Vault-13

WISDOMTREE TR DGRW

US QTLY DIV GRT · ETP · CUSIP 97717X669

722 institutional holders +9 vs Q4 2024
142,639,780142.6m shares reported held*
$11.4bnreported value*
50 new 288 added 251 reduced 33 sold out net bought ≈ $131.5m (+1.6m 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 ($4.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $79.87. Options: 2 managers hold calls ($367.4k notional), 1 hold puts ($16.0k).

Trends to Q1 2025

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: 713Q1 25: 722722Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022396
Q4 2022446
Q1 2023463
Q2 2023504
Q3 2023510
Q4 2023572
Q1 2024601
Q2 2024625
Q3 2024647
Q4 2024713
Q1 2025722

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 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 24Q4 24: 371 bought or addedQ4 24: 204 cut or sold outQ1 25: 338 bought or addedQ1 25: 284 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023258166
Q3 2023272179
Q4 2023292181
Q1 2024317207
Q2 2024334203
Q3 2024345197
Q4 2024371204
Q1 2025338284

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5mQ2 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 0.29Q1 25 calls: $367.4kQ1 25 puts: $16.0kQ1 25P/C 0.04
Numbers
QuarterCallsPutsP/C
Q2 2024$476.1k$00.00
Q3 2024$1.4m$16.6k0.01
Q4 2024$671.7k$194.2k0.29
Q1 2025$367.4k$16.0k0.04

Biggest buyers

LPL Financial LLC Added +792,918+792.9k
CAPTRUST FINANCIAL ADVISORS Added +778,859+778.9k
PNC Financial Services Group, Inc. Added +367,639+367.6k
Prime Capital Investment Advisors, LLC Added +304,179+304.2k
COMMONWEALTH EQUITY SERVICES, LLC Added +298,087+298.1k
ENVESTNET ASSET MANAGEMENT INC Added +255,539+255.5k
PINNACLE ASSOCIATES LTD Added +220,295+220.3k
Duncan Williams Asset Management, LLC Added +218,492+218.5k
EAGLE WEALTH STRATEGIES LLC New +177,336+177.3k
HighTower Advisors, LLC Added +174,128+174.1k

Biggest sellers

Private Advisor Group, LLC Reduced -1,419,501-1.4m
Independent Advisor Alliance Reduced -862,672-862.7k
Lido Advisors, LLC Reduced -739,350-739.4k
World Investment Advisors Reduced -605,874-605.9k
One Capital Management, LLC Reduced -422,153-422.2k
Janney Montgomery Scott LLC Reduced -398,235-398.2k
Thrivent Financial for Lutherans Reduced -200,652-200.7k
MORGAN STANLEY Reduced -168,412-168.4k
RAYMOND JAMES FINANCIAL INC Reduced -94,405-94.4k
Cerity Partners LLC Reduced -77,814-77.8k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $287.5k3.6k shares
CITADEL ADVISORS LLC Added $79.9k1.0k shares

