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Disclosery

DGRW WISDOMTREE TR

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US QTLY DIV GRT (fund)

724 managers (734 13F filers) reported a position in DGRW shares at 2025-06-30, 145,538,648 shares in all. 47 filers opened a position and 37 filers sold out during the quarter.

Managers
724
13F filers
734
New
47
Added
308
Reduced
229
Sold out
37
Shares held by filers
145,538,648

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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,…19,788,159$1.66B1.07%+331,20713F-HRTimelineGroup
LPL Financial LLC12,468,833$1.04B0.35%-323,85213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/12,422,037$1.04B0.08%+590,24313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY8,673,468$726M0.05%+230,71513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,940,040$581M0.14%+511,39813F-HRTimelineGroup
Hamilton Capital, LLC6,893,933$577M31.73%+194,69213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,540,325$296M0.1%+20,24913F-HRTimelineGroup
HighTower Advisors, LLC2,849,118$239M0.3%-49,22813F-HRTimeline
UBS Group AGin group UBS Group AG2,436,892$204M0.04%+79,31513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,221,622$186M+580,093Timeline
Cetera Investment Advisers1,954,303$164M0.28%-303,90913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,675,001$140M0.03%+118,25413F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,598,017$134M0.03%+12,06213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,469,742$123M0.16%+192,54813F-HRTimeline
Prime Capital Investment Advisors, LLC1,401,381$117M1.56%+393,07713F-HRTimeline
NorthCoast Asset Management LLC1,293,759$108M0.46%+7,58213F-HRTimeline
Private Advisor Group, LLC1,291,134$108M0.58%-21,56313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,157,920$98.7M0.16%-53,30613F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding1,076,247$90.1M-3,890Timeline
Steward Partners Investment Advisory, L…1,045,384$87.5M0.68%-51,61413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding998,476$83.6M+123,021Timeline
WADDELL & ASSOCIATES, LLC946,079$79.2M8.46%+14,09413F-HRTimeline
Clearwater Capital Advisors, LLC876,024$73.4M6.7%+8,81013F-HRTimeline
Bouchey Financial Group, Ltd.866,443$72.6M6.03%+1,64713F-HRTimeline
Glassman Wealth Services832,066$69.7M10.67%+22,45213F-HRTimeline
Legacy Financial Advisors, Inc.820,492$68.7M10.73%+16,83113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…810,820$67.9M0.15%-6,02913F-HR/ATimelineGroup
RVW Wealth, LLC804,271$67.3M5.72%-28,57613F-HRTimeline
IAM Advisory, LLC795,448$66.6M15.99%+12,80613F-HRTimeline
COMERICA BANK767,357$64.3M0.25%-1,76013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.758,450$63.5M0.52%+32,63913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS737,052$61.7M0.14%-100,06013F-HRTimeline
Bluespring Wealth Management, LLC698,845$58.5M5.57%+11,83913F-HRTimeline
One Capital Management, LLC682,623$57.2M1.98%-171,84613F-HRTimeline
Horizon Wealth Management, LLC667,745$55.9M9.82%+1,13313F-HRTimeline
Prestige Wealth Management Group LLC642,467$53.8M10.97%+11,02213F-HR/ATimeline
Larson Financial Group LLC638,089$53.4M2.15%+414,14313F-HRTimeline
BEACON FINANCIAL GROUP624,253$52.3M5.44%-15,44413F-HRTimeline
NewEdge Advisors, LLC598,854$50.1M0.26%+12,55213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO594,448$49.8M<0.01%-70,69713F-HRTimelineGroup
Glen Eagle Advisors, LLC558,375$46.8M7.19%+37,11613F-HRTimeline
Spinnaker Investment Group, LLC549,082$46M10.8%-51,12013F-HRTimeline
SkyView Investment Advisors, LLC537,459$44.8M6.43%+7,15713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.530,229$44.4M0.08%-39,71413F-HR/ATimelineGroup
