WISDOMTREE TR (DGRW)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
763
Reporting holders
$12.5B
Reported value
0.0%
Held as options
+20
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $1.1B | 11,286,993 | 0.07% | 31q | -3.6%-$39.9M |
| LPL Financial LLC | $1.1B | 11,266,011 | 0.24% | 31q | -2.3%-$25.0M |
| PNC Financial Services Group, Inc. | $1.1B | 11,095,584 | 0.53% | 31q | -5.1%-$57.4M |
| MORGAN STANLEY | $832.4M | 8,705,431 | 0.04% | 35q | -3.2%-$27.1M |
| Hamilton Capital, LLC | $688.6M | 7,201,068 | 34.09% | 17q | HELD |
| AMERIPRISE FINANCIAL INC | $651.2M | 6,810,149 | 0.13% | 31q | -50.2%-$657.2M |
| RAYMOND JAMES FINANCIAL INC | $334.7M | 3,500,117 | 0.09% | 7q | +1.7%+$5.7M |
| UBS Group AG | $267.1M | 2,793,709 | 0.03% | 31q | +1.0%+$2.6M |
| HighTower Advisors, LLC | $259.9M | 2,717,667 | 0.25% | 22q | -4.0%-$10.9M |
| Cetera Investment Advisers | $252.5M | 2,640,256 | 0.23% | 26q | +1.9%+$4.8M |
| ENVESTNET ASSET MANAGEMENT INC | $188.1M | 1,966,718 | 0.04% | 31q | -8.8%-$18.2M |
| WELLS FARGO & COMPANY/MN | $156.1M | 1,632,046 | 0.03% | 31q | -50.7%-$160.3M |
| ROYAL BANK OF CANADA | $146.0M | 1,526,712 | 0.02% | 31q | +1.3%+$1.8M |
| Larson Financial Group LLC | $138.8M | 1,451,061 | 3.64% | 19q | +19.3%+$22.5M |
| Focus Partners Wealth | $123.5M | 1,291,594 | 0.13% | 11q | -2.1%-$2.6M |
| Private Advisor Group, LLC | $113.0M | 1,181,665 | 0.52% | 31q | -16.1%-$21.6M |
| Steward Partners Investment Advisory, LLC | $109.4M | 1,143,793 | 0.56% | 30q | HELD |
| Bluespring Wealth Management, LLC | $104.1M | 1,088,807 | 2.00% | 13q | +51.8%+$35.5M |
| HUNTINGTON NATIONAL BANK | $103.3M | 1,080,381 | 0.50% | 23q | -1.7%-$1.8M |
| WADDELL & ASSOCIATES, LLC | $99.2M | 1,037,498 | 4.91% | 17q | +1.1%+$1.1M |
| Stratos Investment Management, LLC | $92.9M | 971,774 | 3.36% | 29q | +3.3%+$3.0M |
| Clearwater Capital Advisors, LLC | $89.7M | 938,490 | 6.58% | 31q | +0.9%+$795.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $84.8M | 887,176 | 0.11% | 31q | -4.3%-$3.8M |
| Bouchey Financial Group, Ltd. | $84.7M | 885,297 | 5.47% | 26q | +1.2%+$1.0M |
| CAPTRUST FINANCIAL ADVISORS | $81.9M | 856,123 | 0.13% | 25q | +12.4%+$9.0M |
| RVW Wealth, LLC | $80.5M | 842,307 | 5.30% | 30q | +1.5%+$1.2M |
| Glassman Wealth Services | $79.1M | 827,493 | 9.48% | 20q | +1.8%+$1.4M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $70.6M | 727,465 | 0.12% | 14q | +1.5%+$1.0M |
| Savant Capital, LLC | $70.4M | 768,169 | 0.21% | 26q | +96.8%+$34.6M |
