Vault-13

WISDOMTREE TR DGRW

US QTLY DIV GRT · ETP · CUSIP 97717X669

788 institutional holders +16 vs Q1 2026
131,670,770131.7m shares reported held*
$12.7bnreported value*
61 new 266 added 300 reduced 43 sold out net sold ≈ $287.2m (-3.0m 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 ($10.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $96.36. Options: 2 managers hold calls ($659.8k notional), 0 hold puts (—).

Trends to Q2 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: 772Q2 26: 788788Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026788

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 25Q1 26: 315 bought or addedQ1 26: 350 cut or sold outQ2 26: 327 bought or addedQ2 26: 343 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024345197
Q4 2024371204
Q1 2025338284
Q2 2025357264
Q3 2025326299
Q4 2025331293
Q1 2026315350
Q2 2026327343

Calls vs puts

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

CallsPuts
$0$200k$400k$600k$800kQ3 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 0.00Q2 26 calls: $659.8kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$240.2k$516.0k2.15
Q4 2025$0$0—
Q1 2026$386.5k$00.00
Q2 2026$659.8k$00.00

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +508,830+508.8k
Savant Capital, LLC Added +377,753+377.8k
Bluespring Wealth Management, LLC Added +371,767+371.8k
POTOMAC FUND MANAGEMENT INC /ADV New +290,900+290.9k
Larson Financial Group LLC Added +235,197+235.2k
Corient Private Wealth LP Added +225,643+225.6k
Farther Finance Advisors, LLC Added +194,681+194.7k
IFG Advisory, LLC New +141,917+141.9k
OSAIC HOLDINGS, INC. Added +128,128+128.1k
Schorn Wealth LLC Added +109,466+109.5k

