Vault-13

WISDOMTREE TR DGRW

US QTLY DIV GRT · ETP · CUSIP 97717X669

446 institutional holders +50 vs Q3 2022
89,453,82589.5m shares reported held*
$5.3bnreported value*
56 new 189 added 94 reduced 23 sold out net bought ≈ $344.9m (+5.9m shares)

* 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 ($7.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $59.44. Options: 2 managers hold calls ($525.1k notional), 1 hold puts ($126.8k).

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 396Q4 22: 446446Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022396
Q4 2022446

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600k$800kQ3 22 calls: $722.0kQ3 22 puts: $0Q3 22P/C 0.00Q4 22 calls: $525.1kQ4 22 puts: $126.8kQ4 22P/C 0.24
Numbers
QuarterCallsPutsP/C
Q3 2022$722.0k$00.00
Q4 2022$525.1k$126.8k0.24

Biggest buyers

LPL Financial LLC Added +1,674,347+1.7m
Amplius Wealth Advisors, LLC Added +935,449+935.4k
PNC Financial Services Group, Inc. Added +431,527+431.5k
GPS Wealth Strategies Group, LLC Added +331,679+331.7k
AMERIPRISE FINANCIAL INC Added +306,963+307.0k
J.P. Morgan Private Wealth Advisors LLC Added +304,694+304.7k
RAYMOND JAMES & ASSOCIATES Added +273,996+274.0k
BANK OF AMERICA CORP /DE/ Added +271,165+271.2k
Northwest & Ethical Investments L.P. Added +231,000+231.0k
Mariner, LLC Added +209,990+210.0k

Biggest sellers

BANK OF NOVA SCOTIA Sold out -1,284,450-1.3m
MORGAN STANLEY Reduced -266,551-266.6k
TRUIST FINANCIAL CORP Reduced -217,863-217.9k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -205,769-205.8k
Outlook Wealth Advisors, LLC Reduced -169,845-169.8k
WADDELL & ASSOCIATES, LLC Reduced -95,479-95.5k
Creative Planning Reduced -77,393-77.4k
KB FINANCIAL PARTNERS, LLC Reduced -76,010-76.0k
CFS Investment Advisory Services, LLC Sold out -74,504-74.5k
Main Street Financial Solutions, LLC Reduced -63,172-63.2k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $464.8k7.7k shares
CITADEL ADVISORS LLC Reduced $60.4k1.0k shares

Biggest puts

CITADEL ADVISORS LLC New $126.8k2.1k shares

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.

HolderStakeChangeShares Last filed
PNC FINANCIAL SERVICES GROUP, INC. 13G · institution -1.9 pts · filed 2026-02-06 6.2% -1.9 pts 3.9m≈ $372.0m 2026-02-06

