Vault-13

WISDOMTREE TR DGRW

US QTLY DIV GRT · ETP · CUSIP 97717X669

625 institutional holders +24 vs Q1 2024
128,160,075128.2m shares reported held*
$10.0bnreported value*
66 new 268 added 163 reduced 40 sold out net sold ≈ $993.7m (-12.6m 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 ($4.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $77.99. Options: 1 managers hold calls ($476.1k notional), 0 hold puts (—).

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0250500750Q3 22: 396Q4 22: 446Q1 23: 463Q2 23: 504Q3 23: 510Q4 23: 572Q1 24: 601Q2 24: 625625Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 2022396
Q4 2022446
Q1 2023463
Q2 2023504
Q3 2023510
Q4 2023572
Q1 2024601
Q2 2024625

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 outQ2 23: 258 bought or addedQ2 23: 166 cut or sold outQ2 23Q3 23: 272 bought or addedQ3 23: 179 cut or sold outQ4 23: 292 bought or addedQ4 23: 181 cut or sold outQ4 23Q1 24: 317 bought or addedQ1 24: 207 cut or sold outQ2 24: 334 bought or addedQ2 24: 203 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022245117
Q1 2023235166
Q2 2023258166
Q3 2023272179
Q4 2023292181
Q1 2024317207
Q2 2024334203

Calls vs puts

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

CallsPuts
$0$200k$400k$600k$800kQ3 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 0.00Q2 24 calls: $476.1kQ2 24 puts: $0Q2 24P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2023$603.2k$190.5k0.32
Q4 2023$681.7k$393.6k0.58
Q1 2024$434.3k$00.00
Q2 2024$476.1k$00.00

Biggest buyers

LPL Financial LLC Added +752,378+752.4k
IAM Advisory, LLC Added +497,566+497.6k
Bouchey Financial Group, Ltd. Added +450,179+450.2k
PNC Financial Services Group, Inc. Added +442,734+442.7k
BANK OF AMERICA CORP /DE/ Added +298,711+298.7k
Horizon Wealth Management, LLC New +264,717+264.7k
JANICZEK WEALTH MANAGEMENT, LLC Added +252,919+252.9k
GOLDMAN SACHS GROUP INC Added +206,833+206.8k
Vantage Financial Partners Ltd., Inc. New +201,537+201.5k
Heck Capital Advisors, LLC Added +200,464+200.5k

