WISDOMTREE TR DGRW
US QTLY DIV GRT · ETP · CUSIP 97717X669
396
institutional holders
82.9m
shares reported held*
$4.5bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $53.89. Options: 2 managers hold calls ($722.0k notional), 0 hold puts (—).
Biggest calls
| CITADEL ADVISORS LLC | — | $512.0k9.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $210.0k3.9k shares |
Biggest puts
| None |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. 13G · institution -1.9 pts · filed 2026-02-06 | 6.2% |
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| PNC Financial Services Group, Inc. 0.67% of their portfolio | 11.8m $637.9m | — |
| BANK OF AMERICA CORP /DE/ 0.06% of their portfolio | 8.1m $439.3m | — |
| Hamilton Capital, LLC 23.48% of their portfolio | 6.4m $344.3m | — |
| MORGAN STANLEY 0.04% of their portfolio | 5.1m $277.4m | — |
| AMERIPRISE FINANCIAL INC 0.09% of their portfolio | 4.5m $243.8m | — |
| LPL Financial LLC 0.18% of their portfolio | 3.5m $189.8m | — |
| Raymond James Financial Services Advisors, Inc. 0.33% of their portfolio | 2.8m $148.9m | — |
| HighTower Advisors, LLC 0.32% of their portfolio | 2.2m $119.4m | — |
| UBS Group AG 0.04% of their portfolio | 1.5m $78.3m | — |
| BANK OF NOVA SCOTIA 0.22% of their portfolio | 1.3m $69.2m | — |
| Clearwater Capital Advisors, LLC 8.70% of their portfolio | 1.2m $63.0m | — |
| Private Advisor Group, LLC 0.71% of their portfolio | 1.1m $61.6m | — |
| Horizon Investments, LLC 1.61% of their portfolio | 961.3k $51.8m | — |
| One Capital Management, LLC 2.99% of their portfolio | 938.2k $50.6m | — |
| Prestige Wealth Management Group LLC 13.60% of their portfolio | 897.6k $48.4m | — |
| WADDELL & ASSOCIATES, LLC 9.35% of their portfolio | 896.5k $48.3m | — |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 883.5k $47.6m | — |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 880.0k $47.4m | — |
| TAIYO LIFE INSURANCE CO 5.40% of their portfolio | 850.0k $45.8m | — |
| RAYMOND JAMES & ASSOCIATES 0.05% of their portfolio | 826.3k $44.5m | — |
| Relative Value Partners Group, LLC 3.24% of their portfolio | 734.2k $39.6m | — |
| Cetera Investment Advisers 0.60% of their portfolio | 682.1k $36.8m | — |
| BOSTON FINANCIAL MANGEMENT LLC 1.59% of their portfolio | 680.1k $36.7m | — |
| Private Wealth Strategies, L.L.C. 10.65% of their portfolio | 676.4k $36.5m | — |
| Savant Capital, LLC 1.11% of their portfolio | 662.2k $35.7m | — |
| TOWNSQUARE CAPITAL LLC 1.01% of their portfolio | 652.2k $35.2m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.09% of their portfolio | 613.4k $33.1m | — |
| RVW Wealth, LLC 4.41% of their portfolio | 582.4k $31.4m | — |
| BEACON FINANCIAL GROUP 5.46% of their portfolio | 562.3k $35.1m | — |
| KB FINANCIAL PARTNERS, LLC 10.31% of their portfolio | 535.1k $28.8m | — |
| J.P. Morgan Private Wealth Advisors LLC 0.07% of their portfolio | 524.4k $28.3m | — |
| Spinnaker Investment Group, LLC 11.07% of their portfolio | 523.9k $28.3m | — |
| Prime Capital Investment Advisors, LLC 1.52% of their portfolio | 490.5k $26.4m | — |
| Bouchey Financial Group, Ltd. 3.85% of their portfolio | 488.5k $26.3m | — |
| Stratos Investment Management, LLC 5.27% of their portfolio | 483.5k $26.1m | — |
| Kestra Advisory Services, LLC 0.28% of their portfolio | 478.0k $25.8m | — |
| Equitable Holdings, Inc. 0.50% of their portfolio | 470.1k $25.3m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 458.2k $24.7m | — |
| Glassman Wealth Services 5.19% of their portfolio | 452.9k $24.4m | — |
| Cambridge Investment Research Advisors, Inc. 0.14% of their portfolio | 451.6k $24.3m | — |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 427.7k $23.1m | — |
| IFP Advisors, Inc 0.44% of their portfolio | 407.5k $17.0m | — |
| TRUIST FINANCIAL CORP 0.04% of their portfolio | 376.3k $20.3m | — |
| Choice Wealth Advisors LLC 16.16% of their portfolio | 358.5k $19.3m | — |
| OSAIC HOLDINGS, INC. 0.04% of their portfolio | 337.5k $18.2m | — |
| HB Wealth Management, LLC 0.35% of their portfolio | 304.4k $16.4m | — |
| NewEdge Wealth, LLC 0.77% of their portfolio | 301.5k $16.3m | — |