| Legacy Financial Advisors, Inc. | $70.1M | 732,660 | 8.54% | 14q | +1.4%+$979.5K |
| OSAIC HOLDINGS, INC. | $69.4M | 725,739 | 0.08% | 26q | +21.4%+$12.3M |
| Kestra Advisory Services, LLC | $66.5M | 694,986 | 0.21% | 24q | -9.8%-$7.2M |
| Rockefeller Capital Management L.P. | $66.4M | 694,884 | 0.10% | 30q | -4.0%-$2.7M |
| IAM Advisory, LLC | $63.9M | 668,549 | 12.46% | 12q | +0.7%+$459.4K |
| Spinnaker Investment Group, LLC | $61.4M | 642,340 | 9.84% | 19q | +13.0%+$7.1M |
| Schorn Wealth LLC | $59.5M | 622,496 | 15.57% | 12q | +21.3%+$10.5M |
| HighPoint Advisor Group LLC | $58.9M | 616,362 | 2.08% | 3q | +8.5%+$4.6M |
| Prestige Wealth Management Group LLC | $57.9M | 605,899 | 10.52% | 27q | HELD |
| BEACON FINANCIAL GROUP | $55.5M | 580,499 | 5.04% | 31q | +1.0%+$555.3K |
| JPMORGAN CHASE & CO | $53.9M | 565,233 | 0.00% | 31q | -14.1%-$8.8M |
| Glen Eagle Advisors, LLC | $51.6M | 540,005 | 6.51% | 39q | +5.9%+$2.9M |
| Duncan Williams Asset Management, LLC | $51.0M | 533,740 | 11.50% | 10q | +5.1%+$2.5M |
| NewEdge Advisors, LLC | $51.0M | 533,206 | 0.15% | 15q | +37.0%+$13.8M |
| CONNABLE OFFICE INC | $50.7M | 530,321 | 4.46% | 13q | +1.6%+$791.9K |
| OneDigital Investment Advisors LLC | $49.2M | 514,236 | 0.41% | 14q | +0.9%+$422.2K |
| STIFEL FINANCIAL CORP | $48.5M | 506,722 | 0.04% | 31q | +3.2%+$1.5M |
| Intrua Financial, LLC | $47.5M | 497,158 | 4.36% | 11q | HELD |
| Equitable Holdings, Inc. | $44.1M | 461,544 | 0.26% | 27q | -24.9%-$14.6M |
| One Capital Management, LLC | $43.8M | 498,699 | 1.22% | 31q | HELD |
| Serenus Wealth Advisors, LLC | $39.6M | 413,908 | 6.91% | 7q | +3.8%+$1.5M |
| Team Financial Group, LLC | $39.0M | 407,395 | 16.54% | 12q | +4.0%+$1.5M |
| IFP Advisors, Inc | $38.9M | 406,971 | 0.70% | 39q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $38.6M | 403,172 | 0.42% | 24q | -1.9%-$749.5K |
| HOWARD FINANCIAL SERVICES, LTD. | $38.1M | 398,575 | 3.81% | 31q | +6.2%+$2.2M |
| JONES FINANCIAL COMPANIES LLLP | $37.3M | 394,078 | 0.01% | 19q | +9.8%+$3.3M |
| Aspire Capital Advisors LLC | $36.5M | 381,712 | 7.11% | 18q | HELD |
| Sanchez Wealth Management Group | $36.2M | 378,315 | 6.34% | 24q | +3.5%+$1.2M |
| BCM ADVISORS, LLC | $36.1M | 378,553 | 7.03% | 12q | -3.0%-$1.1M |
| RESOLUTE CAPITAL, LLC | $34.8M | 364,168 | 12.02% | 3q | -11.1%-$4.4M |
| Corient Private Wealth LP | $34.8M | 363,464 | 0.02% | 15q | +393.1%+$27.7M |
| Winthrop Advisory Group LLC | $34.1M | 356,925 | 2.30% | 7q | +21.2%+$6.0M |
| MML INVESTORS SERVICES, LLC | $33.6M | 351,171 | 0.07% | 31q | +24.2%+$6.5M |
