Vault-13

WISDOMTREE TR DGRW

US QTLY DIV GRT · ETP · CUSIP 97717X669

601 institutional holders +29 vs Q4 2023
140,515,887140.5m shares reported held*
$10.7bnreported value*
62 new 255 added 175 reduced 32 sold out net bought ≈ $1.1bn (+14.0m 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 ($8.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $76.13. Options: 1 managers hold calls ($434.3k notional), 0 hold puts (—).

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0250500750Q3 22: 396Q4 22: 446Q1 23: 463Q2 23: 504Q3 23: 510Q4 23: 572Q1 24: 601601Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 2022396
Q4 2022446
Q1 2023463
Q2 2023504
Q3 2023510
Q4 2023572
Q1 2024601

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 23Q1 24: 317 bought or addedQ1 24: 207 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022245117
Q1 2023235166
Q2 2023258166
Q3 2023272179
Q4 2023292181
Q1 2024317207

Calls vs puts

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

CallsPuts
$0$200k$400k$600k$800kQ2 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 0.58Q1 24 calls: $434.3kQ1 24 puts: $0Q1 24P/C 0.00
Numbers
QuarterCallsPutsP/C
Q2 2023$566.6k$40.0k0.07
Q3 2023$603.2k$190.5k0.32
Q4 2023$681.7k$393.6k0.58
Q1 2024$434.3k$00.00

Biggest buyers

MORGAN STANLEY Added +9,287,028+9.3m
AMERIPRISE FINANCIAL INC Added +1,279,577+1.3m
LPL Financial LLC Added +1,236,274+1.2m
Cetera Investment Advisers Added +1,166,061+1.2m
Steward Partners Investment Advisory, LLC Added +865,239+865.2k
PNC Financial Services Group, Inc. Added +582,741+582.7k
BANK OF AMERICA CORP /DE/ Added +530,960+531.0k
NewEdge Advisors, LLC Added +292,516+292.5k
ACT Advisors, LLC. New +270,477+270.5k
Smart Money Group LLC New +228,667+228.7k

Biggest sellers

Raymond James Financial Services Advisors, Inc. Reduced -1,001,031-1.0m
Cetera Advisor Networks LLC Sold out -701,468-701.5k
Cetera Advisors LLC Sold out -409,005-409.0k
Amplius Wealth Advisors, LLC Reduced -360,741-360.7k
WIN ADVISORS, INC Reduced -213,494-213.5k
AE Wealth Management LLC Reduced -206,423-206.4k
JPMORGAN CHASE & CO Reduced -197,786-197.8k
AVAII WEALTH MANAGEMENT, LLC Reduced -157,848-157.8k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -156,733-156.7k
TITLEIST ASSET MANAGEMENT, LLC Reduced -139,132-139.1k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $434.3k5.7k shares

