Vault-13

WISDOMTREE TR DGRW

US QTLY DIV GRT · ETP · CUSIP 97717X669

724 institutional holders -10 vs Q2 2025
134,732,249134.7m shares reported held*
$12.1bnreported value*
39 new 287 added 261 reduced 38 sold out net sold ≈ $409.7m (-5.0m 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 ≈ $89.70. Options: 1 managers hold calls ($240.2k notional), 1 hold puts ($516.0k).

Trends to Q3 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: 734Q3 25: 724724Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025724

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q4 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 25Q2 25: 357 bought or addedQ2 25: 264 cut or sold outQ3 25: 326 bought or addedQ3 25: 299 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023292181
Q1 2024317207
Q2 2024334203
Q3 2024345197
Q4 2024371204
Q1 2025338284
Q2 2025357264
Q3 2025326299

Calls vs puts

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

CallsPuts
$0$200k$400k$600k$800kQ4 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 —Q3 25 calls: $240.2kQ3 25 puts: $516.0kQ3 25P/C 2.15
Numbers
QuarterCallsPutsP/C
Q4 2024$671.7k$194.2k0.29
Q1 2025$367.4k$16.0k0.04
Q2 2025$0$0—
Q3 2025$240.2k$516.0k2.15

Biggest buyers

JPMORGAN CHASE & CO Added +667,058+667.1k
Lido Advisors, LLC Added +619,608+619.6k
Sanctuary Advisors, LLC Added +600,351+600.4k
Cetera Investment Advisers Added +494,716+494.7k
HUNTINGTON NATIONAL BANK Added +378,091+378.1k
Larson Financial Group LLC Added +256,599+256.6k
POTOMAC FUND MANAGEMENT INC /ADV New +222,766+222.8k
Private Advisor Group, LLC Added +217,275+217.3k
AMERIPRISE FINANCIAL INC Added +183,937+183.9k
ENVESTNET ASSET MANAGEMENT INC Added +153,582+153.6k

Biggest sellers

PNC Financial Services Group, Inc. Reduced -4,032,584-4.0m
ROYAL BANK OF CANADA Reduced -1,660,152-1.7m
Rockefeller Capital Management L.P. Reduced -895,074-895.1k
Horizon Wealth Management, LLC Reduced -639,117-639.1k
BANK OF AMERICA CORP /DE/ Reduced -438,147-438.1k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -381,256-381.3k
Bank of New York Mellon Corp Reduced -216,279-216.3k
SAGE PRIVATE WEALTH GROUP, LLC Reduced -207,617-207.6k
TWO SIGMA INVESTMENTS, LP Reduced -192,500-192.5k
MORGAN STANLEY Reduced -189,280-189.3k