| Modern Wealth Management, LLC | $32.7M | 342,329 | 0.39% | 7q | +6.3%+$1.9M |
| PINNACLE ASSOCIATES LTD | $31.9M | 333,133 | 0.35% | 15q | +4.6%+$1.4M |
| Choice Wealth Advisors LLC | $31.6M | 330,979 | 11.11% | 16q | +0.9%+$287.5K |
| NewEdge Wealth, LLC | $31.5M | 329,817 | 0.32% | 16q | -10.1%-$3.5M |
| Per Stirling Capital Management, LLC. | $31.4M | 328,739 | 2.98% | 15q | HELD |
| Belpointe Asset Management LLC | $31.3M | 327,342 | 1.02% | 5q | -1.7%-$536.6K |
| Mariner, LLC | $30.7M | 321,071 | 0.03% | 16q | -44.8%-$24.9M |
| Amplius Wealth Advisors, LLC | $29.6M | 309,723 | 2.17% | 19q | +9.3%+$2.5M |
| Cerity Partners LLC | $29.2M | 305,644 | 0.04% | 15q | -3.5%-$1.1M |
| Stenger Family Office, LLC | $27.9M | 292,242 | 4.43% | 2q | -5.0%-$1.5M |
| TigerOak Management, L.L.C. | $27.8M | 291,189 | 7.82% | 7q | -1.8%-$504.3K |
| POTOMAC FUND MANAGEMENT INC /ADV | $27.8M | 290,900 | 0.70% | new | NEW |
| HB Wealth Management, LLC | $26.8M | 280,702 | 0.15% | 19q | +6.4%+$1.6M |
| CVFG LLC | $26.6M | 278,284 | 2.79% | 2q | +4.5%+$1.2M |
| Concurrent Investment Advisors, LLC | $26.5M | 276,849 | 0.23% | 11q | +1.6%+$410.4K |
| Farther Finance Advisors, LLC | $26.2M | 273,588 | 0.20% | 8q | +246.7%+$18.6M |
| Cresta Advisors, Ltd. | $23.9M | 250,466 | 8.60% | 13q | +3.5%+$818.5K |
| ACT Advisors, LLC. | $23.3M | 243,485 | 7.74% | 10q | +4.0%+$894.9K |
| Creative Planning | $23.2M | 242,422 | 0.01% | 31q | +10.5%+$2.2M |
| Prime Capital Investment Advisors, LLC | $23.2M | 242,412 | 0.22% | 31q | -77.5%-$80.0M |
| D.A. DAVIDSON & CO. | $22.7M | 237,279 | 0.13% | 14q | +2.0%+$450.3K |
| SK Wealth Management, LLC | $22.6M | 225,628 | 5.09% | 8q | -12.7%-$3.3M |
| Compass Financial Services Inc | $22.1M | 231,370 | 8.27% | 7q | +1.6%+$358.2K |
| COLUMBIA ADVISORY PARTNERS LLC | $22.0M | 229,630 | 12.11% | 7q | +1.4%+$306.0K |
| Pinnacle Wealth Management Advisory Group, LLC | $21.2M | 222,142 | 1.26% | 9q | +6.8%+$1.4M |
| CRA Financial Services, LLC | $21.2M | 221,273 | 2.44% | 18q | +1.9%+$401.1K |
| Sanctuary Advisors, LLC | $20.8M | 217,430 | 0.10% | 9q | HELD |
| MOR Wealth Management, LLC | $19.9M | 208,478 | 7.94% | 3q | -5.4%-$1.1M |
| Boyce & Associates Wealth Consulting, Inc. | $19.7M | 206,369 | 13.68% | 18q | +1.7%+$321.4K |
| TRUIST FINANCIAL CORP | $19.0M | 198,910 | 0.02% | 27q | -26.1%-$6.7M |
| EAGLE WEALTH STRATEGIES LLC | $19.0M | 198,832 | 7.26% | 6q | -0.7%-$128.8K |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | $18.9M | 197,509 | 6.06% | 27q | HELD |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $18.7M | 195,666 | 1.45% | 31q | +1.1%+$207.1K |
