Vault-13

WISDOMTREE TR DGRW

US QTLY DIV GRT · ETP · CUSIP 97717X669

772 institutional holders +2 vs Q4 2025
135,790,984135.8m shares reported held*
$12.0bnreported value*
44 new 271 added 303 reduced 47 sold out net sold ≈ $171.5m (-1.9m 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 ($9.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $88.60. Options: 1 managers hold calls ($386.5k notional), 0 hold puts (—).

Trends to Q1 2026

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: 770Q1 26: 772772Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026772

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 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 25Q4 25: 331 bought or addedQ4 25: 293 cut or sold outQ1 26: 315 bought or addedQ1 26: 350 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024334203
Q3 2024345197
Q4 2024371204
Q1 2025338284
Q2 2025357264
Q3 2025326299
Q4 2025331293
Q1 2026315350

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ2 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 —Q1 26 calls: $386.5kQ1 26 puts: $0Q1 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q2 2025$0$0—
Q3 2025$240.2k$516.0k2.15
Q4 2025$0$0—
Q1 2026$386.5k$00.00

Biggest buyers

FIFTH THIRD BANCORP Added +849,982+850.0k
Independent Advisor Alliance Added +660,044+660.0k
MORGAN STANLEY Added +476,607+476.6k
Hamilton Capital, LLC Added +309,867+309.9k
Stenger Family Office, LLC New +307,503+307.5k
CVFG LLC New +266,242+266.2k
TUDOR INVESTMENT CORP ET AL Added +209,259+209.3k
Larson Financial Group LLC Added +199,582+199.6k
Cetera Investment Advisers Added +139,133+139.1k
Cambridge Investment Research Advisors, Inc. Added +113,523+113.5k

Biggest sellers

LPL Financial LLC Reduced -692,506-692.5k
PNC Financial Services Group, Inc. Reduced -612,284-612.3k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -509,007-509.0k
Prime Capital Investment Advisors, LLC Reduced -456,062-456.1k
Rockefeller Capital Management L.P. Reduced -393,814-393.8k
SAGE PRIVATE WEALTH GROUP, LLC Sold out -217,611-217.6k
BANK OF AMERICA CORP /DE/ Reduced -214,723-214.7k
AMERIPRISE FINANCIAL INC Reduced -197,642-197.6k
Equitable Holdings, Inc. Reduced -194,863-194.9k
ENVESTNET ASSET MANAGEMENT INC Reduced -192,302-192.3k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $386.5k4.4k shares

