Vault-13

WISDOMTREE TR DGRW

US QTLY DIV GRT · ETP · CUSIP 97717X669

713 institutional holders +66 vs Q3 2024
141,422,186141.4m shares reported held*
$11.5bnreported value*
54 new 317 added 170 reduced 34 sold out net bought ≈ $584.5m (+7.2m 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 ($5.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $80.98. Options: 2 managers hold calls ($671.7k notional), 1 hold puts ($194.2k).

Trends to Q4 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: 647Q4 24: 713713Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 2022396
Q4 2022446
Q1 2023463
Q2 2023504
Q3 2023510
Q4 2023572
Q1 2024601
Q2 2024625
Q3 2024647
Q4 2024713

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q1 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 24Q3 24: 345 bought or addedQ3 24: 197 cut or sold outQ4 24: 371 bought or addedQ4 24: 204 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 2023235166
Q2 2023258166
Q3 2023272179
Q4 2023292181
Q1 2024317207
Q2 2024334203
Q3 2024345197
Q4 2024371204

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5mQ1 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 0.01Q4 24 calls: $671.7kQ4 24 puts: $194.2kQ4 24P/C 0.29
Numbers
QuarterCallsPutsP/C
Q1 2024$434.3k$00.00
Q2 2024$476.1k$00.00
Q3 2024$1.4m$16.6k0.01
Q4 2024$671.7k$194.2k0.29

Biggest buyers

Lido Advisors, LLC New +1,419,968+1.4m
Private Advisor Group, LLC Added +1,269,967+1.3m
Independent Advisor Alliance New +865,645+865.6k
LPL Financial LLC Added +793,206+793.2k
COMERICA BANK Added +718,200+718.2k
Cerity Partners LLC Added +343,207+343.2k
Modern Wealth Management, LLC New +252,855+252.9k
MORGAN STANLEY Added +229,125+229.1k
PNC Financial Services Group, Inc. Added +212,256+212.3k
COLUMBIA ADVISORY PARTNERS LLC New +189,978+190.0k

Biggest sellers

JPMORGAN CHASE & CO Reduced -1,183,256-1.2m
Ascentis Independent Advisors Reduced -187,928-187.9k
WEALTH MANAGEMENT RESOURCES, INC. Reduced -119,180-119.2k
Bouchey Financial Group, Ltd. Reduced -64,055-64.1k
Hobbs Group Advisors, LLC Reduced -56,959-57.0k
Triad Wealth Partners, LLC Reduced -56,825-56.8k
PERSONAL CFO SOLUTIONS, LLC Sold out -55,092-55.1k
RENAISSANCE TECHNOLOGIES LLC Sold out -53,400-53.4k
Hamilton Capital, LLC Reduced -51,470-51.5k
Dynamic Advisor Solutions LLC Sold out -50,709-50.7k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $623.2k7.7k shares
CITADEL ADVISORS LLC Added $48.6k600 shares