Biggest sellers

Prime Capital Investment Advisors, LLC Reduced -836,835-836.8k
FIFTH THIRD BANCORP Reduced -755,571-755.6k
Independent Advisor Alliance Reduced -659,681-659.7k
PNC Financial Services Group, Inc. Reduced -600,603-600.6k
Lido Advisors, LLC Reduced -595,891-595.9k
BANK OF AMERICA CORP /DE/ Reduced -417,657-417.7k
MORGAN STANLEY Reduced -283,293-283.3k
LPL Financial LLC Reduced -261,070-261.1k
Mariner, LLC Reduced -260,145-260.1k
Private Advisor Group, LLC Reduced -225,946-225.9k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Unchanged $420.7k4.4k shares
JANE STREET GROUP, LLC New $239.1k2.5k 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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.07% of their portfolio CHARLOTTE, NC 11,286,99311.3m $1.1bn $1.1bn 0.07% Reduced -417.7k -417,657
2 LPL Financial LLC 0.24% of their portfolio FORT MILL, SC 11,266,01111.3m $1.1bn $1.1bn 0.24% Reduced -261.1k -261,070
3 PNC Financial Services Group, Inc. 0.53% of their portfolio Pittsburgh, PA 11,095,58411.1m $1.1bn $1.1bn 0.53% Reduced -600.6k -600,603
4 MORGAN STANLEY 0.04% of their portfolio NEW YORK, NY 8,705,4318.7m $832.4m $832.4m 0.04% Reduced -283.3k -283,293
5 Hamilton Capital, LLC 34.09% of their portfolio COLUMBUS, OH 7,201,0687.2m $688.6m $688.6m 34.09% Reduced -19.6k -19,616
6 AMERIPRISE FINANCIAL INC 0.13% of their portfolio MINNEAPOLIS, MN 6,810,1496.8m $651.2m $651.2m 0.13% Reduced -31.6k -31,556
7 RAYMOND JAMES FINANCIAL INC 0.09% of their portfolio ST. PETERSBURG, FL 3,500,1173.5m $334.7m $334.7m 0.09% Added +59.6k +59,615
8 UBS Group AG 0.04% of their portfolio ZURICH, V8 2,793,7092.8m $267.1m $267.1m 0.04% Added +27.3k +27,346
9 HighTower Advisors, LLC 0.25% of their portfolio CHICAGO, IL 2,717,6672.7m $259.9m $259.9m 0.25% Reduced -114.4k -114,427
10 Cetera Investment Advisers 0.23% of their portfolio SCHAUMBURG, IL 2,640,2562.6m $252.5m $252.5m 0.23% Added +50.3k +50,311
11 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 1,966,7182.0m $188.1m $188.1m 0.04% Reduced -190.5k -190,531
12 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 1,632,0461.6m $156.1m $156.1m 0.03% Reduced -22.0k -21,967
13 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 1,526,7121.5m $146.0m $146.0m 0.02% Added +19.0k +18,962
14 Larson Financial Group LLC 3.66% of their portfolio ST LOUIS, MO 1,451,0611.5m $138.8m $138.8m 3.66% Added +235.2k +235,197
15 Focus Partners Wealth 0.13% of their portfolio ST LOUIS, MO 1,291,5941.3m $123.5m $123.5m 0.13% Reduced -27.6k -27,619
16 Private Advisor Group, LLC 0.52% of their portfolio MORRISTOWN, NJ 1,181,6651.2m $113.0m $113.0m 0.52% Reduced -225.9k -225,946
17 Steward Partners Investment Advisory, LLC 0.56% of their portfolio STAMFORD, CT 1,143,7931.1m $109.4m $109.4m 0.56% Reduced -5.4k -5,356
18 Bluespring Wealth Management, LLC 2.00% of their portfolio AUSTIN, TX 1,088,8071.1m $104.1m $104.1m 2.00% Added +371.8k +371,767
19 HUNTINGTON NATIONAL BANK 0.50% of their portfolio COLUMBUS, OH 1,080,3811.1m $103.3m $103.3m 0.50% Reduced -18.6k -18,552
20 WADDELL & ASSOCIATES, LLC 4.91% of their portfolio MEMPHIS, TN 1,037,4981.0m $99.2m $99.2m 4.91% Added +11.0k +11,041
21 Cambridge Investment Research Advisors, Inc. 0.11% of their portfolio FAIRFIELD, IA 1,029,0661.0m $98.4m $98.4m 0.11% Added +508.8k +508,830
