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WisdomTree U.S. Quality Dividend Growth Fund (DGRW) Institutional Ownership

WisdomTree U.S. Quality Dividend Growth Fund logo
$80.19 -1.30 (-1.60%)
Closing price 05/21/2025 04:00 PM Eastern
Extended Trading
$79.97 -0.22 (-0.27%)
As of 05/21/2025 07:55 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for WisdomTree U.S. Quality Dividend Growth Fund (NASDAQ:DGRW)

Number of
Institutional Buyers
(last 12 months)
510
Total
Institutional Inflows
(last 12 months)
$2.80B
Number of
Institutional Sellers
(last 12 months)
274
Total
Institutional Outflows
(last 12 months)
$673.55M
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DGRW Institutional Buying and Selling by Quarter

WisdomTree U.S. Quality Dividend Growth Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Geneos Wealth Management Inc.24,028$1.92M0.1%+3.0%0.013%
5/20/2025 Blue Rock Wealth Management LLC118,128$9.43M8.0%-1.9%0.063%
5/20/2025 Focus Partners Wealth31,930$2.55M0.0%+1.0%0.017%
5/20/2025 Strive Asset Management LLC19,270$1.54M1.1%-9.0%0.010%
5/19/2025 Jane Street Group LLC37,059$2.96M0.0%+17.3%0.020%
5/19/2025 SageView Advisory Group LLC8,762$700K0.0%-13.6%0.005%
5/16/2025 Empowered Funds LLC48,286$3.86M0.1%N/A0.026%
5/16/2025 Strait & Sound Wealth Management LLC9,727$777K0.4%+89.4%0.005%
5/16/2025 Hamilton Capital LLC6,699,241$535.00M32.4%+1.7%3.594%
5/16/2025 Ashton Thomas Private Wealth LLC20,852$1.67M0.1%-2.8%0.011%
5/16/2025 Goldman Sachs Group Inc.124,190$9.92M0.0%+62.0%0.067%
5/16/2025 Legacy Wealth Managment LLC ID12,006$959K0.7%+16.8%0.006%
5/16/2025 Obsidian Personal Planning Solutions LLC4,222$328K0.1%+4.6%0.002%
5/16/2025 Raab & Moskowitz Asset Management LLC19,127$1.53M0.4%-3.3%0.010%
5/16/2025 Redwood Financial Network Corp12,945$1.03M0.8%-3.4%0.007%
5/16/2025 Ruggaard & Associates LLC15,216$1.22M0.5%+1.7%0.008%
5/16/2025 National Wealth Management Group LLC6,742$538K0.4%+6.4%0.004%
5/16/2025 NewEdge Advisors LLC586,302$46.82M0.3%+11.3%0.315%
5/16/2025 Integrated Wealth Concepts LLC7,481$597K0.0%+5.0%0.004%
5/16/2025 Curi RMB Capital LLC184,592$14.74M0.4%-11.4%0.099%
5/16/2025 AQR Capital Management LLC2,930$234K0.0%-72.2%0.002%
5/16/2025 Ancora Advisors LLC70,813$5.66M0.1%+0.6%0.038%
5/15/2025 GW Henssler & Associates Ltd.6,995$559K0.0%-3.9%0.004%
5/15/2025 Focus Partners Advisor Solutions LLC56,918$4.55M0.1%+86.6%0.031%
5/15/2025 Royal Bank of Canada1,556,747$124.32M0.0%+4.2%0.835%
5/15/2025 MAI Capital Management16,300$1.30M0.0%+1.3%0.009%
5/15/2025 Titleist Asset Management LLC32,846$2.62M0.3%-0.6%0.018%
5/15/2025 Baird Financial Group Inc.81,252$6.49M0.0%+63.0%0.044%
5/15/2025 Vermillion & White Wealth Management Group LLC16,137$1.29M0.9%-67.6%0.009%
5/15/2025 Palo Alto Wealth Advisors LLC225,705$18.15M7.2%+5.0%0.121%
5/15/2025 TD Capital Management LLC122,780$9.81M1.0%+6.0%0.066%
5/15/2025 Monterey Private Wealth Inc.134,676$10.76M3.2%+6.1%0.072%
5/14/2025 Triad Wealth Partners LLC30,713$2.45M0.8%-26.0%0.016%
5/14/2025 Ieq Capital LLC23,934$1.91M0.0%+6.0%0.013%
5/14/2025 Redwood Investment Management LLC9,104$727K0.1%+30.3%0.005%
5/14/2025 Per Stirling Capital Management LLC.378,586$30.23M4.3%-1.5%0.203%
5/14/2025 Brooks Moore & Associates Inc.35,196$2.81M1.6%+5.1%0.019%
5/14/2025 Apexium Financial LP30,929$2.47M0.1%+71.6%0.017%
5/14/2025 Comerica Bank769,117$61.42M0.3%-2.0%0.413%
5/14/2025 Synovus Financial Corp5,073$405K0.0%-6.2%0.003%
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5/14/2025 Smartleaf Asset Management LLC113,377$8.97M0.9%+12.6%0.061%
5/14/2025 Northwestern Mutual Wealth Management Co.271,274$21.66M0.0%-6.3%0.146%
5/14/2025 Kestra Advisory Services LLC513,354$41.00M0.2%-1.4%0.275%
