Vault-13

WISDOMTREE TR DGRW

US QTLY DIV GRT · ETP · CUSIP 97717X669

510 institutional holders +6 vs Q2 2023
108,521,939108.5m shares reported held*
$6.9bnreported value*
41 new 231 added 144 reduced 35 sold out net bought ≈ $729.5m (+11.3m 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 ($10.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $63.52. Options: 2 managers hold calls ($603.2k notional), 1 hold puts ($190.5k).

Trends to Q3 2023

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 396Q4 22: 446Q1 23: 463Q2 23: 504Q3 23: 510510Q3 22Q4 22Q1 23Q2 23Q3 23
Numbers
QuarterHolders
Q3 2022396
Q4 2022446
Q1 2023463
Q2 2023504
Q3 2023510

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 23Q3 23: 272 bought or addedQ3 23: 179 cut or sold outQ3 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022245117
Q1 2023235166
Q2 2023258166
Q3 2023272179

Calls vs puts

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

CallsPuts
$0$200k$400k$600k$800kQ4 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 0.07Q3 23 calls: $603.2kQ3 23 puts: $190.5kQ3 23P/C 0.32
Numbers
QuarterCallsPutsP/C
Q4 2022$525.1k$126.8k0.24
Q1 2023$567.3k$6.2k0.01
Q2 2023$566.6k$40.0k0.07
Q3 2023$603.2k$190.5k0.32

Biggest buyers

PNC Financial Services Group, Inc. Added +3,208,930+3.2m
Horizon Investments, LLC Added +1,163,135+1.2m
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +858,994+859.0k
LPL Financial LLC Added +834,674+834.7k
BANK OF AMERICA CORP /DE/ Added +666,135+666.1k
Raymond James Financial Services Advisors, Inc. Added +495,086+495.1k
AMERIPRISE FINANCIAL INC Added +478,498+478.5k
BCM ADVISORS, LLC New +392,705+392.7k
Bank of New York Mellon Corp New +376,613+376.6k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +326,431+326.4k

Biggest sellers

IFP Advisors, Inc Reduced -329,880-329.9k
DAIDO LIFE INSURANCE CO Sold out -296,024-296.0k
Astoria Portfolio Advisors LLC. Reduced -255,889-255.9k
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC Reduced -134,241-134.2k
Prime Capital Investment Advisors, LLC Reduced -103,070-103.1k
Lauer Wealth, LLC Reduced -94,747-94.7k
EP Wealth Advisors, LLC Reduced -57,852-57.9k
Amplius Wealth Advisors, LLC Reduced -56,076-56.1k
Clearwater Capital Advisors, LLC Reduced -43,674-43.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -43,575-43.6k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $438.1k6.9k shares
CITADEL ADVISORS LLC Added $165.1k2.6k shares