Biggest sellers

MORGAN STANLEY Reduced -14,849,056-14.8m
TOWNSQUARE CAPITAL LLC Reduced -757,830-757.8k
Relative Value Partners Group, LLC Sold out -757,541-757.5k
AMERIPRISE FINANCIAL INC Reduced -366,375-366.4k
Thrivent Financial for Lutherans Reduced -328,497-328.5k
Employees Retirement System of Texas Reduced -200,000-200.0k
Smart Money Group LLC Reduced -198,696-198.7k
Cambridge Investment Research Advisors, Inc. Reduced -194,516-194.5k
RAYMOND JAMES & ASSOCIATES Reduced -190,560-190.6k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -137,391-137.4k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $476.1k6.1k 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, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PNC Financial Services Group, Inc. 0.97% of their portfolio Pittsburgh, PA 18,673,28418.7m $1.5bn $1.5bn 0.97% Added +442.7k +442,734
2 BANK OF AMERICA CORP /DE/ 0.09% of their portfolio CHARLOTTE, NC 11,523,78511.5m $899.4m $899.4m 0.09% Added +298.7k +298,711
3 LPL Financial LLC 0.40% of their portfolio FORT MILL, SC 10,370,04910.4m $809.4m $809.4m 0.40% Added +752.4k +752,378
4 MORGAN STANLEY 0.05% of their portfolio NEW YORK, NY 8,108,8288.1m $632.9m $632.9m 0.05% Reduced -14.8m -14,849,056
5 Hamilton Capital, LLC 42.10% of their portfolio COLUMBUS, OH 7,102,6027.1m $554.4m $554.4m 42.10% Reduced -64.6k -64,621
6 AMERIPRISE FINANCIAL INC 0.13% of their portfolio MINNEAPOLIS, MN 5,985,6246.0m $467.1m $467.1m 0.13% Reduced -366.4k -366,375
7 Raymond James Financial Services Advisors, Inc. 0.30% of their portfolio ST. PETERSBURG, FL 2,722,6612.7m $212.5m $212.5m 0.30% Added +44.0k +43,970
8 HighTower Advisors, LLC 0.31% of their portfolio CHICAGO, IL 2,535,6912.5m $197.9m $197.9m 0.31% Added +62.4k +62,404
9 UBS Group AG 0.06% of their portfolio ZURICH, V8 2,372,7432.4m $185.2m $185.2m 0.06% Reduced -33.5k -33,539
10 Cetera Investment Advisers 0.34% of their portfolio SCHAUMBURG, IL 1,888,4821.9m $147.4m $147.4m 0.34% Added +62.5k +62,514
11 Private Advisor Group, LLC 0.79% of their portfolio MORRISTOWN, NJ 1,513,2261.5m $118.0m $118.0m 0.79% Reduced -87.8k -87,783
12 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 1,442,0701.4m $112.6m $112.6m 0.03% Added +94.4k +94,354
13 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 1,388,3801.4m $108.4m $108.4m 0.03% Added +108.9k +108,886
14 Employees Retirement System of Texas 0.89% of their portfolio AUSTIN, TX 1,222,3001.2m $95.4m $95.4m 0.89% Reduced -200.0k -200,000
15 RAYMOND JAMES & ASSOCIATES 0.06% of their portfolio ST PETERSBURG, FL 1,217,6831.2m $95.0m $95.0m 0.06% Reduced -190.6k -190,560
16 One Capital Management, LLC 3.04% of their portfolio WESTLAKE VILLAGE, CA 1,143,8421.1m $89.3m $89.3m 3.04% Reduced -83.0k -83,008
17 Steward Partners Investment Advisory, LLC 0.86% of their portfolio STAMFORD, CT 1,049,7571.0m $81.9m $81.9m 0.86% Added +128.3k +128,329
18 Bouchey Financial Group, Ltd. 7.16% of their portfolio TROY, NY 965,824965.8k $75.4m $75.4m 7.16% Added +450.2k +450,179
19 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 945,380945.4k $73.8m $73.8m 0.00% Reduced -91.9k -91,880
20 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 892,261892.3k $69.6m $69.6m 0.02% Added +111.0k +110,984