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PNC Financial Services Group, Inc. 0.71% of their portfolio Pittsburgh, PA 12,264,31112.3m $740.3m $740.3m 0.71% Added +431.5k +431,527
2 BANK OF AMERICA CORP /DE/ 0.06% of their portfolio CHARLOTTE, NC 8,419,6568.4m $508.2m $508.2m 0.06% Added +271.2k +271,165
3 Hamilton Capital, LLC 24.93% of their portfolio COLUMBUS, OH 6,386,9236.4m $385.5m $385.5m 24.93% Added +84 +84
4 LPL Financial LLC 0.27% of their portfolio FORT MILL, SC 5,195,1465.2m $313.6m $313.6m 0.27% Added +1.7m +1,674,347
5 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 4,878,6304.9m $294.5m $294.5m 0.03% Reduced -266.6k -266,551
6 AMERIPRISE FINANCIAL INC 0.10% of their portfolio MINNEAPOLIS, MN 4,828,8604.8m $291.5m $291.5m 0.10% Added +307.0k +306,963
7 Raymond James Financial Services Advisors, Inc. 0.35% of their portfolio ST. PETERSBURG, FL 2,878,4812.9m $173.7m $173.7m 0.35% Added +117.2k +117,238
8 HighTower Advisors, LLC 0.32% of their portfolio CHICAGO, IL 2,327,5252.3m $140.5m $140.5m 0.32% Added +113.3k +113,277
9 UBS Group AG 0.05% of their portfolio ZURICH, V8 1,616,7441.6m $97.6m $97.6m 0.05% Added +163.8k +163,833
10 Private Advisor Group, LLC 0.10% of their portfolio MORRISTOWN, NJ 1,304,7381.3m $3.3m $3.3m 0.10% Added +161.2k +161,165
11 Clearwater Capital Advisors, LLC 9.05% of their portfolio HOFFMAN ESTATES, IL 1,149,9121.1m $69.4m $69.4m 9.05% Reduced -18.9k -18,937
12 RAYMOND JAMES & ASSOCIATES 0.06% of their portfolio ST PETERSBURG, FL 1,100,2901.1m $66.4m $66.4m 0.06% Added +274.0k +273,996
13 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 1,005,6951.0m $60.7m $60.7m 0.02% Added +125.7k +125,665
14 Amplius Wealth Advisors, LLC 9.06% of their portfolio BLUE BELL, PA 939,860939.9k $56.7m $56.7m 9.06% Added +935.4k +935,449
15 Horizon Investments, LLC 1.61% of their portfolio Charlotte, NC 929,472929.5k $56.1m $56.1m 1.61% Reduced -31.8k -31,795
16 One Capital Management, LLC 2.96% of their portfolio WESTLAKE VILLAGE, CA 918,680918.7k $55.5m $55.5m 2.96% Reduced -19.5k -19,524
17 Prestige Wealth Management Group LLC 14.19% of their portfolio FLEMINGTON, NJ 901,386901.4k $54.4m $54.4m 14.19% Added +3.8k +3,776
18 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 857,944857.9k $51.8m $51.8m 0.02% Reduced -25.5k -25,538
19 TAIYO LIFE INSURANCE CO 4.52% of their portfolio CHUO-KU, TOKYO, M0 850,000850.0k $51.3m $51.3m 4.52% Unchanged
20 J.P. Morgan Private Wealth Advisors LLC 0.11% of their portfolio SAN FRANCISCO, CA 829,133829.1k $50.0m $50.0m 0.11% Added +304.7k +304,694
21 WADDELL & ASSOCIATES, LLC 8.10% of their portfolio MEMPHIS, TN 801,049801.0k $48.4m $48.4m 8.10% Reduced -95.5k -95,479
22 BOSTON FINANCIAL MANGEMENT LLC 1.90% of their portfolio BOSTON, MA 782,212782.2k $47.2m $47.2m 1.90% Added +102.1k +102,075
23 Relative Value Partners Group, LLC 3.15% of their portfolio NORTHBROOK, IL 741,129741.1k $44.7m $44.7m 3.15% Added +7.0k +6,974
24 Cetera Investment Advisers 0.39% of their portfolio SCHAUMBURG, IL 702,405702.4k $42.4m $42.4m 0.39% Added +20.4k +20,353
