Vault-13

WISDOMTREE TR DGRW

US QTLY DIV GRT · ETP · CUSIP 97717X669

647 institutional holders +22 vs Q2 2024
131,332,847131.3m shares reported held*
$10.9bnreported value*
49 new 296 added 167 reduced 30 sold out net bought ≈ $355.2m (+4.1m 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 ($5.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $83.14. Options: 2 managers hold calls ($1.4m notional), 1 hold puts ($16.6k).

Trends to Q3 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: 625Q3 24: 647647Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 2022396
Q4 2022446
Q1 2023463
Q2 2023504
Q3 2023510
Q4 2023572
Q1 2024601
Q2 2024625
Q3 2024647

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 outQ1 23: 235 bought or addedQ1 23: 166 cut or sold outQ1 23Q2 23: 258 bought or addedQ2 23: 166 cut or sold outQ3 23: 272 bought or addedQ3 23: 179 cut or sold outQ3 23Q4 23: 292 bought or addedQ4 23: 181 cut or sold outQ1 24: 317 bought or addedQ1 24: 207 cut or sold outQ1 24Q2 24: 334 bought or addedQ2 24: 203 cut or sold outQ3 24: 345 bought or addedQ3 24: 197 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022245117
Q1 2023235166
Q2 2023258166
Q3 2023272179
Q4 2023292181
Q1 2024317207
Q2 2024334203
Q3 2024345197

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5mQ4 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 0.00Q3 24 calls: $1.4mQ3 24 puts: $16.6kQ3 24P/C 0.01
Numbers
QuarterCallsPutsP/C
Q4 2023$681.7k$393.6k0.58
Q1 2024$434.3k$00.00
Q2 2024$476.1k$00.00
Q3 2024$1.4m$16.6k0.01

Biggest buyers

NorthCoast Asset Management LLC Added +1,284,875+1.3m
JPMORGAN CHASE & CO Added +972,722+972.7k
LPL Financial LLC Added +836,512+836.5k
World Investment Advisors New +726,113+726.1k
MORGAN STANLEY Added +273,212+273.2k
Horizon Wealth Management, LLC Added +253,860+253.9k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +234,273+234.3k
ENVESTNET ASSET MANAGEMENT INC Added +228,924+228.9k
BANK OF AMERICA CORP /DE/ Added +205,355+205.4k
PNC Financial Services Group, Inc. Added +203,773+203.8k

Biggest sellers

Employees Retirement System of Texas Sold out -1,222,300-1.2m
Raymond James Financial Services Advisors, Inc. Reduced -673,045-673.0k
Hamilton Capital, LLC Reduced -465,267-465.3k
CERTUITY, LLC Reduced -351,129-351.1k
GOLDMAN SACHS GROUP INC Reduced -209,404-209.4k
Strategic Financial Concepts, LLC Sold out -171,889-171.9k
Thrivent Financial for Lutherans Reduced -121,319-121.3k
Regal Investment Advisors LLC Sold out -110,328-110.3k
CONTINUUM WEALTH ADVISORS, LLC Reduced -86,092-86.1k
GREAT VALLEY ADVISOR GROUP, INC. Reduced -79,148-79.1k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.3m16.1k shares
CITADEL ADVISORS LLC New $33.3k400 shares