22 Stratos Investment Management, LLC 3.36% of their portfolio BEACHWOOD, OH 971,774971.8k $92.9m $92.9m 3.36% Added +31.1k +31,145
23 Clearwater Capital Advisors, LLC 6.58% of their portfolio HOFFMAN ESTATES, IL 938,490938.5k $89.7m $89.7m 6.58% Added +8.3k +8,316
24 COMMONWEALTH EQUITY SERVICES, LLC 0.11% of their portfolio WALTHAM, MA 887,176887.2k $84.8m $84.8m 0.11% Reduced -40.1k -40,100
25 Bouchey Financial Group, Ltd. 5.47% of their portfolio TROY, NY 885,297885.3k $84.7m $84.7m 5.47% Added +10.8k +10,778
26 CAPTRUST FINANCIAL ADVISORS 0.13% of their portfolio RALEIGH, NC 856,123856.1k $81.9m $81.9m 0.13% Added +94.3k +94,292
27 RVW Wealth, LLC 5.30% of their portfolio LOS ANGELES, CA 842,307842.3k $80.5m $80.5m 5.30% Added +12.3k +12,345
28 Glassman Wealth Services 9.48% of their portfolio VIENNA, VA 827,493827.5k $79.1m $79.1m 9.48% Added +14.4k +14,365
29 Savant Capital, LLC 0.21% of their portfolio ROCKFORD, IL 768,169768.2k $70.4m $70.4m 0.21% Added +377.8k +377,753
30 Legacy Financial Advisors, Inc. 8.54% of their portfolio COVINGTON, KY 732,660732.7k $70.1m $70.1m 8.54% Added +10.2k +10,244
31 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.12% of their portfolio PLYMOUTH, MN 727,465727.5k $70.6m $70.6m 0.12% Added +10.7k +10,692
32 OSAIC HOLDINGS, INC. 0.08% of their portfolio SCOTTSDALE, AZ 725,739725.7k $69.4m $69.4m 0.08% Added +128.1k +128,128
33 Kestra Advisory Services, LLC 0.21% of their portfolio AUSTIN, TX 694,986695.0k $66.5m $66.5m 0.21% Reduced -75.4k -75,438
34 Rockefeller Capital Management L.P. 0.10% of their portfolio NEW YORK, NY 694,884694.9k $66.4m $66.4m 0.10% Reduced -28.8k -28,750
35 IAM Advisory, LLC 12.46% of their portfolio EASTON, PA 668,549668.5k $63.9m $63.9m 12.46% Added +4.8k +4,804
36 Spinnaker Investment Group, LLC 9.84% of their portfolio Newport Beach, CA 642,340642.3k $61.4m $61.4m 9.84% Added +73.9k +73,869
37 Schorn Wealth LLC 15.57% of their portfolio ENGLEWOOD, FL 622,496622.5k $59.5m $59.5m 15.57% Added +109.5k +109,466
38 HighPoint Advisor Group LLC 2.08% of their portfolio DOWNERS GROVE, IL 616,362616.4k $58.9m $58.9m 2.08% Added +48.1k +48,121
39 Prestige Wealth Management Group LLC 10.52% of their portfolio FLEMINGTON, NJ 605,899605.9k $57.9m $57.9m 10.52% Added +2.3k +2,273
40 BEACON FINANCIAL GROUP 5.04% of their portfolio DALLAS, TX 580,499580.5k $55.5m $55.5m 5.04% Added +5.8k +5,807
41 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 565,233565.2k $53.9m $53.9m 0.00% Reduced -92.6k -92,571
42 Glen Eagle Advisors, LLC 6.51% of their portfolio KINGSTON, NJ 540,005540.0k $51.6m $51.6m 6.51% Added +29.9k +29,928
43 Duncan Williams Asset Management, LLC 11.50% of their portfolio MEMPHIS, TN 533,740533.7k $51.0m $51.0m 11.50% Added +26.0k +25,966
44 NewEdge Advisors, LLC 0.15% of their portfolio NEW ORLEANS, LA 533,206533.2k $51.0m $51.0m 0.15% Reduced -28.0k -28,033
45 CONNABLE OFFICE INC 4.46% of their portfolio KALAMAZOO, MI 530,321530.3k $50.7m $50.7m 4.46% Added +8.3k +8,282
46 OneDigital Investment Advisors LLC 0.42% of their portfolio OVERLAND PARK, KS 514,236514.2k $49.2m $49.2m 0.42% Added +4.4k +4,415
47 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 506,722506.7k $48.5m $48.5m 0.04% Added +15.9k +15,852
