Vault-13

WISDOMTREE TR DGRW

US QTLY DIV GRT · ETP · CUSIP 97717X669

734 institutional holders +12 vs Q1 2025
147,915,297147.9m shares reported held*
$12.5bnreported value*
47 new 310 added 227 reduced 37 sold out net bought ≈ $514.6m (+5.4m 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 ($8.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $84.23.

Trends to Q2 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: 722Q2 25: 734734Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025734

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 24Q1 25: 338 bought or addedQ1 25: 284 cut or sold outQ2 25: 357 bought or addedQ2 25: 264 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023272179
Q4 2023292181
Q1 2024317207
Q2 2024334203
Q3 2024345197
Q4 2024371204
Q1 2025338284
Q2 2025357264

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5mQ3 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 0.04Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —
Numbers
QuarterCallsPutsP/C
Q3 2024$1.4m$16.6k0.01
Q4 2024$671.7k$194.2k0.29
Q1 2025$367.4k$16.0k0.04
Q2 2025$0$0—

Biggest buyers

ROYAL BANK OF CANADA Added +1,793,255+1.8m
Rockefeller Capital Management L.P. Added +804,791+804.8k
HUNTINGTON NATIONAL BANK Added +751,315+751.3k
BANK OF AMERICA CORP /DE/ Added +590,243+590.2k
ENVESTNET ASSET MANAGEMENT INC Added +585,942+585.9k
AMERIPRISE FINANCIAL INC Added +511,398+511.4k
Larson Financial Group LLC Added +414,143+414.1k
Prime Capital Investment Advisors, LLC Added +393,077+393.1k
PNC Financial Services Group, Inc. Added +331,207+331.2k
TWO SIGMA INVESTMENTS, LP New +286,100+286.1k