Biggest puts

CITADEL ADVISORS LLC New $16.6k200 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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PNC Financial Services Group, Inc. 1.00% of their portfolio Pittsburgh, PA 18,877,05718.9m $1.6bn $1.6bn 1.00% Added +203.8k +203,773
2 BANK OF AMERICA CORP /DE/ 0.09% of their portfolio CHARLOTTE, NC 11,729,14011.7m $976.0m $976.0m 0.09% Added +205.4k +205,355
3 LPL Financial LLC 0.42% of their portfolio FORT MILL, SC 11,206,56111.2m $932.5m $932.5m 0.42% Added +836.5k +836,512
4 MORGAN STANLEY 0.05% of their portfolio NEW YORK, NY 8,382,0408.4m $697.5m $697.5m 0.05% Added +273.2k +273,212
5 Hamilton Capital, LLC 40.33% of their portfolio COLUMBUS, OH 6,637,3356.6m $544.3m $544.3m 40.33% Reduced -465.3k -465,267
6 AMERIPRISE FINANCIAL INC 0.13% of their portfolio MINNEAPOLIS, MN 6,151,0816.2m $511.8m $511.8m 0.13% Added +165.5k +165,457
7 HighTower Advisors, LLC 0.32% of their portfolio CHICAGO, IL 2,709,6582.7m $225.5m $225.5m 0.32% Added +174.0k +173,967
8 UBS Group AG 0.06% of their portfolio ZURICH, V8 2,385,5782.4m $198.5m $198.5m 0.06% Added +12.8k +12,835
9 Raymond James Financial Services Advisors, Inc. 0.23% of their portfolio ST. PETERSBURG, FL 2,049,6162.0m $170.5m $170.5m 0.23% Reduced -673.0k -673,045
10 Cetera Investment Advisers 0.36% of their portfolio SCHAUMBURG, IL 1,965,2502.0m $163.5m $163.5m 0.36% Added +76.8k +76,768
11 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,918,1021.9m $159.6m $159.6m 0.01% Added +972.7k +972,722
12 Private Advisor Group, LLC 0.76% of their portfolio MORRISTOWN, NJ 1,462,2311.5m $121.7m $121.7m 0.76% Reduced -51.0k -50,995
13 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 1,450,0781.5m $120.7m $120.7m 0.03% Added +61.7k +61,698
14 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 1,425,8641.4m $118.6m $118.6m 0.03% Reduced -16.2k -16,206
15 NorthCoast Asset Management LLC 0.75% of their portfolio STAMFORD, CT 1,289,6121.3m $106.4m $106.4m 0.75% Added +1.3m +1,284,875
16 One Capital Management, LLC 3.37% of their portfolio WESTLAKE VILLAGE, CA 1,271,1331.3m $105.8m $105.8m 3.37% Added +127.3k +127,291
17 RAYMOND JAMES & ASSOCIATES 0.06% of their portfolio ST PETERSBURG, FL 1,225,0821.2m $101.9m $101.9m 0.06% Added +7.4k +7,399
18 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 1,121,1851.1m $93.3m $93.3m 0.03% Added +228.9k +228,924
19 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.19% of their portfolio PLYMOUTH, MN 1,087,8881.1m $90.5m $90.5m 0.19% Added +234.3k +234,273
20 Steward Partners Investment Advisory, LLC 0.81% of their portfolio STAMFORD, CT 1,047,1591.0m $87.1m $87.1m 0.81% Reduced -2.6k -2,598
21 Bouchey Financial Group, Ltd. 7.04% of their portfolio TROY, NY 946,030946.0k $78.7m $78.7m 7.04% Reduced -19.8k -19,794
22 WADDELL & ASSOCIATES, LLC 9.10% of their portfolio MEMPHIS, TN 899,427899.4k $74.8m $74.8m 9.10% Added +18.1k +18,053
23 Clearwater Capital Advisors, LLC 7.12% of their portfolio HOFFMAN ESTATES, IL 878,346878.3k $73.1m $73.1m 7.12% Added +7.3k +7,291
24 COMMONWEALTH EQUITY SERVICES, LLC 0.11% of their portfolio WALTHAM, MA 863,924863.9k $71.9m $71.9m 0.11% Reduced -7.4k -7,381