Biggest puts

None

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.05% of their portfolio NEW YORK, NY 22,957,88423.0m $1.7bn $1.7bn 0.05% Added +9.3m +9,287,028
2 PNC Financial Services Group, Inc. 0.97% of their portfolio Pittsburgh, PA 18,230,55018.2m $1.4bn $1.4bn 0.97% Added +582.7k +582,741
3 BANK OF AMERICA CORP /DE/ 0.08% of their portfolio CHARLOTTE, NC 11,225,07411.2m $855.2m $855.2m 0.08% Added +531.0k +530,960
4 LPL Financial LLC 0.39% of their portfolio FORT MILL, SC 9,617,6719.6m $732.8m $732.8m 0.39% Added +1.2m +1,236,274
5 Hamilton Capital, LLC 40.83% of their portfolio COLUMBUS, OH 7,167,2237.2m $546.1m $546.1m 40.83% Reduced -7.3k -7,339
6 AMERIPRISE FINANCIAL INC 0.13% of their portfolio MINNEAPOLIS, MN 6,351,9996.4m $482.5m $482.5m 0.13% Added +1.3m +1,279,577
7 Raymond James Financial Services Advisors, Inc. 0.30% of their portfolio ST. PETERSBURG, FL 2,678,6912.7m $204.1m $204.1m 0.30% Reduced -1.0m -1,001,031
8 HighTower Advisors, LLC 0.31% of their portfolio CHICAGO, IL 2,473,2872.5m $188.4m $188.4m 0.31% Added +33.0k +33,004
9 UBS Group AG 0.06% of their portfolio ZURICH, V8 2,406,2822.4m $183.3m $183.3m 0.06% Added +45.1k +45,069
10 Cetera Investment Advisers 0.33% of their portfolio SCHAUMBURG, IL 1,825,9681.8m $139.1m $139.1m 0.33% Added +1.2m +1,166,061
11 Private Advisor Group, LLC 0.88% of their portfolio MORRISTOWN, NJ 1,601,0091.6m $122.0m $122.0m 0.88% Added +4.3k +4,331
12 Employees Retirement System of Texas 1.18% of their portfolio AUSTIN, TX 1,422,3001.4m $108.4m $108.4m 1.18% Unchanged
13 RAYMOND JAMES & ASSOCIATES 0.07% of their portfolio ST PETERSBURG, FL 1,408,2431.4m $107.3m $107.3m 0.07% Added +86.4k +86,387
14 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 1,347,7161.3m $102.7m $102.7m 0.03% Added +107.3k +107,338
15 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 1,279,4941.3m $97.5m $97.5m 0.02% Added +43.9k +43,870
16 One Capital Management, LLC 3.39% of their portfolio WESTLAKE VILLAGE, CA 1,226,8501.2m $93.5m $93.5m 3.39% Added +32.8k +32,787
17 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,037,2601.0m $79.0m $79.0m 0.00% Reduced -197.8k -197,786
18 Steward Partners Investment Advisory, LLC 0.77% of their portfolio STAMFORD, CT 921,428921.4k $70.2m $70.2m 0.77% Added +865.2k +865,239
19 Clearwater Capital Advisors, LLC 7.12% of their portfolio HOFFMAN ESTATES, IL 876,523876.5k $66.8m $66.8m 7.12% Reduced -15.6k -15,576
20 WADDELL & ASSOCIATES, LLC 8.95% of their portfolio MEMPHIS, TN 868,986869.0k $66.2m $66.2m 8.95% Reduced -1.6k -1,620
21 TAIYO LIFE INSURANCE CO 5.21% of their portfolio CHUO-KU, TOKYO, M0 850,000850.0k $64.8m $64.8m 5.21% Unchanged
22 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.16% of their portfolio PLYMOUTH, MN 830,462830.5k $63.3m $63.3m 0.16% Reduced -156.7k -156,733
23 Legacy Financial Advisors, Inc. 10.98% of their portfolio COVINGTON, KY 804,774804.8k $61.3m $61.3m 10.98% Added +85.2k +85,158
24 Thrivent Financial for Lutherans 0.12% of their portfolio Minneapolis, MN 800,292800.3k $61.0m $61.0m 0.12% Added +207.2k +207,160
