Vault-13

WISDOMTREE TR DGRW

US QTLY DIV GRT · ETP · CUSIP 97717X669

504 institutional holders +41 vs Q1 2023
97,082,71897.1m shares reported held*
$6.5bnreported value*
56 new 202 added 143 reduced 23 sold out net bought ≈ $412.8m (+6.1m 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 ($5.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $66.56. Options: 2 managers hold calls ($566.6k notional), 1 hold puts ($40.0k).

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 396Q4 22: 446Q1 23: 463Q2 23: 504504Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022396
Q4 2022446
Q1 2023463
Q2 2023504

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 23Q2 23: 258 bought or addedQ2 23: 166 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022245117
Q1 2023235166
Q2 2023258166

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 0.01Q2 23 calls: $566.6kQ2 23 puts: $40.0kQ2 23P/C 0.07
Numbers
QuarterCallsPutsP/C
Q3 2022$722.0k$00.00
Q4 2022$525.1k$126.8k0.24
Q1 2023$567.3k$6.2k0.01
Q2 2023$566.6k$40.0k0.07

Biggest buyers

MORGAN STANLEY Added +1,320,920+1.3m
LPL Financial LLC Added +1,091,280+1.1m
Hamilton Capital, LLC Added +785,413+785.4k
Legacy Financial Advisors, Inc. Added +646,777+646.8k
Bluespring Wealth Management, LLC New +515,205+515.2k
IFP Advisors, Inc Added +364,201+364.2k
BANK OF AMERICA CORP /DE/ Added +316,104+316.1k
ENVESTNET ASSET MANAGEMENT INC Added +281,722+281.7k
AMERIPRISE FINANCIAL INC Added +255,686+255.7k
CAHILL FINANCIAL ADVISORS INC Added +243,254+243.3k

Biggest sellers

Relative Value Partners Group, LLC Reduced -722,245-722.2k
PNC Financial Services Group, Inc. Reduced -674,212-674.2k
J.P. Morgan Private Wealth Advisors LLC Reduced -455,713-455.7k
Northwest & Ethical Investments L.P. Sold out -279,100-279.1k
Raymond James Financial Services Advisors, Inc. Reduced -173,544-173.5k
Janney Montgomery Scott LLC Reduced -127,887-127.9k
9258 Wealth Management, LLC Reduced -118,758-118.8k
Prestige Wealth Management Group LLC Reduced -79,299-79.3k
Regal Investment Advisors LLC Reduced -76,086-76.1k
LWM Advisory Services, LLC Reduced -74,479-74.5k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Unchanged $539.9k8.1k shares
CITADEL ADVISORS LLC Reduced $26.7k400 shares