21 WADDELL & ASSOCIATES, LLC 9.05% of their portfolio MEMPHIS, TN 881,374881.4k $68.8m $68.8m 9.05% Added +12.4k +12,388
22 COMMONWEALTH EQUITY SERVICES, LLC 0.11% of their portfolio WALTHAM, MA 871,305871.3k $68.0m $68.0m 0.11% Added +87.2k +87,209
23 Clearwater Capital Advisors, LLC 7.20% of their portfolio HOFFMAN ESTATES, IL 871,055871.1k $68.0m $68.0m 7.20% Reduced -5.5k -5,468
24 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.16% of their portfolio PLYMOUTH, MN 853,615853.6k $66.6m $66.6m 0.16% Added +23.2k +23,153
25 TAIYO LIFE INSURANCE CO 5.30% of their portfolio CHUO-KU, TOKYO, M0 850,000850.0k $66.3m $66.3m 5.30% Unchanged
26 RVW Wealth, LLC 6.40% of their portfolio LOS ANGELES, CA 821,579821.6k $64.1m $64.1m 6.40% Added +25.0k +25,022
27 Legacy Financial Advisors, Inc. 10.77% of their portfolio COVINGTON, KY 774,989775.0k $60.5m $60.5m 10.77% Reduced -29.8k -29,785
28 IAM Advisory, LLC 16.34% of their portfolio EASTON, PA 772,359772.4k $60.3m $60.3m 16.34% Added +497.6k +497,566
29 BOSTON FINANCIAL MANGEMENT LLC 1.84% of their portfolio BOSTON, MA 741,901741.9k $57.9m $57.9m 1.84% Reduced -29.8k -29,797
30 Glassman Wealth Services 10.61% of their portfolio VIENNA, VA 737,089737.1k $57.5m $57.5m 10.61% Added +66.5k +66,478
31 Private Wealth Strategies, L.L.C. 11.31% of their portfolio New Albany, OH 722,050722.0k $56.4m $56.4m 11.31% Added +13.0k +12,978
32 Prime Capital Investment Advisors, LLC 0.83% of their portfolio OVERLAND PARK, KS 718,981719.0k $56.1m $56.1m 0.83% Reduced -75.2k -75,214
33 BEACON FINANCIAL GROUP 6.23% of their portfolio DALLAS, TX 700,674700.7k $54.7m $54.7m 6.23% Reduced -5.0k -4,951
34 Prestige Wealth Management Group LLC 11.33% of their portfolio FLEMINGTON, NJ 671,769671.8k $52.4m $52.4m 11.33% Reduced -25.3k -25,293
35 Stratos Investment Management, LLC 4.16% of their portfolio BEACHWOOD, OH 643,667643.7k $50.2m $50.2m 4.16% Added +84.4k +84,393
36 Rockefeller Capital Management L.P. 0.14% of their portfolio NEW YORK, NY 643,346643.3k $50.2m $50.2m 0.14% Added +54.6k +54,581
37 Equitable Holdings, Inc. 0.52% of their portfolio NEW YORK, NY 629,449629.4k $49.1m $49.1m 0.52% Added +36.7k +36,652
38 Bluespring Wealth Management, LLC 5.06% of their portfolio AUSTIN, TX 603,076603.1k $47.1m $47.1m 5.06% Added +5.5k +5,475
39 Spinnaker Investment Group, LLC 12.26% of their portfolio Newport Beach, CA 569,993570.0k $44.5m $44.5m 12.26% Reduced -1.7k -1,720
40 Savant Capital, LLC 0.42% of their portfolio ROCKFORD, IL 542,095542.1k $42.3m $42.3m 0.42% Reduced -14.1k -14,107
41 Kestra Advisory Services, LLC 0.22% of their portfolio AUSTIN, TX 503,736503.7k $39.3m $39.3m 0.22% Added +9.8k +9,794
42 NewEdge Wealth, LLC 0.84% of their portfolio STAMFORD, CT 498,965499.0k $38.9m $38.9m 0.84% Reduced -6.3k -6,321
43 OneDigital Investment Advisors LLC 0.48% of their portfolio OVERLAND PARK, KS 496,988497.0k $38.8m $38.8m 0.48% Reduced -117 -117
44 SkyView Investment Advisors, LLC 6.81% of their portfolio SHREWSBURY, NJ 489,367489.4k $38.2m $38.2m 6.81% Added +2.9k +2,922
45 Schorn Wealth LLC 13.51% of their portfolio ENGLEWOOD, FL 483,617483.6k $37.7m $37.7m 13.51% Added +21.7k +21,708
46 Thrivent Financial for Lutherans 0.07% of their portfolio Minneapolis, MN 471,795471.8k $36.8m $36.8m 0.07% Reduced -328.5k -328,497