25 RVW Wealth, LLC 6.24% of their portfolio LOS ANGELES, CA 796,557796.6k $60.7m $60.7m 6.24% Added +36.7k +36,693
26 Prime Capital Investment Advisors, LLC 0.84% of their portfolio OVERLAND PARK, KS 794,195794.2k $60.5m $60.5m 0.84% Added +127.2k +127,213
27 COMMONWEALTH EQUITY SERVICES, LLC 0.10% of their portfolio WALTHAM, MA 784,096784.1k $59.7m $59.7m 0.10% Added +3.5k +3,515
28 TOWNSQUARE CAPITAL LLC 0.87% of their portfolio Lehi, UT 782,080782.1k $59.6m $59.6m 0.87% Added +32.4k +32,399
29 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 781,277781.3k $59.5m $59.5m 0.02% Added +100.6k +100,574
30 BOSTON FINANCIAL MANGEMENT LLC 1.87% of their portfolio BOSTON, MA 771,698771.7k $58.8m $58.8m 1.87% Added +15.0k +14,999
31 Relative Value Partners Group, LLC 3.32% of their portfolio NORTHBROOK, IL 757,541757.5k $53.9m $53.9m 3.32% Reduced -8.5k -8,493
32 Private Wealth Strategies, L.L.C. 11.69% of their portfolio New Albany, OH 709,072709.1k $54.0m $54.0m 11.69% Added +5.7k +5,674
33 BEACON FINANCIAL GROUP 6.17% of their portfolio DALLAS, TX 705,625705.6k $53.8m $53.8m 6.17% Reduced -74.4k -74,415
34 Prestige Wealth Management Group LLC 11.44% of their portfolio FLEMINGTON, NJ 697,062697.1k $53.1m $53.1m 11.44% Reduced -53.1k -53,065
35 Glassman Wealth Services 10.32% of their portfolio VIENNA, VA 670,611670.6k $51.1m $51.1m 10.32% Added +30.6k +30,604
36 Cambridge Investment Research Advisors, Inc. 0.18% of their portfolio FAIRFIELD, IA 601,792601.8k $45.9m $45.9m 0.18% Added +22.9k +22,928
37 Bluespring Wealth Management, LLC 5.00% of their portfolio AUSTIN, TX 597,601597.6k $45.5m $45.5m 5.00% Added +12.2k +12,165
38 Equitable Holdings, Inc. 0.51% of their portfolio NEW YORK, NY 592,797592.8k $45.2m $45.2m 0.51% Reduced -58.6k -58,590
39 Rockefeller Capital Management L.P. 0.13% of their portfolio NEW YORK, NY 588,765588.8k $44.9m $44.9m 0.13% Added +36.5k +36,465
40 Spinnaker Investment Group, LLC 12.23% of their portfolio Newport Beach, CA 571,713571.7k $43.6m $43.6m 12.23% Reduced -643 -643
41 Stratos Investment Management, LLC 4.16% of their portfolio BEACHWOOD, OH 559,274559.3k $42.6m $42.6m 4.16% Reduced -15.7k -15,707
42 Savant Capital, LLC 0.49% of their portfolio ROCKFORD, IL 556,202556.2k $42.4m $42.4m 0.49% Reduced -22.0k -22,017
43 Bouchey Financial Group, Ltd. 3.87% of their portfolio TROY, NY 515,645515.6k $39.3m $39.3m 3.87% Added +292 +292
44 NewEdge Wealth, LLC 0.83% of their portfolio STAMFORD, CT 505,286505.3k $37.0m $37.0m 0.83% Added +26.2k +26,229
45 OneDigital Investment Advisors LLC 0.60% of their portfolio OVERLAND PARK, KS 497,105497.1k $37.9m $37.9m 0.60% Added +20.2k +20,173
46 Kestra Advisory Services, LLC 0.25% of their portfolio AUSTIN, TX 493,942493.9k $37.6m $37.6m 0.25% Added +19.1k +19,067
47 SkyView Investment Advisors, LLC 6.86% of their portfolio SHREWSBURY, NJ 486,445486.4k $37.1m $37.1m 6.86% Added +51.7k +51,657
48 Schorn Wealth LLC 13.31% of their portfolio ENGLEWOOD, FL 461,909461.9k $35.2m $35.2m 13.31% Added +14.8k +14,802
49 IFP Advisors, Inc 1.53% of their portfolio TAMPA, FL 457,560457.6k $34.9m $34.9m 1.53% Added +8.9k +8,895