Biggest puts

CITADEL ADVISORS LLC Added $40.0k600 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, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PNC Financial Services Group, Inc. 0.64% of their portfolio Pittsburgh, PA 11,295,84811.3m $753.0m $753.0m 0.64% Reduced -674.2k -674,212
2 BANK OF AMERICA CORP /DE/ 0.07% of their portfolio CHARLOTTE, NC 8,975,6799.0m $598.3m $598.3m 0.07% Added +316.1k +316,104
3 Hamilton Capital, LLC 33.88% of their portfolio COLUMBUS, OH 7,283,1077.3m $485.5m $485.5m 33.88% Added +785.4k +785,413
4 LPL Financial LLC 0.32% of their portfolio FORT MILL, SC 6,743,3086.7m $449.5m $449.5m 0.32% Added +1.1m +1,091,280
5 MORGAN STANLEY 0.04% of their portfolio NEW YORK, NY 6,051,1516.1m $403.4m $403.4m 0.04% Added +1.3m +1,320,920
6 AMERIPRISE FINANCIAL INC 0.10% of their portfolio MINNEAPOLIS, MN 4,675,5874.7m $311.5m $311.5m 0.10% Added +255.7k +255,686
7 Raymond James Financial Services Advisors, Inc. 0.34% of their portfolio ST. PETERSBURG, FL 2,930,3982.9m $195.3m $195.3m 0.34% Reduced -173.5k -173,544
8 HighTower Advisors, LLC 0.30% of their portfolio CHICAGO, IL 2,273,3232.3m $151.5m $151.5m 0.30% Added +35.0k +35,036
9 UBS Group AG 0.05% of their portfolio ZURICH, V8 1,824,2271.8m $121.6m $121.6m 0.05% Added +121.6k +121,625
10 Private Advisor Group, LLC 0.75% of their portfolio MORRISTOWN, NJ 1,296,3871.3m $86.5m $86.5m 0.75% Reduced -12.5k -12,511
11 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 1,257,1921.3m $83.8m $83.8m 0.02% Added +195.0k +194,996
12 RAYMOND JAMES & ASSOCIATES 0.07% of their portfolio ST PETERSBURG, FL 1,189,6071.2m $79.3m $79.3m 0.07% Added +53.6k +53,629
13 One Capital Management, LLC 3.50% of their portfolio WESTLAKE VILLAGE, CA 1,162,5881.2m $77.5m $77.5m 3.50% Added +222.7k +222,661
14 Amplius Wealth Advisors, LLC 8.92% of their portfolio BLUE BELL, PA 993,774993.8k $66.2m $66.2m 8.92% Added +31.3k +31,295
15 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 939,204939.2k $62.6m $62.6m 0.02% Added +64.6k +64,629
16 Clearwater Capital Advisors, LLC 7.37% of their portfolio HOFFMAN ESTATES, IL 928,762928.8k $61.9m $61.9m 7.37% Reduced -17.0k -17,043
17 TAIYO LIFE INSURANCE CO 4.48% of their portfolio CHUO-KU, TOKYO, M0 850,000850.0k $56.7m $56.7m 4.48% Unchanged
18 WADDELL & ASSOCIATES, LLC 8.26% of their portfolio MEMPHIS, TN 843,704843.7k $56.2m $56.2m 8.26% Added +26.9k +26,855
19 IFP Advisors, Inc 0.95% of their portfolio TAMPA, FL 795,466795.5k $43.1m $43.1m 0.95% Added +364.2k +364,201
20 Prestige Wealth Management Group LLC 12.43% of their portfolio FLEMINGTON, NJ 785,967786.0k $52.4m $52.4m 12.43% Reduced -79.3k -79,299
21 BOSTON FINANCIAL MANGEMENT LLC 1.81% of their portfolio BOSTON, MA 750,243750.2k $50.0m $50.0m 1.81% Reduced -23.8k -23,806
22 Relative Value Partners Group, LLC 3.19% of their portfolio NORTHBROOK, IL 740,213740.2k $49.3m $49.3m 3.19% Reduced -722.2k -722,245
23 RVW Wealth, LLC 5.56% of their portfolio LOS ANGELES, CA 707,386707.4k $47.2m $47.2m 5.56% Added +42.4k +42,357
24 TOWNSQUARE CAPITAL LLC 0.85% of their portfolio Lehi, UT 702,483702.5k $46.8m $46.8m 0.85% Added +30.2k +30,199
