Who Owns WISDOMTREE TR (DGRW)? -- Institutional Holders (2026-06-30)

829 institutions reported holding $12.62B of WISDOMTREE TR (DGRW) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($1.08B), LPL Financial LLC ($1.08B), PNC Financial Services Group, Inc. ($1.06B), MORGAN STANLEY ($832.4M), Hamilton Capital, LLC ($688.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$1.08B11.3MTrimmed
2LPL Financial LLC$1.08B11.3MTrimmed
3PNC Financial Services Group, Inc.$1.06B11.1MTrimmed
4MORGAN STANLEY$832.4M8.7MTrimmed
5Hamilton Capital, LLC$688.6M7.2MTrimmed
6AMERIPRISE FINANCIAL INC$651.2M6.8MTrimmed
7RAYMOND JAMES FINANCIAL INC$334.7M3.5MAdded
8UBS Group AG$267.1M2.8MAdded
9HighTower Advisors, LLC$259.9M2.7MTrimmed
10Cetera Investment Advisers$252.5M2.6MAdded
11ENVESTNET ASSET MANAGEMENT INC$188.1M2.0MTrimmed
12WELLS FARGO & COMPANY/MN$156.1M1.6MTrimmed
13Royal Bank of Canada$146.0M1.5MAdded
14Larson Financial Group LLC$138.8M1.5MAdded
15Focus Partners Wealth$123.5M1.3MTrimmed
16Private Advisor Group, LLC$113.0M1.2MTrimmed
17Steward Partners Investment Advisory, LLC$109.4M1.1MTrimmed
18SNS Financial Group, LLC$104.1M1.1MAdded
19HUNTINGTON NATIONAL BANK$103.3M0Trimmed
20WADDELL & ASSOCIATES, LLC$99.2M1.0MAdded
21Stratos Investment Management, LLC$92.9M971,774Added
22Clearwater Capital Advisors, LLC$89.7M938,490Added
23COMMONWEALTH EQUITY SERVICES, LLC$84.8M887,176Trimmed
24Bouchey Financial Group Ltd$84.7M885,297Added
25CAPTRUST FINANCIAL ADVISORS$81.9M856,123Added

Source: SEC Form 13F filings · as of 2026-06-30