Vault-13

WISDOMTREE TR DGRW

US QTLY DIV GRT · ETP · CUSIP 97717X669

463 institutional holders +17 vs Q4 2022
90,304,53990.3m shares reported held*
$5.6bnreported value*
50 new 185 added 135 reduced 31 sold out net bought ≈ $41.2m (+681.7k 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 ($3.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $62.24. Options: 2 managers hold calls ($567.3k notional), 1 hold puts ($6.2k).

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 396Q4 22: 446Q1 23: 463463Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 2022396
Q4 2022446
Q1 2023463

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q4 22: 245 bought or addedQ4 22: 117 cut or sold outQ4 22Q1 23: 235 bought or addedQ1 23: 166 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022245117
Q1 2023235166

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 0.24Q1 23 calls: $567.3kQ1 23 puts: $6.2kQ1 23P/C 0.01
Numbers
QuarterCallsPutsP/C
Q3 2022$722.0k$00.00
Q4 2022$525.1k$126.8k0.24
Q1 2023$567.3k$6.2k0.01

Biggest buyers

Relative Value Partners Group, LLC Added +721,329+721.3k
OneDigital Investment Advisors LLC New +491,308+491.3k
LPL Financial LLC Added +456,882+456.9k
BANK OF AMERICA CORP /DE/ Added +239,919+239.9k
Raymond James Financial Services Advisors, Inc. Added +225,461+225.5k
Family Capital Management, Inc. Added +134,235+134.2k
Journey Advisory Group, LLC New +116,766+116.8k
Glen Eagle Advisors, LLC Added +111,867+111.9k
Hamilton Capital, LLC Added +110,771+110.8k
GPS Wealth Strategies Group, LLC Added +100,125+100.1k

Biggest sellers

Horizon Investments, LLC Reduced -928,559-928.6k
AMERIPRISE FINANCIAL INC Reduced -408,959-409.0k
PNC Financial Services Group, Inc. Reduced -294,251-294.3k
ENVESTNET ASSET MANAGEMENT INC Reduced -212,389-212.4k
Clearwater Capital Advisors, LLC Reduced -204,107-204.1k
PFS INVESTMENTS INC. Sold out -202,086-202.1k
JPMORGAN CHASE & CO Reduced -154,237-154.2k
MORGAN STANLEY Reduced -148,399-148.4k
WJ Wealth Management, LLC Sold out -110,375-110.4k
MJP ASSOCIATES INC /ADV Sold out -105,714-105.7k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $505.0k8.1k shares
CITADEL ADVISORS LLC Unchanged $62.3k1.0k shares

