Vault-13

WISDOMTREE TR DGRW

US QTLY DIV GRT · ETP · CUSIP 97717X669

572 institutional holders +62 vs Q3 2023
126,670,374126.7m shares reported held*
$8.9bnreported value*
62 new 230 added 156 reduced 25 sold out net bought ≈ $1.3bn (+18.0m 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 ($9.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $70.31. Options: 2 managers hold calls ($681.7k notional), 1 hold puts ($393.6k).

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 396Q4 22: 446Q1 23: 463Q2 23: 504Q3 23: 510Q4 23: 572572Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 2022396
Q4 2022446
Q1 2023463
Q2 2023504
Q3 2023510
Q4 2023572

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 23Q4 23: 292 bought or addedQ4 23: 181 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022245117
Q1 2023235166
Q2 2023258166
Q3 2023272179
Q4 2023292181

Calls vs puts

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

CallsPuts
$0$200k$400k$600k$800kQ1 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 0.32Q4 23 calls: $681.7kQ4 23 puts: $393.6kQ4 23P/C 0.58
Numbers
QuarterCallsPutsP/C
Q1 2023$567.3k$6.2k0.01
Q2 2023$566.6k$40.0k0.07
Q3 2023$603.2k$190.5k0.32
Q4 2023$681.7k$393.6k0.58

Biggest buyers

MORGAN STANLEY Added +7,456,913+7.5m
PNC Financial Services Group, Inc. Added +3,143,031+3.1m
Employees Retirement System of Texas New +1,422,300+1.4m
BANK OF AMERICA CORP /DE/ Added +1,052,300+1.1m
JPMORGAN CHASE & CO Added +982,143+982.1k
LPL Financial LLC Added +803,415+803.4k
UBS Group AG Added +380,946+380.9k
SkyView Investment Advisors, LLC Added +349,935+349.9k
Schorn Wealth LLC Added +301,805+301.8k
Raymond James Financial Services Advisors, Inc. Added +254,238+254.2k

Biggest sellers

Horizon Investments, LLC Reduced -1,149,554-1.1m
Amplius Wealth Advisors, LLC Reduced -332,398-332.4k
OSAIC HOLDINGS, INC. Reduced -231,594-231.6k
Bank of New York Mellon Corp Reduced -150,735-150.7k
Aptus Capital Advisors, LLC Reduced -138,122-138.1k
AMERIPRISE FINANCIAL INC Reduced -81,663-81.7k
Strategic Investment Solutions, Inc. /IL Reduced -75,702-75.7k
Hamilton Capital, LLC Reduced -74,253-74.3k
Melone Private Wealth, LLC Reduced -65,832-65.8k
SYNOVUS FINANCIAL CORP Reduced -62,425-62.4k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $548.2k7.8k shares
CITADEL ADVISORS LLC Reduced $133.5k1.9k shares