| DAIDO LIFE INSURANCE CO 1.47% of their portfolio | 296.0k $16.0m | — |
| Rockefeller Capital Management L.P. 0.08% of their portfolio | 292.0k $15.7m | — |
| AE Wealth Management LLC 0.12% of their portfolio | 283.6k $15.3m | — |
| Aspire Capital Advisors LLC 12.01% of their portfolio | 281.1k $15.2m | — |
| LVM CAPITAL MANAGEMENT LTD/MI 2.14% of their portfolio | 259.0k $14.0m | — |
| Curi Capital, LLC 0.50% of their portfolio | 250.3k $13.5m | — |
| STIFEL FINANCIAL CORP 0.02% of their portfolio | 240.9k $13.0m | — |
| Main Street Financial Solutions, LLC 1.90% of their portfolio | 211.1k $11.5m | — |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC 0.49% of their portfolio | 211.0k $11.4m | — |
| Cetera Advisor Networks LLC 0.14% of their portfolio | 208.4k $11.2m | — |
| Wealthspire Advisors, LLC 0.23% of their portfolio | 207.6k $11.2m | — |
| PFS INVESTMENTS INC. 0.23% of their portfolio | 205.7k $11.1m | — |
| 1832 Asset Management L.P. 0.02% of their portfolio | 197.4k $10.6m | — |
| Sequoia Financial Advisors, LLC 0.33% of their portfolio | 191.4k $10.3m | — |
| WEALTH MANAGEMENT RESOURCES, INC. 6.78% of their portfolio | 188.9k $10.2m | — |
| Creative Planning 0.02% of their portfolio | 187.2k $10.1m | — |
| Focus Financial Network, Inc. 0.85% of their portfolio | 183.2k $9.9m | — |
| EisnerAmper Wealth Management Corporate Benefits, LLC 5.61% of their portfolio | 182.6k $9.8m | — |
| Astoria Portfolio Advisors LLC. 6.69% of their portfolio | 182.6k $9.8m | — |
| Outlook Wealth Advisors, LLC 4.28% of their portfolio | 176.9k $9.5m | — |
| Regal Investment Advisors LLC 1.00% of their portfolio | 173.4k $9.3m | — |
| Janney Montgomery Scott LLC 0.04% of their portfolio | 173.0k $9.3m | — |
| Thrivent Financial for Lutherans 0.02% of their portfolio | 161.2k $8.7m | — |
| AVAII WEALTH MANAGEMENT, LLC 8.57% of their portfolio | 153.0k $8.2m | — |
| Sanchez Wealth Management Group 4.49% of their portfolio | 152.5k $8.2m | — |
| HENGEHOLD CAPITAL MANAGEMENT LLC 1.26% of their portfolio | 152.0k $8.2m | — |
| TITLEIST ASSET MANAGEMENT, LTD. 1.94% of their portfolio | 150.4k $8.1m | — |
| 9258 Wealth Management, LLC 1.99% of their portfolio | 144.0k $7.8m | — |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 3.91% of their portfolio | 128.9k $6.9m | — |
| Capital Planning Advisors, LLC 1.83% of their portfolio | 126.5k $6.8m | — |
| Cetera Advisors LLC 0.15% of their portfolio | 126.1k $6.8m | — |
| MML INVESTORS SERVICES, LLC 0.05% of their portfolio | 123.9k $6.7m | — |
| Legacy Wealth Planning, LLC 11.02% of their portfolio | 123.6k $6.7m | — |
| Merit Financial Group, LLC 0.28% of their portfolio | 117.6k $6.3m | — |
| Monterey Private Wealth, Inc. 3.82% of their portfolio | 116.5k $6.4m | — |
| Melone Private Wealth, LLC 5.35% of their portfolio | 109.6k $6.1m | — |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 3.40% of their portfolio | 101.3k $5.5m | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.03% of their portfolio | 99.3k $5.4m | — |
| Oxinas Partners, LLC 4.28% of their portfolio | 96.1k $5.2m | — |
| WJ Wealth Management, LLC 3.25% of their portfolio | 96.1k $5.2m | — |
| CERTUITY, LLC 1.18% of their portfolio | 93.9k $5.1m | — |
| CGN Advisors LLC 1.26% of their portfolio | 93.0k $5.0m | — |
| ALBION FINANCIAL GROUP /UT 0.50% of their portfolio | 89.9k $4.8m | — |
| Good Life Advisors, LLC 0.69% of their portfolio | 87.2k $4.7m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio | 86.4k $4.7m | — |
| Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio | 84.6k $4.6m | — |
| GPS Wealth Strategies Group, LLC 1.15% of their portfolio | 84.1k $4.5m | — |
| MBA Advisors LLC 3.25% of their portfolio | 83.4k $4.5m | — |
| Wilmington Savings Fund Society, FSB 0.21% of their portfolio | 80.6k $4.3m | — |
| Western Wealth Management, LLC 0.24% of their portfolio | 78.8k $4.2m | — |
| FLAGSHIP HARBOR ADVISORS, LLC 0.49% of their portfolio | 78.7k $4.2m | — |
| Ancora Advisors LLC 0.13% of their portfolio | 78.0k $4.2m | — |
| Avidian Wealth Enterprises, LLC 0.30% of their portfolio | 76.5k $4.1m | — |