25 Legacy Financial Advisors, Inc. 8.65% of their portfolio COVINGTON, KY 695,050695.0k $46.3m $46.3m 8.65% Added +646.8k +646,777
26 Private Wealth Strategies, L.L.C. 11.08% of their portfolio New Albany, OH 691,653691.7k $46.1m $46.1m 11.08% Added +9.5k +9,500
27 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 690,762690.8k $46.0m $46.0m 0.02% Added +281.7k +281,722
28 Equitable Holdings, Inc. 0.65% of their portfolio NEW YORK, NY 679,097679.1k $45.3m $45.3m 0.65% Added +93.0k +93,030
29 COMMONWEALTH EQUITY SERVICES, LLC 0.09% of their portfolio WALTHAM, MA 664,121664.1k $44.3m $44.3m 0.09% Added +210.4k +210,360
30 Prime Capital Investment Advisors, LLC 0.87% of their portfolio OVERLAND PARK, KS 661,345661.3k $44.1m $44.1m 0.87% Added +118.0k +118,028
31 Cetera Investment Advisers 0.36% of their portfolio SCHAUMBURG, IL 640,990641.0k $42.7m $42.7m 0.36% Reduced -72.6k -72,571
32 BEACON FINANCIAL GROUP 5.67% of their portfolio DALLAS, TX 634,314634.3k $41.8m $41.8m 5.67% Reduced -4.4k -4,422
33 Savant Capital, LLC 0.65% of their portfolio ROCKFORD, IL 619,876619.9k $41.3m $41.3m 0.65% Reduced -28.9k -28,899
34 Spinnaker Investment Group, LLC 12.32% of their portfolio Newport Beach, CA 559,854559.9k $37.4m $37.4m 12.32% Added +10.2k +10,250
35 Stratos Investment Management, LLC 5.43% of their portfolio BEACHWOOD, OH 530,281530.3k $35.3m $35.3m 5.43% Added +12.0k +12,022
36 Cambridge Investment Research Advisors, Inc. 0.16% of their portfolio FAIRFIELD, IA 528,911528.9k $35.3m $35.3m 0.16% Added +36.9k +36,889
37 Bluespring Wealth Management, LLC 4.48% of their portfolio AUSTIN, TX 515,205515.2k $34.3m $34.3m 4.48% New
38 OSAIC HOLDINGS, INC. 0.06% of their portfolio SCOTTSDALE, AZ 510,714510.7k $34.0m $34.0m 0.06% Added +108.7k +108,718
39 GPS Wealth Strategies Group, LLC 6.33% of their portfolio CENTENNIAL, CO 509,712509.7k $34.0m $34.0m 6.33% Reduced -6.2k -6,227
40 Glassman Wealth Services 5.47% of their portfolio VIENNA, VA 509,249509.2k $33.9m $33.9m 5.47% Added +4.8k +4,836
41 Bouchey Financial Group, Ltd. 4.03% of their portfolio TROY, NY 499,866499.9k $33.3m $33.3m 4.03% Added +237 +237
42 OneDigital Investment Advisors LLC 0.72% of their portfolio OVERLAND PARK, KS 488,499488.5k $32.6m $32.6m 0.72% Reduced -2.8k -2,809
43 Rockefeller Capital Management L.P. 0.13% of their portfolio NEW YORK, NY 488,348488.3k $32.6m $32.6m 0.13% First filing
44 Kestra Advisory Services, LLC 0.32% of their portfolio AUSTIN, TX 482,654482.7k $32.2m $32.2m 0.32% Added +11.1k +11,055
45 Cetera Advisor Networks LLC 0.22% of their portfolio EL SEGUNDO, CA 476,233476.2k $31.7m $31.7m 0.22% Added +37.3k +37,325
46 KB FINANCIAL PARTNERS, LLC 8.38% of their portfolio PRINCETON, NJ 457,486457.5k $30.5m $30.5m 8.38% Reduced -2.8k -2,785
47 Thrivent Financial for Lutherans 0.07% of their portfolio Minneapolis, MN 455,394455.4k $30.3m $30.3m 0.07% Added +176.1k +176,092
48 Astoria Portfolio Advisors LLC. 11.32% of their portfolio NEW YORK, NY 436,694436.7k $29.2m $29.2m 11.32% Added +34.5k +34,542
49 Per Stirling Capital Management, LLC. 5.69% of their portfolio AUSTIN, TX 418,984419.0k $27.9m $27.9m 5.69% Added +8.2k +8,219