Biggest calls

JANE STREET GROUP, LLC New $240.2k2.7k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $516.0k5.8k 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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PNC Financial Services Group, Inc. 0.85% of their portfolio Pittsburgh, PA 15,755,57515.8m $1.4bn $1.4bn 0.85% Reduced -4.0m -4,032,584
2 LPL Financial LLC 0.32% of their portfolio FORT MILL, SC 12,370,10012.4m $1.1bn $1.1bn 0.32% Reduced -98.7k -98,733
3 BANK OF AMERICA CORP /DE/ 0.08% of their portfolio CHARLOTTE, NC 11,983,89012.0m $1.1bn $1.1bn 0.08% Reduced -438.1k -438,147
4 MORGAN STANLEY 0.05% of their portfolio NEW YORK, NY 8,484,1888.5m $754.8m $754.8m 0.05% Reduced -189.3k -189,280
5 AMERIPRISE FINANCIAL INC 0.15% of their portfolio MINNEAPOLIS, MN 7,123,9777.1m $633.7m $633.7m 0.15% Added +183.9k +183,937
6 RAYMOND JAMES FINANCIAL INC 0.10% of their portfolio ST. PETERSBURG, FL 3,423,6523.4m $304.6m $304.6m 0.10% Reduced -116.7k -116,673
7 HighTower Advisors, LLC 0.29% of their portfolio CHICAGO, IL 2,914,6322.9m $259.3m $259.3m 0.29% Added +65.5k +65,514
8 UBS Group AG 0.04% of their portfolio ZURICH, V8 2,539,6502.5m $225.9m $225.9m 0.04% Added +102.8k +102,758
9 Cetera Investment Advisers 0.25% of their portfolio SCHAUMBURG, IL 2,449,0192.4m $217.9m $217.9m 0.25% Added +494.7k +494,716
10 ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio Berwyn, PA 2,280,3302.3m $202.9m $202.9m 0.06% Added +153.6k +153,582
11 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 1,689,8501.7m $150.3m $150.3m 0.03% Reduced -1.7m -1,660,152
12 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 1,580,8431.6m $140.6m $140.6m 0.03% Reduced -17.2k -17,174
13 Private Advisor Group, LLC 0.66% of their portfolio MORRISTOWN, NJ 1,508,4091.5m $134.2m $134.2m 0.66% Added +217.3k +217,275
14 Prime Capital Investment Advisors, LLC 1.56% of their portfolio OVERLAND PARK, KS 1,393,8571.4m $124.0m $124.0m 1.56% Reduced -7.5k -7,524
15 NorthCoast Asset Management LLC 0.45% of their portfolio STAMFORD, CT 1,294,5951.3m $115.2m $115.2m 0.45% Added +836 +836
16 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,261,5061.3m $112.2m $112.2m 0.00% Added +667.1k +667,058
17 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.16% of their portfolio PLYMOUTH, MN 1,222,9191.2m $108.9m $108.9m 0.16% Added +65.0k +64,999
18 HUNTINGTON NATIONAL BANK 0.64% of their portfolio COLUMBUS, OH 1,183,2701.2m $105.3m $105.3m 0.64% Added +378.1k +378,091
19 Steward Partners Investment Advisory, LLC 0.56% of their portfolio STAMFORD, CT 1,096,7351.1m $97.6m $97.6m 0.56% Added +51.4k +51,351
20 COMMONWEALTH EQUITY SERVICES, LLC 0.13% of their portfolio WALTHAM, MA 1,088,4861.1m $96.8m $96.8m 0.13% Reduced -381.3k -381,256
21 WADDELL & ASSOCIATES, LLC 7.40% of their portfolio MEMPHIS, TN 978,139978.1k $87.0m $87.0m 7.40% Added +32.1k +32,060
22 Sanctuary Advisors, LLC 0.23% of their portfolio INDIANAPOLIS, IN 908,136908.1k $76.2m $76.2m 0.23% Added +600.4k +600,351
23 Stratos Investment Management, LLC 3.31% of their portfolio BEACHWOOD, OH 902,464902.5k $80.3m $80.3m 3.31% Added +27.6k +27,630