Biggest puts

CITADEL ADVISORS LLC Reduced $16.0k200 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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PNC Financial Services Group, Inc. 0.81% of their portfolio Pittsburgh, PA 19,456,95219.5m $1.6bn $1.6bn 0.81% Added +367.6k +367,639
2 LPL Financial LLC 0.40% of their portfolio FORT MILL, SC 12,792,68512.8m $1.0bn $1.0bn 0.40% Added +792.9k +792,918
3 BANK OF AMERICA CORP /DE/ 0.08% of their portfolio CHARLOTTE, NC 11,831,79411.8m $944.9m $944.9m 0.08% Added +149.5k +149,547
4 MORGAN STANLEY 0.05% of their portfolio NEW YORK, NY 8,442,7538.4m $674.2m $674.2m 0.05% Reduced -168.4k -168,412
5 Hamilton Capital, LLC 32.38% of their portfolio COLUMBUS, OH 6,699,2416.7m $535.0m $535.0m 32.38% Added +113.4k +113,376
6 AMERIPRISE FINANCIAL INC 0.14% of their portfolio MINNEAPOLIS, MN 6,428,6426.4m $513.3m $513.3m 0.14% Added +94.8k +94,831
7 RAYMOND JAMES FINANCIAL INC 0.11% of their portfolio ST. PETERSBURG, FL 3,520,0763.5m $281.1m $281.1m 0.11% Reduced -94.4k -94,405
8 HighTower Advisors, LLC 0.31% of their portfolio CHICAGO, IL 2,898,3462.9m $231.5m $231.5m 0.31% Added +174.1k +174,128
9 UBS Group AG 0.04% of their portfolio ZURICH, V8 2,357,5772.4m $188.3m $188.3m 0.04% Reduced -3.7k -3,721
10 Cetera Investment Advisers 0.35% of their portfolio SCHAUMBURG, IL 2,258,2122.3m $180.3m $180.3m 0.35% Added +152.6k +152,587
11 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 1,585,9551.6m $126.7m $126.7m 0.03% Added +7.8k +7,774
12 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 1,556,7471.6m $124.3m $124.3m 0.03% Added +62.1k +62,146
13 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 1,540,8061.5m $123.0m $123.0m 0.04% Added +255.5k +255,539
14 Private Advisor Group, LLC 0.63% of their portfolio MORRISTOWN, NJ 1,312,6971.3m $104.8m $104.8m 0.63% Reduced -1.4m -1,419,501
15 NorthCoast Asset Management LLC 0.52% of their portfolio STAMFORD, CT 1,286,1771.3m $102.7m $102.7m 0.52% Reduced -33.8k -33,761
16 COMMONWEALTH EQUITY SERVICES, LLC 0.14% of their portfolio WALTHAM, MA 1,277,1941.3m $102.0m $102.0m 0.14% Added +298.1k +298,087
17 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.19% of their portfolio PLYMOUTH, MN 1,211,2261.2m $96.7m $96.7m 0.19% Added +20.1k +20,107
18 Steward Partners Investment Advisory, LLC 0.77% of their portfolio STAMFORD, CT 1,096,9981.1m $87.6m $87.6m 0.77% Added +32.0k +32,013
19 Prime Capital Investment Advisors, LLC 0.94% of their portfolio OVERLAND PARK, KS 1,008,3041.0m $80.5m $80.5m 0.94% Added +304.2k +304,179
20 WADDELL & ASSOCIATES, LLC 9.04% of their portfolio MEMPHIS, TN 931,985932.0k $74.4m $74.4m 9.04% Added +15.3k +15,262
21 Stratos Investment Management, LLC 3.77% of their portfolio BEACHWOOD, OH 885,126885.1k $70.7m $70.7m 3.77% Added +47.2k +47,225
22 Clearwater Capital Advisors, LLC 6.69% of their portfolio HOFFMAN ESTATES, IL 867,214867.2k $69.3m $69.3m 6.69% Added +17.9k +17,948
23 Bouchey Financial Group, Ltd. 6.23% of their portfolio TROY, NY 864,796864.8k $69.1m $69.1m 6.23% Reduced -17.2k -17,179
24 One Capital Management, LLC 2.31% of their portfolio WESTLAKE VILLAGE, CA 854,469854.5k $68.2m $68.2m 2.31% Reduced -422.2k -422,153
