WISDOMTREE TR

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DGRW·97717X669·US·ETF-13D/G

DGRW (WISDOMTREE TR) is held by 114 institutional investors as of Q2 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($1.1B), LPL Financial LLC ($1.1B), PNC FINANCIAL SERVICES GROUP, INC. ($1.1B). Net institutional sentiment: Mixed.

114

Holders

(16 Elite)

$8.1B

Total Value

49% (109)

Consensus

53 buying - 56 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)35

Insider (Form 4)27

Activist (13D/13G)56

Congressional (STOCK Act)29

Holder Quality

65

★★★★★

Elite

13

★★★★

Strong

73

★★★

Solid

31

★★

Below

46

★

Weak

Held by 114 funds

16 elite

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders none · Activists Feb 6, 2026 · Congress none

ActivistThe PNC Financial Services Group, Inc.6.2%Feb 6, 2026

View all activist filings

Top Holders

Top Holders (114)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Decreased	11.3M(-3.6%)	$1.1B	0.1%	+62.01%	0
LPL Financial LLC	Decreased	11.3M(-2.3%)	$1.1B	0.2%	+60.61%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	11.1M(-5.1%)	$1.1B	0.5%	+72.82%	0
MORGAN STANLEY	Decreased	8.7M(-3.1%)	$832.4M	0.0%	+29.14%	0
AMERIPRISE FINANCIAL INC	Decreased	6.8M(-0.5%)	$651.2M	0.1%	+60.52%	0
RAYMOND JAMES FINANCIAL INC	Increased	3.5M(+1.7%)	$334.7M	0.1%	+24.70%	31
UBS Group AG	Increased	2.8M(+1.0%)	$267.1M	0.0%	+77.58%	31
HighTower Advisors, LLC	Decreased	2.7M(-4.0%)	$259.9M	0.2%	+64.65%	0
Cetera Investment Advisers	Increased	2.6M(+1.9%)	$252.5M	0.2%	+35.62%	37
ENVESTNET ASSET MANAGEMENT INC	Decreased	2M(-8.8%)	$188.1M	0.0%	+34.84%	0
WELLS FARGO & COMPANY/MN	Decreased	1.6M(-1.3%)	$156.1M	0.0%	+74.39%	0
ROYAL BANK OF CANADA	Increased	1.5M(+1.3%)	$146M	0.0%	+22.24%	31
FWFocus Partners Wealth	Decreased	1.3M(-2.1%)	$123.5M	0.1%	+12.10%	0
Private Advisor Group, LLC	Decreased	1.2M(-16.1%)	$113M	0.5%	+47.51%	0
Steward Partners Investment Advisory, LLC	Decreased	1.1M(-0.5%)	$109.4M	0.6%	+32.90%	0
HUNTINGTON NATIONAL BANK	Decreased	1.1M(-1.7%)	$103.3M	0.5%	+18.45%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	887,176(-4.3%)	$84.8M	0.1%	+49.57%	0
CAPTRUST FINANCIAL ADVISORS	Increased	856,123(+12.4%)	$81.9M	0.1%	+25.62%	40
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	727,465(+1.5%)	$70.6M	0.1%	+43.79%	36
Savant Capital, LLC	Increased	768,169(+96.8%)	$70.4M	0.2%	+50.39%	57

Showing 1-20 of 118

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer