WisdomTree Trust - DGRW

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$11.84B

QoQ value delta ($000)

+$130.7M (+1.12%)

Implied price effect (QoQ)

+0.84%

Total shares

132,023,902

QoQ shares delta

+366,068 (+0.28%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 5 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
PNC FINANCIAL SERVICES GROUP, INC.	1,100,746	12,308,471	0.6%
LPL Financial LLC	1,092,797	12,219,587	0.3%
BANK OF AMERICA CORP /DE/	1,065,949	11,919,373	0.08%
MORGAN STANLEY	761,238	8,512,117	0.05%
AMERIPRISE FINANCIAL INC	629,515	7,039,347	0.14%
RAYMOND JAMES FINANCIAL INC	305,311	3,413,967	0.09%
HighTower Advisors, LLC	256,581	2,869,081	0.28%
UBS Group AG	239,544	2,678,573	0.04%
Cetera Investment Advisers	219,176	2,450,812	0.24%
ENVESTNET ASSET MANAGEMENT INC	210,120	2,349,551	0.06%
WELLS FARGO & COMPANY/MN	150,541	1,683,342	0.03%
ROYAL BANK OF CANADA	144,749	1,618,578	0.02%
Prime Capital Investment Advisors, LLC	137,302	1,535,309	1.67%
Private Advisor Group, LLC	126,948	1,419,531	0.6%
Focus Partners Wealth	121,506	1,358,683	0.14%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	111,092	1,225,780	0.15%
HUNTINGTON NATIONAL BANK	106,095	1,186,350	0.64%
Rockefeller Capital Management L.P.	99,933	1,117,448	0.18%
Steward Partners Investment Advisory, LLC	96,999	1,084,638	0.53%
COMMONWEALTH EQUITY SERVICES, LLC	92,161	1,030,545	0.12%
Larson Financial Group LLC	90,886	1,016,282	3.02%
WADDELL & ASSOCIATES, LLC	88,624	990,996	5.98%
Stratos Investment Management, LLC	82,834	926,245	3.32%
Clearwater Capital Advisors, LLC	80,461	899,720	6.71%
Bouchey Financial Group Ltd	78,034	872,577	5.85%