Biggest puts

CITADEL ADVISORS LLC Added $190.5k3.0k 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, Q3 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PNC Financial Services Group, Inc. 0.79% of their portfolio Pittsburgh, PA 14,504,77814.5m $920.9m $920.9m 0.79% Added +3.2m +3,208,930
2 BANK OF AMERICA CORP /DE/ 0.08% of their portfolio CHARLOTTE, NC 9,641,8149.6m $612.2m $612.2m 0.08% Added +666.1k +666,135
3 LPL Financial LLC 0.34% of their portfolio FORT MILL, SC 7,577,9827.6m $481.1m $481.1m 0.34% Added +834.7k +834,674
4 Hamilton Capital, LLC 35.26% of their portfolio COLUMBUS, OH 7,248,8157.2m $460.2m $460.2m 35.26% Reduced -34.3k -34,292
5 MORGAN STANLEY 0.04% of their portfolio NEW YORK, NY 6,213,9436.2m $394.5m $394.5m 0.04% Added +162.8k +162,792
6 AMERIPRISE FINANCIAL INC 0.11% of their portfolio MINNEAPOLIS, MN 5,154,0855.2m $327.1m $327.1m 0.11% Added +478.5k +478,498
7 Raymond James Financial Services Advisors, Inc. 0.39% of their portfolio ST. PETERSBURG, FL 3,425,4843.4m $217.5m $217.5m 0.39% Added +495.1k +495,086
8 HighTower Advisors, LLC 0.28% of their portfolio CHICAGO, IL 2,371,8502.4m $150.6m $150.6m 0.28% Added +98.5k +98,527
9 UBS Group AG 0.06% of their portfolio ZURICH, V8 1,980,2672.0m $125.7m $125.7m 0.06% Added +156.0k +156,040
10 Private Advisor Group, LLC 0.83% of their portfolio MORRISTOWN, NJ 1,459,7181.5m $92.7m $92.7m 0.83% Added +163.3k +163,331
11 RAYMOND JAMES & ASSOCIATES 0.07% of their portfolio ST PETERSBURG, FL 1,264,7421.3m $80.3m $80.3m 0.07% Added +75.1k +75,135
12 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 1,227,0731.2m $77.9m $77.9m 0.02% Reduced -30.1k -30,119
13 Horizon Investments, LLC 2.32% of their portfolio Charlotte, NC 1,202,2861.2m $76.3m $76.3m 2.32% Added +1.2m +1,163,135
14 One Capital Management, LLC 3.37% of their portfolio WESTLAKE VILLAGE, CA 1,196,0511.2m $75.9m $75.9m 3.37% Added +33.5k +33,463
15 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 1,045,7261.0m $66.4m $66.4m 0.02% Added +106.5k +106,522
16 Amplius Wealth Advisors, LLC 7.98% of their portfolio BLUE BELL, PA 937,698937.7k $59.5m $59.5m 7.98% Reduced -56.1k -56,076
17 Clearwater Capital Advisors, LLC 6.89% of their portfolio HOFFMAN ESTATES, IL 885,088885.1k $56.2m $56.2m 6.89% Reduced -43.7k -43,674
18 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.18% of their portfolio PLYMOUTH, MN 865,297865.3k $54.9m $54.9m 0.18% Added +859.0k +858,994
19 WADDELL & ASSOCIATES, LLC 7.96% of their portfolio MEMPHIS, TN 856,735856.7k $54.4m $54.4m 7.96% Added +13.0k +13,031
20 TAIYO LIFE INSURANCE CO 4.17% of their portfolio CHUO-KU, TOKYO, M0 850,000850.0k $54.0m $54.0m 4.17% Unchanged
21 Prestige Wealth Management Group LLC 11.90% of their portfolio FLEMINGTON, NJ 759,025759.0k $48.2m $48.2m 11.90% Reduced -26.9k -26,942
22 Relative Value Partners Group, LLC 3.22% of their portfolio NORTHBROOK, IL 755,065755.1k $47.9m $47.9m 3.22% Added +14.9k +14,852
23 BOSTON FINANCIAL MANGEMENT LLC 1.79% of their portfolio BOSTON, MA 753,113753.1k $47.8m $47.8m 1.79% Added +2.9k +2,870
24 OSAIC HOLDINGS, INC. 0.07% of their portfolio SCOTTSDALE, AZ 752,757752.8k $47.8m $47.8m 0.07% Added +242.0k +242,043