25 TAIYO LIFE INSURANCE CO 6.08% of their portfolio CHUO-KU, TOKYO, M0 850,000850.0k $67.9m $67.9m 6.08% Unchanged
26 CAPTRUST FINANCIAL ADVISORS 0.17% of their portfolio RALEIGH, NC 837,112837.1k $66.9m $66.9m 0.17% Added +778.9k +778,859
27 RVW Wealth, LLC 6.26% of their portfolio LOS ANGELES, CA 832,847832.8k $66.5m $66.5m 6.26% Reduced -6.5k -6,492
28 Rockefeller Capital Management L.P. 0.16% of their portfolio NEW YORK, NY 816,849816.8k $65.2m $65.2m 0.16% Added +95.8k +95,762
29 Glassman Wealth Services 10.82% of their portfolio VIENNA, VA 809,614809.6k $64.7m $64.7m 10.82% Added +22.2k +22,242
30 Legacy Financial Advisors, Inc. 10.73% of their portfolio COVINGTON, KY 803,661803.7k $64.2m $64.2m 10.73% Added +18.9k +18,887
31 IAM Advisory, LLC 16.23% of their portfolio EASTON, PA 782,642782.6k $62.5m $62.5m 16.23% Reduced -5.0k -5,044
32 COMERICA BANK 0.26% of their portfolio DALLAS, TX 769,117769.1k $61.4m $61.4m 0.26% Reduced -15.5k -15,472
33 Equitable Holdings, Inc. 0.55% of their portfolio NEW YORK, NY 725,811725.8k $58.0m $58.0m 0.55% Added +52.0k +52,010
34 Bluespring Wealth Management, LLC 5.59% of their portfolio AUSTIN, TX 687,006687.0k $54.9m $54.9m 5.59% Added +25.9k +25,895
35 Lido Advisors, LLC 0.32% of their portfolio Los Angeles, CA 680,618680.6k $54.4m $54.4m 0.32% Reduced -739.4k -739,350
36 Horizon Wealth Management, LLC 8.97% of their portfolio LA GRANGE, IL 666,612666.6k $53.2m $53.2m 8.97% Added +5.6k +5,565
37 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 665,145665.1k $53.1m $53.1m 0.00% Reduced -69.7k -69,701
38 BEACON FINANCIAL GROUP 5.58% of their portfolio DALLAS, TX 639,697639.7k $51.1m $51.1m 5.58% Reduced -39.1k -39,106
39 Prestige Wealth Management Group LLC 10.78% of their portfolio FLEMINGTON, NJ 631,445631.4k $50.4m $50.4m 10.78% Reduced -15.1k -15,115
40 Spinnaker Investment Group, LLC 10.84% of their portfolio Newport Beach, CA 600,202600.2k $47.9m $47.9m 10.84% Added +28.7k +28,683
41 NewEdge Advisors, LLC 0.28% of their portfolio NEW ORLEANS, LA 586,302586.3k $46.8m $46.8m 0.28% Added +59.5k +59,477
42 OSAIC HOLDINGS, INC. 0.10% of their portfolio SCOTTSDALE, AZ 569,943569.9k $45.5m $45.5m 0.10% Added +103.2k +103,173
43 Schorn Wealth LLC 14.57% of their portfolio ENGLEWOOD, FL 553,851553.9k $44.2m $44.2m 14.57% Added +26.2k +26,184
44 SkyView Investment Advisors, LLC 6.37% of their portfolio SHREWSBURY, NJ 530,302530.3k $42.4m $42.4m 6.37% Added +13.0k +13,015
45 Glen Eagle Advisors, LLC 6.89% of their portfolio KINGSTON, NJ 521,259521.3k $41.6m $41.6m 6.89% Added +78.3k +78,312
46 OneDigital Investment Advisors LLC 0.49% of their portfolio OVERLAND PARK, KS 518,603518.6k $41.4m $41.4m 0.49% Added +15.3k +15,328
47 Kestra Advisory Services, LLC 0.20% of their portfolio AUSTIN, TX 513,354513.4k $41.0m $41.0m 0.20% Reduced -7.1k -7,145
48 NewEdge Wealth, LLC 0.67% of their portfolio STAMFORD, CT 465,809465.8k $37.2m $37.2m 0.67% Reduced -49.5k -49,503
49 AVANTAX ADVISORY SERVICES, INC. 0.22% of their portfolio DALLAS, TX 455,392455.4k $36.4m $36.4m 0.22% Added +36.6k +36,581