5/14/2025 Hobbs Group Advisors LLC77,326$6.18M2.3%-14.9%0.041%
5/14/2025 Ameriprise Financial Inc.6,428,642$513.29M0.1%+1.5%3.449%
5/14/2025 Mosaic Financial Group LLC16,221$1.30M1.1%-5.6%0.009%
5/14/2025 CW Advisors LLC9,654$772K0.0%+77.7%0.005%
5/14/2025 Capital Analysts LLC9,105$728K0.0%-3.1%0.005%
5/14/2025 Tradition Wealth Management LLC2,678$214K0.0%+5.1%0.001%
5/14/2025 Venture Visionary Partners LLC161,935$12.93M0.5%+17.4%0.087%
5/14/2025 JT Stratford LLC48,962$3.91M0.7%+4.6%0.026%
5/14/2025 Legacy Financial Advisors Inc.803,661$64.18M10.7%+2.4%0.431%
5/14/2025 M Holdings Securities Inc.29,734$2.38M0.4%N/A0.016%
5/13/2025 Watts Gwilliam & Co. LLC8,596$687K0.1%-10.1%0.005%
5/13/2025 Cascade Financial Partners LLC24,489$1.96M0.2%-17.8%0.013%
5/13/2025 Steward Partners Investment Advisory LLC1,096,998$87.61M0.8%+3.0%0.589%
5/13/2025 Tyler Stone Wealth Management293,033$23.40M4.2%+3.6%0.157%
5/13/2025 Raymond James Financial Inc.3,520,076$281.11M0.1%-2.6%1.888%
5/13/2025 Eaton Financial Holdings Company LLC148,967$11.90M4.9%-1.3%0.080%
5/13/2025 Cresset Asset Management LLC31,060$2.48M0.0%+6.9%0.017%
5/13/2025 Horizon Investments LLC42,249$3.37M0.1%-10.0%0.023%
5/13/2025 Certuity LLC165,861$13.25M1.4%-0.1%0.089%
5/13/2025 Kovitz Investment Group Partners LLC1,286,177$102.71M0.5%-2.4%0.687%
5/13/2025 Vestmark Advisory Solutions Inc.39,509$3.16M0.1%N/A0.021%
5/13/2025 Ted Buchan & Co12,495$998K0.5%-2.2%0.007%
5/13/2025 Heck Capital Advisors LLC209,682$16.75M1.9%-3.3%0.112%
5/13/2025 NFP Retirement Inc.6,016$480K0.0%-25.4%0.003%
5/13/2025 Bulltick Wealth Management LLC24,334$1.94M0.5%-32.5%0.013%
5/13/2025 HighTower Advisors LLC2,898,346$231.46M0.3%+6.4%1.555%
5/13/2025 Elevation Capital Advisory LLC17,199$1.37M0.6%+7.8%0.009%
5/12/2025 Meridian Wealth Management LLC7,535$602K0.0%-38.7%0.004%
5/12/2025 Independent Advisor Alliance2,973$237K0.0%-99.7%0.002%
5/12/2025 SouthState Corp333$27K0.0%N/A0.000%
5/12/2025 Benjamin Edwards Inc.18,912$1.51M0.0%+51.0%0.010%
5/12/2025 Darrow Company Inc.97,653$7.80M4.3%+22.2%0.052%
5/12/2025 Avant Capital LLC99,218$7.92M6.6%+5.0%0.053%
5/12/2025 Townsquare Capital LLC43,671$3.49M0.0%+20.0%0.023%
5/12/2025 Founders Financial Alliance LLC52,827$4.22M1.0%-1.3%0.028%
5/12/2025 Integrity Financial Corp WA555$44K0.0%+44.2%0.000%
5/12/2025 Savvy Advisors Inc.2,682$214K0.0%N/A0.001%
5/12/2025 National Bank of Canada FI16,768$1.35M0.0%+5.9%0.009%
5/12/2025 AlphaCore Capital LLC385$31K0.0%N/A0.000%
5/12/2025 Flagship Wealth Advisors LLC67,999$5.43M2.3%+56.2%0.036%
5/12/2025 WealthPlan Investment Management LLC23,291$1.86M0.2%+2.5%0.012%
5/12/2025 Cresta Advisors Ltd.217,034$17.33M9.0%+23.0%0.116%
5/12/2025 Evernest Financial Advisors LLC56,971$4.55M1.6%+6.2%0.031%
5/9/2025 Foster Dykema Cabot & Partners LLC4,536$362K0.0%-5.0%0.002%
5/9/2025 Roof Eidam Maycock Peralta LLC65,656$5.24M1.4%+3.0%0.035%
5/9/2025 Citizens Financial Group Inc. RI13,827$1.10M0.0%+54.9%0.007%
5/9/2025 Bouchey Financial Group Ltd864,796$69.06M6.2%-1.9%0.464%
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5/9/2025 Wealthspire Advisors LLC127,793$10.21M0.1%-8.4%0.069%
5/9/2025 Atria Wealth Solutions Inc.89,163$7.12M0.1%-8.8%0.048%
5/9/2025 Cary Street Partners Financial LLC5,609$448K0.0%+26.6%0.003%
5/9/2025 Bravias Capital Group LLC22,712$1.81M1.5%-4.1%0.012%
5/9/2025 Connable Office Inc.278,086$22.21M2.4%+29.6%0.149%
5/9/2025 NewEdge Wealth LLC465,809$37.20M0.7%-9.6%0.250%
5/9/2025 Commonwealth Equity Services LLC1,277,194$102.00M0.1%+30.4%0.685%
5/9/2025 Cheviot Value Management LLC578$45K0.0%N/A0.000%
5/9/2025 PNC Financial Services Group Inc.19,456,952$1.55B0.8%+1.9%10.438%
5/8/2025 IFG Advisory LLC109,267$8.73M0.5%-2.7%0.059%
(Data available from 1/1/2016 forward)