50 NewEdge Wealth, LLC 0.93% of their portfolio STAMFORD, CT 416,790416.8k $27.8m $27.8m 0.93% Added +63.6k +63,635
51 J.P. Morgan Private Wealth Advisors LLC 0.13% of their portfolio SAN FRANCISCO, CA 374,822374.8k $25.0m $25.0m 0.13% Reduced -455.7k -455,713
52 Choice Wealth Advisors LLC 15.50% of their portfolio WATERVILLE, ME 341,740341.7k $22.8m $22.8m 15.50% Reduced -11.6k -11,640
53 Aspire Capital Advisors LLC 10.68% of their portfolio SEATTLE, WA 329,876329.9k $22.0m $22.0m 10.68% Added +5.4k +5,413
54 Mariner, LLC 0.06% of their portfolio Overland Park, KS 323,038323.0k $21.5m $21.5m 0.06% Added +101.7k +101,701
55 DAIDO LIFE INSURANCE CO 2.18% of their portfolio TOKYO, M0 296,024296.0k $19.7m $19.7m 2.18% Unchanged
56 AE Wealth Management LLC 0.11% of their portfolio TOPEKA, KS 285,905285.9k $19.1m $19.1m 0.11% Added +801 +801
57 HB Wealth Management, LLC 0.30% of their portfolio Atlanta, GA 284,195284.2k $18.9m $18.9m 0.30% Reduced -9.1k -9,145
58 LVM CAPITAL MANAGEMENT LTD/MI 2.41% of their portfolio PORTAGE, MI 270,057270.1k $18.0m $18.0m 2.41% Added +842 +842
59 CAHILL FINANCIAL ADVISORS INC 2.87% of their portfolio EDINA, MN 266,296266.3k $17.8m $17.8m 2.87% Added +243.3k +243,254
60 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 263,882263.9k $17.6m $17.6m 0.02% Added +19.7k +19,737
61 Lauer Wealth, LLC 18.25% of their portfolio VALPARAISO, IN 258,723258.7k $17.6m $17.6m 18.25% Added +194.1k +194,053
62 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 235,801235.8k $15.7m $15.7m 0.00% Added +9.5k +9,524
63 Glen Eagle Advisors, LLC 3.51% of their portfolio KINGSTON, NJ 228,630228.6k $15.2m $15.2m 3.51% Added +36.0k +35,984
64 Curi Capital, LLC 0.49% of their portfolio CHICAGO, IL 223,679223.7k $14.9m $14.9m 0.49% Reduced -10.9k -10,879
65 Cetera Advisors LLC 0.23% of their portfolio DENVER, CO 222,278222.3k $14.8m $14.8m 0.23% Added +30.8k +30,775
66 CONTINUUM WEALTH ADVISORS, LLC 10.00% of their portfolio SARATOGA SPRINGS, NY 211,833211.8k $14.1m $14.1m 10.00% Added +32.5k +32,523
67 Family Capital Management, Inc. 8.81% of their portfolio GRAND RAPIDS, MI 211,436211.4k $14.1m $14.1m 8.81% Added +6.0k +6,019
68 PALO ALTO WEALTH ADVISORS, LLC 10.98% of their portfolio PALO ALTO, CA 206,434206.4k $13.8m $13.8m 10.98% Added +7.7k +7,717
69 Janney Montgomery Scott LLC 0.05% of their portfolio PHILADELPHIA, PA 204,607204.6k $13.6m $13.6m 0.05% Reduced -127.9k -127,887
70 CERTUITY, LLC 1.54% of their portfolio NORTH PALM BEACH, FL 203,058203.1k $13.5m $13.5m 1.54% Added +833 +833
71 AVAII WEALTH MANAGEMENT, LLC 9.83% of their portfolio APPLETON, WI 192,019192.0k $12.8m $12.8m 9.83% Reduced -10.6k -10,597
72 Wealthspire Advisors, LLC 0.20% of their portfolio NEW YORK, NY 186,752186.8k $12.4m $12.4m 0.20% Reduced -7.4k -7,422
73 Sequoia Financial Advisors, LLC 0.21% of their portfolio Akron, OH 186,708186.7k $12.4m $12.4m 0.21% Reduced -1.1k -1,126
74 PFS INVESTMENTS INC. 0.20% of their portfolio DULUTH, GA 184,016184.0k $12.3m $12.3m 0.20% New
75 WEALTH MANAGEMENT RESOURCES, INC. 7.09% of their portfolio SMITHFIELD, RI 182,831182.8k $12.2m $12.2m 7.09% Reduced -6.9k -6,941