| Heck Capital Advisors, LLC | $18.3M | 191,164 | 1.09% | 13q | +2.7%+$488.2K |
| Curi Capital, LLC | $18.0M | 188,390 | 0.28% | 31q | -2.4%-$446.5K |
| Western Wealth Management, LLC | $17.8M | 185,780 | 0.58% | 29q | -33.1%-$8.8M |
| Atria Investments, Inc | $17.5M | 182,751 | 0.18% | 17q | -12.7%-$2.5M |
| Smartleaf Asset Management LLC | $17.2M | 180,457 | 0.56% | 11q | HELD |
Showing the largest 100 of 789 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 763 | $12.5B | 130,501,084 | 61 | 212 | 260 | 0.0% |
| Q1 2026 | 743 | $12.5B | 142,598,407 | 44 | 209 | 275 | 0.0% |
| Q4 2025 | 741 | $12.2B | 136,530,560 | 47 | 220 | 222 | 0.0% |
| Q3 2025 | 692 | $11.7B | 131,829,721 | 40 | 227 | 219 | 0.0% |
| Q2 2025 | 695 | $12.1B | 143,947,373 | 43 | 259 | 200 | 0.0% |
| Q1 2025 | 683 | $11.0B | 137,848,888 | 48 | 241 | 211 | 0.0% |
| Q4 2024 | 675 | $11.0B | 136,452,637 | 53 | 264 | 141 | 0.0% |
| Q3 2024 | 608 | $10.5B | 126,616,659 | 48 | 244 | 137 | 0.0% |
| Q2 2024 | 581 | $9.5B | 122,065,912 | 63 | 218 | 140 | 0.0% |
| Q1 2024 | 554 | $10.2B | 134,049,796 | 55 | 207 | 147 | 0.0% |
| Q4 2023 | 525 | $8.5B | 120,328,742 | 56 | 192 | 134 | 0.0% |
| Q3 2023 | 455 | $6.6B | 103,212,440 | 39 | 193 | 113 | 0.0% |
| Q2 2023 | 446 | $6.1B | 91,427,875 | 51 | 163 | 121 | 0.0% |
| Q1 2023 | 405 | $5.3B | 84,986,551 | 46 | 140 | 113 | 0.0% |
| Q4 2022 | 372 | $4.9B | 80,632,861 | 48 | 144 | 72 | 0.0% |
| Q3 2022 | 395 | $4.5B | 82,853,870 | 39 | 145 | 97 | 0.0% |
| Q2 2022 | 387 | $4.3B | 74,666,655 | 35 | 140 | 92 | 0.0% |
| Q1 2022 | 383 | $5.6B | 88,904,963 | 29 | 127 | 111 | 0.0% |
| Q4 2021 | 381 | $5.8B | 87,882,031 | 38 | 123 | 88 | 0.0% |
| Q3 2021 | 323 | $4.9B | 83,962,756 | 29 | 124 | 68 | 0.0% |
| Q2 2021 | 326 | $4.7B | 78,868,506 | 29 | 106 | 89 | 0.1% |
| Q1 2021 | 315 | $4.4B | 76,243,079 | 36 | 104 | 84 | 0.0% |
| Q4 2020 | 303 | $3.9B | 72,538,229 | 29 | 103 | 85 | 0.1% |
| Q3 2020 | 269 | $3.5B | 70,159,201 | 27 | 82 | 78 | 0.0% |
| Q2 2020 | 257 | $2.2B | 48,485,071 | 42 | 83 | 78 | 0.0% |
| Q1 2020 | 242 | $1.8B | 46,367,145 | 35 | 88 | 67 | 0.0% |
| Q4 2019 | 252 | $2.2B | 44,117,240 | 30 | 89 | 50 | 1.5% |
| Q3 2019 | 214 | $1.9B | 40,494,127 | 18 | 88 | 55 | 1.7% |
| Q2 2019 | 212 | $1.8B | 39,421,128 | 26 | 79 | 51 | 1.7% |
| Q1 2019 | 205 | $1.7B | 39,861,321 | 33 | 64 | 55 | 1.0% |
| Q4 2018 | 183 | $1.5B | 38,324,184 | 2 | 4 | 2 | 0.0% |