DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (DGRW)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
798
Reporting holders
$12.8B
Reported value
0.0%
Calls
0.0%
Puts
+21
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 |
|---|---|---|---|---|---|
| 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 | HELD |
| 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 | -1.3%-$2.1M |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $98.4M | 1,029,066 | 0.11% | 31q | +97.8%+$48.7M |
| 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 |
| HOWARD FINANCIAL SERVICES, LTD. | $74.7M | 781,141 | 3.87% | 31q | +108.1%+$38.8M |
| 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 | -5.0%-$2.7M |
| 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 |
| JONES FINANCIAL COMPANIES LLLP | $37.3M | 394,078 | 0.01% | 19q | +9.8%+$3.3M |
| TAIYO LIFE INSURANCE CO | $37.3M | 390,000 | 3.41% | 31q | HELD |
| 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 |
| 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 |
| Corient Private Wealth LP | $28.6M | 299,352 | 0.04% | 15q | +306.1%+$21.6M |
| Stenger Family Office, LLC | $27.9M | 292,242 | 4.43% | 2q | -5.0%-$1.5M |
| LVM CAPITAL MANAGEMENT LTD/MI | $27.9M | 291,804 | 2.34% | 31q | +1.5%+$404.9K |
| 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 |
| Janney Montgomery Scott LLC | $22.2M | 232,694 | 0.04% | 31q | -1.8%-$408.2K |
| 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 |
| Thrivent Financial for Lutherans | $20.7M | 216,316 | 0.03% | 30q | -31.9%-$9.7M |
| 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 |
Showing the largest 100 of 799 reported holders. The count of 798 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
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 | 339 | $2.4B | 24,837,840 | 20 | 90 | 109 | 0.0% |
| Q2 2026 | 798 | $12.8B | 133,422,580 | 62 | 219 | 271 | 0.0% |
| Q1 2026 | 777 | $12.0B | 137,096,191 | 45 | 224 | 284 | 0.0% |
| Q4 2025 | 775 | $12.5B | 139,854,438 | 51 | 232 | 230 | 0.0% |
| Q3 2025 | 728 | $12.1B | 136,002,219 | 44 | 236 | 230 | 0.0% |
| Q2 2025 | 735 | $12.5B | 148,834,101 | 48 | 272 | 209 | 0.0% |
| Q1 2025 | 720 | $11.4B | 142,745,452 | 51 | 254 | 224 | 0.0% |
| Q4 2024 | 714 | $11.5B | 141,541,723 | 55 | 283 | 144 | 0.0% |
| Q3 2024 | 647 | $10.9B | 131,442,593 | 50 | 258 | 149 | 0.0% |
| Q2 2024 | 624 | $10.0B | 128,093,719 | 67 | 239 | 147 | 0.0% |
| Q1 2024 | 602 | $10.8B | 142,054,623 | 61 | 227 | 157 | 0.0% |
| Q4 2023 | 573 | $8.9B | 126,831,259 | 62 | 212 | 144 | 0.0% |
| Q3 2023 | 510 | $6.9B | 108,700,735 | 43 | 211 | 129 | 0.0% |
| Q2 2023 | 502 | $6.5B | 97,111,619 | 57 | 184 | 137 | 0.0% |
| Q1 2023 | 463 | $5.6B | 90,699,498 | 50 | 161 | 127 | 0.0% |
| Q4 2022 | 444 | $11.0B | 181,531,770 | 55 | 165 | 97 | 0.0% |
| Q3 2022 | 392 | $25.3B | 469,640,189 | 38 | 144 | 98 | 0.0% |
| Q2 2022 | 386 | $23.5B | 409,609,088 | 34 | 138 | 94 | 0.0% |
| Q1 2022 | 382 | $24.7B | 388,378,595 | 28 | 127 | 110 | 0.0% |
| Q4 2021 | 381 | $13.8B | 210,075,135 | 39 | 121 | 89 | 0.0% |
| Q3 2021 | 323 | $9.2B | 155,659,987 | 29 | 124 | 68 | 0.0% |
| Q2 2021 | 326 | $9.0B | 150,583,719 | 29 | 106 | 90 | 0.0% |
| Q1 2021 | 312 | $7.9B | 138,226,981 | 35 | 102 | 84 | 0.0% |
| Q4 2020 | 303 | $24.6B | 456,063,320 | 29 | 102 | 86 | 0.0% |
| Q3 2020 | 268 | $25.0B | 503,953,872 | 26 | 83 | 78 | 0.0% |
| Q2 2020 | 257 | $21.1B | 464,974,165 | 42 | 82 | 79 | 0.0% |
| Q1 2020 | 241 | $19.5B | 501,896,650 | 35 | 88 | 66 | 0.0% |
| Q4 2019 | 251 | $22.7B | 466,932,901 | 29 | 89 | 50 | 0.1% |
| Q3 2019 | 212 | $20.1B | 444,111,066 | 17 | 88 | 54 | 0.2% |
| Q2 2019 | 211 | $20.6B | 470,276,288 | 25 | 79 | 51 | 0.1% |
| Q1 2019 | 205 | $19.6B | 454,070,697 | 33 | 64 | 55 | 0.1% |
| Q4 2018 | 183 | $9.4B | 244,224,078 | 2 | 4 | 2 | 0.0% |