Vault-13

WISDOMTREE TR DGRW

US QTLY DIV GRT · ETP · CUSIP 97717X669

770 institutional holders +46 vs Q3 2025
138,499,307138.5m shares reported held*
$12.5bnreported value*
49 new 282 added 254 reduced 39 sold out net sold ≈ $371.0m (-4.2m 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 ($5.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $90.23.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

05001kQ3 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: 724Q4 25: 770770Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025770

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q1 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 25Q3 25: 326 bought or addedQ3 25: 299 cut or sold outQ4 25: 331 bought or addedQ4 25: 293 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024317207
Q2 2024334203
Q3 2024345197
Q4 2024371204
Q1 2025338284
Q2 2025357264
Q3 2025326299
Q4 2025331293

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ1 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 2.15Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —
Numbers
QuarterCallsPutsP/C
Q1 2025$367.4k$16.0k0.04
Q2 2025$0$0—
Q3 2025$240.2k$516.0k2.15
Q4 2025$0$0—

Biggest buyers

Focus Partners Wealth Added +1,316,890+1.3m
HighPoint Advisor Group LLC New +459,321+459.3k
Rockefeller Capital Management L.P. Added +390,882+390.9k
Kestra Advisory Services, LLC Added +198,512+198.5k
Mariner, LLC Added +192,442+192.4k
Thrivent Financial for Lutherans Added +186,880+186.9k
Prime Capital Investment Advisors, LLC Added +141,452+141.5k
Williams Financial, LLC New +140,193+140.2k
UBS Group AG Added +138,923+138.9k
Larson Financial Group LLC Added +121,594+121.6k