Biggest puts

CITADEL ADVISORS LLC Reduced $6.2k100 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, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PNC Financial Services Group, Inc. 0.65% of their portfolio Pittsburgh, PA 11,970,06012.0m $746.2m $746.2m 0.65% Reduced -294.3k -294,251
2 BANK OF AMERICA CORP /DE/ 0.06% of their portfolio CHARLOTTE, NC 8,659,5758.7m $539.8m $539.8m 0.06% Added +239.9k +239,919
3 Hamilton Capital, LLC 25.96% of their portfolio COLUMBUS, OH 6,497,6946.5m $405.1m $405.1m 25.96% Added +110.8k +110,771
4 LPL Financial LLC 0.27% of their portfolio FORT MILL, SC 5,652,0285.7m $352.3m $352.3m 0.27% Added +456.9k +456,882
5 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 4,730,2314.7m $294.9m $294.9m 0.03% Reduced -148.4k -148,399
6 AMERIPRISE FINANCIAL INC 0.09% of their portfolio MINNEAPOLIS, MN 4,419,9014.4m $275.7m $275.7m 0.09% Reduced -409.0k -408,959
7 Raymond James Financial Services Advisors, Inc. 0.37% of their portfolio ST. PETERSBURG, FL 3,103,9423.1m $193.5m $193.5m 0.37% Added +225.5k +225,461
8 HighTower Advisors, LLC 0.30% of their portfolio CHICAGO, IL 2,238,2872.2m $139.5m $139.5m 0.30% Reduced -89.2k -89,238
9 UBS Group AG 0.05% of their portfolio ZURICH, V8 1,702,6021.7m $106.1m $106.1m 0.05% Added +85.9k +85,858
10 Relative Value Partners Group, LLC 3.11% of their portfolio NORTHBROOK, IL 1,462,4581.5m $91.2m $91.2m 3.11% Added +721.3k +721,329
11 Private Advisor Group, LLC 0.78% of their portfolio MORRISTOWN, NJ 1,308,8981.3m $81.6m $81.6m 0.78% Added +4.2k +4,160
12 RAYMOND JAMES & ASSOCIATES 0.06% of their portfolio ST PETERSBURG, FL 1,135,9781.1m $70.8m $70.8m 0.06% Added +35.7k +35,688
13 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 1,062,1961.1m $66.2m $66.2m 0.02% Added +56.5k +56,501
14 Amplius Wealth Advisors, LLC 8.61% of their portfolio BLUE BELL, PA 962,479962.5k $60.0m $60.0m 8.61% Added +22.6k +22,619
15 Clearwater Capital Advisors, LLC 7.20% of their portfolio HOFFMAN ESTATES, IL 945,805945.8k $59.0m $59.0m 7.20% Reduced -204.1k -204,107
16 One Capital Management, LLC 2.88% of their portfolio WESTLAKE VILLAGE, CA 939,927939.9k $58.6m $58.6m 2.88% Added +21.2k +21,247
17 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 874,575874.6k $54.5m $54.5m 0.02% Added +16.6k +16,631
18 Prestige Wealth Management Group LLC 13.56% of their portfolio FLEMINGTON, NJ 865,266865.3k $53.9m $53.9m 13.56% Reduced -36.1k -36,120
19 TAIYO LIFE INSURANCE CO 4.33% of their portfolio CHUO-KU, TOKYO, M0 850,000850.0k $53.0m $53.0m 4.33% Unchanged
20 J.P. Morgan Private Wealth Advisors LLC 0.11% of their portfolio SAN FRANCISCO, CA 830,535830.5k $51.8m $51.8m 0.11% Added +1.4k +1,402
21 WADDELL & ASSOCIATES, LLC 7.96% of their portfolio MEMPHIS, TN 816,849816.8k $50.9m $50.9m 7.96% Added +15.8k +15,800
22 BOSTON FINANCIAL MANGEMENT LLC 1.89% of their portfolio BOSTON, MA 774,049774.0k $48.3m $48.3m 1.89% Reduced -8.2k -8,163
23 Cetera Investment Advisers 0.39% of their portfolio SCHAUMBURG, IL 713,561713.6k $44.5m $44.5m 0.39% Added +11.2k +11,156
24 Private Wealth Strategies, L.L.C. 10.77% of their portfolio New Albany, OH 682,153682.2k $42.5m $42.5m 10.77% Reduced -10.1k -10,122
