DGRW — Wisdomtree Tr Institutional Holders · Q3 2026

Name: Who Owns DGRW? 46 Institutions Hold $861M (Q3 2026)
Creator: ko.io

Who owns Wisdomtree Tr (DGRW)? 46 institutions reported holding $861.41M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Hamilton Capital, LLC ($704.6M), RVW Wealth, LLC ($81.1M), Farther Finance Advisors, LLC ($26.6M).

Rank	Institution	Value	Shares	Change
1	Hamilton Capital, LLC	$704.6M	7.2M	Added
2	RVW Wealth, LLC	$81.1M	833,624	Trimmed
3	Farther Finance Advisors, LLC	$26.6M	273,415	Trimmed
4	Avidian Wealth Enterprises, LLC	$13.9M	143,071	Added
5	Dickmeyer Boyce Financial Management, Inc.	$5.5M	56,253	Added
6	Sarver Vrooman Wealth Advisors	$5.3M	54,093	Added
7	Wedmont Private Capital	$4.2M	42,820	Added
8	TITLEIST ASSET MANAGEMENT, LLC	$2.8M	29,176	Trimmed
9	Stonebridge Financial Group, LLC	$2.8M	29,143	Hold
10	AVAII WEALTH MANAGEMENT, LLC	$2.3M	23,241	Trimmed
11	Venture Visionary Partners LLC	$2.0M	21,060	Trimmed
12	CoreCap Advisors, LLC	$1.6M	16,467	Added
13	Stonebridge Wealth Management, LLC	$1.3M	13,487	Trimmed
14	Noble Wealth Management PBC	$807,870	8,308	Trimmed
15	Montecito Bank & Trust	$584,412	6,010	Trimmed
16	May Barnhard Investments LLC	$529,858	5,448	Trimmed
17	Legacy Private Trust Co.	$489,214	5,031	Hold
18	Friday Financial	$477,358	4,900	Hold
19	Galvin, Gaustad & Stein, LLC	$427,856	4,400	Hold
20	RTD Financial Advisors, Inc.	$413,465	4,252	Hold
21	Paragon Capital Management Ltd	$332,950	3,424	Hold
22	Weaver Consulting Group	$328,866	3,382	Added
23	Heartwood Wealth Advisors LLC	$318,655	3,277	Hold
24	Everhart Financial Group, Inc.	$272,661	2,804	Trimmed
25	Whitaker-Myers Wealth Managers, LTD.	$272,183	2,799	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30