Biggest sellers

PNC Financial Services Group, Inc. Reduced -3,447,104-3.4m
NorthCoast Asset Management LLC Sold out -1,294,595-1.3m
Sanctuary Advisors, LLC Reduced -650,155-650.2k
JPMORGAN CHASE & CO Reduced -626,068-626.1k
GPS Wealth Strategies Group, LLC Reduced -289,344-289.3k
VestGen Advisors, LLC Reduced -258,084-258.1k
POTOMAC FUND MANAGEMENT INC /ADV Sold out -222,766-222.8k
CAHILL FINANCIAL ADVISORS INC Reduced -199,172-199.2k
HOWARD BAILEY SECURITIES, LLC Reduced -157,057-157.1k
LPL Financial LLC Reduced -150,513-150.5k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 PNC Financial Services Group, Inc. 0.60% of their portfolio Pittsburgh, PA 12,308,47112.3m $1.1bn $1.1bn 0.60% Reduced -3.4m -3,447,104
2 LPL Financial LLC 0.30% of their portfolio FORT MILL, SC 12,219,58712.2m $1.1bn $1.1bn 0.30% Reduced -150.5k -150,513
3 BANK OF AMERICA CORP /DE/ 0.08% of their portfolio CHARLOTTE, NC 11,919,37311.9m $1.1bn $1.1bn 0.08% Reduced -64.5k -64,517
4 MORGAN STANLEY 0.05% of their portfolio NEW YORK, NY 8,512,1178.5m $761.2m $761.2m 0.05% Added +27.9k +27,929
5 AMERIPRISE FINANCIAL INC 0.14% of their portfolio MINNEAPOLIS, MN 7,039,3477.0m $629.5m $629.5m 0.14% Reduced -84.6k -84,630
6 Hamilton Capital, LLC 30.90% of their portfolio COLUMBUS, OH 6,910,8176.9m $618.0m $618.0m 30.90% First filing
7 RAYMOND JAMES FINANCIAL INC 0.10% of their portfolio ST. PETERSBURG, FL 3,413,9673.4m $305.3m $305.3m 0.10% Reduced -9.7k -9,685
8 HighTower Advisors, LLC 0.28% of their portfolio CHICAGO, IL 2,869,0812.9m $256.6m $256.6m 0.28% Reduced -45.6k -45,551
9 UBS Group AG 0.05% of their portfolio ZURICH, V8 2,678,5732.7m $239.5m $239.5m 0.05% Added +138.9k +138,923
10 Cetera Investment Advisers 0.24% of their portfolio SCHAUMBURG, IL 2,450,8122.5m $219.2m $219.2m 0.24% Added +1.8k +1,793
11 ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio Berwyn, PA 2,349,5512.3m $210.1m $210.1m 0.06% Added +69.2k +69,221
12 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 1,683,3421.7m $150.5m $150.5m 0.03% Added +102.5k +102,499
13 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 1,618,5781.6m $144.7m $144.7m 0.03% Reduced -71.3k -71,272
14 Prime Capital Investment Advisors, LLC 1.67% of their portfolio OVERLAND PARK, KS 1,535,3091.5m $137.3m $137.3m 1.67% Added +141.5k +141,452
15 Private Advisor Group, LLC 0.60% of their portfolio MORRISTOWN, NJ 1,419,5311.4m $126.9m $126.9m 0.60% Reduced -88.9k -88,878
16 Focus Partners Wealth 0.14% of their portfolio ST LOUIS, MO 1,358,6831.4m $121.5m $121.5m 0.14% Added +1.3m +1,316,890
17 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.15% of their portfolio PLYMOUTH, MN 1,225,7801.2m $111.1m $111.1m 0.15% Added +2.9k +2,861
18 HUNTINGTON NATIONAL BANK 0.64% of their portfolio COLUMBUS, OH 1,186,3501.2m $106.1m $106.1m 0.64% Added +3.1k +3,080
19 Rockefeller Capital Management L.P. 0.18% of their portfolio NEW YORK, NY 1,117,4481.1m $99.9m $99.9m 0.18% Added +390.9k +390,882
20 Steward Partners Investment Advisory, LLC 0.53% of their portfolio STAMFORD, CT 1,084,6381.1m $97.0m $97.0m 0.53% Reduced -12.1k -12,097
21 COMMONWEALTH EQUITY SERVICES, LLC 0.12% of their portfolio WALTHAM, MA 1,030,5451.0m $92.2m $92.2m 0.12% Reduced -57.9k -57,941