47 CERTUITY, LLC 2.92% of their portfolio NORTH PALM BEACH, FL 468,942468.9k $36.6m $36.6m 2.92% Added +49.4k +49,418
48 Janney Montgomery Scott LLC 0.10% of their portfolio PHILADELPHIA, PA 423,124423.1k $33.0m $33.0m 0.10% Added +32.7k +32,717
49 Cambridge Investment Research Advisors, Inc. 0.12% of their portfolio FAIRFIELD, IA 407,276407.3k $31.8m $31.8m 0.12% Reduced -194.5k -194,516
50 BCM ADVISORS, LLC 7.60% of their portfolio LAFAYETTE, LA 406,430406.4k $32.0m $32.0m 7.60% Reduced -3.9k -3,870
51 IFP Advisors, Inc 1.25% of their portfolio TAMPA, FL 403,400403.4k $31.5m $31.5m 1.25% Reduced -54.2k -54,160
52 Glen Eagle Advisors, LLC 5.74% of their portfolio KINGSTON, NJ 401,366401.4k $31.3m $31.3m 5.74% Added +20.8k +20,818
53 OSAIC HOLDINGS, INC. 0.07% of their portfolio SCOTTSDALE, AZ 395,151395.2k $30.8m $30.8m 0.07% Reduced -36.1k -36,124
54 GPS Wealth Strategies Group, LLC 4.59% of their portfolio CENTENNIAL, CO 391,405391.4k $30.5m $30.5m 4.59% Added +1.6k +1,610
55 Per Stirling Capital Management, LLC. 4.87% of their portfolio AUSTIN, TX 387,357387.4k $30.2m $30.2m 4.87% Reduced -24.3k -24,337
56 NewEdge Advisors, LLC 0.22% of their portfolio NEW ORLEANS, LA 382,672382.7k $29.9m $29.9m 0.22% Added +49.6k +49,648
57 Aspire Capital Advisors LLC 9.48% of their portfolio SEATTLE, WA 371,282371.3k $29.0m $29.0m 9.48% Added +8.9k +8,895
58 TMD Wealth Management, LLC 6.35% of their portfolio SCOTTSDALE, AZ 371,126371.1k $29.0m $29.0m 6.35% Added +164.5k +164,509
59 AVANTAX ADVISORY SERVICES, INC. 0.20% of their portfolio DALLAS, TX 361,057361.1k $28.2m $28.2m 0.20% Added +33.1k +33,083
60 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 345,666345.7k $27.0m $27.0m 0.03% Added +9.9k +9,879
61 Team Financial Group, LLC 16.73% of their portfolio TEMECULA, CA 333,549333.5k $26.0m $26.0m 16.73% Added +20.3k +20,307
62 Choice Wealth Advisors LLC 13.79% of their portfolio WATERVILLE, ME 333,082333.1k $26.0m $26.0m 13.79% Added +1.9k +1,907
63 Mariner, LLC 0.05% of their portfolio Overland Park, KS 330,470330.5k $25.8m $25.8m 0.05% Reduced -7.1k -7,088
64 JANICZEK WEALTH MANAGEMENT, LLC 5.08% of their portfolio DENVER, CO 310,689310.7k $24.2m $24.2m 5.08% Added +252.9k +252,919
65 KESTRA PRIVATE WEALTH SERVICES, LLC 0.48% of their portfolio AUSTIN, TX 306,741306.7k $23.9m $23.9m 0.48% Added +21.0k +20,989
66 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 301,454301.5k $23.5m $23.5m 0.02% Reduced -137.4k -137,391
67 Sanchez Wealth Management Group 7.49% of their portfolio JACKSONVILLE, FL 296,072296.1k $23.1m $23.1m 7.49% Added +45.8k +45,848
68 LVM CAPITAL MANAGEMENT LTD/MI 2.60% of their portfolio PORTAGE, MI 293,297293.3k $22.9m $22.9m 2.60% Added +11.3k +11,260
69 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 282,739282.7k $22.1m $22.1m 0.03% Added +6.8k +6,846
70 FORTE CAPITAL LLC /ADV 2.66% of their portfolio ROCHESTER, NY 281,850281.9k $22.0m $22.0m 2.66% Added +77.1k +77,084
71 ACT Advisors, LLC. 11.00% of their portfolio ASHEVILLE, NC 270,791270.8k $21.1m $21.1m 11.00% Added +314 +314
72 Horizon Wealth Management, LLC 4.92% of their portfolio LA GRANGE, IL 264,717264.7k $20.7m $20.7m 4.92% New
73 SAGE PRIVATE WEALTH GROUP, LLC 17.33% of their portfolio OAKBROOK TERRACE, IL 263,808263.8k $20.6m $20.6m 17.33% Added +61.7k +61,726