24 Larson Financial Group LLC 2.80% of their portfolio ST LOUIS, MO 894,688894.7k $79.6m $79.6m 2.80% Added +256.6k +256,599
25 Clearwater Capital Advisors, LLC 6.73% of their portfolio HOFFMAN ESTATES, IL 887,226887.2k $78.9m $78.9m 6.73% Added +11.2k +11,202
26 Bouchey Financial Group, Ltd. 5.93% of their portfolio TROY, NY 865,536865.5k $77.0m $77.0m 5.93% Reduced -907 -907
27 Glassman Wealth Services 10.45% of their portfolio VIENNA, VA 836,036836.0k $74.4m $74.4m 10.45% Added +4.0k +3,970
28 RVW Wealth, LLC 5.71% of their portfolio LOS ANGELES, CA 822,644822.6k $73.2m $73.2m 5.71% Added +18.4k +18,373
29 Legacy Financial Advisors, Inc. 10.03% of their portfolio COVINGTON, KY 818,458818.5k $72.8m $72.8m 10.03% Reduced -2.0k -2,034
30 IAM Advisory, LLC 16.03% of their portfolio EASTON, PA 801,369801.4k $71.3m $71.3m 16.03% Added +5.9k +5,921
31 Equitable Holdings, Inc. 0.51% of their portfolio NEW YORK, NY 785,267785.3k $69.9m $69.9m 0.51% Added +26.8k +26,817
32 COMERICA BANK 0.26% of their portfolio DALLAS, TX 764,951765.0k $68.1m $68.1m 0.26% Reduced -2.4k -2,406
33 CAPTRUST FINANCIAL ADVISORS 0.14% of their portfolio RALEIGH, NC 752,541752.5k $66.9m $66.9m 0.14% Added +15.5k +15,489
34 Rockefeller Capital Management L.P. 0.13% of their portfolio NEW YORK, NY 726,566726.6k $64.6m $64.6m 0.13% Reduced -895.1k -895,074
35 Bluespring Wealth Management, LLC 5.41% of their portfolio AUSTIN, TX 699,778699.8k $62.3m $62.3m 5.41% Added +933 +933
36 One Capital Management, LLC 1.82% of their portfolio WESTLAKE VILLAGE, CA 641,853641.9k $57.1m $57.1m 1.82% Reduced -40.8k -40,770
37 Lido Advisors, LLC 0.23% of their portfolio Los Angeles, CA 626,510626.5k $55.7m $55.7m 0.23% Added +619.6k +619,608
38 Prestige Wealth Management Group LLC 10.74% of their portfolio FLEMINGTON, NJ 625,450625.5k $55.6m $55.6m 10.74% Reduced -17.0k -17,017
39 Spinnaker Investment Group, LLC 10.29% of their portfolio Newport Beach, CA 615,340615.3k $54.7m $54.7m 10.29% Added +66.3k +66,258
40 NewEdge Advisors, LLC 0.24% of their portfolio NEW ORLEANS, LA 596,043596.0k $53.0m $53.0m 0.24% Reduced -2.8k -2,811
41 BEACON FINANCIAL GROUP 5.20% of their portfolio DALLAS, TX 594,844594.8k $52.9m $52.9m 5.20% Reduced -29.4k -29,409
42 Kestra Advisory Services, LLC 0.23% of their portfolio AUSTIN, TX 568,052568.1k $50.5m $50.5m 0.23% Reduced -47.5k -47,454
43 OSAIC HOLDINGS, INC. 0.07% of their portfolio SCOTTSDALE, AZ 558,380558.4k $49.2m $49.2m 0.07% Added +28.2k +28,151
44 Schorn Wealth LLC 14.99% of their portfolio ENGLEWOOD, FL 551,306551.3k $49.0m $49.0m 14.99% Added +30.0k +30,044
45 Glen Eagle Advisors, LLC 6.71% of their portfolio KINGSTON, NJ 542,575542.6k $48.3m $48.3m 6.71% Reduced -15.8k -15,800
46 SkyView Investment Advisors, LLC 5.95% of their portfolio SHREWSBURY, NJ 529,101529.1k $47.1m $47.1m 5.95% Reduced -8.4k -8,358
47 TAIYO LIFE INSURANCE CO 4.09% of their portfolio CHUO-KU, TOKYO, M0 525,000525.0k $46.7m $46.7m 4.09% Unchanged
48 OneDigital Investment Advisors LLC 0.47% of their portfolio OVERLAND PARK, KS 511,036511.0k $45.5m $45.5m 0.47% Reduced -6.2k -6,152