Biggest puts

None

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.08% of their portfolio CHARLOTTE, NC 11,704,65011.7m $1.0bn $1.0bn 0.08% Reduced -214.7k -214,723
2 PNC Financial Services Group, Inc. 0.59% of their portfolio Pittsburgh, PA 11,696,18711.7m $1.0bn $1.0bn 0.59% Reduced -612.3k -612,284
3 LPL Financial LLC 0.27% of their portfolio FORT MILL, SC 11,527,08111.5m $1.0bn $1.0bn 0.27% Reduced -692.5k -692,506
4 MORGAN STANLEY 0.05% of their portfolio NEW YORK, NY 8,988,7249.0m $789.6m $789.6m 0.05% Added +476.6k +476,607
5 Hamilton Capital, LLC 32.86% of their portfolio COLUMBUS, OH 7,220,6847.2m $634.3m $634.3m 32.86% Added +309.9k +309,867
6 AMERIPRISE FINANCIAL INC 0.14% of their portfolio MINNEAPOLIS, MN 6,841,7056.8m $601.0m $601.0m 0.14% Reduced -197.6k -197,642
7 RAYMOND JAMES FINANCIAL INC 0.09% of their portfolio ST. PETERSBURG, FL 3,440,5023.4m $302.2m $302.2m 0.09% Added +26.5k +26,535
8 HighTower Advisors, LLC 0.26% of their portfolio CHICAGO, IL 2,832,0942.8m $248.8m $248.8m 0.26% Reduced -37.0k -36,987
9 UBS Group AG 0.04% of their portfolio ZURICH, V8 2,766,3632.8m $243.0m $243.0m 0.04% Added +87.8k +87,790
10 Cetera Investment Advisers 0.24% of their portfolio SCHAUMBURG, IL 2,589,9452.6m $227.5m $227.5m 0.24% Added +139.1k +139,133
11 ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio Berwyn, PA 2,157,2492.2m $189.5m $189.5m 0.05% Reduced -192.3k -192,302
12 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 1,654,0131.7m $145.3m $145.3m 0.03% Reduced -29.3k -29,329
13 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 1,507,7501.5m $132.4m $132.4m 0.03% Reduced -110.8k -110,828
14 Private Advisor Group, LLC 0.58% of their portfolio MORRISTOWN, NJ 1,407,6111.4m $123.6m $123.6m 0.58% Reduced -11.9k -11,920
15 Focus Partners Wealth 0.13% of their portfolio ST LOUIS, MO 1,319,2131.3m $115.9m $115.9m 0.13% Reduced -39.5k -39,470
16 Larson Financial Group LLC 3.42% of their portfolio ST LOUIS, MO 1,215,8641.2m $106.8m $106.8m 3.42% Added +199.6k +199,582
17 Steward Partners Investment Advisory, LLC 0.51% of their portfolio STAMFORD, CT 1,149,1491.1m $100.9m $100.9m 0.51% Added +64.5k +64,511
18 HUNTINGTON NATIONAL BANK 0.53% of their portfolio COLUMBUS, OH 1,098,9331.1m $96.5m $96.5m 0.53% Reduced -87.4k -87,417
19 Prime Capital Investment Advisors, LLC 1.10% of their portfolio OVERLAND PARK, KS 1,079,2471.1m $94.8m $94.8m 1.10% Reduced -456.1k -456,062
20 WADDELL & ASSOCIATES, LLC 5.09% of their portfolio MEMPHIS, TN 1,026,4571.0m $90.2m $90.2m 5.09% Added +35.5k +35,461
21 Stratos Investment Management, LLC 3.31% of their portfolio BEACHWOOD, OH 940,629940.6k $82.6m $82.6m 3.31% Added +14.4k +14,384
22 Clearwater Capital Advisors, LLC 6.59% of their portfolio HOFFMAN ESTATES, IL 930,174930.2k $81.7m $81.7m 6.59% Added +30.5k +30,454
23 COMMONWEALTH EQUITY SERVICES, LLC 0.11% of their portfolio WALTHAM, MA 927,276927.3k $81.5m $81.5m 0.11% Reduced -103.3k -103,269
24 Bouchey Financial Group, Ltd. 5.82% of their portfolio TROY, NY 874,519874.5k $79.4m $79.4m 5.82% Added +1.9k +1,942
