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

WisdomTree U.S. Quality Dividend Growth Fund logo
$89.22 -0.24 (-0.27%)
Closing price 09/23/2025 04:00 PM Eastern
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$89.22 0.00 (-0.01%)
As of 06:23 AM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. Quality Dividend Growth Fund (NASDAQ:DGRW)

Number of
Institutional Buyers
(last 12 months)
548
Total
Institutional Inflows
(last 12 months)
$2.88B
Number of
Institutional Sellers
(last 12 months)
320
Total
Institutional Outflows
(last 12 months)
$784.14M
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DGRW Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/19/2025 Watts Gwilliam & Co. LLC6,411$570K0.1%-25.4%0.003%
9/11/2025 Milestones Private Investment Advisors LLC9,740$816K0.6%N/A0.005%
9/9/2025 NWF Advisory Services Inc.5,909$495K0.1%N/A0.003%
9/4/2025 Osaic Holdings Inc.530,229$44.41M0.1%-7.0%0.282%
8/29/2025 Evolution Wealth Management Inc.582$49K0.1%N/A0.000%
8/29/2025 Centaurus Financial Inc.8,280$693K0.0%+369.7%0.004%
8/27/2025 Stonebridge Wealth Management LLC18,685$1.57M1.5%N/A0.010%
8/27/2025 Orion Porfolio Solutions LLC17,483$1.46M0.0%-5.3%0.009%
8/26/2025 Thrivent Financial for Lutherans194,594$16.30M0.0%+31.4%0.103%
8/19/2025 Advisory Services Network LLC60,353$5.14M0.1%+7.0%0.032%
8/19/2025 Asset Dedication LLC3,718$311K0.0%-27.6%0.002%
8/18/2025 Tyler Stone Wealth Management314,479$26.34M4.2%+7.3%0.167%
8/18/2025 Geneos Wealth Management Inc.23,622$1.98M0.0%-1.7%0.013%
8/18/2025 Hollencrest Capital Management20,270$1.70M0.1%-0.6%0.011%
8/15/2025 Nikulski Financial Inc.46,932$3.93M1.1%-0.4%0.025%
8/15/2025 Tower Research Capital LLC TRC 7,749$649K0.0%+154,880.0%0.004%
8/15/2025 Brooks Moore & Associates Inc.38,431$3.27M1.8%+9.2%0.020%
8/15/2025 SkyView Investment Advisors LLC537,459$44.85M6.4%+1.3%0.286%
8/15/2025 Corient Private Wealth LLC132,406$11.09M0.0%+124.0%0.070%
8/15/2025 Equitable Holdings Inc.758,450$63.51M0.5%+4.5%0.403%
8/15/2025 Florida Financial Advisors LLC22,126$1.87M0.6%-38.6%0.012%
8/15/2025 Captrust Financial Advisors737,052$61.72M0.1%-12.0%0.392%
8/15/2025 Lantern Wealth Advisors LLC4,664$391K0.2%N/A0.002%
8/15/2025 Visionary Wealth Advisors4,662$390K0.0%-10.2%0.002%
8/15/2025 Two Sigma Securities LLC4,794$401K0.0%-68.0%0.003%
8/15/2025 Scott Marsh Financial LLC23,038$1.93M0.7%N/A0.012%
8/15/2025 Smartleaf Asset Management LLC129,103$10.77M0.9%+13.9%0.069%
8/15/2025 Redwood Financial Network Corp12,638$1.06M0.7%-2.4%0.007%
8/15/2025 Redwood Investment Management LLC10,466$876K0.1%+15.0%0.006%
8/15/2025 Ruggaard & Associates LLC15,772$1.32M0.5%+3.7%0.008%
8/15/2025 Orion Porfolio Solutions LLC17,483$1.46M0.0%-5.3%0.009%
8/15/2025 MML Investors Services LLC306,942$25.70M0.1%+3.0%0.163%
8/15/2025 Modern Wealth Management LLC295,679$24.76M0.6%+14.1%0.157%
8/15/2025 LM Advisors LLC23,346$1.96M0.3%+22.7%0.012%
8/15/2025 IHT Wealth Management LLC105,614$8.84M0.2%+3.6%0.056%
8/15/2025 Great Valley Advisor Group Inc.208,315$17.44M0.4%+5.0%0.111%