Biggest puts

CITADEL ADVISORS LLC Added $393.6k5.6k 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 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PNC Financial Services Group, Inc. 0.97% of their portfolio Pittsburgh, PA 17,647,80917.6m $1.2bn $1.2bn 0.97% Added +3.1m +3,143,031
2 MORGAN STANLEY 0.04% of their portfolio NEW YORK, NY 13,670,85613.7m $960.8m $960.8m 0.04% Added +7.5m +7,456,913
3 BANK OF AMERICA CORP /DE/ 0.09% of their portfolio CHARLOTTE, NC 10,694,11410.7m $751.6m $751.6m 0.09% Added +1.1m +1,052,300
4 LPL Financial LLC 0.36% of their portfolio FORT MILL, SC 8,381,3978.4m $589.0m $589.0m 0.36% Added +803.4k +803,415
5 Hamilton Capital, LLC 40.46% of their portfolio COLUMBUS, OH 7,174,5627.2m $504.2m $504.2m 40.46% Reduced -74.3k -74,253
6 AMERIPRISE FINANCIAL INC 0.11% of their portfolio MINNEAPOLIS, MN 5,072,4225.1m $356.5m $356.5m 0.11% Reduced -81.7k -81,663
7 Raymond James Financial Services Advisors, Inc. 0.42% of their portfolio ST. PETERSBURG, FL 3,679,7223.7m $258.6m $258.6m 0.42% Added +254.2k +254,238
8 HighTower Advisors, LLC 0.29% of their portfolio CHICAGO, IL 2,440,2832.4m $171.5m $171.5m 0.29% Added +68.4k +68,433
9 UBS Group AG 0.07% of their portfolio ZURICH, V8 2,361,2132.4m $165.9m $165.9m 0.07% Added +380.9k +380,946
10 Private Advisor Group, LLC 0.87% of their portfolio MORRISTOWN, NJ 1,596,6781.6m $112.2m $112.2m 0.87% Added +137.0k +136,960
11 Employees Retirement System of Texas 1.17% of their portfolio AUSTIN, TX 1,422,3001.4m $100.0m $100.0m 1.17% New
12 RAYMOND JAMES & ASSOCIATES 0.07% of their portfolio ST PETERSBURG, FL 1,321,8561.3m $92.9m $92.9m 0.07% Added +57.1k +57,114
13 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 1,240,3781.2m $87.2m $87.2m 0.02% Added +13.3k +13,305
14 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 1,235,6241.2m $86.8m $86.8m 0.02% Added +189.9k +189,898
15 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,235,0461.2m $86.8m $86.8m 0.00% Added +982.1k +982,143
16 One Capital Management, LLC 3.32% of their portfolio WESTLAKE VILLAGE, CA 1,194,0631.2m $83.9m $83.9m 3.32% Reduced -2.0k -1,988
17 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.20% of their portfolio PLYMOUTH, MN 987,195987.2k $69.4m $69.4m 0.20% Added +121.9k +121,898
18 Clearwater Capital Advisors, LLC 7.03% of their portfolio HOFFMAN ESTATES, IL 892,099892.1k $62.7m $62.7m 7.03% Added +7.0k +7,011
19 WADDELL & ASSOCIATES, LLC 8.23% of their portfolio MEMPHIS, TN 870,606870.6k $61.2m $61.2m 8.23% Added +13.9k +13,871
20 TAIYO LIFE INSURANCE CO 4.76% of their portfolio CHUO-KU, TOKYO, M0 850,000850.0k $59.7m $59.7m 4.76% Unchanged
21 COMMONWEALTH EQUITY SERVICES, LLC 0.10% of their portfolio WALTHAM, MA 780,581780.6k $54.9m $54.9m 0.10% Added +40.0k +39,974
22 BEACON FINANCIAL GROUP 6.69% of their portfolio DALLAS, TX 780,040780.0k $54.8m $54.8m 6.69% Added +152.5k +152,521
23 Relative Value Partners Group, LLC 3.29% of their portfolio NORTHBROOK, IL 766,034766.0k $53.8m $53.8m 3.29% Added +11.0k +10,969
24 RVW Wealth, LLC 5.87% of their portfolio LOS ANGELES, CA 759,864759.9k $53.4m $53.4m 5.87% Added +37.4k +37,429