25 FIFTH THIRD BANCORP 0.14% of their portfolio CINCINNATI, OH 856,692856.7k $75.3m $75.3m 0.14% Added +850.0k +849,982
26 RVW Wealth, LLC 5.68% of their portfolio LOS ANGELES, CA 829,962830.0k $72.9m $72.9m 5.68% Added +6.9k +6,934
27 Glassman Wealth Services 9.71% of their portfolio VIENNA, VA 813,128813.1k $71.4m $71.4m 9.71% Reduced -28.2k -28,167
28 Kestra Advisory Services, LLC 0.26% of their portfolio AUSTIN, TX 770,424770.4k $67.7m $67.7m 0.26% Added +3.9k +3,860
29 CAPTRUST FINANCIAL ADVISORS 0.12% of their portfolio RALEIGH, NC 761,831761.8k $66.9m $66.9m 0.12% Reduced -689 -689
30 Rockefeller Capital Management L.P. 0.11% of their portfolio NEW YORK, NY 723,634723.6k $63.6m $63.6m 0.11% Reduced -393.8k -393,814
31 Legacy Financial Advisors, Inc. 8.87% of their portfolio COVINGTON, KY 722,416722.4k $63.5m $63.5m 8.87% Reduced -95.9k -95,909
32 Bluespring Wealth Management, LLC 5.43% of their portfolio AUSTIN, TX 717,040717.0k $63.0m $63.0m 5.43% Added +13.3k +13,259
33 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.14% of their portfolio PLYMOUTH, MN 716,773716.8k $63.1m $63.1m 0.14% Reduced -509.0k -509,007
34 Independent Advisor Alliance 0.63% of their portfolio CHARLOTTE, NC 664,879664.9k $58.4m $58.4m 0.63% Added +660.0k +660,044
35 IAM Advisory, LLC 13.06% of their portfolio EASTON, PA 663,745663.7k $58.3m $58.3m 13.06% Added +1.9k +1,917
36 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 657,804657.8k $56.3m $56.3m 0.00% Added +22.4k +22,366
37 Equitable Holdings, Inc. 0.35% of their portfolio NEW YORK, NY 614,688614.7k $55.0m $55.0m 0.35% Reduced -194.9k -194,863
38 Lido Advisors, LLC 0.21% of their portfolio Los Angeles, CA 606,427606.4k $53.3m $53.3m 0.21% Reduced -23.2k -23,165
39 Prestige Wealth Management Group LLC 10.41% of their portfolio FLEMINGTON, NJ 603,626603.6k $53.0m $53.0m 10.41% Reduced -19.7k -19,720
40 OSAIC HOLDINGS, INC. 0.08% of their portfolio SCOTTSDALE, AZ 597,611597.6k $52.5m $52.5m 0.08% Reduced -58.6k -58,573
41 Mariner, LLC 0.06% of their portfolio Overland Park, KS 581,216581.2k $51.1m $51.1m 0.06% Added +17.1k +17,128
42 BEACON FINANCIAL GROUP 5.04% of their portfolio DALLAS, TX 574,692574.7k $50.5m $50.5m 5.04% Reduced -3.4k -3,448
43 Spinnaker Investment Group, LLC 10.17% of their portfolio Newport Beach, CA 568,471568.5k $49.9m $49.9m 10.17% Reduced -48.1k -48,103
44 HighPoint Advisor Group LLC 2.09% of their portfolio DOWNERS GROVE, IL 568,241568.2k $49.9m $49.9m 2.09% Added +108.9k +108,920
45 NewEdge Advisors, LLC 0.18% of their portfolio NEW ORLEANS, LA 561,239561.2k $49.3m $49.3m 0.18% Added +34.7k +34,683
46 SkyView Investment Advisors, LLC 6.31% of their portfolio SHREWSBURY, NJ 533,930533.9k $46.9m $46.9m 6.31% Added +6.1k +6,070
47 CWM, LLC 0.12% of their portfolio OMAHA, NE 527,285527.3k $46.3m $46.3m 0.12% Reduced -11.8k -11,771
48 CONNABLE OFFICE INC 4.51% of their portfolio KALAMAZOO, MI 522,039522.0k $45.9m $45.9m 4.51% Added +59.0k +58,981
49 Cambridge Investment Research Advisors, Inc. 0.12% of their portfolio FAIRFIELD, IA 520,236520.2k $45.7m $45.7m 0.12% Added +113.5k +113,523