50 Savant Capital, LLC 0.30% of their portfolio ROCKFORD, IL 446,184446.2k $35.6m $35.6m 0.30% Reduced -54.7k -54,712
51 Cerity Partners LLC 0.07% of their portfolio NEW YORK, NY 431,133431.1k $34.4m $34.4m 0.07% Reduced -77.8k -77,814
52 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 421,959422.0k $33.7m $33.7m 0.04% Added +25.8k +25,838
53 Cambridge Investment Research Advisors, Inc. 0.11% of their portfolio FAIRFIELD, IA 403,755403.8k $32.2m $32.2m 0.11% Added +7.1k +7,107
54 Serenus Wealth Advisors, LLC 5.34% of their portfolio SANTA MONICA, CA 403,244403.2k $32.2m $32.2m 5.34% Reduced -657 -657
55 IFP Advisors, Inc 0.97% of their portfolio TAMPA, FL 393,763393.8k $31.4m $31.4m 0.97% Added +3.6k +3,563
56 BCM ADVISORS, LLC 7.02% of their portfolio LAFAYETTE, LA 392,645392.6k $31.0m $31.0m 7.02% Reduced -9.1k -9,064
57 Duncan Williams Asset Management, LLC 11.21% of their portfolio MEMPHIS, TN 388,462388.5k $31.0m $31.0m 11.21% Added +218.5k +218,492
58 VestGen Advisors, LLC 1.39% of their portfolio CHICAGO, IL 383,538383.5k $30.6m $30.6m 1.39% First filing
59 CWM, LLC 0.12% of their portfolio OMAHA, NE 382,947382.9k $30.6m $30.6m 0.12% Added +42.6k +42,617
60 Per Stirling Capital Management, LLC. 4.35% of their portfolio AUSTIN, TX 378,586378.6k $30.2m $30.2m 4.35% Reduced -5.6k -5,641
61 KESTRA PRIVATE WEALTH SERVICES, LLC 0.48% of their portfolio AUSTIN, TX 362,101362.1k $28.9m $28.9m 0.48% Added +42.1k +42,070
62 Concurrent Investment Advisors, LLC 0.70% of their portfolio Tampa, FL 361,769361.8k $28.9m $28.9m 0.70% Added +94.2k +94,203
63 Mariner, LLC 0.05% of their portfolio Overland Park, KS 355,802355.8k $28.4m $28.4m 0.05% Added +5.0k +5,009
64 Team Financial Group, LLC 16.26% of their portfolio TEMECULA, CA 352,771352.8k $28.2m $28.2m 16.26% Added +1.5k +1,516
65 Aspire Capital Advisors LLC 8.34% of their portfolio SEATTLE, WA 349,694349.7k $27.9m $27.9m 8.34% Reduced -48.0k -47,958
66 Choice Wealth Advisors LLC 13.75% of their portfolio WATERVILLE, ME 330,368330.4k $26.4m $26.4m 13.75% Reduced -598 -598
67 Sanctuary Advisors, LLC 0.18% of their portfolio INDIANAPOLIS, IN 326,768326.8k $26.1m $26.1m 0.18% Added +32.0k +31,962
68 GPS Wealth Strategies Group, LLC 3.50% of their portfolio CENTENNIAL, CO 325,046325.0k $26.0m $26.0m 3.50% Reduced -39.6k -39,642
69 Sanchez Wealth Management Group 6.94% of their portfolio JACKSONVILLE, FL 320,032320.0k $25.6m $25.6m 6.94% Added +13.4k +13,366
70 Atria Investments, Inc 0.33% of their portfolio Charlotte, NC 319,392319.4k $25.5m $25.5m 0.33% Added +20.0k +19,959
71 HOWARD FINANCIAL SERVICES, LTD. 3.26% of their portfolio DALLAS, TX 299,775299.8k $23.9m $23.9m 3.26% Added +79.4k +79,401
72 Compass Financial Services Inc 12.54% of their portfolio WEST DES MOINES, IA 299,219299.2k $23.9m $23.9m 12.54% Reduced -11.6k -11,581
73 MML INVESTORS SERVICES, LLC 0.08% of their portfolio SPRINGFIELD, MA 298,051298.1k $23.8m $23.8m 0.08% Added +35.2k +35,191
74 LVM CAPITAL MANAGEMENT LTD/MI 2.63% of their portfolio PORTAGE, MI 296,053296.1k $23.6m $23.6m 2.63% Added +2.9k +2,851