25 Private Wealth Strategies, L.L.C. 11.15% of their portfolio New Albany, OH 692,275692.3k $41.8m $41.8m 11.15% Added +15.9k +15,870
26 Savant Capital, LLC 0.98% of their portfolio ROCKFORD, IL 667,668667.7k $40.3m $40.3m 0.98% Added +5.4k +5,418
27 BEACON FINANCIAL GROUP 5.41% of their portfolio DALLAS, TX 657,197657.2k $39.7m $39.7m 5.41% Added +94.9k +94,944
28 TOWNSQUARE CAPITAL LLC 0.97% of their portfolio Lehi, UT 651,998652.0k $39.4m $39.4m 0.97% Reduced -205 -205
29 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 621,429621.4k $37.5m $37.5m 0.02% Added +163.2k +163,235
30 Prime Capital Investment Advisors, LLC 1.40% of their portfolio OVERLAND PARK, KS 611,063611.1k $36.9m $36.9m 1.40% Added +120.6k +120,580
31 RVW Wealth, LLC 4.67% of their portfolio LOS ANGELES, CA 607,310607.3k $36.7m $36.7m 4.67% Added +24.9k +24,916
32 Spinnaker Investment Group, LLC 11.45% of their portfolio Newport Beach, CA 533,425533.4k $32.2m $32.2m 11.45% Added +9.5k +9,527
33 Kestra Advisory Services, LLC 0.27% of their portfolio AUSTIN, TX 506,251506.3k $30.6m $30.6m 0.27% Added +28.2k +28,245
34 Stratos Investment Management, LLC 5.34% of their portfolio BEACHWOOD, OH 495,633495.6k $29.9m $29.9m 5.34% Added +12.1k +12,099
35 Bouchey Financial Group, Ltd. 4.31% of their portfolio TROY, NY 495,582495.6k $29.9m $29.9m 4.31% Added +7.1k +7,121
36 Equitable Holdings, Inc. 0.52% of their portfolio NEW YORK, NY 494,993495.0k $29.9m $29.9m 0.52% Added +24.9k +24,884
37 Glassman Wealth Services 5.34% of their portfolio VIENNA, VA 480,317480.3k $29.0m $29.0m 5.34% Added +27.4k +27,423
38 KB FINANCIAL PARTNERS, LLC 9.46% of their portfolio PRINCETON, NJ 459,114459.1k $27.7m $27.7m 9.46% Reduced -76.0k -76,010
39 Cambridge Investment Research Advisors, Inc. 0.14% of their portfolio FAIRFIELD, IA 442,214442.2k $26.7m $26.7m 0.14% Reduced -9.4k -9,408
40 Per Stirling Capital Management, LLC. 4.76% of their portfolio AUSTIN, TX 433,732433.7k $26.2m $26.2m 4.76% First filing
41 IFP Advisors, Inc 0.47% of their portfolio TAMPA, FL 420,372420.4k $17.5m $17.5m 0.47% Added +12.9k +12,867
42 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 418,114418.1k $25.2m $25.2m 0.05% Added +80.6k +80,605
43 GPS Wealth Strategies Group, LLC 7.54% of their portfolio CENTENNIAL, CO 415,814415.8k $25.1m $25.1m 7.54% Added +331.7k +331,679
44 COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio WALTHAM, MA 407,643407.6k $24.6m $24.6m 0.06% Reduced -205.8k -205,769
45 Cetera Advisor Networks LLC 0.20% of their portfolio EL SEGUNDO, CA 406,136406.1k $24.5m $24.5m 0.20% Added +197.8k +197,760
46 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 380,514380.5k $23.0m $23.0m 0.00% Reduced -47.2k -47,154
47 Choice Wealth Advisors LLC 15.74% of their portfolio WATERVILLE, ME 347,475347.5k $21.0m $21.0m 15.74% Reduced -11.0k -10,993
48 NewEdge Wealth, LLC 0.90% of their portfolio STAMFORD, CT 345,139345.1k $20.8m $20.8m 0.90% Added +43.6k +43,596
49 Thrivent Financial for Lutherans 0.05% of their portfolio Minneapolis, MN 326,829326.8k $19.7m $19.7m 0.05% Added +165.7k +165,655