49 Duncan Williams Asset Management, LLC 12.27% of their portfolio MEMPHIS, TN 490,267490.3k $43.6m $43.6m 12.27% Added +47.4k +47,404
50 CWM, LLC 0.13% of their portfolio OMAHA, NE 473,834473.8k $42.2m $42.2m 0.13% Added +89.4k +89,402
51 Intrua Financial, LLC 4.89% of their portfolio Houston, TX 469,554469.6k $41.8m $41.8m 4.89% Added +75.3k +75,251
52 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 456,910456.9k $40.6m $40.6m 0.04% Added +10.6k +10,618
53 CONNABLE OFFICE INC 3.60% of their portfolio KALAMAZOO, MI 436,306436.3k $38.8m $38.8m 3.60% Added +123.7k +123,663
54 Savant Capital, LLC 0.23% of their portfolio ROCKFORD, IL 433,572433.6k $38.6m $38.6m 0.23% Reduced -12.1k -12,139
55 Cambridge Investment Research Advisors, Inc. 0.10% of their portfolio FAIRFIELD, IA 412,870412.9k $36.7m $36.7m 0.10% Added +14.6k +14,632
56 IFP Advisors, Inc 0.92% of their portfolio TAMPA, FL 398,367398.4k $35.4m $35.4m 0.92% Added +184 +184
57 KESTRA PRIVATE WEALTH SERVICES, LLC 0.46% of their portfolio AUSTIN, TX 397,531397.5k $35.4m $35.4m 0.46% Added +14.6k +14,561
58 BCM ADVISORS, LLC 7.19% of their portfolio LAFAYETTE, LA 395,233395.2k $35.7m $35.7m 7.19% Reduced -1.1k -1,050
59 VestGen Advisors, LLC 1.13% of their portfolio CHICAGO, IL 382,777382.8k $34.1m $34.1m 1.13% Added +7.8k +7,846
60 Team Financial Group, LLC 15.74% of their portfolio TEMECULA, CA 381,734381.7k $34.0m $34.0m 15.74% Added +5.4k +5,403
61 Mariner, LLC 0.04% of their portfolio Overland Park, KS 371,646371.6k $33.1m $33.1m 0.04% Reduced -4.5k -4,521
62 Serenus Wealth Advisors, LLC 5.64% of their portfolio SANTA MONICA, CA 371,131371.1k $33.0m $33.0m 5.64% Reduced -13.8k -13,788
63 Concurrent Investment Advisors, LLC 0.56% of their portfolio Tampa, FL 367,151367.2k $32.7m $32.7m 0.56% Reduced -11.2k -11,152
64 Aspire Capital Advisors LLC 8.01% of their portfolio SEATTLE, WA 365,036365.0k $32.5m $32.5m 8.01% Added +5.8k +5,779
65 Cerity Partners LLC 0.05% of their portfolio NEW YORK, NY 343,845343.8k $30.6m $30.6m 0.05% Reduced -35.8k -35,822
66 NewEdge Wealth, LLC 0.43% of their portfolio STAMFORD, CT 342,114342.1k $30.3m $30.3m 0.43% Reduced -107.7k -107,726
67 HOWARD FINANCIAL SERVICES, LTD. 3.72% of their portfolio DALLAS, TX 341,850341.9k $30.4m $30.4m 3.72% Added +7.5k +7,471
68 Per Stirling Capital Management, LLC. 3.64% of their portfolio AUSTIN, TX 341,831341.8k $30.4m $30.4m 3.64% Reduced -60.6k -60,588
69 Sanchez Wealth Management Group 6.70% of their portfolio JACKSONVILLE, FL 339,009339.0k $30.2m $30.2m 6.70% Added +8.6k +8,630
70 Compass Financial Services Inc 12.73% of their portfolio WEST DES MOINES, IA 323,502323.5k $28.8m $28.8m 12.73% Added +18.5k +18,501
71 Choice Wealth Advisors LLC 12.27% of their portfolio WATERVILLE, ME 321,720321.7k $28.6m $28.6m 12.27% Reduced -7.4k -7,405
72 Belpointe Asset Management LLC 1.08% of their portfolio RENO, NV 317,668317.7k $28.3m $28.3m 1.08% Added +35.6k +35,609
73 SK Wealth Management, LLC 10.20% of their portfolio PROVIDENCE, RI 308,267308.3k $27.3m $27.3m 10.20% Added +14.9k +14,894
74 MML INVESTORS SERVICES, LLC 0.07% of their portfolio SPRINGFIELD, MA 306,564306.6k $27.3m $27.3m 0.07% Reduced -378 -378