TAIYO LIFE INSURANCE CO525,000$44M4.13%-325,00013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Schorn Wealth LLC521,262$43.7M14.44%-32,58913F-HRTimeline
OneDigital Investment Advisors LLC517,188$43.3M0.48%-1,41513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.487,073$40.8M0.22%+31,68113F-HRTimeline
NewEdge Wealth, LLC449,840$38.5M0.6%-15,96913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP446,292$37.4M0.04%+24,33313F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC445,711$37.3M0.27%-47313F-HR/ATimelineGroup
Duncan Williams Asset Management, LLC442,863$37.1M11.71%+54,40113F-HR/ATimeline
SAGE PRIVATE WEALTH GROUP, LLC426,417$35.7M22.87%+184,58313F-HRTimeline
BCM ADVISORS, LLC396,283$34.1M7.25%+3,63813F-HRTimeline
Per Stirling Capital Management, LLC.402,419$33.7M4.4%+23,83313F-HRTimeline
Cambridge Investment Research Advisors,…398,238$33.3M0.1%-5,51713F-HRTimeline
IFP Advisors, Inc398,183$33.3M0.95%+4,42013F-HRTimeline
Intrua Financial, LLC394,303$33M4.74%+128,87613F-HRTimeline
Serenus Wealth Advisors, LLC384,919$32.2M5.47%-18,32513F-HRTimeline
CWM, LLCin group CWM, LLC384,432$32.2M0.11%+1,48513F-HRTimelineGroup
VestGen Advisors, LLC374,931$31.8M1.27%-8,60713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC379,667$31.8M0.06%-51,46613F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…378,303$31.7M0.61%+16,53413F-HRTimelineGroup
Team Financial Group, LLC376,331$31.5M15.49%+23,56013F-HRTimeline
Mariner, LLCin group Mariner, LLC376,167$31.5M0.05%+20,36513F-HRTimelineGroup
Aspire Capital Advisors LLC359,257$30.1M8.31%+9,56313F-HRTimeline
Atria Investments, Inc334,535$28M0.33%+15,14313F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.334,379$28M3.68%+34,60413F-HRTimeline
Sanchez Wealth Management Group330,379$27.7M6.67%+10,34713F-HRTimeline
Choice Wealth Advisors LLC329,125$27.6M12.45%-1,24313F-HRTimeline
Tyler-Stone Wealth Management314,479$26.3M4.24%+21,44613F-HRTimeline
CONNABLE OFFICE INC312,643$26.2M2.59%+34,55713F-HRTimeline
GPS Wealth Strategies Group, LLC308,776$25.9M2.98%-16,27013F-HRTimeline
Sanctuary Advisors, LLC307,785$25.8M0.16%-18,98313F-HRTimeline
MML INVESTORS SERVICES, LLC306,942$25.7M0.07%+8,89113F-HRTimeline
Compass Financial Services Inc305,001$25.5M12.37%+5,78213F-HRTimeline
TigerOak Management, L.L.C.301,799$25.3M8.66%+6,22713F-HRTimeline
SK Wealth Management, LLC293,373$25M10.83%+4,46913F-HRTimeline
Modern Wealth Management, LLC295,679$24.8M0.61%+36,57013F-HR/ATimeline
LVM CAPITAL MANAGEMENT LTD/MI292,224$24.5M2.54%-3,82913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP286,100$24M0.04%new13F-HRTimelineGroup
FORTE CAPITAL LLC /ADV284,906$23.9M2.56%+7213F-HRTimeline
Belpointe Asset Management LLC282,059$23.6M0.98%new13F-HRTimeline
Janney Montgomery Scott LLC279,635$23.4M0.06%-16,11913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP279,285$23.4M0.03%-7,07313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…278,033$23.3M0.02%+6,75913F-HRTimelineGroup
HB Wealth Management, LLC277,374$23.2M0.19%+37,22413F-HRTimeline
Amplius Wealth Advisors, LLC273,880$22.9M2.13%+2,37813F-HRTimeline
ACT Advisors, LLC.266,894$22.3M10.34%-7,60413F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC265,543$22.2M16.83%+40,57813F-HRTimeline
PINNACLE ASSOCIATES LTD257,358$21.6M0.31%+27,66913F-HRTimeline
CAHILL FINANCIAL ADVISORS INC254,092$21.3M2.64%-3,88313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP251,701$21M0.02%+37,79813F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…238,839$20M6.7%+21,17713F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC229,642$19.2M7.27%+3,93713F-HRTimeline