75 Janney Montgomery Scott LLC 0.07% of their portfolio PHILADELPHIA, PA 295,754295.8k $23.6m $23.6m 0.07% Reduced -398.2k -398,235
76 TigerOak Management, L.L.C. 9.11% of their portfolio NASHVILLE, TN 295,572295.6k $23.6m $23.6m 9.11% Reduced -1.1k -1,115
77 Tyler-Stone Wealth Management 4.20% of their portfolio Beachwood, OH 293,033293.0k $23.4m $23.4m 4.20% Added +10.1k +10,117
78 SK Wealth Management, LLC 11.42% of their portfolio PROVIDENCE, RI 288,904288.9k $21.3m $21.3m 11.42% Reduced -118 -118
79 TRUIST FINANCIAL CORP 0.04% of their portfolio CHARLOTTE, NC 286,358286.4k $22.9m $22.9m 0.04% Reduced -3.7k -3,711
80 FORTE CAPITAL LLC /ADV 2.70% of their portfolio ROCHESTER, NY 284,834284.8k $22.7m $22.7m 2.70% Reduced -1.4k -1,363
81 CONNABLE OFFICE INC 2.36% of their portfolio KALAMAZOO, MI 278,086278.1k $22.2m $22.2m 2.36% Added +63.6k +63,556
82 ACT Advisors, LLC. 11.90% of their portfolio ASHEVILLE, NC 274,498274.5k $21.9m $21.9m 11.90% Reduced -2.3k -2,343
83 Amplius Wealth Advisors, LLC 2.25% of their portfolio BLUE BELL, PA 271,502271.5k $21.7m $21.7m 2.25% Added +14.4k +14,373
84 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 271,274271.3k $21.7m $21.7m 0.02% Reduced -18.1k -18,128
85 Intrua Financial, LLC 3.32% of their portfolio Houston, TX 265,427265.4k $21.2m $21.2m 3.32% Added +131.8k +131,806
86 Modern Wealth Management, LLC 0.66% of their portfolio KANSAS CITY, MO 259,109259.1k $20.7m $20.7m 0.66% Added +6.3k +6,254
87 CAHILL FINANCIAL ADVISORS INC 2.80% of their portfolio EDINA, MN 257,975258.0k $20.6m $20.6m 2.80% Added +19.3k +19,330
88 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 244,916244.9k $19.6m $19.6m 0.02% Added +134.2k +134,222
89 SAGE PRIVATE WEALTH GROUP, LLC 14.62% of their portfolio OAKBROOK TERRACE, IL 241,834241.8k $19.3m $19.3m 14.62% Reduced -1.4k -1,441
90 HB Wealth Management, LLC 0.16% of their portfolio Atlanta, GA 240,150240.2k $19.2m $19.2m 0.16% Reduced -9.2k -9,150
91 PINNACLE ASSOCIATES LTD 0.27% of their portfolio NEW YORK, NY 229,689229.7k $18.3m $18.3m 0.27% Added +220.3k +220,295
92 PALO ALTO WEALTH ADVISORS, LLC 7.08% of their portfolio PALO ALTO, CA 225,705225.7k $18.1m $18.1m 7.08% Added +10.8k +10,839
93 COLUMBIA ADVISORY PARTNERS LLC 15.58% of their portfolio SPOKANE, WA 224,965225.0k $18.0m $18.0m 15.58% Added +35.0k +34,987
94 Larson Financial Group LLC 0.85% of their portfolio ST LOUIS, MO 223,946223.9k $17.9m $17.9m 0.85% Added +117.8k +117,847
95 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 6.46% of their portfolio WALTHAM, MA 217,662217.7k $17.4m $17.4m 6.46% Added +37.5k +37,456
96 D.A. DAVIDSON & CO. 0.14% of their portfolio GREAT FALLS, MT 217,207217.2k $17.3m $17.3m 0.14% Reduced -1.4k -1,440
97 Cresta Advisors, Ltd. 8.98% of their portfolio LAREDO, TX 217,034217.0k $17.3m $17.3m 8.98% Added +40.6k +40,609
98 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 213,903213.9k $16.9m $16.9m 0.02% Added +66.5k +66,479
99 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 212,212212.2k $16.9m $16.9m 0.00% Added +4.4k +4,351
100 Heck Capital Advisors, LLC 1.88% of their portfolio Rhinelander, WI 209,682209.7k $16.7m $16.7m 1.88% Reduced -4.6k -4,587