Biggest sellers

Lido Advisors, LLC Reduced -673,716-673.7k
TAIYO LIFE INSURANCE CO Reduced -325,000-325.0k
LPL Financial LLC Reduced -323,852-323.9k
Cetera Investment Advisers Reduced -303,909-303.9k
One Capital Management, LLC Reduced -171,846-171.8k
INVENIO WEALTH PARTNERS LLC Reduced -154,195-154.2k
CONTINUUM WEALTH ADVISORS, LLC Reduced -118,432-118.4k
CAPTRUST FINANCIAL ADVISORS Reduced -100,060-100.1k
Advisor Resource Council Sold out -91,631-91.6k
JPMORGAN CHASE & CO Reduced -70,697-70.7k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PNC Financial Services Group, Inc. 1.07% of their portfolio Pittsburgh, PA 19,788,15919.8m $1.7bn $1.7bn 1.07% Added +331.2k +331,207
2 LPL Financial LLC 0.35% of their portfolio FORT MILL, SC 12,468,83312.5m $1.0bn $1.0bn 0.35% Reduced -323.9k -323,852
3 BANK OF AMERICA CORP /DE/ 0.08% of their portfolio CHARLOTTE, NC 12,422,03712.4m $1.0bn $1.0bn 0.08% Added +590.2k +590,243
4 MORGAN STANLEY 0.05% of their portfolio NEW YORK, NY 8,673,4688.7m $726.3m $726.3m 0.05% Added +230.7k +230,715
5 AMERIPRISE FINANCIAL INC 0.14% of their portfolio MINNEAPOLIS, MN 6,940,0406.9m $581.1m $581.1m 0.14% Added +511.4k +511,398
6 Hamilton Capital, LLC 31.73% of their portfolio COLUMBUS, OH 6,893,9336.9m $577.3m $577.3m 31.73% Added +194.7k +194,692
7 RAYMOND JAMES FINANCIAL INC 0.10% of their portfolio ST. PETERSBURG, FL 3,540,3253.5m $296.5m $296.5m 0.10% Added +20.2k +20,249
8 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 3,350,0023.4m $280.5m $280.5m 0.03% Added +1.8m +1,793,255
9 HighTower Advisors, LLC 0.30% of their portfolio CHICAGO, IL 2,849,1182.8m $238.6m $238.6m 0.30% Reduced -49.2k -49,228
10 UBS Group AG 0.04% of their portfolio ZURICH, V8 2,436,8922.4m $204.1m $204.1m 0.04% Added +79.3k +79,315
11 ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio Berwyn, PA 2,126,7482.1m $178.1m $178.1m 0.05% Added +585.9k +585,942
12 Cetera Investment Advisers 0.28% of their portfolio SCHAUMBURG, IL 1,954,3032.0m $163.7m $163.7m 0.28% Reduced -303.9k -303,909
13 Rockefeller Capital Management L.P. 0.16% of their portfolio NEW YORK, NY 1,621,6401.6m $135.8m $135.8m 0.16% Added +804.8k +804,791
14 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 1,598,0171.6m $133.8m $133.8m 0.03% Added +12.1k +12,062
15 COMMONWEALTH EQUITY SERVICES, LLC 0.16% of their portfolio WALTHAM, MA 1,469,7421.5m $123.1m $123.1m 0.16% Added +192.5k +192,548
16 Prime Capital Investment Advisors, LLC 1.56% of their portfolio OVERLAND PARK, KS 1,401,3811.4m $117.4m $117.4m 1.56% Added +393.1k +393,077
17 NorthCoast Asset Management LLC 0.46% of their portfolio STAMFORD, CT 1,293,7591.3m $108.3m $108.3m 0.46% Added +7.6k +7,582
18 Private Advisor Group, LLC 0.58% of their portfolio MORRISTOWN, NJ 1,291,1341.3m $108.1m $108.1m 0.58% Reduced -21.6k -21,563
19 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.16% of their portfolio PLYMOUTH, MN 1,157,9201.2m $98.7m $98.7m 0.16% Reduced -53.3k -53,306
20 Steward Partners Investment Advisory, LLC 0.68% of their portfolio STAMFORD, CT 1,045,3841.0m $87.5m $87.5m 0.68% Reduced -51.6k -51,614
21 WADDELL & ASSOCIATES, LLC 8.46% of their portfolio MEMPHIS, TN 946,079946.1k $79.2m $79.2m 8.46% Added +14.1k +14,094