48 One Capital Management, LLC 1.22% of their portfolio WESTLAKE VILLAGE, CA 498,699498.7k $43.8m $43.8m 1.22% Unchanged
49 Intrua Financial, LLC 4.50% of their portfolio Houston, TX 497,158497.2k $47.5m $47.5m 4.50% Reduced -729 -729
50 Equitable Holdings, Inc. 0.26% of their portfolio NEW YORK, NY 461,544461.5k $44.1m $44.1m 0.26% Reduced -153.1k -153,144
51 Serenus Wealth Advisors, LLC 6.91% of their portfolio SANTA MONICA, CA 413,908413.9k $39.6m $39.6m 6.91% Added +15.3k +15,259
52 Team Financial Group, LLC 16.54% of their portfolio TEMECULA, CA 407,395407.4k $39.0m $39.0m 16.54% Added +15.7k +15,684
53 IFP Advisors, Inc 0.70% of their portfolio TAMPA, FL 406,971407.0k $38.9m $38.9m 0.70% Added +247 +247
54 KESTRA PRIVATE WEALTH SERVICES, LLC 0.42% of their portfolio AUSTIN, TX 403,172403.2k $38.6m $38.6m 0.42% Reduced -7.8k -7,838
55 HOWARD FINANCIAL SERVICES, LTD. 3.81% of their portfolio DALLAS, TX 398,575398.6k $38.1m $38.1m 3.81% Added +23.2k +23,236
56 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 394,078394.1k $37.3m $37.3m 0.01% Added +35.3k +35,259
57 TAIYO LIFE INSURANCE CO 3.41% of their portfolio CHUO-KU, TOKYO, M0 390,000390.0k $37.3m $37.3m 3.41% Unchanged
58 Aspire Capital Advisors LLC 7.11% of their portfolio SEATTLE, WA 381,712381.7k $36.5m $36.5m 7.11% Added +1.9k +1,866
59 BCM ADVISORS, LLC 7.03% of their portfolio LAFAYETTE, LA 378,553378.6k $36.1m $36.1m 7.03% Reduced -11.7k -11,658
60 Sanchez Wealth Management Group 6.34% of their portfolio JACKSONVILLE, FL 378,315378.3k $36.2m $36.2m 6.34% Added +12.8k +12,763
61 RESOLUTE CAPITAL, LLC 12.02% of their portfolio GREENVILLE, SC 364,168364.2k $34.8m $34.8m 12.02% Reduced -45.6k -45,621
62 Winthrop Advisory Group LLC 2.30% of their portfolio BOSTON, MA 356,925356.9k $34.1m $34.1m 2.30% Added +62.4k +62,416
63 MML INVESTORS SERVICES, LLC 0.07% of their portfolio SPRINGFIELD, MA 351,171351.2k $33.6m $33.6m 0.07% Added +68.5k +68,471
64 Modern Wealth Management, LLC 0.39% of their portfolio KANSAS CITY, MO 342,329342.3k $32.7m $32.7m 0.39% Added +20.2k +20,241
65 PINNACLE ASSOCIATES LTD 0.35% of their portfolio NEW YORK, NY 333,133333.1k $31.9m $31.9m 0.35% Added +14.8k +14,763
66 Choice Wealth Advisors LLC 11.11% of their portfolio WATERVILLE, ME 330,979331.0k $31.6m $31.6m 11.11% Added +3.0k +3,007
67 NewEdge Wealth, LLC 0.32% of their portfolio STAMFORD, CT 329,817329.8k $31.5m $31.5m 0.32% Reduced -36.9k -36,912
68 Per Stirling Capital Management, LLC. 2.99% of their portfolio AUSTIN, TX 328,739328.7k $31.4m $31.4m 2.99% Added +374 +374
69 Belpointe Asset Management LLC 1.02% of their portfolio RENO, NV 327,342327.3k $31.3m $31.3m 1.02% Reduced -5.6k -5,612
70 Mariner, LLC 0.03% of their portfolio Overland Park, KS 321,071321.1k $30.7m $30.7m 0.03% Reduced -260.1k -260,145
71 Amplius Wealth Advisors, LLC 2.17% of their portfolio BLUE BELL, PA 309,723309.7k $29.6m $29.6m 2.17% Added +26.3k +26,295
72 Cerity Partners LLC 0.04% of their portfolio NEW YORK, NY 305,644305.6k $29.2m $29.2m 0.04% Reduced -11.1k -11,051
73 Corient Private Wealth LP 0.04% of their portfolio MIAMI, FL 299,352299.4k $28.6m $28.6m 0.04% Added +225.6k +225,643
74 Stenger Family Office, LLC 4.44% of their portfolio Naperville, IL 292,242292.2k $27.9m $27.9m 4.44% Reduced -15.3k -15,261
