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Disclosery

DGRW WISDOMTREE TR

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US QTLY DIV GRT (fund)

Filings received so far for Q3 2026: 43 13F filers report a position in DGRW shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Hamilton Capital, LLC7,246,278$705M39.57%+45,21013F-HRTimeline
RVW Wealth, LLC833,624$81.1M5.2%-8,68313F-HRTimeline
Farther Finance Advisors, LLC273,415$26.6M0.19%-17313F-HRTimeline
Avidian Wealth Enterprises, LLC143,071$13.9M0.39%+3,32513F-HRTimeline
Dickmeyer Boyce Financial Management, I…56,253$5.47M2.8%+35413F-HRTimeline
Sarver Vrooman Wealth Advisors54,093$5.26M3.09%+6,17813F-HRTimeline
Wedmont Private Capital42,820$4.22M0.1%+413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC29,176$2.84M0.18%-93513F-HRTimeline
Stonebridge Financial Group, LLC29,143$2.83M0.21%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC23,241$2.28M0.66%-48613F-HRTimeline
Venture Visionary Partners LLC21,060$2.05M0.05%-2,72613F-HRTimeline
CoreCap Advisors, LLC16,467$1.6M0.05%+7813F-HRTimeline
Stonebridge Wealth Management, LLC13,487$1.31M1.17%-93213F-HRTimeline
Noble Wealth Management PBC8,308$808K0.37%-1,09813F-HRTimeline
Montecito Bank & Trust6,010$584K0.09%-13513F-HRTimeline
Councilor Wealth, LLC5,448$530K0.22%-19913F-HRTimeline
Legacy Private Trust Co.5,031$489K0.03%013F-HRTimeline
Friday Financial4,900$477K0.09%013F-HRTimeline
Galvin, Gaustad & Stein, LLC4,400$428K0.03%013F-HRTimeline
RTD Financial Advisors, Inc.4,252$413K0.05%013F-HRTimeline
Paragon Capital Management Ltd3,424$333K0.06%013F-HRTimeline
Weaver Consulting Group3,382$329K0.06%+5013F-HRTimeline
Heartwood Wealth Advisors LLC3,277$319K0.03%013F-HRTimeline
Everhart Financial Group, Inc.2,804$273K0.02%-56013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.2,799$272K0.04%-1913F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC2,781$270K0.15%-4313F-HRTimeline
McAlister, Sweet & Associates, Inc.2,700$263K0.17%013F-HRTimeline
Nautilus Advisors LLC2,609$254K0.15%-4913F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC2,364$230K0.05%+3513F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…2,327$226K0.15%-1113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,570$153K0.01%013F-HRTimeline
Coastline Trust Co1,375$134K0.01%-23313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AMERICAN NATIONAL BANK & TRUST1,306$127K0.01%+51913F-HRTimeline
Trust Co863$83.9K0.01%+60713F-HRTimeline
GAMMA Investing LLC751$73K<0.01%013F-HRTimeline
Bangor Savings Bank683$66.4K0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.525$51.1K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC488$47.5K0.01%+113F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH390$37.9K0.01%new13F-HRTimeline
Versant Capital Management, Inc381$37K<0.01%013F-HRTimeline
GK Wealth Management LLC364$35.4K0.02%new13F-HRTimeline
Davis Capital Management56$5.45K<0.01%013F-HRTimeline
Miller Global Investments, LLC15$1.46K<0.01%new13F-HRTimeline