25 BOSTON FINANCIAL MANGEMENT LLC 1.80% of their portfolio BOSTON, MA 756,699756.7k $53.2m $53.2m 1.80% Added +3.6k +3,586
26 Prestige Wealth Management Group LLC 11.97% of their portfolio FLEMINGTON, NJ 750,127750.1k $52.7m $52.7m 11.97% Reduced -8.9k -8,898
27 TOWNSQUARE CAPITAL LLC 0.90% of their portfolio Lehi, UT 749,681749.7k $52.7m $52.7m 0.90% Added +35.6k +35,610
28 Legacy Financial Advisors, Inc. 9.71% of their portfolio COVINGTON, KY 719,616719.6k $50.6m $50.6m 9.71% Reduced -544 -544
29 Private Wealth Strategies, L.L.C. 10.97% of their portfolio New Albany, OH 703,398703.4k $49.4m $49.4m 10.97% Added +7.3k +7,274
30 Cetera Advisor Networks LLC 0.27% of their portfolio EL SEGUNDO, CA 701,468701.5k $49.3m $49.3m 0.27% Reduced -7.8k -7,847
31 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 680,703680.7k $47.8m $47.8m 0.02% Reduced -22.2k -22,225
32 Prime Capital Investment Advisors, LLC 0.71% of their portfolio OVERLAND PARK, KS 666,982667.0k $46.9m $46.9m 0.71% Added +108.7k +108,707
33 Cetera Investment Advisers 0.38% of their portfolio SCHAUMBURG, IL 659,907659.9k $46.4m $46.4m 0.38% Added +4.9k +4,916
34 Equitable Holdings, Inc. 0.56% of their portfolio NEW YORK, NY 651,387651.4k $45.8m $45.8m 0.56% Added +1.2k +1,173
35 Glassman Wealth Services 6.37% of their portfolio VIENNA, VA 640,007640.0k $45.0m $45.0m 6.37% Added +81.8k +81,829
36 Amplius Wealth Advisors, LLC 5.14% of their portfolio BLUE BELL, PA 605,300605.3k $42.5m $42.5m 5.14% Reduced -332.4k -332,398
37 Thrivent Financial for Lutherans 0.09% of their portfolio Minneapolis, MN 593,132593.1k $41.7m $41.7m 0.09% Added +100.0k +100,017
38 Bluespring Wealth Management, LLC 4.88% of their portfolio AUSTIN, TX 585,436585.4k $41.1m $41.1m 4.88% Added +1.1k +1,050
39 Cambridge Investment Research Advisors, Inc. 0.17% of their portfolio FAIRFIELD, IA 578,864578.9k $40.7m $40.7m 0.17% Added +7.6k +7,580
40 Savant Capital, LLC 0.52% of their portfolio ROCKFORD, IL 578,219578.2k $40.6m $40.6m 0.52% Reduced -18.9k -18,895
41 Stratos Investment Management, LLC 4.78% of their portfolio BEACHWOOD, OH 574,981575.0k $40.4m $40.4m 4.78% Added +16.3k +16,259
42 Spinnaker Investment Group, LLC 12.21% of their portfolio Newport Beach, CA 572,356572.4k $40.2m $40.2m 12.21% Reduced -10.1k -10,097
43 Rockefeller Capital Management L.P. 0.13% of their portfolio NEW YORK, NY 552,300552.3k $38.8m $38.8m 0.13% Added +55.3k +55,259
44 OSAIC HOLDINGS, INC. 0.06% of their portfolio SCOTTSDALE, AZ 521,163521.2k $36.6m $36.6m 0.06% Reduced -231.6k -231,594
45 Bouchey Financial Group, Ltd. 3.88% of their portfolio TROY, NY 515,353515.4k $36.2m $36.2m 3.88% Added +3.7k +3,670
46 NewEdge Wealth, LLC 0.86% of their portfolio STAMFORD, CT 479,057479.1k $33.7m $33.7m 0.86% Reduced -1.7k -1,674
47 OneDigital Investment Advisors LLC 0.59% of their portfolio OVERLAND PARK, KS 476,932476.9k $33.5m $33.5m 0.59% Reduced -10.4k -10,368
48 Kestra Advisory Services, LLC 0.27% of their portfolio AUSTIN, TX 474,875474.9k $33.4m $33.4m 0.27% Added +384 +384
49 IFP Advisors, Inc 1.49% of their portfolio TAMPA, FL 448,665448.7k $31.5m $31.5m 1.49% Reduced -16.9k -16,921