Biggest puts

CITADEL ADVISORS LLC Added $194.2k2.4k 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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PNC Financial Services Group, Inc. 1.03% of their portfolio Pittsburgh, PA 19,089,31319.1m $1.5bn $1.5bn 1.03% Added +212.3k +212,256
2 LPL Financial LLC 0.40% of their portfolio FORT MILL, SC 11,999,76712.0m $971.1m $971.1m 0.40% Added +793.2k +793,206
3 BANK OF AMERICA CORP /DE/ 0.09% of their portfolio CHARLOTTE, NC 11,682,24711.7m $945.4m $945.4m 0.09% Reduced -46.9k -46,893
4 MORGAN STANLEY 0.05% of their portfolio NEW YORK, NY 8,611,1658.6m $696.9m $696.9m 0.05% Added +229.1k +229,125
5 Hamilton Capital, LLC 40.52% of their portfolio COLUMBUS, OH 6,585,8656.6m $533.0m $533.0m 40.52% Reduced -51.5k -51,470
6 AMERIPRISE FINANCIAL INC 0.13% of their portfolio MINNEAPOLIS, MN 6,333,8116.3m $512.6m $512.6m 0.13% Added +182.7k +182,730
7 RAYMOND JAMES FINANCIAL INC 0.11% of their portfolio ST. PETERSBURG, FL 3,614,4813.6m $292.5m $292.5m 0.11% First filing
8 Private Advisor Group, LLC 1.24% of their portfolio MORRISTOWN, NJ 2,732,1982.7m $221.1m $221.1m 1.24% Added +1.3m +1,269,967
9 HighTower Advisors, LLC 0.30% of their portfolio CHICAGO, IL 2,724,2182.7m $220.5m $220.5m 0.30% Added +14.6k +14,560
10 UBS Group AG 0.04% of their portfolio ZURICH, V8 2,361,2982.4m $191.1m $191.1m 0.04% Reduced -24.3k -24,280
11 Cetera Investment Advisers 0.36% of their portfolio SCHAUMBURG, IL 2,105,6252.1m $170.4m $170.4m 0.36% Added +140.4k +140,375
12 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 1,578,1811.6m $127.7m $127.7m 0.03% Added +152.3k +152,317
13 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 1,494,6011.5m $121.0m $121.0m 0.03% Added +44.5k +44,523
14 Lido Advisors, LLC 0.72% of their portfolio Los Angeles, CA 1,419,9681.4m $114.9m $114.9m 0.72% New
15 NorthCoast Asset Management LLC 0.52% of their portfolio STAMFORD, CT 1,319,9381.3m $106.8m $106.8m 0.52% Added +30.3k +30,326
16 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 1,285,2671.3m $104.0m $104.0m 0.03% Added +164.1k +164,082
17 One Capital Management, LLC 3.42% of their portfolio WESTLAKE VILLAGE, CA 1,276,6221.3m $103.3m $103.3m 3.42% Added +5.5k +5,489
18 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.18% of their portfolio PLYMOUTH, MN 1,191,1191.2m $96.4m $96.4m 0.18% Added +103.2k +103,231
19 Steward Partners Investment Advisory, LLC 0.76% of their portfolio STAMFORD, CT 1,064,9851.1m $86.2m $86.2m 0.76% Added +17.8k +17,826
20 COMMONWEALTH EQUITY SERVICES, LLC 0.12% of their portfolio WALTHAM, MA 979,107979.1k $79.2m $79.2m 0.12% Added +115.2k +115,183
21 WADDELL & ASSOCIATES, LLC 7.56% of their portfolio MEMPHIS, TN 916,723916.7k $74.2m $74.2m 7.56% Added +17.3k +17,296
22 Bouchey Financial Group, Ltd. 6.24% of their portfolio TROY, NY 881,975882.0k $71.4m $71.4m 6.24% Reduced -64.1k -64,055
23 Independent Advisor Alliance 0.93% of their portfolio CHARLOTTE, NC 865,645865.6k $70.1m $70.1m 0.93% New
24 TAIYO LIFE INSURANCE CO 5.58% of their portfolio CHUO-KU, TOKYO, M0 850,000850.0k $68.8m $68.8m 5.58% Unchanged