50 Aspire Capital Advisors LLC 10.93% of their portfolio SEATTLE, WA 317,899317.9k $19.2m $19.2m 10.93% Added +36.8k +36,846
51 Astoria Portfolio Advisors LLC. 9.04% of their portfolio NEW YORK, NY 315,683315.7k $19.3m $19.3m 9.04% Added +133.1k +133,091
52 Janney Montgomery Scott LLC 0.07% of their portfolio PHILADELPHIA, PA 308,071308.1k $18.6m $18.6m 0.07% Added +135.0k +135,048
53 HB Wealth Management, LLC 0.33% of their portfolio Atlanta, GA 303,543303.5k $18.3m $18.3m 0.33% Reduced -868 -868
54 DAIDO LIFE INSURANCE CO 1.68% of their portfolio TOKYO, M0 296,024296.0k $17.9m $17.9m 1.68% Unchanged
55 Northwest & Ethical Investments L.P. 0.58% of their portfolio TORONTO, A6 279,100279.1k $16.8m $16.8m 0.58% Added +231.0k +231,000
56 AE Wealth Management LLC 0.12% of their portfolio TOPEKA, KS 269,015269.0k $16.2m $16.2m 0.12% Reduced -14.6k -14,563
57 LVM CAPITAL MANAGEMENT LTD/MI 2.35% of their portfolio PORTAGE, MI 268,619268.6k $16.2m $16.2m 2.35% Added +9.6k +9,582
58 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 255,140255.1k $15.4m $15.4m 0.02% Added +14.2k +14,191
59 Curi Capital, LLC 0.51% of their portfolio CHICAGO, IL 238,269238.3k $14.4m $14.4m 0.51% Reduced -12.0k -12,045
60 9258 Wealth Management, LLC 2.84% of their portfolio BLUE ASH, OH 217,542217.5k $13.1m $13.1m 2.84% Added +73.5k +73,529
61 Mariner, LLC 0.04% of their portfolio Overland Park, KS 215,704215.7k $13.0m $13.0m 0.04% Added +210.0k +209,990
62 Wealthspire Advisors, LLC 0.23% of their portfolio NEW YORK, NY 205,243205.2k $12.4m $12.4m 0.23% Reduced -2.4k -2,400
63 CONTINUUM WEALTH ADVISORS, LLC 12.20% of their portfolio SARATOGA SPRINGS, NY 203,510203.5k $12.3m $12.3m 12.20% First filing
64 PFS INVESTMENTS INC. 0.23% of their portfolio DULUTH, GA 202,086202.1k $12.2m $12.2m 0.23% Reduced -3.6k -3,621
65 PALO ALTO WEALTH ADVISORS, LLC 9.97% of their portfolio PALO ALTO, CA 193,850193.8k $11.7m $11.7m 9.97% First filing
66 1832 Asset Management L.P. 0.02% of their portfolio TORONTO, A6 192,320192.3k $11.6m $11.6m 0.02% Reduced -5.1k -5,060
67 Sequoia Financial Advisors, LLC 0.28% of their portfolio Akron, OH 191,793191.8k $11.6m $11.6m 0.28% Added +360 +360
68 AVAII WEALTH MANAGEMENT, LLC 10.32% of their portfolio APPLETON, WI 191,215191.2k $11.5m $11.5m 10.32% Added +38.2k +38,212
69 CERTUITY, LLC 1.83% of their portfolio NORTH PALM BEACH, FL 190,797190.8k $11.5m $11.5m 1.83% Added +96.9k +96,938
70 WEALTH MANAGEMENT RESOURCES, INC. 7.37% of their portfolio SMITHFIELD, RI 188,270188.3k $11.4m $11.4m 7.37% Reduced -679 -679
71 Focus Financial Network, Inc. 0.91% of their portfolio MINNEAPOLIS, MN 184,533184.5k $11.1m $11.1m 0.91% Added +1.4k +1,365
72 EisnerAmper Wealth Management Corporate Benefits, LLC 5.51% of their portfolio ISELIN, NJ 178,651178.7k $10.8m $10.8m 5.51% Reduced -4.0k -3,950
73 HENGEHOLD CAPITAL MANAGEMENT LLC 1.46% of their portfolio CINCINNATI, OH 173,635173.6k $10.5m $10.5m 1.46% Added +21.6k +21,622
74 TITLEIST ASSET MANAGEMENT, LTD. 2.41% of their portfolio San Antonio, TX 170,235170.2k $10.3m $10.3m 2.41% Added +19.9k +19,880
75 MML INVESTORS SERVICES, LLC 0.06% of their portfolio SPRINGFIELD, MA 159,270159.3k $9.6m $9.6m 0.06% Added +35.4k +35,417