50 Schorn Wealth LLC 13.37% of their portfolio ENGLEWOOD, FL 447,107447.1k $31.4m $31.4m 13.37% Added +301.8k +301,805
51 SkyView Investment Advisors, LLC 7.65% of their portfolio SHREWSBURY, NJ 434,788434.8k $30.6m $30.6m 7.65% Added +349.9k +349,935
52 GPS Wealth Strategies Group, LLC 5.52% of their portfolio CENTENNIAL, CO 430,557430.6k $30.3m $30.3m 5.52% Reduced -59.9k -59,862
53 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.03% of their portfolio MILWAUKEE, WI 427,425427.4k $30.0m $30.0m 0.03% Reduced -15.6k -15,592
54 BCM ADVISORS, LLC 7.88% of their portfolio LAFAYETTE, LA 416,309416.3k $30.0m $30.0m 7.88% Added +23.6k +23,604
55 Cetera Advisors LLC 0.40% of their portfolio DENVER, CO 409,005409.0k $28.7m $28.7m 0.40% Added +153.2k +153,213
56 Per Stirling Capital Management, LLC. 5.20% of their portfolio AUSTIN, TX 403,648403.6k $28.4m $28.4m 5.20% Reduced -25.4k -25,390
57 Aspire Capital Advisors LLC 10.63% of their portfolio SEATTLE, WA 372,845372.8k $26.2m $26.2m 10.63% Reduced -192 -192
58 Glen Eagle Advisors, LLC 5.06% of their portfolio KINGSTON, NJ 346,835346.8k $24.4m $24.4m 5.06% Added +64.8k +64,761
59 Choice Wealth Advisors LLC 14.72% of their portfolio WATERVILLE, ME 338,142338.1k $23.8m $23.8m 14.72% Added +1.4k +1,432
60 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 326,418326.4k $22.9m $22.9m 0.03% Added +101.0k +101,020
61 Mariner, LLC 0.05% of their portfolio Overland Park, KS 315,837315.8k $22.2m $22.2m 0.05% Reduced -13.8k -13,770
62 AVANTAX ADVISORY SERVICES, INC. 0.20% of their portfolio DALLAS, TX 290,686290.7k $20.4m $20.4m 0.20% Added +32.5k +32,490
63 CAHILL FINANCIAL ADVISORS INC 2.94% of their portfolio EDINA, MN 283,258283.3k $19.9m $19.9m 2.94% Added +13.4k +13,377
64 IAM Advisory, LLC 6.11% of their portfolio EASTON, PA 276,989277.0k $19.5m $19.5m 6.11% Added +2.1k +2,092
65 Team Financial Group, LLC 13.95% of their portfolio TEMECULA, CA 276,572276.6k $19.4m $19.4m 13.95% Added +21.2k +21,191
66 HB Wealth Management, LLC 0.28% of their portfolio Atlanta, GA 275,494275.5k $19.4m $19.4m 0.28% Reduced -2.6k -2,592
67 LVM CAPITAL MANAGEMENT LTD/MI 2.48% of their portfolio PORTAGE, MI 275,332275.3k $19.4m $19.4m 2.48% Added +1.6k +1,616
68 Janney Montgomery Scott LLC 0.06% of their portfolio PHILADELPHIA, PA 273,537273.5k $19.2m $19.2m 0.06% Added +4.6k +4,627
69 GREAT VALLEY ADVISOR GROUP, INC. 0.67% of their portfolio WILMINGTON, DE 273,008273.0k $19.2m $19.2m 0.67% Added +206.2k +206,204
70 Concurrent Investment Advisors, LLC 0.88% of their portfolio Tampa, FL 264,102264.1k $18.6m $18.6m 0.88% First filing
71 Eaton Financial Holdings Company, LLC 4.34% of their portfolio Coral Springs, FL 255,231255.2k $17.9m $17.9m 4.34% Added +23.3k +23,253
72 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 253,380253.4k $17.8m $17.8m 0.03% Added +17.2k +17,250
73 Sanchez Wealth Management Group 6.32% of their portfolio JACKSONVILLE, FL 246,618246.6k $17.3m $17.3m 6.32% Added +83.6k +83,648
74 AVAII WEALTH MANAGEMENT, LLC 10.57% of their portfolio APPLETON, WI 230,641230.6k $16.2m $16.2m 10.57% Added +25.3k +25,270