50 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.03% of their portfolio MILWAUKEE, WI 438,845438.8k $33.4m $33.4m 0.03% Added +11.4k +11,420
51 OSAIC HOLDINGS, INC. 0.07% of their portfolio SCOTTSDALE, AZ 431,275431.3k $32.9m $32.9m 0.07% Reduced -89.9k -89,888
52 CERTUITY, LLC 2.83% of their portfolio NORTH PALM BEACH, FL 419,524419.5k $32.0m $32.0m 2.83% Added +220.9k +220,926
53 Per Stirling Capital Management, LLC. 5.24% of their portfolio AUSTIN, TX 411,694411.7k $31.4m $31.4m 5.24% Added +8.0k +8,046
54 BCM ADVISORS, LLC 7.64% of their portfolio LAFAYETTE, LA 410,300410.3k $30.2m $30.2m 7.64% Reduced -6.0k -6,009
55 Janney Montgomery Scott LLC 0.09% of their portfolio PHILADELPHIA, PA 390,407390.4k $29.7m $29.7m 0.09% Added +116.9k +116,870
56 GPS Wealth Strategies Group, LLC 4.81% of their portfolio CENTENNIAL, CO 389,795389.8k $29.7m $29.7m 4.81% Reduced -40.8k -40,762
57 Glen Eagle Advisors, LLC 5.50% of their portfolio KINGSTON, NJ 380,548380.5k $29.0m $29.0m 5.50% Added +33.7k +33,713
58 Aspire Capital Advisors LLC 9.30% of their portfolio SEATTLE, WA 362,387362.4k $27.6m $27.6m 9.30% Reduced -10.5k -10,458
59 Mariner, LLC 0.05% of their portfolio Overland Park, KS 337,558337.6k $25.7m $25.7m 0.05% Added +21.7k +21,721
60 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 335,787335.8k $25.6m $25.6m 0.03% Added +9.4k +9,369
61 NewEdge Advisors, LLC 0.22% of their portfolio NEW ORLEANS, LA 333,024333.0k $25.4m $25.4m 0.22% Added +292.5k +292,516
62 Choice Wealth Advisors LLC 15.28% of their portfolio WATERVILLE, ME 331,175331.2k $25.2m $25.2m 15.28% Reduced -7.0k -6,967
63 AVANTAX ADVISORY SERVICES, INC. 0.22% of their portfolio DALLAS, TX 327,974328.0k $25.0m $25.0m 0.22% Added +37.3k +37,288
64 Team Financial Group, LLC 16.06% of their portfolio TEMECULA, CA 313,242313.2k $23.9m $23.9m 16.06% Added +36.7k +36,670
65 GREAT VALLEY ADVISOR GROUP, INC. 0.67% of their portfolio WILMINGTON, DE 290,599290.6k $22.1m $22.1m 0.67% Added +17.6k +17,591
66 KESTRA PRIVATE WEALTH SERVICES, LLC 0.49% of their portfolio AUSTIN, TX 285,752285.8k $21.8m $21.8m 0.49% Added +86.5k +86,548
67 LVM CAPITAL MANAGEMENT LTD/MI 2.54% of their portfolio PORTAGE, MI 282,037282.0k $21.5m $21.5m 2.54% Added +6.7k +6,705
68 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 275,893275.9k $21.0m $21.0m 0.03% Added +22.5k +22,513
69 IAM Advisory, LLC 5.74% of their portfolio EASTON, PA 274,793274.8k $20.9m $20.9m 5.74% Reduced -2.2k -2,196
70 ACT Advisors, LLC. 11.30% of their portfolio ASHEVILLE, NC 270,477270.5k $20.6m $20.6m 11.30% New
71 HB Wealth Management, LLC 0.26% of their portfolio Atlanta, GA 266,728266.7k $20.3m $20.3m 0.26% Reduced -8.8k -8,766
72 Concurrent Investment Advisors, LLC 0.79% of their portfolio Tampa, FL 255,867255.9k $19.5m $19.5m 0.79% Reduced -8.2k -8,235
73 Eaton Financial Holdings Company, LLC 10.02% of their portfolio Coral Springs, FL 253,418253.4k $19.3m $19.3m 10.02% Reduced -1.8k -1,813
74 Sanchez Wealth Management Group 6.46% of their portfolio JACKSONVILLE, FL 250,224250.2k $19.1m $19.1m 6.46% Added +3.6k +3,606