76 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 8.23% of their portfolio WALTHAM, MA 159,190159.2k $9.6m $9.6m 8.23% First filing
77 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 158,473158.5k $9.6m $9.6m 0.02% Reduced -217.9k -217,863
78 Sanchez Wealth Management Group 4.55% of their portfolio JACKSONVILLE, FL 153,741153.7k $9.3m $9.3m 4.55% Added +1.3k +1,264
79 Main Street Financial Solutions, LLC 1.41% of their portfolio NEWTOWN, PA 147,948147.9k $8.9m $8.9m 1.41% Reduced -63.2k -63,172
80 Ancora Advisors LLC 0.25% of their portfolio Cleveland, OH 144,066144.1k $8.7m $8.7m 0.25% Added +66.1k +66,058
81 ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 5.00% of their portfolio New Cumberland, PA 143,607143.6k $8.7m $8.7m 5.00% Added +42.3k +42,337
82 Regal Investment Advisors LLC 0.82% of their portfolio KENTWOOD, MI 140,164140.2k $8.5m $8.5m 0.82% Reduced -33.3k -33,271
83 Capital Planning Advisors, LLC 2.00% of their portfolio Roseville, CA 139,666139.7k $8.4m $8.4m 2.00% Added +13.2k +13,216
84 TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 4.22% of their portfolio RALEIGH, NC 139,202139.2k $8.4m $8.4m 4.22% Added +10.3k +10,300
85 Cetera Advisors LLC 0.15% of their portfolio DENVER, CO 134,050134.1k $8.1m $8.1m 0.15% Added +8.0k +7,992
86 CGN Advisors LLC 1.40% of their portfolio MANHATTAN, KS 131,978132.0k $8.0m $8.0m 1.40% Added +39.0k +38,990
87 Merit Financial Group, LLC 0.28% of their portfolio ALPHARETTA, GA 127,070127.1k $7.7m $7.7m 0.28% Added +9.5k +9,499
88 Melone Private Wealth, LLC 6.21% of their portfolio AUBURN HILLS, MI 121,425121.4k $7.3m $7.3m 6.21% Added +11.8k +11,793
89 Monterey Private Wealth, Inc. 3.83% of their portfolio MONTEREY, CA 117,589117.6k $7.1m $7.1m 3.83% Added +1.1k +1,093
90 WJ Wealth Management, LLC 3.87% of their portfolio GLENDALE, AZ 110,375110.4k $6.7m $6.7m 3.87% Added +14.3k +14,282
91 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 109,800109.8k $6.6m $6.6m 0.01% Reduced -77.4k -77,393
92 MJP ASSOCIATES INC /ADV 1.89% of their portfolio FARMINGTON, CT 105,714105.7k $6.4m $6.4m 1.89% New
93 Oxinas Partners, LLC 5.25% of their portfolio JEFFERSONVILLE, IN 103,051103.1k $6.2m $6.2m 5.25% Added +6.9k +6,926
94 IHT Wealth Management, LLC 0.38% of their portfolio Chicago, IL 99,77599.8k $6.0m $6.0m 0.38% Added +31.9k +31,871
95 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.03% of their portfolio IRVING, TX 98,66798.7k $6.0m $6.0m 0.03% Reduced -668 -668
96 KESTRA PRIVATE WEALTH SERVICES, LLC 0.30% of their portfolio AUSTIN, TX 97,09697.1k $5.9m $5.9m 0.30% Added +35.3k +35,316
97 Arete Wealth Advisors, LLC 0.49% of their portfolio CHICAGO, IL 93,02093.0k $5.6m $5.6m 0.49% Added +85.4k +85,374
98 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 91,97792.0k $5.6m $5.6m 0.01% Added +5.6k +5,610
99 FLAGSHIP HARBOR ADVISORS, LLC 0.57% of their portfolio BOSTON, MA 91,60391.6k $5.5m $5.5m 0.57% Added +12.9k +12,885
100 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 90,24890.2k $5.4m $5.4m 0.01% Added +68.3k +68,258