8/15/2025 EP Wealth Advisors LLC27,039$2.26M0.0%+329.7%0.014%
8/15/2025 Engineers Gate Manager LP8,285$694K0.0%+180.5%0.004%
8/15/2025 Curi Capital LLC203,575$17.05M0.3%+10.3%0.108%
8/15/2025 Benjamin Edwards Inc.21,174$1.77M0.0%+12.0%0.011%
8/15/2025 Bank of America Corp DE12,422,037$1.04B0.1%+5.0%6.606%
8/15/2025 Ameriprise Financial Inc.6,940,040$581.08M0.1%+8.0%3.691%
8/14/2025 Ausdal Financial Partners Inc.60,137$5.04M0.3%+13.4%0.032%
8/14/2025 Raymond James Financial Inc.3,540,325$296.47M0.1%+0.6%1.883%
8/14/2025 Darwin Wealth Management LLC1,340$112K0.0%N/A0.001%
8/14/2025 Quantinno Capital Management LP22,149$1.86M0.0%+105.4%0.012%
8/14/2025 Hamilton Capital LLC6,893,933$577.30M31.7%+2.9%3.666%
8/14/2025 Ieq Capital LLC22,339$1.87M0.0%-6.7%0.012%
8/14/2025 Main Street Financial Solutions LLC198,659$16.64M1.2%-2.4%0.106%
8/14/2025 Glenview Trust co11,957$1.00M0.0%+3.1%0.006%
8/14/2025 NewEdge Advisors LLC598,854$50.15M0.3%+2.1%0.318%
8/14/2025 Qube Research & Technologies Ltd1,288$108K0.0%+550.5%0.001%
8/14/2025 Certuity LLC136,049$11.39M1.1%-18.0%0.072%
8/14/2025 Prestige Wealth Management Group LLC642,467$53.80M11.0%+1.7%0.342%
8/14/2025 Cerity Partners LLC379,667$31.79M0.1%-11.9%0.202%
8/13/2025 Per Stirling Capital Management LLC.402,419$33.70M4.4%+6.3%0.214%
8/13/2025 StoneX Group Inc.5,869$491K0.0%+4.5%0.003%
8/13/2025 Flow Traders U.S. LLC3,807$319K0.0%N/A0.002%
8/13/2025 SageView Advisory Group LLC7,783$670K0.0%-11.2%0.004%
8/13/2025 Cresset Asset Management LLC29,070$2.43M0.0%-6.4%0.015%
8/13/2025 Strategic Family Wealth Counselors L.L.C.4,069$341K0.1%+10.0%0.002%
8/13/2025 Gateway Wealth Partners LLC72,223$6.05M1.1%-4.0%0.038%
8/13/2025 Brown Advisory Inc.63,900$5.35M0.0%+11.3%0.034%
8/13/2025 M Holdings Securities Inc.45,586$3.81M0.7%+53.3%0.024%
8/13/2025 First Trust Advisors LP41,505$3.48M0.0%+59.1%0.022%
8/13/2025 CW Advisors LLC7,818$655K0.0%-19.0%0.004%
8/13/2025 JT Stratford LLC52,373$4.39M0.7%+7.0%0.028%
8/13/2025 IAG Wealth Partners LLC109,465$9.17M1.2%+3.6%0.058%
8/13/2025 M&T Bank Corp4,228$354K0.0%N/A0.002%
8/13/2025 Fisher Asset Management LLC5,179$434K0.0%+3.1%0.003%
8/13/2025 Smith Moore & CO.56,153$4.70M0.4%-27.8%0.030%
8/13/2025 VestGen Advisors LLC374,931$31.83M1.3%-2.2%0.199%
8/13/2025 Lido Advisors LLC6,902$578K0.0%-99.0%0.004%
8/13/2025 Schroder Investment Management Group878$74K0.0%N/A0.000%
8/13/2025 Scotia Capital Inc.5,161$432K0.0%-29.1%0.003%
8/13/2025 Level Four Advisory Services LLC11,425$957K0.0%+4.2%0.006%
8/13/2025 Northwestern Mutual Wealth Management Co.278,033$23.28M0.0%+2.5%0.148%
8/13/2025 Mayfair Advisory Group LLC10,604$914K0.4%+11.2%0.006%
8/13/2025 Vermillion & White Wealth Management Group LLC17,953$1.50M1.0%+11.3%0.010%
8/13/2025 Lauer Wealth LLC159,485$13.73M11.5%-7.6%0.085%
8/13/2025 Choreo LLC53,978$4.52M0.1%+262.4%0.029%
8/12/2025 J.W. Cole Advisors Inc.59,878$5.01M0.1%-1.2%0.032%
8/12/2025 Financial Advocates Investment Management10,597$887K0.1%-23.0%0.006%