25 TAIYO LIFE INSURANCE CO 5.61% of their portfolio CHUO-KU, TOKYO, M0 850,000850.0k $70.7m $70.7m 5.61% Unchanged
26 RVW Wealth, LLC 6.42% of their portfolio LOS ANGELES, CA 830,277830.3k $69.1m $69.1m 6.42% Added +8.7k +8,698
27 Legacy Financial Advisors, Inc. 10.97% of their portfolio COVINGTON, KY 785,046785.0k $65.3m $65.3m 10.97% Added +10.1k +10,057
28 IAM Advisory, LLC 16.42% of their portfolio EASTON, PA 780,673780.7k $65.0m $65.0m 16.42% Added +8.3k +8,314
29 Glassman Wealth Services 10.91% of their portfolio VIENNA, VA 768,895768.9k $64.0m $64.0m 10.91% Added +31.8k +31,806
30 BOSTON FINANCIAL MANGEMENT LLC 1.91% of their portfolio BOSTON, MA 768,734768.7k $64.0m $64.0m 1.91% Added +26.8k +26,833
31 World Investment Advisors 1.90% of their portfolio LINCROFT, NJ 726,113726.1k $60.4m $60.4m 1.90% New
32 Prime Capital Investment Advisors, LLC 0.84% of their portfolio OVERLAND PARK, KS 707,832707.8k $58.9m $58.9m 0.84% Reduced -11.1k -11,149
33 Stratos Investment Management, LLC 4.03% of their portfolio BEACHWOOD, OH 693,236693.2k $57.7m $57.7m 4.03% Added +49.6k +49,569
34 BEACON FINANCIAL GROUP 6.19% of their portfolio DALLAS, TX 687,248687.2k $57.2m $57.2m 6.19% Reduced -13.4k -13,426
35 Rockefeller Capital Management L.P. 0.15% of their portfolio NEW YORK, NY 668,196668.2k $55.6m $55.6m 0.15% Added +24.9k +24,850
36 Equitable Holdings, Inc. 0.53% of their portfolio NEW YORK, NY 660,178660.2k $54.9m $54.9m 0.53% Added +30.7k +30,729
37 Prestige Wealth Management Group LLC 11.31% of their portfolio FLEMINGTON, NJ 655,493655.5k $54.5m $54.5m 11.31% Reduced -16.3k -16,276
38 Bluespring Wealth Management, LLC 5.35% of their portfolio AUSTIN, TX 640,361640.4k $53.3m $53.3m 5.35% Added +37.3k +37,285
39 Janney Montgomery Scott LLC 0.14% of their portfolio PHILADELPHIA, PA 619,168619.2k $51.5m $51.5m 0.14% Added +196.0k +196,044
40 Spinnaker Investment Group, LLC 11.64% of their portfolio Newport Beach, CA 571,772571.8k $47.6m $47.6m 11.64% Added +1.8k +1,779
41 Savant Capital, LLC 0.36% of their portfolio ROCKFORD, IL 525,333525.3k $43.7m $43.7m 0.36% Reduced -16.8k -16,762
42 Horizon Wealth Management, LLC 8.61% of their portfolio LA GRANGE, IL 518,577518.6k $43.2m $43.2m 8.61% Added +253.9k +253,860
43 NewEdge Advisors, LLC 0.28% of their portfolio NEW ORLEANS, LA 509,686509.7k $42.4m $42.4m 0.28% Added +127.0k +127,014
44 SkyView Investment Advisors, LLC 7.03% of their portfolio SHREWSBURY, NJ 508,391508.4k $42.3m $42.3m 7.03% Added +19.0k +19,024
45 NewEdge Wealth, LLC 0.76% of their portfolio STAMFORD, CT 504,863504.9k $42.0m $42.0m 0.76% Added +5.9k +5,898
46 Schorn Wealth LLC 14.18% of their portfolio ENGLEWOOD, FL 502,094502.1k $41.8m $41.8m 14.18% Added +18.5k +18,477
47 OneDigital Investment Advisors LLC 0.47% of their portfolio OVERLAND PARK, KS 498,520498.5k $41.5m $41.5m 0.47% Added +1.5k +1,532
48 Kestra Advisory Services, LLC 0.22% of their portfolio AUSTIN, TX 471,952472.0k $39.3m $39.3m 0.22% Reduced -31.8k -31,784
49 Cambridge Investment Research Advisors, Inc. 0.12% of their portfolio FAIRFIELD, IA 439,003439.0k $36.5m $36.5m 0.12% Added +31.7k +31,727