25 Clearwater Capital Advisors, LLC 6.72% of their portfolio HOFFMAN ESTATES, IL 849,266849.3k $68.7m $68.7m 6.72% Reduced -29.1k -29,080
26 RVW Wealth, LLC 6.34% of their portfolio LOS ANGELES, CA 839,339839.3k $67.9m $67.9m 6.34% Added +9.1k +9,062
27 Stratos Investment Management, LLC 4.08% of their portfolio BEACHWOOD, OH 837,901837.9k $67.8m $67.8m 4.08% Added +144.7k +144,665
28 IAM Advisory, LLC 16.16% of their portfolio EASTON, PA 787,686787.7k $63.7m $63.7m 16.16% Added +7.0k +7,013
29 Glassman Wealth Services 10.72% of their portfolio VIENNA, VA 787,372787.4k $63.7m $63.7m 10.72% Added +18.5k +18,477
30 Legacy Financial Advisors, Inc. 10.50% of their portfolio COVINGTON, KY 784,774784.8k $63.5m $63.5m 10.50% Reduced -272 -272
31 COMERICA BANK 0.26% of their portfolio DALLAS, TX 784,589784.6k $63.5m $63.5m 0.26% Added +718.2k +718,200
32 BOSTON FINANCIAL MANGEMENT LLC 1.92% of their portfolio BOSTON, MA 782,957783.0k $63.4m $63.4m 1.92% Added +14.2k +14,223
33 World Investment Advisors 1.64% of their portfolio LINCROFT, NJ 740,867740.9k $60.0m $60.0m 1.64% Added +14.8k +14,754
34 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 734,846734.8k $59.5m $59.5m 0.00% Reduced -1.2m -1,183,256
35 Rockefeller Capital Management L.P. 0.15% of their portfolio NEW YORK, NY 721,087721.1k $58.3m $58.3m 0.15% Added +52.9k +52,891
36 Prime Capital Investment Advisors, LLC 0.83% of their portfolio OVERLAND PARK, KS 704,125704.1k $57.0m $57.0m 0.83% Reduced -3.7k -3,707
37 Janney Montgomery Scott LLC 0.16% of their portfolio PHILADELPHIA, PA 693,989694.0k $56.2m $56.2m 0.16% Added +74.8k +74,821
38 BEACON FINANCIAL GROUP 5.91% of their portfolio DALLAS, TX 678,803678.8k $54.9m $54.9m 5.91% Reduced -8.4k -8,445
39 Equitable Holdings, Inc. 0.52% of their portfolio NEW YORK, NY 673,801673.8k $54.5m $54.5m 0.52% Added +13.6k +13,623
40 Bluespring Wealth Management, LLC 5.49% of their portfolio AUSTIN, TX 661,111661.1k $53.5m $53.5m 5.49% Added +20.8k +20,750
41 Horizon Wealth Management, LLC 9.31% of their portfolio LA GRANGE, IL 661,047661.0k $53.5m $53.5m 9.31% Added +142.5k +142,470
42 Prestige Wealth Management Group LLC 10.89% of their portfolio FLEMINGTON, NJ 646,560646.6k $52.4m $52.4m 10.89% Reduced -8.9k -8,933
43 Spinnaker Investment Group, LLC 11.16% of their portfolio Newport Beach, CA 571,519571.5k $46.3m $46.3m 11.16% Reduced -253 -253
44 Schorn Wealth LLC 13.87% of their portfolio ENGLEWOOD, FL 527,667527.7k $42.7m $42.7m 13.87% Added +25.6k +25,573
45 NewEdge Advisors, LLC 0.26% of their portfolio NEW ORLEANS, LA 526,825526.8k $42.6m $42.6m 0.26% Added +17.1k +17,139
46 Kestra Advisory Services, LLC 0.23% of their portfolio AUSTIN, TX 520,499520.5k $42.1m $42.1m 0.23% Added +48.5k +48,547
47 SkyView Investment Advisors, LLC 6.68% of their portfolio SHREWSBURY, NJ 517,287517.3k $41.9m $41.9m 6.68% Added +8.9k +8,896
48 NewEdge Wealth, LLC 0.72% of their portfolio STAMFORD, CT 515,312515.3k $41.7m $41.7m 0.72% Added +10.4k +10,449
49 Cerity Partners LLC 0.09% of their portfolio NEW YORK, NY 508,947508.9k $41.2m $41.2m 0.09% Added +343.2k +343,207