75 LVM CAPITAL MANAGEMENT LTD/MI 2.34% of their portfolio PORTAGE, MI 291,804291.8k $27.9m $27.9m 2.34% Added +4.2k +4,234
76 TigerOak Management, L.L.C. 7.82% of their portfolio NASHVILLE, TN 291,189291.2k $27.8m $27.8m 7.82% Reduced -5.3k -5,274
77 POTOMAC FUND MANAGEMENT INC /ADV 0.70% of their portfolio BETHESDA, MD 290,900290.9k $27.8m $27.8m 0.70% New
78 HB Wealth Management, LLC 0.15% of their portfolio Atlanta, GA 280,702280.7k $26.8m $26.8m 0.15% Added +16.9k +16,936
79 CVFG LLC 2.79% of their portfolio SHELBYVILLE, IN 278,284278.3k $26.6m $26.6m 2.79% Added +12.0k +12,042
80 Concurrent Investment Advisors, LLC 0.23% of their portfolio Tampa, FL 276,849276.8k $26.5m $26.5m 0.23% Added +4.3k +4,292
81 Farther Finance Advisors, LLC 0.20% of their portfolio SAN FRANCISCO, CA 273,588273.6k $26.2m $26.2m 0.20% Added +194.7k +194,681
82 Cresta Advisors, Ltd. 8.60% of their portfolio LAREDO, TX 250,466250.5k $23.9m $23.9m 8.60% Added +8.6k +8,560
83 ACT Advisors, LLC. 7.74% of their portfolio ASHEVILLE, NC 243,485243.5k $23.3m $23.3m 7.74% Added +9.4k +9,359
84 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 242,422242.4k $23.2m $23.2m 0.01% Added +23.1k +23,074
85 Prime Capital Investment Advisors, LLC 0.22% of their portfolio OVERLAND PARK, KS 242,412242.4k $23.2m $23.2m 0.22% Reduced -836.8k -836,835
86 D.A. DAVIDSON & CO. 0.13% of their portfolio GREAT FALLS, MT 237,279237.3k $22.7m $22.7m 0.13% Added +4.7k +4,709
87 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 232,694232.7k $22.2m $22.2m 0.04% Reduced -4.3k -4,269
88 Compass Financial Services Inc 8.27% of their portfolio WEST DES MOINES, IA 231,370231.4k $22.1m $22.1m 8.27% Added +3.7k +3,746
89 COLUMBIA ADVISORY PARTNERS LLC 12.11% of their portfolio SPOKANE, WA 229,630229.6k $22.0m $22.0m 12.11% Added +3.2k +3,200
90 SK Wealth Management, LLC 5.09% of their portfolio PROVIDENCE, RI 225,628225.6k $22.6m $22.6m 5.09% Reduced -32.7k -32,681
91 Pinnacle Wealth Management Advisory Group, LLC 1.26% of their portfolio RED BANK, NJ 222,142222.1k $21.2m $21.2m 1.26% Added +14.2k +14,173
92 CRA Financial Services, LLC 2.44% of their portfolio NORTHFIELD, NJ 221,273221.3k $21.2m $21.2m 2.44% Added +4.2k +4,195
93 Sanctuary Advisors, LLC 0.10% of their portfolio INDIANAPOLIS, IN 217,430217.4k $20.8m $20.8m 0.10% Added +203 +203
94 Thrivent Financial for Lutherans 0.03% of their portfolio Minneapolis, MN 216,316216.3k $20.7m $20.7m 0.03% Reduced -101.4k -101,375
95 MOR Wealth Management, LLC 7.94% of their portfolio PHILADELPHIA, PA 208,478208.5k $19.9m $19.9m 7.94% Reduced -11.9k -11,855
96 Boyce & Associates Wealth Consulting, Inc. 13.68% of their portfolio CEDAR PARK, TX 206,369206.4k $19.7m $19.7m 13.68% Added +3.4k +3,361
97 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 198,910198.9k $19.0m $19.0m 0.02% Reduced -70.2k -70,168
98 EAGLE WEALTH STRATEGIES LLC 7.26% of their portfolio MULLICA HILL, NJ 198,832198.8k $19.0m $19.0m 7.26% Reduced -1.3k -1,347
99 TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 6.06% of their portfolio RALEIGH, NC 197,509197.5k $18.9m $18.9m 6.06% Reduced -188 -188
100 HENGEHOLD CAPITAL MANAGEMENT LLC 1.45% of their portfolio CINCINNATI, OH 195,666195.7k $18.7m $18.7m 1.45% Added +2.2k +2,166