75 CAHILL FINANCIAL ADVISORS INC 2.56% of their portfolio EDINA, MN 246,083246.1k $18.7m $18.7m 2.56% Reduced -37.2k -37,175
76 Amplius Wealth Advisors, LLC 2.09% of their portfolio BLUE BELL, PA 244,559244.6k $18.6m $18.6m 2.09% Reduced -360.7k -360,741
77 CONTINUUM WEALTH ADVISORS, LLC 9.95% of their portfolio SARATOGA SPRINGS, NY 231,090231.1k $17.6m $17.6m 9.95% Added +6.6k +6,649
78 Smart Money Group LLC 6.49% of their portfolio EASTLAND, TX 228,667228.7k $16.7m $16.7m 6.49% New
79 CWM, LLC 0.08% of their portfolio OMAHA, NE 227,245227.2k $17.3m $17.3m 0.08% Added +31.8k +31,816
80 MML INVESTORS SERVICES, LLC 0.07% of their portfolio SPRINGFIELD, MA 219,283219.3k $16.7m $16.7m 0.07% Added +21.8k +21,833
81 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 214,346214.3k $16.3m $16.3m 0.00% Reduced -11.5k -11,532
82 Curi Capital, LLC 0.37% of their portfolio CHICAGO, IL 212,752212.8k $16.2m $16.2m 0.37% Reduced -479 -479
83 TMD Wealth Management, LLC 3.67% of their portfolio SCOTTSDALE, AZ 206,617206.6k $15.7m $15.7m 3.67% Added +6.2k +6,153
84 FORTE CAPITAL LLC /ADV 1.93% of their portfolio ROCHESTER, NY 204,766204.8k $15.6m $15.6m 1.93% Added +7.2k +7,174
85 PALO ALTO WEALTH ADVISORS, LLC 10.95% of their portfolio PALO ALTO, CA 203,887203.9k $15.5m $15.5m 10.95% Reduced -4.8k -4,792
86 SAGE PRIVATE WEALTH GROUP, LLC 12.34% of their portfolio OAKBROOK TERRACE, IL 202,082202.1k $15.4m $15.4m 12.34% Added +11.2k +11,246
87 Atria Wealth Solutions, Inc. 0.17% of their portfolio NEW YORK, NY 198,578198.6k $15.1m $15.1m 0.17% Added +7.5k +7,451
88 D.A. DAVIDSON & CO. 0.13% of their portfolio GREAT FALLS, MT 189,725189.7k $14.5m $14.5m 0.13% Added +9.6k +9,576
89 Lauer Wealth, LLC 11.58% of their portfolio VALPARAISO, IN 178,770178.8k $13.3m $13.3m 11.58% Added +9.4k +9,383
90 WEALTH MANAGEMENT RESOURCES, INC. 5.87% of their portfolio SMITHFIELD, RI 178,368178.4k $13.6m $13.6m 5.87% Reduced -2.1k -2,110
91 Main Street Financial Solutions, LLC 1.41% of their portfolio NEWTOWN, PA 172,755172.8k $13.2m $13.2m 1.41% Added +39.6k +39,592
92 Wealthspire Advisors, LLC 0.17% of their portfolio NEW YORK, NY 171,608171.6k $13.1m $13.1m 0.17% Reduced -5.7k -5,698
93 Sequoia Financial Advisors, LLC 0.16% of their portfolio Akron, OH 170,595170.6k $13.0m $13.0m 0.16% Reduced -6.6k -6,600
94 Focus Financial Network, Inc. 0.60% of their portfolio MINNEAPOLIS, MN 168,975169.0k $12.2m $12.2m 0.60% First filing
95 TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 5.10% of their portfolio RALEIGH, NC 168,247168.2k $12.8m $12.8m 5.10% Added +6.0k +6,041
96 Cresta Advisors, Ltd. 8.12% of their portfolio LAREDO, TX 168,059168.1k $12.8m $12.8m 8.12% Added +6.6k +6,627
97 CONNABLE OFFICE INC 1.34% of their portfolio KALAMAZOO, MI 154,825154.8k $11.8m $11.8m 1.34% Reduced -210 -210
98 CGN Advisors LLC 1.49% of their portfolio MANHATTAN, KS 154,214154.2k $11.7m $11.7m 1.49% Added +184 +184
99 Family Capital Management, Inc. 8.17% of their portfolio GRAND RAPIDS, MI 153,825153.8k $11.7m $11.7m 8.17% Reduced -48.9k -48,854
100 HENGEHOLD CAPITAL MANAGEMENT LLC 1.23% of their portfolio CINCINNATI, OH 150,980151.0k $11.5m $11.5m 1.23% Added +1.2k +1,189