50 OneDigital Investment Advisors LLC 0.47% of their portfolio OVERLAND PARK, KS 503,275503.3k $40.7m $40.7m 0.47% Added +4.8k +4,755
51 Savant Capital, LLC 0.32% of their portfolio ROCKFORD, IL 500,896500.9k $40.5m $40.5m 0.32% Reduced -24.4k -24,437
52 OSAIC HOLDINGS, INC. 0.08% of their portfolio SCOTTSDALE, AZ 466,770466.8k $37.8m $37.8m 0.08% Added +47.0k +47,000
53 Glen Eagle Advisors, LLC 5.95% of their portfolio KINGSTON, NJ 442,947442.9k $35.8m $35.8m 5.95% Added +19.1k +19,050
54 AVANTAX ADVISORY SERVICES, INC. 0.21% of their portfolio DALLAS, TX 418,811418.8k $33.9m $33.9m 0.21% Added +37.4k +37,411
55 Serenus Wealth Advisors, LLC 5.68% of their portfolio SANTA MONICA, CA 403,901403.9k $32.7m $32.7m 5.68% First filing
56 BCM ADVISORS, LLC 7.48% of their portfolio LAFAYETTE, LA 401,709401.7k $33.5m $33.5m 7.48% Added +57 +57
57 Aspire Capital Advisors LLC 9.21% of their portfolio SEATTLE, WA 397,652397.7k $32.2m $32.2m 9.21% Added +13.6k +13,627
58 Cambridge Investment Research Advisors, Inc. 0.11% of their portfolio FAIRFIELD, IA 396,648396.6k $32.1m $32.1m 0.11% Reduced -42.4k -42,355
59 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 396,121396.1k $32.1m $32.1m 0.03% Added +21.6k +21,590
60 IFP Advisors, Inc 1.03% of their portfolio TAMPA, FL 390,200390.2k $31.6m $31.6m 1.03% Reduced -9.5k -9,456
61 Per Stirling Capital Management, LLC. 4.41% of their portfolio AUSTIN, TX 384,227384.2k $31.1m $31.1m 4.41% Added +4.7k +4,700
62 GPS Wealth Strategies Group, LLC 3.79% of their portfolio CENTENNIAL, CO 364,688364.7k $29.5m $29.5m 3.79% Reduced -9.3k -9,274
63 Team Financial Group, LLC 16.30% of their portfolio TEMECULA, CA 351,255351.3k $28.4m $28.4m 16.30% Added +10.2k +10,153
64 Mariner, LLC 0.05% of their portfolio Overland Park, KS 350,793350.8k $28.4m $28.4m 0.05% Added +12.8k +12,785
65 Thrivent Financial for Lutherans 0.06% of their portfolio Minneapolis, MN 348,774348.8k $28.9m $28.9m 0.06% Reduced -1.7k -1,702
66 CWM, LLC 0.11% of their portfolio OMAHA, NE 340,330340.3k $27.5m $27.5m 0.11% Added +47.3k +47,284
67 Choice Wealth Advisors LLC 13.68% of their portfolio WATERVILLE, ME 330,966331.0k $26.8m $26.8m 13.68% Reduced -301 -301
68 KESTRA PRIVATE WEALTH SERVICES, LLC 0.44% of their portfolio AUSTIN, TX 320,031320.0k $25.9m $25.9m 0.44% Added +12.2k +12,187
69 Compass Financial Services Inc 14.24% of their portfolio WEST DES MOINES, IA 310,800310.8k $25.2m $25.2m 14.24% First filing
70 Sanchez Wealth Management Group 6.78% of their portfolio JACKSONVILLE, FL 306,666306.7k $24.8m $24.8m 6.78% Added +13.5k +13,459
71 Atria Investments, Inc 0.30% of their portfolio Charlotte, NC 299,433299.4k $24.2m $24.2m 0.30% Added +45.6k +45,590
72 TigerOak Management, L.L.C. 8.78% of their portfolio NASHVILLE, TN 296,687296.7k $24.0m $24.0m 8.78% First filing
73 Sanctuary Advisors, LLC 0.16% of their portfolio INDIANAPOLIS, IN 294,806294.8k $24.8m $24.8m 0.16% Added +1.2k +1,216
74 LVM CAPITAL MANAGEMENT LTD/MI 2.55% of their portfolio PORTAGE, MI 293,202293.2k $23.7m $23.7m 2.55% Reduced -95 -95
