# WISDOMTREE TR (DGRW)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/DGRW/

- Reporting holders: 43
- Reported value: $861.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Hamilton Capital, LLC](https://holderbook.com/funds/1646639-hamilton-capital-llc/) | $704.6M | 7,246,278 | 39.6% | 18 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $81.1M | 833,624 | 5.2% | 31 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $26.6M | 273,415 | 0.2% | 9 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $13.9M | 143,071 | 0.4% | 20 |
| [Dickmeyer Boyce Financial Management, Inc.](https://holderbook.com/funds/2038325-dickmeyer-boyce-financial-management-inc/) | $5.5M | 56,253 | 2.8% | 3 |
| [Sarver Vrooman Wealth Advisors](https://holderbook.com/funds/2076215-sarver-vrooman-wealth-advisors/) | $5.3M | 54,093 | 3.1% | 7 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $4.2M | 42,820 | 0.1% | 7 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $2.8M | 29,176 | 0.2% | 15 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $2.8M | 29,143 | 0.2% | 8 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $2.3M | 23,241 | 0.7% | 18 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $2.0M | 21,060 | 0.1% | 14 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $1.6M | 16,467 | 0.0% | 19 |
| [Stonebridge Wealth Management, LLC](https://holderbook.com/funds/2082460-stonebridge-wealth-management-llc/) | $1.3M | 13,487 | 1.2% | 6 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $807.9K | 8,308 | 0.4% | 5 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $584.4K | 6,010 | 0.1% | 31 |
| [Councilor Wealth, LLC](https://holderbook.com/funds/2052759-councilor-wealth-llc/) | $529.9K | 5,448 | 0.2% | 12 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $489.2K | 5,031 | 0.0% | 32 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $477.4K | 4,900 | 0.1% | 8 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $427.9K | 4,400 | 0.0% | 24 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $413.5K | 4,252 | 0.0% | 3 |
| [Paragon Capital Management Ltd](https://holderbook.com/funds/1569765-paragon-capital-management-ltd/) | $332.9K | 3,424 | 0.1% | 3 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $328.9K | 3,382 | 0.1% | 13 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $318.7K | 3,277 | 0.0% | 3 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $272.7K | 2,804 | 0.0% | 12 |
| [Whitaker-Myers Wealth Managers, LTD.](https://holderbook.com/funds/1973849-whitaker-myers-wealth-managers-ltd/) | $272.2K | 2,799 | 0.0% | 10 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 43 | $861.4M |
| Q2 2026 | 794 | $12.9B |
| Q1 2026 | 772 | $12.7B |
| Q4 2025 | 773 | $12.5B |
| Q3 2025 | 725 | $12.1B |
| Q2 2025 | 733 | $12.5B |
| Q1 2025 | 719 | $11.4B |
| Q4 2024 | 712 | $11.5B |
| Q3 2024 | 646 | $10.9B |
| Q2 2024 | 623 | $10.0B |
| Q1 2024 | 599 | $10.7B |
| Q4 2023 | 572 | $8.9B |