25 TOWNSQUARE CAPITAL LLC 0.92% of their portfolio Lehi, UT 672,284672.3k $41.9m $41.9m 0.92% Added +20.3k +20,286
26 RVW Wealth, LLC 5.14% of their portfolio LOS ANGELES, CA 665,029665.0k $41.5m $41.5m 5.14% Added +57.7k +57,719
27 Savant Capital, LLC 0.75% of their portfolio ROCKFORD, IL 648,775648.8k $40.4m $40.4m 0.75% Reduced -18.9k -18,893
28 BEACON FINANCIAL GROUP 5.57% of their portfolio DALLAS, TX 638,736638.7k $39.9m $39.9m 5.57% Reduced -18.5k -18,461
29 Equitable Holdings, Inc. 0.58% of their portfolio NEW YORK, NY 586,067586.1k $36.5m $36.5m 0.58% Added +91.1k +91,074
30 Spinnaker Investment Group, LLC 12.05% of their portfolio Newport Beach, CA 549,604549.6k $34.3m $34.3m 12.05% Added +16.2k +16,179
31 Prime Capital Investment Advisors, LLC 1.39% of their portfolio OVERLAND PARK, KS 543,317543.3k $33.9m $33.9m 1.39% Reduced -67.7k -67,746
32 Stratos Investment Management, LLC 5.44% of their portfolio BEACHWOOD, OH 518,259518.3k $32.3m $32.3m 5.44% Added +22.6k +22,626
33 GPS Wealth Strategies Group, LLC 6.66% of their portfolio CENTENNIAL, CO 515,939515.9k $32.2m $32.2m 6.66% Added +100.1k +100,125
34 Glassman Wealth Services 5.46% of their portfolio VIENNA, VA 504,413504.4k $31.4m $31.4m 5.46% Added +24.1k +24,096
35 Bouchey Financial Group, Ltd. 4.11% of their portfolio TROY, NY 499,629499.6k $31.1m $31.1m 4.11% Added +4.0k +4,047
36 Cambridge Investment Research Advisors, Inc. 0.15% of their portfolio FAIRFIELD, IA 492,022492.0k $30.7m $30.7m 0.15% Added +49.8k +49,808
37 OneDigital Investment Advisors LLC 0.72% of their portfolio OVERLAND PARK, KS 491,308491.3k $30.6m $30.6m 0.72% New
38 Kestra Advisory Services, LLC 0.32% of their portfolio AUSTIN, TX 471,599471.6k $29.4m $29.4m 0.32% Reduced -34.7k -34,652
39 KB FINANCIAL PARTNERS, LLC 8.43% of their portfolio PRINCETON, NJ 460,271460.3k $28.7m $28.7m 8.43% Added +1.2k +1,157
40 COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio WALTHAM, MA 453,761453.8k $28.3m $28.3m 0.06% Added +46.1k +46,118
41 Cetera Advisor Networks LLC 0.20% of their portfolio EL SEGUNDO, CA 438,908438.9k $27.4m $27.4m 0.20% Added +32.8k +32,772
42 IFP Advisors, Inc 0.78% of their portfolio TAMPA, FL 431,265431.3k $17.9m $17.9m 0.78% Added +10.9k +10,893
43 Per Stirling Capital Management, LLC. 5.52% of their portfolio AUSTIN, TX 410,765410.8k $25.6m $25.6m 5.52% Reduced -23.0k -22,967
44 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 409,040409.0k $25.5m $25.5m 0.01% Reduced -212.4k -212,389
45 Astoria Portfolio Advisors LLC. 10.55% of their portfolio NEW YORK, NY 402,152402.2k $25.0m $25.0m 10.55% Added +86.5k +86,469
46 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 401,996402.0k $25.1m $25.1m 0.05% Reduced -16.1k -16,118
47 Choice Wealth Advisors LLC 16.02% of their portfolio WATERVILLE, ME 353,380353.4k $22.0m $22.0m 16.02% Added +5.9k +5,905
48 NewEdge Wealth, LLC 0.84% of their portfolio STAMFORD, CT 353,155353.2k $22.0m $22.0m 0.84% Added +8.0k +8,016
49 Janney Montgomery Scott LLC 0.08% of their portfolio PHILADELPHIA, PA 332,494332.5k $20.7m $20.7m 0.08% Added +24.4k +24,423