Cresta Advisors, Ltd.227,856$19.1M9.3%+10,82213F-HRTimeline
Creative Planningin group Creative Planning224,536$18.8M0.02%-20,38013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp222,858$18.7M<0.01%+10,64613F-HRTimelineGroup
D.A. DAVIDSON & CO.221,940$18.6M0.13%+4,73313F-HRTimeline
Heck Capital Advisors, LLC212,570$17.8M1.53%+2,88813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…208,315$17.4M0.39%+10,01213F-HRTimelineGroup
Curi Capital, LLC203,575$17M0.32%+18,98313F-HRTimeline
Main Street Financial Solutions, LLC198,659$16.6M1.21%-4,81413F-HRTimeline
CGN Advisors LLC194,780$16.3M1.46%+14,15813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…194,594$16.3M0.04%+46,47213F-HR/ATimelineGroup
Winthrop Advisory Group LLC192,923$16.2M1.56%+6,36513F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV191,395$16M5.8%-3,54413F-HRTimeline
EAGLE WEALTH STRATEGIES LLC182,625$15.3M8.55%+5,28913F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC180,137$15.1M1.37%+3,57913F-HRTimeline
Insight Advisors, LLC/ PA175,923$14.7M2.38%+40,87813F-HRTimeline
HOWARD BAILEY SECURITIES, LLC174,952$14.7M4.52%+5,51013F-HR/ATimeline
Focus Financial Network, Inc.174,262$14.6M0.58%+4,53213F-HRTimeline
Boyce & Associates Wealth Consulting, I…172,359$14.4M13.19%+14,19413F-HRTimeline
CRA Financial Services, LLC168,852$14.1M2.16%+4,30613F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC168,850$14.1M6.21%+69413F-HRTimeline
Pinnacle Wealth Management Advisory Gro…166,355$13.9M1.16%+19,60313F-HRTimeline
Lauer Wealth, LLC159,485$13.7M11.51%-13,12713F-HRTimeline
Venture Visionary Partners LLC163,760$13.7M0.52%+1,82513F-HRTimeline
United Advisor Group, LLC159,032$13.3M2.3%+4,65913F-HRTimeline
Solano Wealth Investment Advisors LLC158,640$13.3M6.82%+25,60413F-HRTimeline
Kraft, Davis & Associates, LLC149,605$12.9M3.53%-8,14313F-HRTimeline
Oxinas Partners, LLC139,069$11.6M5.98%+17113F-HRTimeline
First National Trust Co136,874$11.5M0.43%+1,95813F-HRTimeline
CERTUITY, LLC136,049$11.4M1.07%-29,81213F-HRTimeline
Family Capital Management, Inc.131,154$11M5.75%-5,79513F-HRTimeline
Eaton Financial Holdings Company, LLC129,999$10.9M3.35%-18,96813F-HRTimeline
Smartleaf Asset Management LLC129,103$10.8M0.95%+15,72613F-HRTimeline
TD Capital Management LLC127,753$10.7M1.01%+4,97313F-HRTimeline
Sequoia Financial Advisors, LLC126,060$10.6M0.07%-2,33913F-HRTimeline
Wealthspire Advisors, LLC125,691$10.5M0.06%-2,10213F-HRTimeline
Defined Financial Planning LLC124,470$10.5M9.34%+18,51513F-HRTimeline
Three Magnolias Financial Advisors, LLC124,117$10.4M7.23%+5,98913F-HRTimeline
Journey Advisory Group, LLC122,973$10.3M0.8%-5,32713F-HRTimeline
World Investment Advisors121,496$10.2M0.23%-13,49713F-HRTimeline
Melone Private Wealth, LLC121,218$10.1M5.18%+2,86413F-HRTimeline
Golden State Wealth Management, LLC120,061$10.1M1.22%-6,17413F-HRTimeline
IFG Advisory, LLC118,983$9.96M0.5%+9,71613F-HRTimeline
Retirement Planning Group, LLC118,669$9.94M0.42%+1,33013F-HRTimeline
Avidian Wealth Enterprises, LLC117,955$9.88M0.4%+2,55313F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.117,480$9.83M6.65%+5,70413F-HRTimeline
Western Wealth Management, LLC115,697$9.69M0.58%+24613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC114,470$9.59M0.45%-2,00413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …114,299$9.57M0.22%+2,50813F-HRTimelineGroup
Capital Planning Advisors, LLC112,097$9.39M1.38%-2,22813F-HRTimeline
MBA Advisors LLC111,891$9.37M4.32%+12,04913F-HRTimeline
IAG Wealth Partners, LLC109,465$9.17M1.21%+3,76813F-HRTimeline
Darrow Company, Inc.107,728$9.02M4.57%+10,07513F-HRTimeline