DGRW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DGRW shares?

During the previous two years, 752 institutional investors and hedge funds held shares of WisdomTree U.S. Quality Dividend Growth Fund. The most heavily invested institutionals were PNC Financial Services Group Inc. ($1.55B), LPL Financial LLC ($1.02B), Bank of America Corp DE ($945.44M), Hamilton Capital LLC ($535.00M), Ameriprise Financial Inc. ($513.29M), Morgan Stanley ($394.52M), and Raymond James Financial Inc. ($281.11M).Learn more on DGRW's institutional investors.

Which institutional investors have been buying WisdomTree U.S. Quality Dividend Growth Fund stock?

Of the 654 institutional investors that purchased WisdomTree U.S. Quality Dividend Growth Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($5.10M), PNC Financial Services Group Inc. ($3.99M), Raymond James Financial Inc. ($3.61M), Private Advisor Group LLC ($1.57M), Cetera Investment Advisers ($1.52M), Portside Wealth Group LLC ($1.47M), and World Investment Advisors LLC ($1.45M).

How much institutional buying is happening at WisdomTree U.S. Quality Dividend Growth Fund?

Institutional investors have bought a total of 57,518,222 shares in the last 24 months. This purchase volume represents approximately $4.34B in transactions.

Which WisdomTree U.S. Quality Dividend Growth Fund major shareholders have been selling company stock?

Of the 375 institutional investors that sold WisdomTree U.S. Quality Dividend Growth Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Private Advisor Group LLC ($1.57M), Raymond James Financial Services Advisors Inc. ($1.17M), Independent Advisor Alliance ($862.67K), PNC Financial Services Group Inc. ($674.21K), World Investment Advisors ($605.87K), Janney Montgomery Scott LLC ($526.12K), and Hamilton Capital LLC ($499.56K).

How much institutional selling is happening at WisdomTree U.S. Quality Dividend Growth Fund?

Institutional investors have sold a total of 15,166,093 shares in the last 24 months. This volume of shares sold represents approximately $1.19B in transactions.



This page (NASDAQ:DGRW) was last updated on 5/22/2025 by MarketBeat.com Staff
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