22 Clearwater Capital Advisors, LLC 6.70% of their portfolio HOFFMAN ESTATES, IL 876,024876.0k $73.4m $73.4m 6.70% Added +8.8k +8,810
23 Stratos Investment Management, LLC 3.36% of their portfolio BEACHWOOD, OH 874,834874.8k $73.3m $73.3m 3.36% Reduced -10.3k -10,292
24 Bouchey Financial Group, Ltd. 6.03% of their portfolio TROY, NY 866,443866.4k $72.6m $72.6m 6.03% Added +1.6k +1,647
25 Glassman Wealth Services 10.67% of their portfolio VIENNA, VA 832,066832.1k $69.7m $69.7m 10.67% Added +22.5k +22,452
26 Legacy Financial Advisors, Inc. 10.73% of their portfolio COVINGTON, KY 820,492820.5k $68.7m $68.7m 10.73% Added +16.8k +16,831
27 HUNTINGTON NATIONAL BANK 0.44% of their portfolio COLUMBUS, OH 805,179805.2k $67.4m $67.4m 0.44% Added +751.3k +751,315
28 RVW Wealth, LLC 5.72% of their portfolio LOS ANGELES, CA 804,271804.3k $67.3m $67.3m 5.72% Reduced -28.6k -28,576
29 IAM Advisory, LLC 15.99% of their portfolio EASTON, PA 795,448795.4k $66.6m $66.6m 15.99% Added +12.8k +12,806
30 COMERICA BANK 0.25% of their portfolio DALLAS, TX 767,357767.4k $64.3m $64.3m 0.25% Reduced -1.8k -1,760
31 Equitable Holdings, Inc. 0.52% of their portfolio NEW YORK, NY 758,450758.5k $63.5m $63.5m 0.52% Added +32.6k +32,639
32 CAPTRUST FINANCIAL ADVISORS 0.14% of their portfolio RALEIGH, NC 737,052737.1k $61.7m $61.7m 0.14% Reduced -100.1k -100,060
33 Bluespring Wealth Management, LLC 5.57% of their portfolio AUSTIN, TX 698,845698.8k $58.5m $58.5m 5.57% Added +11.8k +11,839
34 One Capital Management, LLC 1.98% of their portfolio WESTLAKE VILLAGE, CA 682,623682.6k $57.2m $57.2m 1.98% Reduced -171.8k -171,846
35 Horizon Wealth Management, LLC 9.82% of their portfolio LA GRANGE, IL 667,745667.7k $55.9m $55.9m 9.82% Added +1.1k +1,133
36 Prestige Wealth Management Group LLC 10.97% of their portfolio FLEMINGTON, NJ 642,467642.5k $53.8m $53.8m 10.97% Added +11.0k +11,022
37 Larson Financial Group LLC 2.15% of their portfolio ST LOUIS, MO 638,089638.1k $53.4m $53.4m 2.15% Added +414.1k +414,143
38 BEACON FINANCIAL GROUP 5.44% of their portfolio DALLAS, TX 624,253624.3k $52.3m $52.3m 5.44% Reduced -15.4k -15,444
39 Kestra Advisory Services, LLC 0.25% of their portfolio AUSTIN, TX 615,506615.5k $51.5m $51.5m 0.25% Added +102.2k +102,152
40 NewEdge Advisors, LLC 0.26% of their portfolio NEW ORLEANS, LA 598,854598.9k $50.1m $50.1m 0.26% Added +12.6k +12,552
41 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 594,448594.4k $49.8m $49.8m 0.00% Reduced -70.7k -70,697
42 Glen Eagle Advisors, LLC 7.19% of their portfolio KINGSTON, NJ 558,375558.4k $46.8m $46.8m 7.19% Added +37.1k +37,116
43 Spinnaker Investment Group, LLC 10.80% of their portfolio Newport Beach, CA 549,082549.1k $46.0m $46.0m 10.80% Reduced -51.1k -51,120
44 SkyView Investment Advisors, LLC 6.43% of their portfolio SHREWSBURY, NJ 537,459537.5k $44.8m $44.8m 6.43% Added +7.2k +7,157
45 OSAIC HOLDINGS, INC. 0.08% of their portfolio SCOTTSDALE, AZ 530,229530.2k $44.4m $44.4m 0.08% Reduced -39.7k -39,714
46 TAIYO LIFE INSURANCE CO 4.13% of their portfolio CHUO-KU, TOKYO, M0 525,000525.0k $44.0m $44.0m 4.13% Reduced -325.0k -325,000
47 Schorn Wealth LLC 14.44% of their portfolio ENGLEWOOD, FL 521,262521.3k $43.7m $43.7m 14.44% Reduced -32.6k -32,589