75 TRUIST FINANCIAL CORP 0.04% of their portfolio CHARLOTTE, NC 290,069290.1k $23.5m $23.5m 0.04% Reduced -1.9k -1,898
76 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 289,402289.4k $23.4m $23.4m 0.02% Reduced -1.6k -1,559
77 SK Wealth Management, LLC 11.91% of their portfolio PROVIDENCE, RI 289,022289.0k $23.4m $23.4m 11.91% Added +801 +801
78 FORTE CAPITAL LLC /ADV 2.60% of their portfolio ROCHESTER, NY 286,197286.2k $23.2m $23.2m 2.60% Reduced -1.0k -1,037
79 Tyler-Stone Wealth Management 4.07% of their portfolio Beachwood, OH 282,916282.9k $22.9m $22.9m 4.07% Added +24.0k +23,988
80 ACT Advisors, LLC. 12.06% of their portfolio ASHEVILLE, NC 276,841276.8k $22.4m $22.4m 12.06% Added +3.1k +3,052
81 Concurrent Investment Advisors, LLC 0.59% of their portfolio Tampa, FL 267,566267.6k $21.7m $21.7m 0.59% Added +6.7k +6,654
82 MML INVESTORS SERVICES, LLC 0.07% of their portfolio SPRINGFIELD, MA 262,860262.9k $21.3m $21.3m 0.07% Added +27.3k +27,279
83 Amplius Wealth Advisors, LLC 2.13% of their portfolio BLUE BELL, PA 257,129257.1k $20.8m $20.8m 2.13% Added +13.3k +13,294
84 Modern Wealth Management, LLC 0.76% of their portfolio KANSAS CITY, MO 252,855252.9k $20.5m $20.5m 0.76% New
85 HB Wealth Management, LLC 0.21% of their portfolio Atlanta, GA 249,300249.3k $20.2m $20.2m 0.21% Reduced -7.0k -6,951
86 SAGE PRIVATE WEALTH GROUP, LLC 14.78% of their portfolio OAKBROOK TERRACE, IL 243,275243.3k $19.7m $19.7m 14.78% Reduced -12.8k -12,754
87 CAHILL FINANCIAL ADVISORS INC 2.62% of their portfolio EDINA, MN 238,645238.6k $19.3m $19.3m 2.62% Added +9.7k +9,726
88 HOWARD FINANCIAL SERVICES, LTD. 2.43% of their portfolio DALLAS, TX 220,374220.4k $17.8m $17.8m 2.43% Added +71.5k +71,497
89 D.A. DAVIDSON & CO. 0.14% of their portfolio GREAT FALLS, MT 218,647218.6k $17.7m $17.7m 0.14% Added +11.2k +11,213
90 CGN Advisors LLC 1.71% of their portfolio MANHATTAN, KS 217,889217.9k $17.6m $17.6m 1.71% Added +2.0k +2,000
91 PALO ALTO WEALTH ADVISORS, LLC 6.10% of their portfolio PALO ALTO, CA 214,866214.9k $17.4m $17.4m 6.10% Added +9.0k +8,995
92 CONNABLE OFFICE INC 1.80% of their portfolio KALAMAZOO, MI 214,530214.5k $17.4m $17.4m 1.80% Reduced -573 -573
93 Heck Capital Advisors, LLC 1.99% of their portfolio Rhinelander, WI 214,269214.3k $17.3m $17.3m 1.99% Reduced -7.6k -7,602
94 Curi Capital, LLC 0.39% of their portfolio CHICAGO, IL 208,275208.3k $16.9m $16.9m 0.39% Reduced -2.8k -2,840
95 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 207,861207.9k $16.8m $16.8m 0.00% Reduced -497 -497
96 COLUMBIA ADVISORY PARTNERS LLC 14.30% of their portfolio SPOKANE, WA 189,978190.0k $15.4m $15.4m 14.30% New
97 Main Street Financial Solutions, LLC 1.47% of their portfolio NEWTOWN, PA 184,779184.8k $15.0m $15.0m 1.47% Added +964 +964
98 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 5.82% of their portfolio WALTHAM, MA 180,206180.2k $14.6m $14.6m 5.82% Reduced -31 -31
99 Cresta Advisors, Ltd. 7.68% of their portfolio LAREDO, TX 176,425176.4k $14.7m $14.7m 7.68% Unchanged
100 TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 5.12% of their portfolio RALEIGH, NC 173,113173.1k $14.0m $14.0m 5.12% Added +184 +184