22 Larson Financial Group LLC 3.04% of their portfolio ST LOUIS, MO 1,016,2821.0m $90.9m $90.9m 3.04% Added +121.6k +121,594
23 WADDELL & ASSOCIATES, LLC 5.98% of their portfolio MEMPHIS, TN 990,996991.0k $88.6m $88.6m 5.98% Added +12.9k +12,857
24 Stratos Investment Management, LLC 3.32% of their portfolio BEACHWOOD, OH 926,245926.2k $82.8m $82.8m 3.32% Added +23.8k +23,781
25 Clearwater Capital Advisors, LLC 6.71% of their portfolio HOFFMAN ESTATES, IL 899,720899.7k $80.5m $80.5m 6.71% Added +12.5k +12,494
26 Bouchey Financial Group, Ltd. 5.85% of their portfolio TROY, NY 872,577872.6k $78.0m $78.0m 5.85% Added +7.0k +7,041
27 COMERICA BANK 0.30% of their portfolio DALLAS, TX 854,542854.5k $76.4m $76.4m 0.30% Added +89.6k +89,591
28 Glassman Wealth Services 10.15% of their portfolio VIENNA, VA 841,295841.3k $75.2m $75.2m 10.15% Added +5.3k +5,259
29 RVW Wealth, LLC 5.62% of their portfolio LOS ANGELES, CA 823,028823.0k $73.6m $73.6m 5.62% Added +384 +384
30 Legacy Financial Advisors, Inc. 10.12% of their portfolio COVINGTON, KY 818,325818.3k $73.2m $73.2m 10.12% Reduced -133 -133
31 Equitable Holdings, Inc. 0.49% of their portfolio NEW YORK, NY 809,551809.6k $72.4m $72.4m 0.49% Added +24.3k +24,284
32 Kestra Advisory Services, LLC 0.28% of their portfolio AUSTIN, TX 766,564766.6k $68.6m $68.6m 0.28% Added +198.5k +198,512
33 CAPTRUST FINANCIAL ADVISORS 0.13% of their portfolio RALEIGH, NC 762,520762.5k $68.2m $68.2m 0.13% Added +10.0k +9,979
34 Bluespring Wealth Management, LLC 5.42% of their portfolio AUSTIN, TX 703,781703.8k $62.9m $62.9m 5.42% Added +4.0k +4,003
35 IAM Advisory, LLC 13.15% of their portfolio EASTON, PA 661,828661.8k $59.2m $59.2m 13.15% Reduced -139.5k -139,541
36 OSAIC HOLDINGS, INC. 0.09% of their portfolio SCOTTSDALE, AZ 656,184656.2k $58.7m $58.7m 0.09% Added +97.8k +97,804
37 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 635,438635.4k $56.8m $56.8m 0.00% Reduced -626.1k -626,068
38 Lido Advisors, LLC 0.22% of their portfolio Los Angeles, CA 629,592629.6k $56.0m $56.0m 0.22% Added +3.1k +3,082
39 Prestige Wealth Management Group LLC 10.64% of their portfolio FLEMINGTON, NJ 623,346623.3k $55.7m $55.7m 10.64% Reduced -2.1k -2,104
40 Spinnaker Investment Group, LLC 10.00% of their portfolio Newport Beach, CA 616,574616.6k $55.1m $55.1m 10.00% Added +1.2k +1,234
41 BEACON FINANCIAL GROUP 5.14% of their portfolio DALLAS, TX 578,140578.1k $51.7m $51.7m 5.14% Reduced -16.7k -16,704
42 Mariner, LLC 0.06% of their portfolio Overland Park, KS 564,088564.1k $50.4m $50.4m 0.06% Added +192.4k +192,442
43 Schorn Wealth LLC 15.19% of their portfolio ENGLEWOOD, FL 559,505559.5k $50.0m $50.0m 15.19% Added +8.2k +8,199
44 CWM, LLC 0.13% of their portfolio OMAHA, NE 539,056539.1k $48.2m $48.2m 0.13% Added +65.2k +65,222
45 SkyView Investment Advisors, LLC 5.96% of their portfolio SHREWSBURY, NJ 527,860527.9k $47.2m $47.2m 5.96% Reduced -1.2k -1,241
46 NewEdge Advisors, LLC 0.17% of their portfolio NEW ORLEANS, LA 526,556526.6k $47.1m $47.1m 0.17% Reduced -69.5k -69,487
47 TAIYO LIFE INSURANCE CO 4.02% of their portfolio CHUO-KU, TOKYO, M0 525,000525.0k $47.0m $47.0m 4.02% Unchanged
48 Duncan Williams Asset Management, LLC 11.98% of their portfolio MEMPHIS, TN 523,234523.2k $48.2m $48.2m 11.98% Added +33.0k +32,967
