Skip to content

DGRW WISDOMTREE TR

Follow

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,704,650$1.03B0.08%-214,72313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,696,187$1.03B0.59%-612,28413F-HRTimelineGroup
LPL Financial LLC11,527,081$1.01B0.27%-692,50613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY8,988,724$790M0.05%+476,60713F-HRTimelineGroup
Hamilton Capital, LLC7,220,684$634M32.86%+309,86713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,841,705$601M0.14%-197,64213F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,440,502$302M0.09%+26,53513F-HRTimelineGroup
HighTower Advisors, LLC2,832,094$249M0.26%-36,98713F-HRTimeline
UBS Group AGgroup of 2 filers holding2,809,171$247M+123,220Timeline
Cetera Investment Advisers2,589,945$228M0.24%+139,13313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,165,567$190M-280,545Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,654,013$145M0.03%-29,32913F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,507,750$132M0.03%-110,82813F-HRTimelineGroup
Private Advisor Group, LLC1,407,611$124M0.58%-11,92013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,375,613$121M-48,085Timeline
Larson Financial Group LLC1,215,864$107M3.42%+199,58213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,181,434$104M+1,499Timeline
Steward Partners Investment Advisory, L…1,149,149$101M0.51%+64,51113F-HRTimeline
Prime Capital Investment Advisors, LLC1,079,247$94.8M1.1%-456,06213F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding1,067,367$93.8M-3,853Timeline
WADDELL & ASSOCIATES, LLC1,026,457$90.2M5.09%+35,46113F-HRTimeline
Clearwater Capital Advisors, LLC930,174$81.7M6.59%+30,45413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC927,276$81.5M0.11%-103,26913F-HRTimeline
Bouchey Financial Group, Ltd.874,519$79.4M5.82%+1,94213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding856,692$75.3M+845,404Timeline
RVW Wealth, LLC829,962$72.9M5.68%+6,93413F-HRTimeline
Glassman Wealth Services813,128$71.4M9.71%-28,16713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS761,831$66.9M0.12%-68913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…723,634$63.6M0.11%-393,81413F-HRTimelineGroup
Legacy Financial Advisors, Inc.722,416$63.5M8.87%-95,90913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…716,773$63.1M0.14%-509,00713F-HRTimeline
Bluespring Wealth Management, LLC717,040$63M5.43%+13,25913F-HRTimeline
Independent Advisor Alliance664,879$58.4M0.63%+660,04413F-HRTimeline
IAM Advisory, LLC663,745$58.3M13.06%+1,91713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO657,804$56.3M<0.01%+22,36613F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.614,688$55M0.35%-194,86313F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC606,427$53.3M0.21%-23,16513F-HRTimelineGroup
Prestige Wealth Management Group LLC603,626$53M10.41%-19,72013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.597,611$52.5M0.08%-58,57313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC581,216$51.1M0.06%+17,12813F-HRTimelineGroup
BEACON FINANCIAL GROUP574,692$50.5M5.04%-3,44813F-HRTimeline
Spinnaker Investment Group, LLC568,471$49.9M10.17%-48,10313F-HRTimeline
HighPoint Advisor Group LLC568,241$49.9M2.09%+108,92013F-HRTimeline
NewEdge Advisors, LLC561,239$49.3M0.18%+34,68313F-HR/ATimeline
SkyView Investment Advisors, LLC533,930$46.9M6.31%+6,07013F-HRTimeline
CWM, LLCin group CWM, LLC527,285$46.3M0.12%-11,77113F-HRTimelineGroup
CONNABLE OFFICE INC522,039$45.9M4.51%+58,98113F-HRTimeline