50 Glen Eagle Advisors, LLC 5.95% of their portfolio KINGSTON, NJ 423,897423.9k $35.3m $35.3m 5.95% Added +22.5k +22,531
51 OSAIC HOLDINGS, INC. 0.08% of their portfolio SCOTTSDALE, AZ 419,770419.8k $34.9m $34.9m 0.08% Added +24.6k +24,619
52 BCM ADVISORS, LLC 7.56% of their portfolio LAFAYETTE, LA 401,652401.7k $33.0m $33.0m 7.56% Reduced -4.8k -4,778
53 IFP Advisors, Inc 1.20% of their portfolio TAMPA, FL 399,656399.7k $33.3m $33.3m 1.20% Reduced -3.7k -3,744
54 Aspire Capital Advisors LLC 9.53% of their portfolio SEATTLE, WA 384,025384.0k $32.0m $32.0m 9.53% Added +12.7k +12,743
55 AVANTAX ADVISORY SERVICES, INC. 0.21% of their portfolio DALLAS, TX 381,400381.4k $31.7m $31.7m 0.21% Added +20.3k +20,343
56 Per Stirling Capital Management, LLC. 4.38% of their portfolio AUSTIN, TX 379,527379.5k $31.6m $31.6m 4.38% Reduced -7.8k -7,830
57 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 374,531374.5k $31.2m $31.2m 0.03% Added +28.9k +28,865
58 GPS Wealth Strategies Group, LLC 4.15% of their portfolio CENTENNIAL, CO 373,962374.0k $31.1m $31.1m 4.15% Reduced -17.4k -17,443
59 Thrivent Financial for Lutherans 0.06% of their portfolio Minneapolis, MN 350,476350.5k $29.2m $29.2m 0.06% Reduced -121.3k -121,319
60 Team Financial Group, LLC 16.88% of their portfolio TEMECULA, CA 341,102341.1k $28.4m $28.4m 16.88% Added +7.6k +7,553
61 Mariner, LLC 0.05% of their portfolio Overland Park, KS 338,008338.0k $28.1m $28.1m 0.05% Added +7.5k +7,538
62 Choice Wealth Advisors LLC 13.77% of their portfolio WATERVILLE, ME 331,267331.3k $27.6m $27.6m 13.77% Reduced -1.8k -1,815
63 KESTRA PRIVATE WEALTH SERVICES, LLC 0.47% of their portfolio AUSTIN, TX 307,844307.8k $25.6m $25.6m 0.47% Added +1.1k +1,103
64 Ascentis Independent Advisors 3.87% of their portfolio DALLAS, TX 297,712297.7k $24.8m $24.8m 3.87% Added +151.1k +151,075
65 Sanctuary Advisors, LLC 0.16% of their portfolio INDIANAPOLIS, IN 293,590293.6k $24.8m $24.8m 0.16% Added +102.5k +102,472
66 LVM CAPITAL MANAGEMENT LTD/MI 2.60% of their portfolio PORTAGE, MI 293,297293.3k $22.9m $22.9m 2.60% Unchanged
67 Sanchez Wealth Management Group 7.44% of their portfolio JACKSONVILLE, FL 293,207293.2k $24.4m $24.4m 7.44% Reduced -2.9k -2,865
68 CWM, LLC 0.10% of their portfolio OMAHA, NE 293,046293.0k $24.4m $24.4m 0.10% Added +52.2k +52,194
69 TRUIST FINANCIAL CORP 0.04% of their portfolio CHARLOTTE, NC 291,967292.0k $24.3m $24.3m 0.04% Added +9.2k +9,228
70 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 290,961291.0k $24.2m $24.2m 0.02% Reduced -10.5k -10,493
71 SK Wealth Management, LLC 12.07% of their portfolio PROVIDENCE, RI 288,221288.2k $23.6m $23.6m 12.07% First filing
72 FORTE CAPITAL LLC /ADV 2.70% of their portfolio ROCHESTER, NY 287,234287.2k $23.9m $23.9m 2.70% Added +5.4k +5,384
73 ACT Advisors, LLC. 10.75% of their portfolio ASHEVILLE, NC 273,789273.8k $22.8m $22.8m 10.75% Added +3.0k +2,998
74 Concurrent Investment Advisors, LLC 0.64% of their portfolio Tampa, FL 260,912260.9k $21.7m $21.7m 0.64% Added +2.8k +2,756
75 Tyler-Stone Wealth Management 4.07% of their portfolio Beachwood, OH 258,928258.9k $21.5m $21.5m 4.07% Added +141.4k +141,441