49 One Capital Management, LLC 1.40% of their portfolio WESTLAKE VILLAGE, CA 516,715516.7k $46.2m $46.2m 1.40% Reduced -125.1k -125,138
50 Glen Eagle Advisors, LLC 6.27% of their portfolio KINGSTON, NJ 514,982515.0k $46.1m $46.1m 6.27% Reduced -27.6k -27,593
51 OneDigital Investment Advisors LLC 0.45% of their portfolio OVERLAND PARK, KS 509,361509.4k $45.6m $45.6m 0.45% Reduced -1.7k -1,675
52 Intrua Financial, LLC 4.74% of their portfolio Houston, TX 483,298483.3k $43.2m $43.2m 4.74% Added +13.7k +13,744
53 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 480,055480.1k $42.9m $42.9m 0.04% Added +23.1k +23,145
54 CONNABLE OFFICE INC 3.80% of their portfolio KALAMAZOO, MI 463,058463.1k $41.4m $41.4m 3.80% Added +26.8k +26,752
55 HighPoint Advisor Group LLC 0.90% of their portfolio DOWNERS GROVE, IL 459,321459.3k $41.1m $41.1m 0.90% New
56 KESTRA PRIVATE WEALTH SERVICES, LLC 0.46% of their portfolio AUSTIN, TX 413,371413.4k $37.0m $37.0m 0.46% Added +15.8k +15,840
57 Savant Capital, LLC 0.21% of their portfolio ROCKFORD, IL 411,617411.6k $36.8m $36.8m 0.21% Reduced -22.0k -21,955
58 Cambridge Investment Research Advisors, Inc. 0.10% of their portfolio FAIRFIELD, IA 406,713406.7k $36.4m $36.4m 0.10% Reduced -6.2k -6,157
59 BCM ADVISORS, LLC 6.89% of their portfolio LAFAYETTE, LA 395,778395.8k $36.0m $36.0m 6.89% Added +545 +545
60 IFP Advisors, Inc 0.78% of their portfolio TAMPA, FL 390,538390.5k $34.9m $34.9m 0.78% Reduced -7.8k -7,829
61 RESOLUTE CAPITAL, LLC 14.50% of their portfolio GREENVILLE, SC 388,064388.1k $34.7m $34.7m 14.50% First filing
62 Team Financial Group, LLC 15.73% of their portfolio TEMECULA, CA 387,764387.8k $34.7m $34.7m 15.73% Added +6.0k +6,030
63 NewEdge Wealth, LLC 0.39% of their portfolio STAMFORD, CT 383,590383.6k $34.3m $34.3m 0.39% Added +41.5k +41,476
64 Serenus Wealth Advisors, LLC 6.62% of their portfolio SANTA MONICA, CA 382,105382.1k $34.2m $34.2m 6.62% Added +11.0k +10,974
65 Aspire Capital Advisors LLC 7.74% of their portfolio SEATTLE, WA 368,494368.5k $33.0m $33.0m 7.74% Added +3.5k +3,458
66 Sanchez Wealth Management Group 6.89% of their portfolio JACKSONVILLE, FL 360,089360.1k $32.2m $32.2m 6.89% Added +21.1k +21,080
67 Concurrent Investment Advisors, LLC 0.36% of their portfolio Tampa, FL 351,189351.2k $31.4m $31.4m 0.36% Reduced -16.0k -15,962
68 HOWARD FINANCIAL SERVICES, LTD. 3.65% of their portfolio DALLAS, TX 349,177349.2k $31.2m $31.2m 3.65% Added +7.3k +7,327
69 Cerity Partners LLC 0.04% of their portfolio NEW YORK, NY 335,726335.7k $30.0m $30.0m 0.04% Reduced -8.1k -8,119
70 Per Stirling Capital Management, LLC. 3.36% of their portfolio AUSTIN, TX 334,375334.4k $29.9m $29.9m 3.36% Reduced -7.5k -7,456
71 Thrivent Financial for Lutherans 0.05% of their portfolio Minneapolis, MN 332,723332.7k $29.8m $29.8m 0.05% Added +186.9k +186,880
72 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 332,010332.0k $29.7m $29.7m 0.02% Added +30.3k +30,258
73 Belpointe Asset Management LLC 1.06% of their portfolio RENO, NV 328,838328.8k $29.4m $29.4m 1.06% Added +11.2k +11,170
74 MML INVESTORS SERVICES, LLC 0.07% of their portfolio SPRINGFIELD, MA 325,765325.8k $29.1m $29.1m 0.07% Added +19.2k +19,201