74 HB Wealth Management, LLC 0.24% of their portfolio Atlanta, GA 261,094261.1k $20.4m $20.4m 0.24% Reduced -5.6k -5,634
75 Concurrent Investment Advisors, LLC 0.67% of their portfolio Tampa, FL 258,156258.2k $20.1m $20.1m 0.67% Added +2.3k +2,289
76 CONTINUUM WEALTH ADVISORS, LLC 10.25% of their portfolio SARATOGA SPRINGS, NY 249,655249.7k $19.5m $19.5m 10.25% Added +18.6k +18,565
77 CAHILL FINANCIAL ADVISORS INC 2.62% of their portfolio EDINA, MN 244,910244.9k $19.1m $19.1m 2.62% Reduced -1.2k -1,173
78 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 242,864242.9k $19.0m $19.0m 0.00% Added +206.8k +206,833
79 GREAT VALLEY ADVISOR GROUP, INC. 0.53% of their portfolio WILMINGTON, DE 241,440241.4k $18.8m $18.8m 0.53% Reduced -49.2k -49,159
80 CWM, LLC 0.09% of their portfolio OMAHA, NE 240,852240.9k $18.8m $18.8m 0.09% Added +13.6k +13,607
81 MML INVESTORS SERVICES, LLC 0.08% of their portfolio SPRINGFIELD, MA 239,334239.3k $18.7m $18.7m 0.08% Added +20.1k +20,051
82 Amplius Wealth Advisors, LLC 2.08% of their portfolio BLUE BELL, PA 239,178239.2k $18.7m $18.7m 2.08% Reduced -5.4k -5,381
83 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 213,481213.5k $16.7m $16.7m 0.00% Reduced -865 -865
84 Curi Capital, LLC 0.40% of their portfolio CHICAGO, IL 211,682211.7k $16.5m $16.5m 0.40% Reduced -1.1k -1,070
85 CONNABLE OFFICE INC 1.73% of their portfolio KALAMAZOO, MI 206,547206.5k $16.1m $16.1m 1.73% Added +51.7k +51,722
86 PALO ALTO WEALTH ADVISORS, LLC 11.09% of their portfolio PALO ALTO, CA 205,530205.5k $16.0m $16.0m 11.09% Added +1.6k +1,643
87 Heck Capital Advisors, LLC 1.97% of their portfolio Rhinelander, WI 202,803202.8k $15.8m $15.8m 1.97% Added +200.5k +200,464
88 Vantage Financial Partners Ltd., Inc. 3.91% of their portfolio ARLINGTON HEIGHTS, IL 201,537201.5k $15.7m $15.7m 3.91% New
89 D.A. DAVIDSON & CO. 0.14% of their portfolio GREAT FALLS, MT 198,830198.8k $15.5m $15.5m 0.14% Added +9.1k +9,105
90 Sanctuary Advisors, LLC 0.10% of their portfolio INDIANAPOLIS, IN 191,118191.1k $14.1m $14.1m 0.10% First filing
91 Main Street Financial Solutions, LLC 1.33% of their portfolio NEWTOWN, PA 181,229181.2k $14.1m $14.1m 1.33% Added +8.5k +8,474
92 Strategic Financial Concepts, LLC 0.59% of their portfolio SAN ANTONIO, TX 171,889171.9k $1.0m $1.0m 0.59% Added +156.7k +156,727
93 Atria Wealth Solutions, Inc. 0.15% of their portfolio NEW YORK, NY 171,348171.3k $13.4m $13.4m 0.15% Reduced -27.2k -27,230
94 TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 5.16% of their portfolio RALEIGH, NC 170,481170.5k $13.3m $13.3m 5.16% Added +2.2k +2,234
95 Focus Financial Network, Inc. 0.58% of their portfolio MINNEAPOLIS, MN 168,196168.2k $13.5m $13.5m 0.58% Reduced -779 -779
96 Lauer Wealth, LLC 10.55% of their portfolio VALPARAISO, IN 167,561167.6k $13.3m $13.3m 10.55% Reduced -11.2k -11,209
97 Cresta Advisors, Ltd. 7.73% of their portfolio LAREDO, TX 167,118167.1k $13.0m $13.0m 7.73% Reduced -941 -941
98 WEALTH MANAGEMENT RESOURCES, INC. 5.58% of their portfolio SMITHFIELD, RI 166,543166.5k $13.0m $13.0m 5.58% Reduced -11.8k -11,825
99 CGN Advisors LLC 1.51% of their portfolio MANHATTAN, KS 165,729165.7k $12.9m $12.9m 1.51% Added +11.5k +11,515
100 Atria Investments, Inc 0.17% of their portfolio Charlotte, NC 165,462165.5k $12.9m $12.9m 0.17% Added +41.6k +41,552