50 Schorn Wealth LLC 13.61% of their portfolio ENGLEWOOD, FL 513,030513.0k $45.1m $45.1m 13.61% Reduced -46.5k -46,475
51 Glen Eagle Advisors, LLC 6.28% of their portfolio KINGSTON, NJ 510,077510.1k $44.8m $44.8m 6.28% Reduced -4.9k -4,905
52 OneDigital Investment Advisors LLC 0.44% of their portfolio OVERLAND PARK, KS 509,821509.8k $44.8m $44.8m 0.44% Added +460 +460
53 Duncan Williams Asset Management, LLC 12.37% of their portfolio MEMPHIS, TN 507,774507.8k $44.6m $44.6m 12.37% Reduced -15.5k -15,460
54 One Capital Management, LLC 1.20% of their portfolio WESTLAKE VILLAGE, CA 498,699498.7k $43.8m $43.8m 1.20% Reduced -18.0k -18,016
55 Intrua Financial, LLC 4.67% of their portfolio Houston, TX 497,887497.9k $43.7m $43.7m 4.67% Added +14.6k +14,589
56 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 490,870490.9k $43.1m $43.1m 0.04% Added +10.8k +10,815
57 KESTRA PRIVATE WEALTH SERVICES, LLC 0.45% of their portfolio AUSTIN, TX 411,010411.0k $36.1m $36.1m 0.45% Reduced -2.4k -2,361
58 RESOLUTE CAPITAL, LLC 14.58% of their portfolio GREENVILLE, SC 409,789409.8k $36.0m $36.0m 14.58% Added +21.7k +21,725
59 IFP Advisors, Inc 0.74% of their portfolio TAMPA, FL 406,724406.7k $35.7m $35.7m 0.74% Added +16.2k +16,186
60 Serenus Wealth Advisors, LLC 6.98% of their portfolio SANTA MONICA, CA 398,649398.6k $35.0m $35.0m 6.98% Added +16.5k +16,544
61 Team Financial Group, LLC 15.62% of their portfolio TEMECULA, CA 391,711391.7k $34.4m $34.4m 15.62% Added +3.9k +3,947
62 Savant Capital, LLC 0.17% of their portfolio ROCKFORD, IL 390,416390.4k $34.3m $34.3m 0.17% Reduced -21.2k -21,201
63 BCM ADVISORS, LLC 7.19% of their portfolio LAFAYETTE, LA 390,211390.2k $36.5m $36.5m 7.19% Reduced -5.6k -5,567
64 TAIYO LIFE INSURANCE CO 3.78% of their portfolio CHUO-KU, TOKYO, M0 390,000390.0k $34.3m $34.3m 3.78% Reduced -135.0k -135,000
65 Aspire Capital Advisors LLC 7.51% of their portfolio SEATTLE, WA 379,846379.8k $33.4m $33.4m 7.51% Added +11.4k +11,352
66 HOWARD FINANCIAL SERVICES, LTD. 3.71% of their portfolio DALLAS, TX 375,339375.3k $33.0m $33.0m 3.71% Added +26.2k +26,162
67 NewEdge Wealth, LLC 0.38% of their portfolio STAMFORD, CT 366,729366.7k $32.2m $32.2m 0.38% Reduced -16.9k -16,861
68 Sanchez Wealth Management Group 6.94% of their portfolio JACKSONVILLE, FL 365,552365.6k $32.1m $32.1m 6.94% Added +5.5k +5,463
69 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 358,819358.8k $30.8m $30.8m 0.01% Added +26.8k +26,809
70 Belpointe Asset Management LLC 1.07% of their portfolio RENO, NV 332,954333.0k $29.2m $29.2m 1.07% Added +4.1k +4,116
71 Per Stirling Capital Management, LLC. 3.19% of their portfolio AUSTIN, TX 328,365328.4k $28.8m $28.8m 3.19% Reduced -6.0k -6,010
72 Choice Wealth Advisors LLC 11.31% of their portfolio WATERVILLE, ME 327,972328.0k $28.8m $28.8m 11.31% Added +5.4k +5,355
73 Modern Wealth Management, LLC 0.49% of their portfolio KANSAS CITY, MO 322,088322.1k $28.4m $28.4m 0.49% Added +12.5k +12,521
74 PINNACLE ASSOCIATES LTD 0.36% of their portfolio NEW YORK, NY 318,370318.4k $28.0m $28.0m 0.36% Added +16.1k +16,072