75 Modern Wealth Management, LLC 0.53% of their portfolio KANSAS CITY, MO 303,375303.4k $27.0m $27.0m 0.53% Added +7.7k +7,696
76 TigerOak Management, L.L.C. 8.37% of their portfolio NASHVILLE, TN 303,324303.3k $27.0m $27.0m 8.37% Added +1.5k +1,525
77 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 301,752301.8k $26.8m $26.8m 0.02% Added +50.1k +50,051
78 Atria Investments, Inc 0.30% of their portfolio Charlotte, NC 297,739297.7k $26.5m $26.5m 0.30% Reduced -36.8k -36,796
79 GPS Wealth Strategies Group, LLC 2.78% of their portfolio CENTENNIAL, CO 295,622295.6k $26.3m $26.3m 2.78% Reduced -13.2k -13,154
80 LVM CAPITAL MANAGEMENT LTD/MI 2.48% of their portfolio PORTAGE, MI 290,409290.4k $25.8m $25.8m 2.48% Reduced -1.8k -1,815
81 PINNACLE ASSOCIATES LTD 0.34% of their portfolio NEW YORK, NY 286,027286.0k $25.4m $25.4m 0.34% Added +28.7k +28,669
82 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 285,854285.9k $25.4m $25.4m 0.03% Added +6.6k +6,569
83 HB Wealth Management, LLC 0.17% of their portfolio Atlanta, GA 276,984277.0k $24.6m $24.6m 0.17% Reduced -390 -390
84 COLUMBIA ADVISORY PARTNERS LLC 16.32% of their portfolio SPOKANE, WA 265,336265.3k $23.6m $23.6m 16.32% Reduced -207 -207
85 CAHILL FINANCIAL ADVISORS INC 2.62% of their portfolio EDINA, MN 258,432258.4k $23.0m $23.0m 2.62% Added +4.3k +4,340
86 Amplius Wealth Advisors, LLC 1.91% of their portfolio BLUE BELL, PA 248,994249.0k $22.2m $22.2m 1.91% Reduced -24.9k -24,886
87 Janney Montgomery Scott LLC 0.05% of their portfolio PHILADELPHIA, PA 246,044246.0k $21.9m $21.9m 0.05% Reduced -33.6k -33,591
88 PALO ALTO WEALTH ADVISORS, LLC 6.18% of their portfolio PALO ALTO, CA 236,775236.8k $21.2m $21.2m 6.18% Added +7.1k +7,133
89 Cresta Advisors, Ltd. 9.18% of their portfolio LAREDO, TX 231,224231.2k $20.6m $20.6m 9.18% Added +3.4k +3,368
90 ACT Advisors, LLC. 8.24% of their portfolio ASHEVILLE, NC 229,372229.4k $20.4m $20.4m 8.24% Reduced -37.5k -37,522
91 D.A. DAVIDSON & CO. 0.13% of their portfolio GREAT FALLS, MT 228,471228.5k $20.3m $20.3m 0.13% Added +6.5k +6,531
92 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 222,852222.9k $19.8m $19.8m 0.02% Reduced -1.7k -1,684
93 POTOMAC FUND MANAGEMENT INC /ADV 0.84% of their portfolio BETHESDA, MD 222,766222.8k $19.8m $19.8m 0.84% New
94 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 219,983220.0k $19.6m $19.6m 0.01% Reduced -58.0k -58,050
95 SAGE PRIVATE WEALTH GROUP, LLC 10.83% of their portfolio OAKBROOK TERRACE, IL 218,800218.8k $19.5m $19.5m 10.83% Reduced -207.6k -207,617
96 Winthrop Advisory Group LLC 1.67% of their portfolio BOSTON, MA 213,994214.0k $19.0m $19.0m 1.67% Added +21.1k +21,071
97 EAGLE WEALTH STRATEGIES LLC 8.88% of their portfolio MULLICA HILL, NJ 200,702200.7k $17.9m $17.9m 8.88% Added +18.1k +18,077
98 Curi Capital, LLC 0.32% of their portfolio CHICAGO, IL 198,648198.6k $17.7m $17.7m 0.32% Reduced -4.9k -4,927
99 Heck Capital Advisors, LLC 1.37% of their portfolio Rhinelander, WI 198,429198.4k $17.7m $17.7m 1.37% Reduced -14.1k -14,141
100 Stratos Wealth Partners, LTD. 0.20% of their portfolio BEACHWOOD, OH 194,659194.7k $17.3m $17.3m 0.20% Added +3.6k +3,599