25 COMMONWEALTH EQUITY SERVICES, LLC 0.10% of their portfolio WALTHAM, MA 740,607740.6k $47.0m $47.0m 0.10% Added +76.5k +76,486
26 RVW Wealth, LLC 5.53% of their portfolio LOS ANGELES, CA 722,435722.4k $45.9m $45.9m 5.53% Added +15.0k +15,049
27 Legacy Financial Advisors, Inc. 9.15% of their portfolio COVINGTON, KY 720,160720.2k $45.7m $45.7m 9.15% Added +25.1k +25,110
28 TOWNSQUARE CAPITAL LLC 0.83% of their portfolio Lehi, UT 714,071714.1k $45.3m $45.3m 0.83% Added +11.6k +11,588
29 Cetera Advisor Networks LLC 0.28% of their portfolio EL SEGUNDO, CA 709,315709.3k $45.0m $45.0m 0.28% Added +233.1k +233,082
30 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 702,928702.9k $44.6m $44.6m 0.02% Added +12.2k +12,166
31 Private Wealth Strategies, L.L.C. 11.03% of their portfolio New Albany, OH 696,124696.1k $44.2m $44.2m 11.03% Added +4.5k +4,471
32 Cetera Investment Advisers 0.36% of their portfolio SCHAUMBURG, IL 654,991655.0k $41.6m $41.6m 0.36% Added +14.0k +14,001
33 Equitable Holdings, Inc. 0.59% of their portfolio NEW YORK, NY 650,214650.2k $41.3m $41.3m 0.59% Reduced -28.9k -28,883
34 BEACON FINANCIAL GROUP 5.97% of their portfolio DALLAS, TX 627,519627.5k $42.1m $42.1m 5.97% Reduced -6.8k -6,795
35 Savant Capital, LLC 0.57% of their portfolio ROCKFORD, IL 597,114597.1k $37.9m $37.9m 0.57% Reduced -22.8k -22,762
36 Bluespring Wealth Management, LLC 4.90% of their portfolio AUSTIN, TX 584,386584.4k $37.1m $37.1m 4.90% Added +69.2k +69,181
37 Spinnaker Investment Group, LLC 12.43% of their portfolio Newport Beach, CA 582,453582.5k $37.0m $37.0m 12.43% Added +22.6k +22,599
38 Cambridge Investment Research Advisors, Inc. 0.17% of their portfolio FAIRFIELD, IA 571,284571.3k $36.3m $36.3m 0.17% Added +42.4k +42,373
39 Stratos Investment Management, LLC 5.30% of their portfolio BEACHWOOD, OH 558,722558.7k $35.5m $35.5m 5.30% Added +28.4k +28,441
40 Prime Capital Investment Advisors, LLC 0.73% of their portfolio OVERLAND PARK, KS 558,275558.3k $35.4m $35.4m 0.73% Reduced -103.1k -103,070
41 Glassman Wealth Services 5.72% of their portfolio VIENNA, VA 558,178558.2k $35.4m $35.4m 5.72% Added +48.9k +48,929
42 Bouchey Financial Group, Ltd. 3.98% of their portfolio TROY, NY 511,683511.7k $32.5m $32.5m 3.98% Added +11.8k +11,817
43 Rockefeller Capital Management L.P. 0.12% of their portfolio NEW YORK, NY 497,041497.0k $31.6m $31.6m 0.12% Added +8.7k +8,693
44 Thrivent Financial for Lutherans 0.07% of their portfolio Minneapolis, MN 493,115493.1k $31.3m $31.3m 0.07% Added +37.7k +37,721
45 GPS Wealth Strategies Group, LLC 5.98% of their portfolio CENTENNIAL, CO 490,419490.4k $31.1m $31.1m 5.98% Reduced -19.3k -19,293
46 OneDigital Investment Advisors LLC 0.67% of their portfolio OVERLAND PARK, KS 487,300487.3k $30.9m $30.9m 0.67% Reduced -1.2k -1,199
47 NewEdge Wealth, LLC 0.97% of their portfolio STAMFORD, CT 480,731480.7k $30.5m $30.5m 0.97% Added +63.9k +63,941
48 Kestra Advisory Services, LLC 0.30% of their portfolio AUSTIN, TX 474,491474.5k $30.1m $30.1m 0.30% Reduced -8.2k -8,163
49 IFP Advisors, Inc 1.33% of their portfolio TAMPA, FL 465,586465.6k $29.6m $29.6m 1.33% Reduced -329.9k -329,880