48 OneDigital Investment Advisors LLC 0.48% of their portfolio OVERLAND PARK, KS 517,188517.2k $43.3m $43.3m 0.48% Reduced -1.4k -1,415
49 AVANTAX ADVISORY SERVICES, INC. 0.22% of their portfolio DALLAS, TX 487,073487.1k $40.8m $40.8m 0.22% Added +31.7k +31,681
50 NewEdge Wealth, LLC 0.60% of their portfolio STAMFORD, CT 449,840449.8k $38.5m $38.5m 0.60% Reduced -16.0k -15,969
51 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 446,292446.3k $37.4m $37.4m 0.04% Added +24.3k +24,333
52 Savant Capital, LLC 0.27% of their portfolio ROCKFORD, IL 445,711445.7k $37.3m $37.3m 0.27% Reduced -473 -473
53 Duncan Williams Asset Management, LLC 11.71% of their portfolio MEMPHIS, TN 442,863442.9k $37.1m $37.1m 11.71% Added +54.4k +54,401
54 SAGE PRIVATE WEALTH GROUP, LLC 22.87% of their portfolio OAKBROOK TERRACE, IL 426,417426.4k $35.7m $35.7m 22.87% Added +184.6k +184,583
55 Per Stirling Capital Management, LLC. 4.40% of their portfolio AUSTIN, TX 402,419402.4k $33.7m $33.7m 4.40% Added +23.8k +23,833
56 Cambridge Investment Research Advisors, Inc. 0.10% of their portfolio FAIRFIELD, IA 398,238398.2k $33.3m $33.3m 0.10% Reduced -5.5k -5,517
57 IFP Advisors, Inc 0.95% of their portfolio TAMPA, FL 398,183398.2k $33.3m $33.3m 0.95% Added +4.4k +4,420
58 BCM ADVISORS, LLC 7.25% of their portfolio LAFAYETTE, LA 396,283396.3k $34.1m $34.1m 7.25% Added +3.6k +3,638
59 Intrua Financial, LLC 4.74% of their portfolio Houston, TX 394,303394.3k $33.0m $33.0m 4.74% Added +128.9k +128,876
60 Serenus Wealth Advisors, LLC 5.47% of their portfolio SANTA MONICA, CA 384,919384.9k $32.2m $32.2m 5.47% Reduced -18.3k -18,325
61 CWM, LLC 0.11% of their portfolio OMAHA, NE 384,432384.4k $32.2m $32.2m 0.11% Added +1.5k +1,485
62 KESTRA PRIVATE WEALTH SERVICES, LLC 0.46% of their portfolio AUSTIN, TX 382,970383.0k $32.1m $32.1m 0.46% Added +20.9k +20,869
63 Cerity Partners LLC 0.06% of their portfolio NEW YORK, NY 379,667379.7k $31.8m $31.8m 0.06% Reduced -51.5k -51,466
64 Concurrent Investment Advisors, LLC 0.61% of their portfolio Tampa, FL 378,303378.3k $31.7m $31.7m 0.61% Added +16.5k +16,534
65 Team Financial Group, LLC 15.49% of their portfolio TEMECULA, CA 376,331376.3k $31.5m $31.5m 15.49% Added +23.6k +23,560
66 Mariner, LLC 0.05% of their portfolio Overland Park, KS 376,167376.2k $31.5m $31.5m 0.05% Added +20.4k +20,365
67 VestGen Advisors, LLC 1.27% of their portfolio CHICAGO, IL 374,931374.9k $31.8m $31.8m 1.27% Reduced -8.6k -8,607
68 Aspire Capital Advisors LLC 8.31% of their portfolio SEATTLE, WA 359,257359.3k $30.1m $30.1m 8.31% Added +9.6k +9,563
69 Atria Investments, Inc 0.33% of their portfolio Charlotte, NC 334,535334.5k $28.0m $28.0m 0.33% Added +15.1k +15,143
70 HOWARD FINANCIAL SERVICES, LTD. 3.68% of their portfolio DALLAS, TX 334,379334.4k $28.0m $28.0m 3.68% Added +34.6k +34,604
71 Sanchez Wealth Management Group 6.67% of their portfolio JACKSONVILLE, FL 330,379330.4k $27.7m $27.7m 6.67% Added +10.3k +10,347
72 Choice Wealth Advisors LLC 12.45% of their portfolio WATERVILLE, ME 329,125329.1k $27.6m $27.6m 12.45% Reduced -1.2k -1,243
73 Tyler-Stone Wealth Management 4.24% of their portfolio Beachwood, OH 314,479314.5k $26.3m $26.3m 4.24% Added +21.4k +21,446