Cambridge Investment Research Advisors,…520,236$45.7M0.12%+113,52313F-HRTimeline
Schorn Wealth LLC513,030$45.1M13.61%-46,47513F-HRTimeline
Glen Eagle Advisors, LLC510,077$44.8M6.28%-4,90513F-HRTimeline
OneDigital Investment Advisors LLC509,821$44.8M0.44%+46013F-HRTimeline
Duncan Williams Asset Management, LLC507,774$44.6M12.37%-15,46013F-HRTimeline
One Capital Management, LLC498,699$43.8M1.2%-18,01613F-HRTimeline
Intrua Financial, LLC497,887$43.7M4.67%+14,58913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP490,870$43.1M0.04%+10,81513F-HRTimelineGroup
BCM ADVISORS, LLC390,211$36.5M7.19%-5,56713F-HRTimeline
RESOLUTE CAPITAL, LLC409,789$36M14.58%+21,72513F-HRTimeline
IFP Advisors, Inc406,724$35.7M0.74%+16,18613F-HRTimeline
Serenus Wealth Advisors, LLC398,649$35M6.98%+16,54413F-HRTimeline
Team Financial Group, LLC391,711$34.4M15.62%+3,94713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC390,416$34.3M0.17%-21,20113F-HRTimelineGroup
TAIYO LIFE INSURANCE CO390,000$34.3M3.78%-135,00013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Aspire Capital Advisors LLC379,846$33.4M7.51%+11,35213F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.375,339$33M3.71%+26,16213F-HRTimeline
NewEdge Wealth, LLC366,729$32.2M0.38%-16,86113F-HRTimeline
Sanchez Wealth Management Group365,552$32.1M6.94%+5,46313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP358,819$30.8M0.01%+26,80913F-HRTimelineGroup
Belpointe Asset Management LLC332,954$29.2M1.07%+4,11613F-HRTimeline
Per Stirling Capital Management, LLC.328,365$28.8M3.19%-6,01013F-HRTimeline
Choice Wealth Advisors LLC327,972$28.8M11.31%+5,35513F-HRTimeline
Modern Wealth Management, LLC322,088$28.4M0.49%+12,52113F-HRTimeline
PINNACLE ASSOCIATES LTD318,370$28M0.36%+16,07213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…317,691$27.9M0.05%-15,03213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC316,695$27.8M0.04%-19,03113F-HRTimelineGroup
Stenger Family Office, LLC307,503$27M4.77%new13F-HRTimeline
TigerOak Management, L.L.C.296,463$26M8.2%-1,97913F-HRTimeline
Winthrop Advisory Group LLC294,509$25.9M2.11%+39,23213F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI287,570$25.3M2.38%+2,51513F-HRTimeline
Amplius Wealth Advisors, LLC283,428$24.9M2.08%+27,45113F-HRTimeline
MML INVESTORS SERVICES, LLC282,700$24.8M0.07%-43,06513F-HRTimeline
Western Wealth Management, LLC277,773$24.4M0.93%+53,93313F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…272,557$23.9M0.26%-78,63213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP269,078$23.6M0.03%-27,87613F-HRTimelineGroup
CVFG LLC266,242$23.4M2.91%new13F-HRTimeline
HB Wealth Management, LLC263,766$23.2M0.15%-5,58713F-HRTimeline
SK Wealth Management, LLC258,309$22.8M6.34%-14,12913F-HRTimeline
Cresta Advisors, Ltd.241,906$21.2M8.7%+16,64413F-HRTimeline
TUDOR INVESTMENT CORP ET AL237,640$20.9M0.11%+209,25913F-HRTimeline
Janney Montgomery Scott LLC236,963$20.8M0.05%-9,69813F-HRTimeline
ACT Advisors, LLC.234,126$20.6M8.75%+4,54113F-HRTimeline
D.A. DAVIDSON & CO.232,570$20.4M0.12%+4,36713F-HRTimeline
Compass Financial Services Inc227,624$20M8.66%-97,92813F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC226,430$19.9M12.7%-36,23113F-HRTimeline
MOR Wealth Management, LLC220,333$19.4M8.88%+8,46313F-HRTimeline
Creative Planningin group Creative Planning219,348$19.3M0.01%+1,66413F-HRTimelineGroup
Sanctuary Advisors, LLC217,227$19.1M0.1%-40,75413F-HRTimeline
CRA Financial Services, LLC217,078$19.1M2.48%+23,94413F-HRTimeline
Atria Investments, Inc209,339$18.4M0.21%-77,07713F-HRTimeline