50 KB FINANCIAL PARTNERS, LLC 8.41% of their portfolio PRINCETON, NJ 457,422457.4k $29.4m $29.4m 8.41% Reduced -64 -64
51 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.04% of their portfolio MILWAUKEE, WI 443,017443.0k $28.1m $28.1m 0.04% Added +326.4k +326,431
52 Per Stirling Capital Management, LLC. 5.66% of their portfolio AUSTIN, TX 429,038429.0k $27.2m $27.2m 5.66% Added +10.1k +10,054
53 BCM ADVISORS, LLC 7.58% of their portfolio LAFAYETTE, LA 392,705392.7k $25.6m $25.6m 7.58% New
54 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 376,613376.6k $23.9m $23.9m 0.01% New
55 Aspire Capital Advisors LLC 10.78% of their portfolio SEATTLE, WA 373,037373.0k $23.7m $23.7m 10.78% Added +43.2k +43,161
56 Choice Wealth Advisors LLC 15.10% of their portfolio WATERVILLE, ME 336,710336.7k $21.4m $21.4m 15.10% Reduced -5.0k -5,030
57 J.P. Morgan Private Wealth Advisors LLC 0.06% of their portfolio SAN FRANCISCO, CA 335,578335.6k $21.3m $21.3m 0.06% Reduced -39.2k -39,244
58 Mariner, LLC 0.06% of their portfolio Overland Park, KS 329,607329.6k $20.9m $20.9m 0.06% Added +6.6k +6,569
59 Glen Eagle Advisors, LLC 4.15% of their portfolio KINGSTON, NJ 282,074282.1k $17.9m $17.9m 4.15% Added +53.4k +53,444
60 HB Wealth Management, LLC 0.29% of their portfolio Atlanta, GA 278,086278.1k $17.7m $17.7m 0.29% Reduced -6.1k -6,109
61 IAM Advisory, LLC 6.10% of their portfolio EASTON, PA 274,897274.9k $17.5m $17.5m 6.10% New
62 LVM CAPITAL MANAGEMENT LTD/MI 2.45% of their portfolio PORTAGE, MI 273,716273.7k $17.4m $17.4m 2.45% Added +3.7k +3,659
63 CAHILL FINANCIAL ADVISORS INC 2.85% of their portfolio EDINA, MN 269,881269.9k $17.1m $17.1m 2.85% Added +3.6k +3,585
64 Janney Montgomery Scott LLC 0.06% of their portfolio PHILADELPHIA, PA 268,910268.9k $17.1m $17.1m 0.06% Added +64.3k +64,303
65 AVANTAX ADVISORY SERVICES, INC. 0.18% of their portfolio DALLAS, TX 258,196258.2k $16.4m $16.4m 0.18% Added +185.8k +185,818
66 Cetera Advisors LLC 0.25% of their portfolio DENVER, CO 255,792255.8k $16.2m $16.2m 0.25% Added +33.5k +33,514
67 Team Financial Group, LLC 13.39% of their portfolio TEMECULA, CA 255,381255.4k $16.2m $16.2m 13.39% First filing
68 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 252,903252.9k $16.1m $16.1m 0.00% Added +17.1k +17,102
69 AE Wealth Management LLC 0.09% of their portfolio TOPEKA, KS 249,783249.8k $15.9m $15.9m 0.09% Reduced -36.1k -36,122
70 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 236,130236.1k $15.0m $15.0m 0.03% Added +74.4k +74,413
71 Eaton Financial Holdings Company, LLC 3.94% of their portfolio Coral Springs, FL 231,978232.0k $14.7m $14.7m 3.94% New
72 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 225,398225.4k $14.3m $14.3m 0.02% Reduced -38.5k -38,484
73 Curi Capital, LLC 0.48% of their portfolio CHICAGO, IL 223,210223.2k $14.2m $14.2m 0.48% Reduced -469 -469
74 Family Capital Management, Inc. 9.13% of their portfolio GRAND RAPIDS, MI 217,916217.9k $13.8m $13.8m 9.13% Added +6.5k +6,480
75 CONTINUUM WEALTH ADVISORS, LLC 9.69% of their portfolio SARATOGA SPRINGS, NY 216,626216.6k $13.8m $13.8m 9.69% Added +4.8k +4,793
