WISDOMTREE TR (DGRW)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
43
Reporting holders
$861.4M
Reported value
0.0%
Calls
0.0%
Puts
-751
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Hamilton Capital, LLC | $704.6M | 7,246,278 | 39.57% | 18q | +0.6%+$4.4M |
| RVW Wealth, LLC | $81.1M | 833,624 | 5.20% | 31q | -1.0%-$844.3K |
| Farther Finance Advisors, LLC | $26.6M | 273,415 | 0.19% | 9q | HELD |
| Avidian Wealth Enterprises, LLC | $13.9M | 143,071 | 0.39% | 20q | +2.4%+$323.3K |
| Dickmeyer Boyce Financial Management, Inc. | $5.5M | 56,253 | 2.80% | 3q | +0.6%+$34.4K |
| Sarver Vrooman Wealth Advisors | $5.3M | 54,093 | 3.09% | 7q | +12.9%+$600.7K |
| Wedmont Private Capital | $4.2M | 42,820 | 0.10% | 7q | HELD |
| TITLEIST ASSET MANAGEMENT, LLC | $2.8M | 29,176 | 0.18% | 15q | -3.1%-$90.9K |
| Stonebridge Financial Group, LLC | $2.8M | 29,143 | 0.21% | 8q | HELD |
| AVAII WEALTH MANAGEMENT, LLC | $2.3M | 23,241 | 0.66% | 18q | -2.0%-$47.7K |
| Venture Visionary Partners LLC | $2.0M | 21,060 | 0.05% | 14q | -11.5%-$265.1K |
| CoreCap Advisors, LLC | $1.6M | 16,467 | 0.05% | 19q | HELD |
| Stonebridge Wealth Management, LLC | $1.3M | 13,487 | 1.17% | 6q | -6.5%-$90.6K |
| Noble Wealth Management PBC | $807.9K | 8,308 | 0.36% | 5q | -11.7%-$106.8K |
| Montecito Bank & Trust | $584.4K | 6,010 | 0.09% | 31q | -2.2%-$13.1K |
| Councilor Wealth, LLC | $529.9K | 5,448 | 0.22% | 12q | -3.5%-$19.4K |
| Legacy Private Trust Co. | $489.2K | 5,031 | 0.03% | 32q | HELD |
| Friday Financial | $477.4K | 4,900 | 0.09% | 8q | HELD |
| Galvin, Gaustad & Stein, LLC | $427.9K | 4,400 | 0.03% | 24q | HELD |
| RTD Financial Advisors, Inc. | $413.5K | 4,252 | 0.05% | 3q | HELD |
| Paragon Capital Management Ltd | $332.9K | 3,424 | 0.06% | 3q | HELD |
| Weaver Consulting Group | $328.9K | 3,382 | 0.06% | 13q | +1.5%+$4.9K |
| Heartwood Wealth Advisors LLC | $318.7K | 3,277 | 0.03% | 3q | HELD |
| Everhart Financial Group, Inc. | $272.7K | 2,804 | 0.02% | 12q | -16.6%-$54.5K |
| Whitaker-Myers Wealth Managers, LTD. | $272.2K | 2,799 | 0.04% | 10q | -0.7%-$1.8K |
| THRYVE WEALTH MANAGEMENT LLC | $270.4K | 2,781 | 0.15% | 4q | -1.5%-$4.2K |
| McAlister, Sweet & Associates, Inc. | $262.5K | 2,700 | 0.17% | 11q | HELD |
| Nautilus Advisors LLC | $253.7K | 2,609 | 0.15% | 3q | -1.8%-$4.8K |
| BENEDICT FINANCIAL ADVISORS INC | $229.8K | 2,364 | 0.05% | 3q | +1.5%+$3.4K |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $226.3K | 2,327 | 0.15% | 4q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $152.7K | 1,570 | 0.01% | 16q | HELD |
| Coastline Trust Co | $133.7K | 1,375 | 0.01% | 9q | -14.5%-$22.7K |
| AMERICAN NATIONAL BANK & TRUST | $127.0K | 1,306 | 0.01% | 12q | +65.9%+$50.5K |
| Trust Co | $83.9K | 863 | 0.01% | 4q | +237.1%+$59.0K |
| GAMMA Investing LLC | $73.0K | 751 | 0.00% | 12q | HELD |
| Bangor Savings Bank | $66.4K | 683 | 0.01% | 16q | HELD |
| Wealth Enhancement Trust Services, Inc. | $51.1K | 525 | 0.01% | 4q | -50.0%-$51.1K |
| ELEVATION WEALTH PARTNERS, LLC | $47.5K | 488 | 0.01% | 11q | HELD |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $37.9K | 390 | 0.01% | new | NEW |
| Versant Capital Management, Inc | $37.0K | 381 | 0.00% | 8q | HELD |
| GK Wealth Management LLC | $35.4K | 364 | 0.02% | new | NEW |
| Davis Capital Management | $5.4K | 56 | 0.00% | 5q | HELD |
| Miller Global Investments, LLC | $1.5K | 15 | 0.00% | new | NEW |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 43 | $861.4M | 8,857,711 | 3 | 8 | 14 | 0.0% |
| Q2 2026 | 794 | $12.9B | 135,197,163 | 62 | 228 | 264 | 0.0% |
| Q1 2026 | 772 | $12.7B | 144,883,461 | 45 | 226 | 281 | 0.0% |
| Q4 2025 | 773 | $12.5B | 139,756,902 | 51 | 231 | 229 | 0.0% |
| Q3 2025 | 725 | $12.1B | 135,969,746 | 44 | 236 | 229 | 0.0% |
| Q2 2025 | 733 | $12.5B | 148,829,511 | 47 | 271 | 209 | 0.0% |
| Q1 2025 | 719 | $11.4B | 142,742,985 | 51 | 254 | 222 | 0.0% |
| Q4 2024 | 712 | $11.5B | 141,519,087 | 55 | 282 | 144 | 0.0% |
| Q3 2024 | 646 | $10.9B | 131,426,702 | 50 | 257 | 149 | 0.0% |
| Q2 2024 | 623 | $10.0B | 128,078,647 | 67 | 239 | 146 | 0.0% |
| Q1 2024 | 599 | $10.7B | 140,648,937 | 61 | 224 | 157 | 0.0% |
| Q4 2023 | 572 | $8.9B | 126,820,256 | 62 | 211 | 144 | 0.0% |
| Q3 2023 | 509 | $6.9B | 108,693,334 | 43 | 210 | 129 | 0.0% |
| Q2 2023 | 501 | $6.5B | 97,107,869 | 57 | 184 | 137 | 0.0% |
| Q1 2023 | 462 | $5.6B | 90,695,748 | 50 | 160 | 127 | 0.0% |
| Q4 2022 | 443 | $11.0B | 181,528,170 | 54 | 171 | 86 | 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% |