Pinnacle Wealth Management Advisory Gro…207,969$18.3M1.25%+10,56813F-HRTimeline
Boyce & Associates Wealth Consulting, I…203,008$17.8M13.51%+9,97813F-HRTimeline
EAGLE WEALTH STRATEGIES LLC200,179$17.6M7.71%+3,66713F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV197,697$17.4M6.28%+5,45613F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC193,500$17M1.48%+2,94913F-HRTimeline
Curi Capital, LLC193,059$17M0.3%+35013F-HRTimeline
Heck Capital Advisors, LLC186,058$16.3M1.21%-23613F-HRTimeline
Focus Financial Network, Inc.177,659$15.6M0.56%+1,86913F-HRTimeline
Gateway Wealth Partners, LLC177,509$15.6M0.61%+87,25013F-HRTimeline
Smartleaf Asset Management LLC180,457$15.5M0.56%-26,77713F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC174,355$15.3M6.39%+98213F-HRTimeline
Main Street Financial Solutions, LLC173,014$15.2M1.11%-24,74613F-HRTimeline
Solano Wealth Investment Advisors LLC165,524$14.5M7.25%+3,26513F-HRTimeline
Lauer Wealth, LLC156,981$14.2M11.37%-39813F-HRTimeline
TopTier Wealth Management, LLC158,400$13.9M8.55%+6,68713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…157,328$13.8M0.01%-63,86813F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…151,687$13.3M0.24%-30,46313F-HRTimelineGroup
Oxinas Partners, LLC146,342$12.9M5.87%+3,92213F-HRTimeline
CGN Advisors LLC145,669$12.8M1.01%+79413F-HRTimeline
United Advisor Group, LLC140,238$12.3M1.53%+1,99713F-HRTimeline
Williams Financial, LLC139,329$12.2M7.12%-86413F-HRTimeline
Gaddis Premier Wealth Advisors LLC135,309$11.9M8.79%+3,49513F-HRTimeline
Avidian Wealth Enterprises, LLC135,254$11.9M0.38%+6,93513F-HRTimeline
TD Capital Management LLC133,853$11.8M1.06%-68613F-HRTimeline
IAG Wealth Partners, LLC127,643$11.2M1.25%+3,18313F-HRTimeline
Three Magnolias Financial Advisors, LLC123,241$10.8M6.89%-95813F-HRTimeline
Wealthspire Advisors, LLC123,167$10.8M0.08%+92613F-HRTimeline
Foundations Investment Advisors, LLC121,807$10.7M0.13%+19,32813F-HRTimeline
World Investment Advisors121,030$10.6M0.17%-1,49713F-HRTimeline
Darrow Company, Inc.120,485$10.6M4.76%+5,31913F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…120,050$10.5M3.13%+1,75713F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.119,404$10.5M6.86%+3,59313F-HRTimeline
Alpha Zero LLC117,853$10.4M5.24%+4,68613F-HRTimeline
MBA Advisors LLC117,076$10.3M3.95%+5,53613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …116,174$10.2M0.2%-3,06513F-HRTimelineGroup
Retirement Planning Group, LLC115,736$10.2M0.31%-58313F-HRTimeline
Capital Planning Advisors, LLC114,118$10M1.45%+2,21513F-HRTimeline
Avant Capital LLC111,860$9.83M6.91%+25513F-HRTimeline
Sequoia Financial Advisors, LLC108,637$9.54M0.05%-3,41013F-HRTimeline
Rothschild Wealth LLC106,321$9.34M0.84%+4,40113F-HRTimeline
Journey Advisory Group, LLC105,557$9.27M0.8%-14,49813F-HRTimeline
VestGen Advisors, LLC97,143$9.25M0.26%-27,55013F-HRTimeline
Wilmington Savings Fund Society, FSB104,620$9.19M0.22%-37213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC104,374$9.17M0.4%-10,20913F-HRTimeline
CERTUITY, LLC104,243$9.16M0.6%-25,72913F-HRTimeline
Fiduciary Group, LLC100,871$8.86M0.76%+3,80013F-HRTimeline
Qube Research & Technologies Ltd100,828$8.86M0.01%+71,29713F-HRTimeline
Founders Financial Alliance, LLC96,363$8.46M1.53%+3,26913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…94,746$8.32M0.05%-10,84713F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…94,093$8.27M0.63%+66,31713F-HRTimelineGroup
Prosperity Consulting Group, LLC91,948$8.08M0.36%-5,09013F-HRTimeline