76 Focus Financial Network, Inc. 0.68% of their portfolio MINNEAPOLIS, MN 182,774182.8k $12.2m $12.2m 0.68% Added +6.5k +6,475
77 1832 Asset Management L.P. 0.02% of their portfolio TORONTO, A6 178,830178.8k $11.9m $11.9m 0.02% Reduced -10.3k -10,270
78 Melone Private Wealth, LLC 8.24% of their portfolio AUBURN HILLS, MI 175,230175.2k $11.7m $11.7m 8.24% Added +9.7k +9,727
79 HENGEHOLD CAPITAL MANAGEMENT LLC 1.54% of their portfolio CINCINNATI, OH 173,511173.5k $11.6m $11.6m 1.54% Reduced -711 -711
80 TITLEIST ASSET MANAGEMENT, LLC 2.50% of their portfolio SAN ANTONIO, TX 168,235168.2k $11.2m $11.2m 2.50% Added +4.1k +4,056
81 MML INVESTORS SERVICES, LLC 0.06% of their portfolio SPRINGFIELD, MA 166,480166.5k $11.1m $11.1m 0.06% Added +21.1k +21,147
82 EisnerAmper Wealth Management Corporate Benefits, LLC 5.22% of their portfolio ISELIN, NJ 163,488163.5k $10.9m $10.9m 5.22% Reduced -12.6k -12,636
83 ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 5.06% of their portfolio New Cumberland, PA 163,400163.4k $10.9m $10.9m 5.06% Added +4.4k +4,427
84 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 161,717161.7k $10.8m $10.8m 0.02% Reduced -7.1k -7,051
85 Sanchez Wealth Management Group 4.27% of their portfolio JACKSONVILLE, FL 158,191158.2k $10.5m $10.5m 4.27% Added +4.1k +4,126
86 CGN Advisors LLC 1.41% of their portfolio MANHATTAN, KS 147,090147.1k $9.8m $9.8m 1.41% Reduced -3.7k -3,689
87 KESTRA PRIVATE WEALTH SERVICES, LLC 0.33% of their portfolio AUSTIN, TX 144,678144.7k $9.6m $9.6m 0.33% Added +2.5k +2,522
88 TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 4.60% of their portfolio RALEIGH, NC 144,175144.2k $9.6m $9.6m 4.60% Added +3.1k +3,052
89 Main Street Financial Solutions, LLC 1.28% of their portfolio NEWTOWN, PA 142,098142.1k $9.5m $9.5m 1.28% Reduced -9.1k -9,069
90 Journey Advisory Group, LLC 1.27% of their portfolio COVINGTON, KY 127,149127.1k $8.5m $8.5m 1.27% Added +10.4k +10,383
91 IFG Advisory, LLC 0.70% of their portfolio ATLANTA, GA 118,880118.9k $7.9m $7.9m 0.70% New
92 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 8.64% of their portfolio WALTHAM, MA 118,682118.7k $11.7m $11.7m 8.64% Reduced -56.0k -55,951
93 Monterey Private Wealth, Inc. 3.82% of their portfolio MONTEREY, CA 118,407118.4k $7.9m $7.9m 3.82% Added +523 +523
94 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 116,586116.6k $7.8m $7.8m 0.01% Added +22.1k +22,106
95 Cresta Advisors, Ltd. 5.72% of their portfolio LAREDO, TX 110,350110.3k $7.4m $7.4m 5.72% New
96 Regal Investment Advisors LLC 0.61% of their portfolio KENTWOOD, MI 109,555109.6k $7.3m $7.3m 0.61% Reduced -76.1k -76,086
97 FLAGSHIP HARBOR ADVISORS, LLC 0.60% of their portfolio BOSTON, MA 108,641108.6k $7.2m $7.2m 0.60% Added +9.4k +9,392
98 Capital Planning Advisors, LLC 1.45% of their portfolio Roseville, CA 107,152107.2k $7.1m $7.1m 1.45% Reduced -16.2k -16,153
99 9258 Wealth Management, LLC 1.34% of their portfolio BLUE ASH, OH 106,630106.6k $7.1m $7.1m 1.34% Reduced -118.8k -118,758
100 Oxinas Partners, LLC 4.62% of their portfolio JEFFERSONVILLE, IN 105,747105.7k $7.0m $7.0m 4.62% Added +2.4k +2,425