75 Compass Financial Services Inc 12.55% of their portfolio WEST DES MOINES, IA 325,552325.6k $29.1m $29.1m 12.55% Added +2.0k +2,050
76 Choice Wealth Advisors LLC 11.41% of their portfolio WATERVILLE, ME 322,617322.6k $28.9m $28.9m 11.41% Added +897 +897
77 Modern Wealth Management, LLC 0.50% of their portfolio KANSAS CITY, MO 309,567309.6k $27.7m $27.7m 0.50% Added +6.2k +6,192
78 PINNACLE ASSOCIATES LTD 0.35% of their portfolio NEW YORK, NY 302,298302.3k $27.0m $27.0m 0.35% Added +16.3k +16,271
79 TigerOak Management, L.L.C. 8.14% of their portfolio NASHVILLE, TN 298,442298.4k $26.7m $26.7m 8.14% Reduced -4.9k -4,882
80 TRUIST FINANCIAL CORP 0.04% of their portfolio CHARLOTTE, NC 296,954297.0k $26.6m $26.6m 0.04% Added +11.1k +11,100
81 Atria Investments, Inc 0.29% of their portfolio Charlotte, NC 286,416286.4k $25.6m $25.6m 0.29% Reduced -11.3k -11,323
82 LVM CAPITAL MANAGEMENT LTD/MI 2.37% of their portfolio PORTAGE, MI 285,055285.1k $25.5m $25.5m 2.37% Reduced -5.4k -5,354
83 SK Wealth Management, LLC 6.95% of their portfolio PROVIDENCE, RI 272,438272.4k $24.9m $24.9m 6.95% Reduced -35.8k -35,829
84 HB Wealth Management, LLC 0.16% of their portfolio Atlanta, GA 269,353269.4k $24.1m $24.1m 0.16% Reduced -7.6k -7,631
85 COLUMBIA ADVISORY PARTNERS LLC 16.00% of their portfolio SPOKANE, WA 262,661262.7k $23.5m $23.5m 16.00% Reduced -2.7k -2,675
86 Sanctuary Advisors, LLC 0.13% of their portfolio INDIANAPOLIS, IN 257,981258.0k $23.1m $23.1m 0.13% Reduced -650.2k -650,155
87 Amplius Wealth Advisors, LLC 1.92% of their portfolio BLUE BELL, PA 255,977256.0k $22.9m $22.9m 1.92% Added +7.0k +6,983
88 Winthrop Advisory Group LLC 1.93% of their portfolio BOSTON, MA 255,277255.3k $22.8m $22.8m 1.93% Added +41.3k +41,283
89 Janney Montgomery Scott LLC 0.05% of their portfolio PHILADELPHIA, PA 246,661246.7k $22.1m $22.1m 0.05% Added +617 +617
90 ACT Advisors, LLC. 8.09% of their portfolio ASHEVILLE, NC 229,585229.6k $20.5m $20.5m 8.09% Added +213 +213
91 D.A. DAVIDSON & CO. 0.13% of their portfolio GREAT FALLS, MT 228,203228.2k $20.4m $20.4m 0.13% Reduced -268 -268
92 Cresta Advisors, Ltd. 8.45% of their portfolio LAREDO, TX 225,262225.3k $20.1m $20.1m 8.45% Reduced -6.0k -5,962
93 Western Wealth Management, LLC 0.92% of their portfolio GOLDEN, CO 223,840223.8k $20.0m $20.0m 0.92% Added +108.2k +108,192
94 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 221,196221.2k $19.8m $19.8m 0.01% Added +1.2k +1,213
95 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 217,684217.7k $19.5m $19.5m 0.01% Reduced -5.2k -5,168
96 SAGE PRIVATE WEALTH GROUP, LLC 10.46% of their portfolio OAKBROOK TERRACE, IL 217,611217.6k $19.5m $19.5m 10.46% Reduced -1.2k -1,189
97 MOR Wealth Management, LLC 8.66% of their portfolio PHILADELPHIA, PA 211,870211.9k $18.9m $18.9m 8.66% First filing
98 Smartleaf Asset Management LLC 0.71% of their portfolio BOSTON, MA 207,234207.2k $18.7m $18.7m 0.71% Added +36.8k +36,817
99 Main Street Financial Solutions, LLC 1.33% of their portfolio NEWTOWN, PA 197,760197.8k $17.7m $17.7m 1.33% Added +3.1k +3,109
100 Pinnacle Wealth Management Advisory Group, LLC 1.22% of their portfolio RED BANK, NJ 197,401197.4k $17.7m $17.7m 1.22% Added +10.9k +10,923