&PARTNERS89,988$7.91M0.04%+3,91913F-HRTimeline
Nvest Wealth Strategies, Inc.89,773$7.89M5.55%+28613F-HRTimeline
Horizon Investments, LLC89,238$7.83M0.09%+46,05813F-HRTimeline
Merit Financial Group, LLC89,101$7.83M0.06%-14,65813F-HRTimeline
Latko Wealth Management, Ltd.88,125$7.74M3.77%+11,07813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.86,701$7.62M0.01%-2,64113F-HRTimelineGroup
Gray Private Wealth, LLC86,579$7.61M3.82%+1,69913F-HRTimeline
Ethos Financial Group, LLC85,737$7.53M0.55%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT85,279$7.49M0.48%-1113F-HRTimeline
PMG Wealth Management, Inc.84,537$7.43M5.36%+32913F-HRTimeline
Riverbend Wealth Management, LLC84,112$7.39M4.59%+3,26513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC81,600$7.17M0.71%-1,44813F-HRTimeline
Farther Finance Advisors, LLC78,907$6.95M0.07%-12,85113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC76,325$6.7M0.01%+2,15313F-HRTimelineGroup
Golden State Wealth Management, LLC75,772$6.66M0.73%-47,27513F-HRTimeline
White Pine Investment CO74,032$6.5M1.51%+2,18613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC73,818$6.48M0.14%-8,12213F-HRTimelineGroup
IHT Wealth Management, LLC73,545$6.46M0.15%-30,15913F-HRTimeline
Axis Wealth Partners, LLC72,162$6.34M3.37%+32013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP73,709$6.24M0.01%-6,84213F-HRTimelineGroup
Waverly Advisors, LLC70,737$6.21M0.05%-3,83713F-HRTimeline
FMR LLCin group FMR LLC70,224$6.17M<0.01%+13,56213F-HRTimelineGroup
CPWA, LLC64,897$6.17M7.37%13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC70,172$6.16M0.29%+1,56713F-HRTimeline
FFG RETIREMENT ADVISORS LLC70,126$6.16M3.59%+1,80913F-HRTimeline
Capital Investment Advisory Services, L…66,263$5.82M0.42%-1613F-HRTimeline
Clear Creek Financial Management, LLC65,585$5.76M0.44%+18,73213F-HRTimeline
Prospera Financial Services Inc64,192$5.64M0.09%-20,26013F-HRTimeline
Melone Private Wealth, LLC64,100$5.63M2.3%+1,18813F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD63,806$5.6M0.84%+99313F-HR/ATimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …63,729$5.6M0.07%+42113F-HRTimelineGroup
LANARK FINANCIAL, INC.63,186$5.55M0.42%+4,51413F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC64,346$5.39M2.32%-16,21813F-HRTimeline
J.W. COLE ADVISORS, INC.60,202$5.29M0.18%-37113F-HRTimeline
Grey Ledge Advisors, LLC60,023$5.27M1.19%+6,43813F-HRTimeline
Kraft, Davis & Associates, LLC56,023$5.27M1.12%-9,16613F-HRTimeline
Hobbs Group Advisors, LLC59,790$5.25M1.57%-97913F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA58,892$5.17M0.03%+1,39913F-HRTimelineGroup
Eaton Financial Holdings Company, LLC58,442$5.13M1.68%-65,13013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC58,293$5.12M0.04%+74713F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC58,165$5.11M0.55%-1,09513F-HRTimeline
Meridian Financial Advisors, LLC56,263$4.94M2.7%+7,03513F-HRTimeline
Dynamic Advisor Solutions LLC56,212$4.94M0.16%+2,65813F-HRTimeline
SeaCrest Wealth Management, LLC55,880$4.91M0.52%-1,20513F-HRTimeline
Roof Eidam Maycock Peralta, LLC55,581$4.88M1.12%-2213F-HRTimeline
Premier Private Wealth Management LLC53,555$4.7M4.96%-22,95213F-HRTimeline
JT Stratford LLC53,499$4.7M0.6%+1,32713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC53,134$4.67M<0.01%+4,10913F-HRTimelineGroup
Ausdal Financial Partners, Inc.53,023$4.66M0.21%-5,08613F-HRTimeline
Dickmeyer Boyce Financial Management, I…52,813$4.64M2.73%13F-HRTimeline
Burns Matteson Capital Management, LLC52,295$4.59M1.79%+38013F-HRTimeline