50 Aspire Capital Advisors LLC 10.61% of their portfolio SEATTLE, WA 324,463324.5k $20.2m $20.2m 10.61% Added +6.6k +6,564
51 DAIDO LIFE INSURANCE CO 1.84% of their portfolio TOKYO, M0 296,024296.0k $18.5m $18.5m 1.84% Unchanged
52 HB Wealth Management, LLC 0.32% of their portfolio Atlanta, GA 293,340293.3k $18.3m $18.3m 0.32% Reduced -10.2k -10,203
53 AE Wealth Management LLC 0.11% of their portfolio TOPEKA, KS 285,104285.1k $17.8m $17.8m 0.11% Added +16.1k +16,089
54 Thrivent Financial for Lutherans 0.04% of their portfolio Minneapolis, MN 279,302279.3k $17.4m $17.4m 0.04% Reduced -47.5k -47,527
55 Northwest & Ethical Investments L.P. 0.58% of their portfolio TORONTO, A6 279,100279.1k $17.4m $17.4m 0.58% Unchanged
56 LVM CAPITAL MANAGEMENT LTD/MI 2.33% of their portfolio PORTAGE, MI 269,215269.2k $16.8m $16.8m 2.33% Added +596 +596
57 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 244,145244.1k $15.2m $15.2m 0.02% Reduced -11.0k -10,995
58 Curi Capital, LLC 0.51% of their portfolio CHICAGO, IL 234,558234.6k $14.6m $14.6m 0.51% Reduced -3.7k -3,711
59 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 226,277226.3k $14.1m $14.1m 0.00% Reduced -154.2k -154,237
60 9258 Wealth Management, LLC 2.84% of their portfolio BLUE ASH, OH 225,388225.4k $14.1m $14.1m 2.84% Added +7.8k +7,846
61 Mariner, LLC 0.04% of their portfolio Overland Park, KS 221,337221.3k $13.8m $13.8m 0.04% Added +5.6k +5,633
62 Family Capital Management, Inc. 8.72% of their portfolio GRAND RAPIDS, MI 205,417205.4k $12.8m $12.8m 8.72% Added +134.2k +134,235
63 AVAII WEALTH MANAGEMENT, LLC 11.01% of their portfolio APPLETON, WI 202,616202.6k $12.6m $12.6m 11.01% Added +11.4k +11,401
64 CERTUITY, LLC 1.86% of their portfolio NORTH PALM BEACH, FL 202,225202.2k $12.6m $12.6m 1.86% Added +11.4k +11,428
65 PALO ALTO WEALTH ADVISORS, LLC 9.92% of their portfolio PALO ALTO, CA 198,717198.7k $12.4m $12.4m 9.92% Added +4.9k +4,867
66 Wealthspire Advisors, LLC 0.21% of their portfolio NEW YORK, NY 194,174194.2k $12.1m $12.1m 0.21% Reduced -11.1k -11,069
67 Glen Eagle Advisors, LLC 3.01% of their portfolio KINGSTON, NJ 192,646192.6k $12.0m $12.0m 3.01% Added +111.9k +111,867
68 Cetera Advisors LLC 0.20% of their portfolio DENVER, CO 191,503191.5k $11.9m $11.9m 0.20% Added +57.5k +57,453
69 WEALTH MANAGEMENT RESOURCES, INC. 7.28% of their portfolio SMITHFIELD, RI 189,772189.8k $11.8m $11.8m 7.28% Added +1.5k +1,502
70 1832 Asset Management L.P. 0.02% of their portfolio TORONTO, A6 189,100189.1k $11.8m $11.8m 0.02% Reduced -3.2k -3,220
71 Sequoia Financial Advisors, LLC 0.26% of their portfolio Akron, OH 187,834187.8k $11.7m $11.7m 0.26% Reduced -4.0k -3,959
72 Regal Investment Advisors LLC 1.03% of their portfolio KENTWOOD, MI 185,641185.6k $11.6m $11.6m 1.03% Added +45.5k +45,477
73 CONTINUUM WEALTH ADVISORS, LLC 9.12% of their portfolio SARATOGA SPRINGS, NY 179,310179.3k $11.2m $11.2m 9.12% Reduced -24.2k -24,200
74 Focus Financial Network, Inc. 0.68% of their portfolio MINNEAPOLIS, MN 176,299176.3k $11.0m $11.0m 0.68% Reduced -8.2k -8,234
75 EisnerAmper Wealth Management Corporate Benefits, LLC 5.31% of their portfolio ISELIN, NJ 176,124176.1k $11.0m $11.0m 5.31% Reduced -2.5k -2,527