8/12/2025 Laurel Wealth Advisors LLC118,744$9.94M0.0%+8,274.0%0.063%
8/12/2025 Spectrum Wealth Advisory Group LLC3,962$332K0.2%-4.8%0.002%
8/12/2025 Steward Partners Investment Advisory LLC1,045,384$87.54M0.7%-4.7%0.556%
8/12/2025 Global Retirement Partners LLC23,762$1.99M0.0%N/A0.013%
8/12/2025 Intellus Advisors LLC6,391$535K0.1%N/A0.003%
8/12/2025 Titleist Asset Management LLC32,214$2.70M0.3%-1.9%0.017%
8/12/2025 Vestor Capital LLC477$42K0.0%-25.0%0.000%
8/12/2025 WealthBridge Capital Management LLC16,671$1.40M0.4%+9.2%0.009%
8/12/2025 New World Advisors LLC6,566$550K0.1%+1.8%0.003%
8/12/2025 Cozad Asset Management Inc.4,175$350K0.0%+12.1%0.002%
8/12/2025 Journey Strategic Wealth LLC7,118$596K0.0%-6.7%0.004%
8/12/2025 Franklin Resources Inc.40,611$3.40M0.0%-4.5%0.022%
8/12/2025 JPMorgan Chase & Co.594,448$49.78M0.0%-10.6%0.316%
8/12/2025 Northstar Financial Companies Inc.3,828$321K0.3%N/A0.002%
8/12/2025 Prudential PLC62,700$5.25M0.0%-5.7%0.033%
8/12/2025 NFP Retirement Inc.7,540$631K0.0%+25.3%0.004%
8/11/2025 Wealthspire Advisors LLC125,691$10.53M0.1%-1.6%0.067%
(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, 784 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. ($1.66B), Bank of America Corp DE ($1.04B), LPL Financial LLC ($1.02B), Ameriprise Financial Inc. ($581.08M), Hamilton Capital LLC ($577.30M), Morgan Stanley ($394.52M), and Raymond James Financial Inc. ($296.47M).Learn more on WisdomTree U.S. Quality Dividend Growth Fund's institutional investors.

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

Of the 688 institutional investors that purchased WisdomTree U.S. Quality Dividend Growth Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: PNC Financial Services Group Inc. ($4.32M), LPL Financial LLC ($4.01M), Raymond James Financial Inc. ($3.63M), Private Advisor Group LLC ($1.57M), Cetera Investment Advisers ($1.52M), World Investment Advisors LLC ($1.45M), and Lido Advisors LLC ($1.42M).

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

Institutional investors have bought a total of 35,278,295 shares in the last 24 months. This purchase volume represents approximately $2.88B in transactions.

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

Of the 319 institutional investors that sold WisdomTree U.S. Quality Dividend Growth Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Private Advisor Group LLC ($1.47M), Independent Advisor Alliance ($862.67K), Lido Advisors LLC ($673.72K), World Investment Advisors ($619.37K), Hamilton Capital LLC ($465.27K), Janney Montgomery Scott LLC ($414.35K), and Taiyo Life Insurance Co. ($325K).

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

Institutional investors have sold a total of 9,615,995 shares in the last 24 months. This volume of shares sold represents approximately $784.14M in transactions.


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This page (NASDAQ:DGRW) was last updated on 9/24/2025 by MarketBeat.com Staff
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