76 HB Wealth Management, LLC 0.23% of their portfolio Atlanta, GA 256,251256.3k $21.3m $21.3m 0.23% Reduced -4.8k -4,843
77 SAGE PRIVATE WEALTH GROUP, LLC 16.78% of their portfolio OAKBROOK TERRACE, IL 256,029256.0k $21.3m $21.3m 16.78% Reduced -7.8k -7,779
78 Atria Investments, Inc 0.26% of their portfolio Charlotte, NC 253,843253.8k $21.1m $21.1m 0.26% Added +88.4k +88,381
79 Amplius Wealth Advisors, LLC 2.21% of their portfolio BLUE BELL, PA 243,835243.8k $20.3m $20.3m 2.21% Added +4.7k +4,657
80 MML INVESTORS SERVICES, LLC 0.07% of their portfolio SPRINGFIELD, MA 235,581235.6k $19.6m $19.6m 0.07% Reduced -3.8k -3,753
81 CAHILL FINANCIAL ADVISORS INC 2.61% of their portfolio EDINA, MN 228,919228.9k $19.0m $19.0m 2.61% Reduced -16.0k -15,991
82 Heck Capital Advisors, LLC 2.13% of their portfolio Rhinelander, WI 221,871221.9k $18.5m $18.5m 2.13% Added +19.1k +19,068
83 CGN Advisors LLC 1.81% of their portfolio MANHATTAN, KS 215,889215.9k $18.0m $18.0m 1.81% Added +50.2k +50,160
84 CONNABLE OFFICE INC 1.80% of their portfolio KALAMAZOO, MI 215,103215.1k $17.9m $17.9m 1.80% Added +8.6k +8,556
85 Curi Capital, LLC 0.40% of their portfolio CHICAGO, IL 211,115211.1k $17.6m $17.6m 0.40% Reduced -567 -567
86 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 208,358208.4k $17.3m $17.3m 0.00% Reduced -5.1k -5,123
87 D.A. DAVIDSON & CO. 0.14% of their portfolio GREAT FALLS, MT 207,434207.4k $17.3m $17.3m 0.14% Added +8.6k +8,604
88 PALO ALTO WEALTH ADVISORS, LLC 7.17% of their portfolio PALO ALTO, CA 205,871205.9k $17.3m $17.3m 7.17% Added +341 +341
89 Main Street Financial Solutions, LLC 1.40% of their portfolio NEWTOWN, PA 183,815183.8k $15.3m $15.3m 1.40% Added +2.6k +2,586
90 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 7.69% of their portfolio WALTHAM, MA 180,237180.2k $15.0m $15.0m 7.69% Added +61.6k +61,641
91 Cresta Advisors, Ltd. 7.68% of their portfolio LAREDO, TX 176,425176.4k $14.7m $14.7m 7.68% Added +9.3k +9,307
92 TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 5.34% of their portfolio RALEIGH, NC 172,929172.9k $14.4m $14.4m 5.34% Added +2.4k +2,448
93 Focus Financial Network, Inc. 0.58% of their portfolio MINNEAPOLIS, MN 170,671170.7k $14.2m $14.2m 0.58% Added +2.5k +2,475
94 Cerity Partners LLC 0.03% of their portfolio NEW YORK, NY 165,740165.7k $13.8m $13.8m 0.03% Added +5.5k +5,507
95 WEALTH MANAGEMENT RESOURCES, INC. 5.52% of their portfolio SMITHFIELD, RI 165,542165.5k $13.8m $13.8m 5.52% Reduced -1.0k -1,001
96 CONTINUUM WEALTH ADVISORS, LLC 7.30% of their portfolio SARATOGA SPRINGS, NY 163,563163.6k $13.6m $13.6m 7.30% Reduced -86.1k -86,092
97 HENGEHOLD CAPITAL MANAGEMENT LLC 1.29% of their portfolio CINCINNATI, OH 163,086163.1k $13.6m $13.6m 1.29% Added +9.4k +9,369
98 GREAT VALLEY ADVISOR GROUP, INC. 0.33% of their portfolio WILMINGTON, DE 162,292162.3k $13.5m $13.5m 0.33% Reduced -79.1k -79,148
99 INVENIO WEALTH PARTNERS LLC 5.83% of their portfolio CORAL GABLES, FL 162,038162.0k $13.5m $13.5m 5.83% Added +20.0k +19,967
100 Eaton Financial Holdings Company, LLC 5.33% of their portfolio Coral Springs, FL 157,482157.5k $13.1m $13.1m 5.33% First filing