76 PALO ALTO WEALTH ADVISORS, LLC 11.16% of their portfolio PALO ALTO, CA 210,562210.6k $13.4m $13.4m 11.16% Added +4.1k +4,128
77 CERTUITY, LLC 1.58% of their portfolio NORTH PALM BEACH, FL 209,300209.3k $13.3m $13.3m 1.58% Added +6.2k +6,242
78 AVAII WEALTH MANAGEMENT, LLC 9.87% of their portfolio APPLETON, WI 205,371205.4k $13.0m $13.0m 9.87% Added +13.4k +13,352
79 Atria Wealth Solutions, Inc. 0.17% of their portfolio NEW YORK, NY 188,760188.8k $12.0m $12.0m 0.17% Added +125.1k +125,118
80 Sequoia Financial Advisors, LLC 0.21% of their portfolio Akron, OH 185,412185.4k $11.8m $11.8m 0.21% Reduced -1.3k -1,296
81 Focus Financial Network, Inc. 0.66% of their portfolio MINNEAPOLIS, MN 185,070185.1k $11.8m $11.8m 0.66% Added +2.3k +2,296
82 Melone Private Wealth, LLC 8.40% of their portfolio AUBURN HILLS, MI 184,994185.0k $11.7m $11.7m 8.40% Added +9.8k +9,764
83 WEALTH MANAGEMENT RESOURCES, INC. 5.60% of their portfolio SMITHFIELD, RI 182,397182.4k $11.6m $11.6m 5.60% Reduced -434 -434
84 Wealthspire Advisors, LLC 0.19% of their portfolio NEW YORK, NY 182,186182.2k $11.6m $11.6m 0.19% Reduced -4.6k -4,566
85 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 8.33% of their portfolio WALTHAM, MA 182,073182.1k $11.6m $11.6m 8.33% Added +63.4k +63,391
86 Astoria Portfolio Advisors LLC. 5.40% of their portfolio NEW YORK, NY 180,805180.8k $11.2m $11.2m 5.40% Reduced -255.9k -255,889
87 1832 Asset Management L.P. 0.02% of their portfolio TORONTO, A6 176,570176.6k $11.2m $11.2m 0.02% Reduced -2.3k -2,260
88 D.A. DAVIDSON & CO. 0.12% of their portfolio GREAT FALLS, MT 176,319176.3k $11.2m $11.2m 0.12% Added +138.3k +138,316
89 MML INVESTORS SERVICES, LLC 0.06% of their portfolio SPRINGFIELD, MA 173,892173.9k $11.0m $11.0m 0.06% Added +7.4k +7,412
90 TITLEIST ASSET MANAGEMENT, LLC 2.21% of their portfolio SAN ANTONIO, TX 169,680169.7k $10.8m $10.8m 2.21% Added +1.4k +1,445
91 CGN Advisors LLC 1.43% of their portfolio MANHATTAN, KS 167,622167.6k $10.6m $10.6m 1.43% Added +20.5k +20,532
92 Lauer Wealth, LLC 11.48% of their portfolio VALPARAISO, IN 163,976164.0k $10.6m $10.6m 11.48% Reduced -94.7k -94,747
93 Sanchez Wealth Management Group 4.17% of their portfolio JACKSONVILLE, FL 162,970163.0k $10.3m $10.3m 4.17% Added +4.8k +4,779
94 TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 4.95% of their portfolio RALEIGH, NC 154,705154.7k $9.8m $9.8m 4.95% Added +10.5k +10,530
95 EisnerAmper Wealth Management Corporate Benefits, LLC 4.38% of their portfolio ISELIN, NJ 154,515154.5k $9.8m $9.8m 4.38% Reduced -9.0k -8,973
96 Cresta Advisors, Ltd. 7.56% of their portfolio LAREDO, TX 153,737153.7k $9.8m $9.8m 7.56% Added +43.4k +43,387
97 KESTRA PRIVATE WEALTH SERVICES, LLC 0.30% of their portfolio AUSTIN, TX 151,932151.9k $9.6m $9.6m 0.30% Added +7.3k +7,254
98 Schorn Wealth LLC 4.35% of their portfolio ENGLEWOOD, FL 145,302145.3k $9.2m $9.2m 4.35% New
99 HENGEHOLD CAPITAL MANAGEMENT LLC 1.18% of their portfolio CINCINNATI, OH 142,456142.5k $9.0m $9.0m 1.18% Reduced -31.1k -31,055
100 Aptus Capital Advisors, LLC 0.26% of their portfolio FAIRHOPE, AL 140,582140.6k $8.9m $8.9m 0.26% Added +138.2k +138,196