75 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 225,878225.9k $15.9m $15.9m 0.00% Reduced -150.7k -150,735
76 CONTINUUM WEALTH ADVISORS, LLC 10.23% of their portfolio SARATOGA SPRINGS, NY 224,441224.4k $15.8m $15.8m 10.23% Added +7.8k +7,815
77 WIN ADVISORS, INC 6.98% of their portfolio PALM BEACH GARDENS, FL 218,956219.0k $15.4m $15.4m 6.98% New
78 AE Wealth Management LLC 0.08% of their portfolio TOPEKA, KS 214,084214.1k $15.4m $15.4m 0.08% Reduced -35.7k -35,699
79 Curi Capital, LLC 0.46% of their portfolio CHICAGO, IL 213,231213.2k $15.0m $15.0m 0.46% Reduced -10.0k -9,979
80 PALO ALTO WEALTH ADVISORS, LLC 11.09% of their portfolio PALO ALTO, CA 208,679208.7k $14.7m $14.7m 11.09% Reduced -1.9k -1,883
81 Family Capital Management, Inc. 10.10% of their portfolio GRAND RAPIDS, MI 202,679202.7k $14.2m $14.2m 10.10% Reduced -15.2k -15,237
82 TMD Wealth Management, LLC 3.67% of their portfolio SCOTTSDALE, AZ 200,464200.5k $14.1m $14.1m 3.67% Added +178.9k +178,910
83 KESTRA PRIVATE WEALTH SERVICES, LLC 0.36% of their portfolio AUSTIN, TX 199,204199.2k $14.0m $14.0m 0.36% Added +47.3k +47,272
84 Hobbs Group Advisors, LLC 6.23% of their portfolio COLUMBIA, SC 198,878198.9k $14.0m $14.0m 6.23% First filing
85 CERTUITY, LLC 1.43% of their portfolio NORTH PALM BEACH, FL 198,598198.6k $14.0m $14.0m 1.43% Reduced -10.7k -10,702
86 FORTE CAPITAL LLC /ADV 1.90% of their portfolio ROCHESTER, NY 197,592197.6k $13.9m $13.9m 1.90% New
87 MML INVESTORS SERVICES, LLC 0.06% of their portfolio SPRINGFIELD, MA 197,450197.4k $13.9m $13.9m 0.06% Added +23.6k +23,558
88 GeoWealth Management, LLC 1.14% of their portfolio CHICAGO, IL 195,829195.8k $13.8m $13.8m 1.14% Added +161.4k +161,383
89 CWM, LLC 0.07% of their portfolio OMAHA, NE 195,429195.4k $13.7m $13.7m 0.07% Added +64.0k +64,039
90 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 8.49% of their portfolio WALTHAM, MA 191,722191.7k $13.5m $13.5m 8.49% Added +9.6k +9,649
91 Atria Wealth Solutions, Inc. 0.17% of their portfolio NEW YORK, NY 191,127191.1k $13.4m $13.4m 0.17% Added +2.4k +2,367
92 SAGE PRIVATE WEALTH GROUP, LLC 11.96% of their portfolio OAKBROOK TERRACE, IL 190,836190.8k $13.4m $13.4m 11.96% New
93 FOCUS FINANCIAL NETWORK INC /ADV 0.48% of their portfolio Minneapolis, MN 181,762181.8k $12.8m $12.8m 0.48% First filing
94 WEALTH MANAGEMENT RESOURCES, INC. 5.96% of their portfolio SMITHFIELD, RI 180,478180.5k $12.7m $12.7m 5.96% Reduced -1.9k -1,919
95 D.A. DAVIDSON & CO. 0.12% of their portfolio GREAT FALLS, MT 180,149180.1k $12.7m $12.7m 0.12% Added +3.8k +3,830
96 Wealthspire Advisors, LLC 0.18% of their portfolio NEW YORK, NY 177,306177.3k $12.5m $12.5m 0.18% Reduced -4.9k -4,880
97 Sequoia Financial Advisors, LLC 0.15% of their portfolio Akron, OH 177,195177.2k $12.5m $12.5m 0.15% Reduced -8.2k -8,217
98 TITLEIST ASSET MANAGEMENT, LLC 2.24% of their portfolio SAN ANTONIO, TX 172,212172.2k $12.1m $12.1m 2.24% Added +2.5k +2,532
99 1832 Asset Management L.P. 0.02% of their portfolio TORONTO, A6 171,420171.4k $12.0m $12.0m 0.02% Reduced -5.2k -5,150
100 Lauer Wealth, LLC 11.23% of their portfolio VALPARAISO, IN 169,387169.4k $12.1m $12.1m 11.23% Added +5.4k +5,411