-HRTimeline
IFG Advisory, LLC109,267$8.73M0.48%-2,99613F-HRTimeline
ORBA Wealth Advisors, L.L.C.107,294$8.57M4.32%+13,65813F-HRTimeline
Prosperity Consulting Group, LLC107,014$8.55M0.66%-2,07113F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…106,610$8.51M1.69%-3,17413F-HRTimelineGroup
Defined Financial Planning LLC105,955$8.49M8.6%+18,81513F-HRTimeline
IAG Wealth Partners, LLC105,697$8.44M1.31%+8,89013F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…103,843$8.29M3.51%+9,05213F-HRTimeline
IHT Wealth Management, LLC101,930$8.14M0.25%-12513F-HRTimeline
MBA Advisors LLC99,842$7.97M3.95%+2,43913F-HRTimeline
Avant Capital LLC99,218$7.92M6.59%+4,70813F-HRTimeline
Darrow Company, Inc.97,653$7.8M4.35%+17,75513F-HRTimeline
Wilmington Savings Fund Society, FSB95,862$7.66M0.14%-2,07913F-HRTimeline
Bison Wealth, LLC94,418$7.52M0.7%+60,86113F-HRTimeline
Alpha Zero LLC91,939$7.34M5.6%+6,11313F-HRTimeline
Advisor Resource Council91,631$7.32M0.59%new13F-HRTimeline
Atria Wealth Solutions, Inc.89,163$7.12M0.09%-8,55713F-HRTimeline
Masso Torrence Wealth Management Inc.89,079$7.11M3.8%-5,09013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding88,848$7.1M+26,746Timeline
KPP Advisory Services LLC88,303$7.05M1.34%+7,16913F-HRTimeline
Good Life Advisors, LLC87,857$7.02M0.49%-2,18913F-HRTimeline
ALBION FINANCIAL GROUP /UT87,127$6.96M0.49%-1,80013F-HRTimeline
Fiduciary Group, LLC83,707$6.68M0.67%+5,41313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…83,621$6.68M0.27%+1,42313F-HRTimelineGroup
Foundations Investment Advisors, LLC82,564$6.59M0.12%+9,00113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.81,252$6.49M0.01%+31,40113F-HRTimelineGroup
Prospera Financial Services Inc81,201$6.49M0.15%+3,22113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…81,178$6.48M0.06%-3,43613F-HRTimelineGroup
Archer Investment Management, LLC80,767$6.45M4.46%-34,63713F-HRTimeline
Gray Private Wealth, LLC80,035$6.39M3.85%+3,82413F-HRTimeline
CRUX WEALTH ADVISORS79,399$6.34M3.3%-813F-HRTimeline
PMG Wealth Management, Inc.79,137$6.32M6.71%-2,11413F-HRTimeline
SMITH, MOORE & CO.77,751$6.21M0.57%-7,85413F-HRTimeline
Hobbs Group Advisors, LLC77,326$6.18M2.35%-13,51913F-HRTimeline
Moloney Securities Asset Management, LLC76,659$6.12M0.83%-70313F-HRTimeline
Gateway Wealth Partners, LLC75,240$6.01M1.35%+47,99813F-HRTimeline
Riverbend Wealth Management, LLC74,995$5.99M5.36%-1,30213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC73,315$5.85M0.74%+5,03413F-HRTimeline
White Pine Investment CO71,983$5.75M1.55%+4,57913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …70,881$5.66M0.09%+6,09413F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC70,813$5.66M0.13%+42313F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC67,999$5.43M2.29%+24,47313F-HR/ATimeline
Thomasville National Bank67,535$5.39M0.39%-70613F-HRTimeline
Catalina Capital Group, LLC67,410$5.38M3.59%-1,20413F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC66,500$5.31M0.03%013F-HRTimelineGroup
Cascades Capital Asset Management, LLC65,842$5.26M2.84%+5,06613F-HRTimeline
Roof Eidam Maycock Peralta, LLC65,656$5.24M1.39%+1,92513F-HRTimeline
Axis Wealth Partners, LLC64,020$5.11M3.78%+4,61213F-HRTimeline
FFG RETIREMENT ADVISORS LLC62,732$5.01M3.41%-1,71313F-HRTimeline
Merit Financial Group, LLC61,674$4.93M0.07%-71,70613F-HRTimeline
J.W. COLE ADVISORS, INC.60,620$4.84M0.15%-47,96313F-HRTimeline
Howard Capital Management, LLC59,210$4.73M0.12%+7,01713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP59,107$4.72M0.01%-3,55013F-HRTimelineGroup
Capital Investment Advisory Services, L…58,967$4.71M0.42%+25213F-HRTimeline
Aries Wealth Management58,648$4.68M1.27%-58813F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA58,624$4.68M0.03%-1,57113F-HRTimelineGroup