75 Thrivent Financial for Lutherans 0.05% of their portfolio Minneapolis, MN 317,691317.7k $27.9m $27.9m 0.05% Reduced -15.0k -15,032
76 Cerity Partners LLC 0.04% of their portfolio NEW YORK, NY 316,695316.7k $27.8m $27.8m 0.04% Reduced -19.0k -19,031
77 Stenger Family Office, LLC 4.77% of their portfolio Naperville, IL 307,503307.5k $27.0m $27.0m 4.77% New
78 TigerOak Management, L.L.C. 8.20% of their portfolio NASHVILLE, TN 296,463296.5k $26.0m $26.0m 8.20% Reduced -2.0k -1,979
79 Winthrop Advisory Group LLC 2.11% of their portfolio BOSTON, MA 294,509294.5k $25.9m $25.9m 2.11% Added +39.2k +39,232
80 LVM CAPITAL MANAGEMENT LTD/MI 2.38% of their portfolio PORTAGE, MI 287,570287.6k $25.3m $25.3m 2.38% Added +2.5k +2,515
81 Amplius Wealth Advisors, LLC 2.08% of their portfolio BLUE BELL, PA 283,428283.4k $24.9m $24.9m 2.08% Added +27.5k +27,451
82 MML INVESTORS SERVICES, LLC 0.07% of their portfolio SPRINGFIELD, MA 282,700282.7k $24.8m $24.8m 0.07% Reduced -43.1k -43,065
83 Western Wealth Management, LLC 0.93% of their portfolio GOLDEN, CO 277,773277.8k $24.4m $24.4m 0.93% Added +53.9k +53,933
84 Concurrent Investment Advisors, LLC 0.26% of their portfolio Tampa, FL 272,557272.6k $23.9m $23.9m 0.26% Reduced -78.6k -78,632
85 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 269,078269.1k $23.6m $23.6m 0.03% Reduced -27.9k -27,876
86 CVFG LLC 2.91% of their portfolio SHELBYVILLE, IN 266,242266.2k $23.4m $23.4m 2.91% New
87 HB Wealth Management, LLC 0.15% of their portfolio Atlanta, GA 263,766263.8k $23.2m $23.2m 0.15% Reduced -5.6k -5,587
88 SK Wealth Management, LLC 6.34% of their portfolio PROVIDENCE, RI 258,309258.3k $22.8m $22.8m 6.34% Reduced -14.1k -14,129
89 Cresta Advisors, Ltd. 8.70% of their portfolio LAREDO, TX 241,906241.9k $21.2m $21.2m 8.70% Added +16.6k +16,644
90 TUDOR INVESTMENT CORP ET AL 0.11% of their portfolio STAMFORD, CT 237,640237.6k $20.9m $20.9m 0.11% Added +209.3k +209,259
91 Janney Montgomery Scott LLC 0.05% of their portfolio PHILADELPHIA, PA 236,963237.0k $20.8m $20.8m 0.05% Reduced -9.7k -9,698
92 ACT Advisors, LLC. 8.75% of their portfolio ASHEVILLE, NC 234,126234.1k $20.6m $20.6m 8.75% Added +4.5k +4,541
93 D.A. DAVIDSON & CO. 0.12% of their portfolio GREAT FALLS, MT 232,570232.6k $20.4m $20.4m 0.12% Added +4.4k +4,367
94 Compass Financial Services Inc 8.66% of their portfolio WEST DES MOINES, IA 227,624227.6k $20.0m $20.0m 8.66% Reduced -97.9k -97,928
95 COLUMBIA ADVISORY PARTNERS LLC 12.70% of their portfolio SPOKANE, WA 226,430226.4k $19.9m $19.9m 12.70% Reduced -36.2k -36,231
96 MOR Wealth Management, LLC 8.88% of their portfolio PHILADELPHIA, PA 220,333220.3k $19.4m $19.4m 8.88% Added +8.5k +8,463
97 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 219,348219.3k $19.3m $19.3m 0.01% Added +1.7k +1,664
98 Sanctuary Advisors, LLC 0.10% of their portfolio INDIANAPOLIS, IN 217,227217.2k $19.1m $19.1m 0.10% Reduced -40.8k -40,754
99 CRA Financial Services, LLC 2.48% of their portfolio NORTHFIELD, NJ 217,078217.1k $19.1m $19.1m 2.48% Added +23.9k +23,944
100 Atria Investments, Inc 0.21% of their portfolio Charlotte, NC 209,339209.3k $18.4m $18.4m 0.21% Reduced -77.1k -77,077