76 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 8.58% of their portfolio WALTHAM, MA 174,633174.6k $10.9m $10.9m 8.58% Added +15.4k +15,443
77 HENGEHOLD CAPITAL MANAGEMENT LLC 1.49% of their portfolio CINCINNATI, OH 174,222174.2k $10.9m $10.9m 1.49% Added +587 +587
78 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 168,768168.8k $10.5m $10.5m 0.02% Added +10.3k +10,295
79 Melone Private Wealth, LLC 7.85% of their portfolio AUBURN HILLS, MI 165,503165.5k $10.3m $10.3m 7.85% Added +44.1k +44,078
80 TITLEIST ASSET MANAGEMENT, LLC 2.16% of their portfolio SAN ANTONIO, TX 164,179164.2k $10.2m $10.2m 2.16% First filing
81 ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 5.18% of their portfolio New Cumberland, PA 158,973159.0k $9.9m $9.9m 5.18% Added +15.4k +15,366
82 Sanchez Wealth Management Group 4.23% of their portfolio JACKSONVILLE, FL 154,065154.1k $9.6m $9.6m 4.23% Added +324 +324
83 Main Street Financial Solutions, LLC 1.38% of their portfolio NEWTOWN, PA 151,167151.2k $9.4m $9.4m 1.38% Added +3.2k +3,219
84 CGN Advisors LLC 1.48% of their portfolio MANHATTAN, KS 150,779150.8k $9.4m $9.4m 1.48% Added +18.8k +18,801
85 MML INVESTORS SERVICES, LLC 0.06% of their portfolio SPRINGFIELD, MA 145,333145.3k $9.1m $9.1m 0.06% Reduced -13.9k -13,937
86 KESTRA PRIVATE WEALTH SERVICES, LLC 0.35% of their portfolio AUSTIN, TX 142,156142.2k $8.9m $8.9m 0.35% Added +45.1k +45,060
87 TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 4.55% of their portfolio RALEIGH, NC 141,123141.1k $8.8m $8.8m 4.55% Added +1.9k +1,921
88 Merit Financial Group, LLC 0.29% of their portfolio ALPHARETTA, GA 126,858126.9k $7.9m $7.9m 0.29% Reduced -212 -212
89 Capital Planning Advisors, LLC 1.63% of their portfolio Roseville, CA 123,305123.3k $7.7m $7.7m 1.63% Reduced -16.4k -16,361
90 Monterey Private Wealth, Inc. 3.77% of their portfolio MONTEREY, CA 117,884117.9k $7.3m $7.3m 3.77% Added +295 +295
91 Journey Advisory Group, LLC 1.15% of their portfolio COVINGTON, KY 116,766116.8k $7.3m $7.3m 1.15% New
92 Oxinas Partners, LLC 4.65% of their portfolio JEFFERSONVILLE, IN 103,322103.3k $6.4m $6.4m 4.65% Added +271 +271
93 IHT Wealth Management, LLC 0.36% of their portfolio Chicago, IL 99,85999.9k $6.2m $6.2m 0.36% Added +84 +84
94 FLAGSHIP HARBOR ADVISORS, LLC 0.58% of their portfolio BOSTON, MA 99,24999.2k $6.2m $6.2m 0.58% Added +7.6k +7,646
95 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.03% of their portfolio IRVING, TX 96,79796.8k $6.0m $6.0m 0.03% Reduced -1.9k -1,870
96 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 94,48094.5k $5.9m $5.9m 0.01% Added +2.5k +2,503
97 Wilmington Savings Fund Society, FSB 0.25% of their portfolio WILMINGTON, DE 89,51289.5k $5.6m $5.6m 0.25% Added +3.8k +3,824
98 ALBION FINANCIAL GROUP /UT 0.51% of their portfolio SALT LAKE CITY, UT 89,37289.4k $5.6m $5.6m 0.51% Reduced -401 -401
99 MBA Advisors LLC 3.47% of their portfolio HERMITAGE, PA 89,33289.3k $5.6m $5.6m 3.47% Added +3.0k +2,964
100 TD Capital Management LLC 0.69% of their portfolio MEMPHIS, TN 89,19089.2k $5.6m $5.6m 0.69% Added +13.9k +13,883