IHT Wealth Management, LLC105,614$8.84M0.24%+3,68413F-HRTimeline
Prosperity Consulting Group, LLC104,316$8.74M0.64%-2,69813F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…101,777$8.63M3.35%-2,06613F-HRTimeline
Alpha Zero LLC102,807$8.61M5.61%+10,86813F-HRTimeline
Avant Capital LLC101,824$8.53M6.61%+2,60613F-HRTimeline
Bison Wealth, LLC101,313$8.5M0.67%+6,89513F-HRTimeline
Vestmark Advisory Solutions, Inc.100,296$8.4M0.12%+60,78713F-HRTimeline
Onyx Bridge Wealth Group LLC100,214$8.39M1.11%new13F-HRTimeline
Wilmington Savings Fund Society, FSB99,110$8.3M0.15%+3,24813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding95,286$7.98M+6,438Timeline
Masso Torrence Wealth Management Inc.93,477$7.83M3.62%+4,39813F-HRTimeline
KPP Advisory Services LLC90,449$7.57M1.25%+2,14613F-HR/ATimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…89,614$7.5M1.39%-16,99613F-HRTimelineGroup
Good Life Advisors, LLC89,184$7.47M0.47%+1,32713F-HRTimeline
Elevation Capital Advisory, LLC88,520$7.41M2.97%+71,32113F-HRTimeline
ALBION FINANCIAL GROUP /UT87,127$7.3M0.48%013F-HRTimeline
Prospera Financial Services Inc86,368$7.23M0.13%+5,16713F-HRTimeline
Merit Financial Group, LLC86,284$7.23M0.08%+24,61013F-HRTimeline
Fiduciary Group, LLC84,417$7.07M0.67%+71013F-HRTimeline
Berkeley, Inc84,108$7.04M2.53%+36,69313F-HRTimeline
Foundations Investment Advisors, LLC83,907$7.03M0.11%+1,34313F-HRTimeline
Gray Private Wealth, LLC82,175$6.88M3.7%+2,14013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC81,925$6.86M0.79%+8,61013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.81,283$6.81M0.01%+3113F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…80,609$6.75M0.05%-56913F-HRTimelineGroup
PMG Wealth Management, Inc.78,970$6.61M5.46%-16713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC78,848$6.6M<0.01%-45,34213F-HRTimelineGroup
&PARTNERS78,532$6.56M0.05%+32,83213F-HRTimeline
Riverbend Wealth Management, LLC77,200$6.46M4.89%+2,20513F-HRTimeline
Moloney Securities Asset Management, LLC75,927$6.36M0.79%-73213F-HRTimeline
Hobbs Group Advisors, LLC72,461$6.07M2.07%-4,86513F-HRTimeline
Gateway Wealth Partners, LLC72,223$6.05M1.15%-3,01713F-HRTimeline
White Pine Investment CO71,622$6M1.5%-36113F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC71,335$5.97M2.25%+3,33613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC70,922$5.94M0.12%+10913F-HRTimelineGroup
Howard Capital Management, LLC70,158$5.88M0.09%+10,94813F-HRTimeline
Axis Wealth Partners, LLC67,973$5.69M3.74%+3,95313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP66,203$5.54M0.01%+7,09613F-HR/ATimelineGroup
Roof Eidam Maycock Peralta, LLC65,754$5.51M1.36%+9813F-HRTimeline
FFG RETIREMENT ADVISORS LLC65,015$5.44M3.41%+2,28313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC63,900$5.35M0.01%+6,49213F-HRTimelineGroup
Waterway Wealth Management, LLC63,863$5.35M1.62%+21,41013F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC62,700$5.25M0.03%-3,80013F-HRTimelineGroup
Evernest Financial Advisors, LLC62,604$5.24M1.7%+5,63313F-HRTimeline
Catalina Capital Group, LLC61,777$5.17M3.49%-5,63313F-HRTimeline
Advisory Services Network, LLC60,353$5.14M0.08%+3,95513F-HRTimeline
Ausdal Financial Partners, Inc.60,137$5.04M0.34%+7,09613F-HRTimeline
Glenmede Investment Management, LP59,996$5.02M0.03%13F-HRTimeline
J.W. COLE ADVISORS, INC.59,878$5.01M0.11%-74213F-HRTimeline
Thomasville National Bank59,616$4.99M0.34%-7,91913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …59,391$4.97M0.07%-11,49013F-HRTimelineGroup
Capital Investment Advisory Services, L…59,160$4.95M0.41%+19313F-HRTimeline
Archer Investment Management, LLC58,345$4.89M3.55%-22,42213F-HRTimeline