74 CONNABLE OFFICE INC 2.59% of their portfolio KALAMAZOO, MI 312,643312.6k $26.2m $26.2m 2.59% Added +34.6k +34,557
75 GPS Wealth Strategies Group, LLC 2.98% of their portfolio CENTENNIAL, CO 308,776308.8k $25.9m $25.9m 2.98% Reduced -16.3k -16,270
76 Sanctuary Advisors, LLC 0.16% of their portfolio INDIANAPOLIS, IN 307,785307.8k $25.8m $25.8m 0.16% Reduced -19.0k -18,983
77 MML INVESTORS SERVICES, LLC 0.07% of their portfolio SPRINGFIELD, MA 306,942306.9k $25.7m $25.7m 0.07% Added +8.9k +8,891
78 Compass Financial Services Inc 12.37% of their portfolio WEST DES MOINES, IA 305,001305.0k $25.5m $25.5m 12.37% Added +5.8k +5,782
79 TigerOak Management, L.L.C. 8.66% of their portfolio NASHVILLE, TN 301,799301.8k $25.3m $25.3m 8.66% Added +6.2k +6,227
80 Modern Wealth Management, LLC 0.61% of their portfolio KANSAS CITY, MO 295,679295.7k $24.8m $24.8m 0.61% Added +36.6k +36,570
81 SK Wealth Management, LLC 10.83% of their portfolio PROVIDENCE, RI 293,373293.4k $25.0m $25.0m 10.83% Added +4.5k +4,469
82 LVM CAPITAL MANAGEMENT LTD/MI 2.54% of their portfolio PORTAGE, MI 292,224292.2k $24.5m $24.5m 2.54% Reduced -3.8k -3,829
83 TWO SIGMA INVESTMENTS, LP 0.04% of their portfolio NEW YORK, NY 286,100286.1k $24.0m $24.0m 0.04% New
84 FORTE CAPITAL LLC /ADV 2.56% of their portfolio ROCHESTER, NY 284,906284.9k $23.9m $23.9m 2.56% Added +72 +72
85 Belpointe Asset Management LLC 0.98% of their portfolio RENO, NV 282,059282.1k $23.6m $23.6m 0.98% New
86 Janney Montgomery Scott LLC 0.06% of their portfolio PHILADELPHIA, PA 279,635279.6k $23.4m $23.4m 0.06% Reduced -16.1k -16,119
87 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 279,285279.3k $23.4m $23.4m 0.03% Reduced -7.1k -7,073
88 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 278,033278.0k $23.3m $23.3m 0.02% Added +6.8k +6,759
89 HB Wealth Management, LLC 0.19% of their portfolio Atlanta, GA 277,374277.4k $23.2m $23.2m 0.19% Added +37.2k +37,224
90 Amplius Wealth Advisors, LLC 2.13% of their portfolio BLUE BELL, PA 273,880273.9k $22.9m $22.9m 2.13% Added +2.4k +2,378
91 ACT Advisors, LLC. 10.34% of their portfolio ASHEVILLE, NC 266,894266.9k $22.3m $22.3m 10.34% Reduced -7.6k -7,604
92 COLUMBIA ADVISORY PARTNERS LLC 16.83% of their portfolio SPOKANE, WA 265,543265.5k $22.2m $22.2m 16.83% Added +40.6k +40,578
93 PINNACLE ASSOCIATES LTD 0.31% of their portfolio NEW YORK, NY 257,358257.4k $21.6m $21.6m 0.31% Added +27.7k +27,669
94 CAHILL FINANCIAL ADVISORS INC 2.64% of their portfolio EDINA, MN 254,092254.1k $21.3m $21.3m 2.64% Reduced -3.9k -3,883
95 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 251,701251.7k $21.0m $21.0m 0.02% Added +37.8k +37,798
96 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 6.70% of their portfolio WALTHAM, MA 238,839238.8k $20.0m $20.0m 6.70% Added +21.2k +21,177
97 PALO ALTO WEALTH ADVISORS, LLC 7.27% of their portfolio PALO ALTO, CA 229,642229.6k $19.2m $19.2m 7.27% Added +3.9k +3,937
98 Cresta Advisors, Ltd. 9.30% of their portfolio LAREDO, TX 227,856227.9k $19.1m $19.1m 9.30% Added +10.8k +10,822
99 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 224,536224.5k $18.8m $18.8m 0.02% Reduced -20.4k -20,380
100 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 222,858222.9k $18.7m $18.7m 0.00% Added +10.6k +10,646