DGRW
Equity

Wisdomtree Tr — US Qtly Div Grt

US QTLY DIV GRT As of Jun 30, 2026 CUSIP 97717X669
Institutional Holders
805
Total Held Value
$12.57B
Total Exact Shares
131.14M
Largest Holder
Bank of America
11.29M shares • $1.08B
Reported Holders805
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 Bank of America $1.08B 0.1% -3.6% 11.29M Jun 30, 2026
2 LPL Financial $1.08B 0.2% -2.3% 11.27M Jun 30, 2026
3 PNC Financial Services Group $1.06B 0.5% -5.1% 11.10M Jun 30, 2026
4 Morgan Stanley $832.4M <0.1% -3.2% 8.71M Jun 30, 2026
5 Hamilton Capital
Filing dated Sep 30, 2026
 $704.6M 39.6% +0.6% 7.25M Sep 30, 2026
6 Ameriprise Financial $651.2M 0.1% -0.5% 6.81M Jun 30, 2026
7 Raymond James Financial $334.7M 0.1% +1.7% 3.50M Jun 30, 2026
8 UBS Group $267.1M <0.1% +1.0% 2.79M Jun 30, 2026
9 HighTower Advisors $259.9M 0.3% -4.0% 2.72M Jun 30, 2026
10 Cetera Investment Advisers $252.5M 0.2% +1.9% 2.64M Jun 30, 2026
11 Envestnet Asset Management $188.1M <0.1% -8.8% 1.97M Jun 30, 2026
12 Wells Fargo $156.1M <0.1% -1.3% 1.63M Jun 30, 2026
13 Royal Bank of Canada $146.0M <0.1% +1.3% 1.53M Jun 30, 2026
14 Larson Financial Group $138.8M 3.6% +19.3% 1.45M Jun 30, 2026
15 Focus Partners Wealth $123.5M 0.1% -2.1% 1.29M Jun 30, 2026
16 Private Advisor Group $113.0M 0.5% -16.1% 1.18M Jun 30, 2026
17 Steward Partners Investment Advisory $109.4M 0.6% -0.5% 1.14M Jun 30, 2026
18 Bluespring Wealth Management $104.1M 2.0% +51.8% 1.09M Jun 30, 2026
19 Waddell & Associates $99.2M 4.9% +1.1% 1.04M Jun 30, 2026
20 Stratos Investment Management $92.9M 3.4% +3.3% 971.8K Jun 30, 2026
Exited in Latest Filing34
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.