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

WisdomTree U.S. Quality Dividend Growth Fund logo
$87.88 -0.08 (-0.09%)
As of 10:20 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)
545
Total
Institutional Inflows
(last 12 months)
$2.86B
Number of
Institutional Sellers
(last 12 months)
318
Total
Institutional Outflows
(last 12 months)
$793.40M
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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
10/10/2025 SK Wealth Management LLC308,267$27.34M10.2%+5.1%0.169%
10/10/2025 Navigoe LLC1,194$106K0.1%N/A0.001%
10/10/2025 Spinnaker Investment Group LLC615,340$54.74M10.3%+12.1%0.337%
10/10/2025 Thomasville National Bank58,515$5.21M0.3%-1.8%0.032%
10/10/2025 Advance Capital Management Inc.11,587$1.03M0.0%+4.2%0.006%
10/10/2025 Focus Financial Network Inc.174,915$15.56M0.6%+0.4%0.096%
10/10/2025 Signal Advisors Wealth LLC4,103$365K0.0%+29.0%0.002%
10/9/2025 CGN Advisors LLC153,457$13.65M1.1%-21.2%0.084%
10/9/2025 Lifestyle Asset Management Inc.24,446$2.18M0.7%+7.3%0.013%
10/9/2025 ACT Advisors LLC.229,372$20.41M8.2%-14.1%0.126%
10/9/2025 LVM Capital Management Ltd. MI290,409$25.84M2.5%-0.6%0.159%
10/9/2025 Redhawk Wealth Advisors Inc.2,707$241K0.0%N/A0.001%
10/9/2025 Dynamic Advisor Solutions LLC48,777$4.34M0.1%+8.0%0.027%
10/9/2025 Fermata Advisors LLC58,269$5.18M1.3%+26.3%0.032%
10/9/2025 Archer Investment Management LLC60,228$5.36M3.3%+3.2%0.033%
10/8/2025 Ipswich Investment Management Co. Inc.2,270$202K0.0%N/A0.001%
10/8/2025 Wedmont Private Capital42,576$3.79M0.1%+0.7%0.023%
10/8/2025 Country Club Bank17,368$1.54M0.1%-3.3%0.010%
10/8/2025 Beacon Financial Group594,844$52.92M5.2%-4.7%0.326%
10/7/2025 Montecito Bank & Trust6,921$616K0.1%N/A0.004%
10/7/2025 Thrive Wealth Management LLC7,478$665K0.1%+8.6%0.004%
10/7/2025 Nova Wealth Management Inc.1,222$109K0.1%-70.8%0.001%
10/7/2025 Team Financial Group LLC381,734$33.96M15.7%+1.4%0.209%
10/6/2025 Fragasso Financial Advisors Inc26,190$2.34M0.1%+2.1%0.014%
10/6/2025 Venture Visionary Partners LLC184,106$16.38M0.6%+12.4%0.101%
10/3/2025 Breakwater Investment Management3,162$281K0.1%+61.0%0.002%
10/2/2025 GAMMA Investing LLC1,526$136K0.0%+42.8%0.001%
9/26/2025Corient Private Wealth LLC66,203$5.54M0.0%+12.0%0.035%
9/25/2025National Wealth Management Group LLC7,015$587K0.3%+4.0%0.004%
9/19/2025Watts Gwilliam & Co. LLC6,411$570K0.1%-25.4%0.003%
9/11/2025Milestones Private Investment Advisors LLC9,740$816K0.6%N/A0.005%
9/9/2025NWF Advisory Services Inc.5,909$495K0.1%N/A0.003%
9/4/2025Osaic Holdings Inc.530,229$44.41M0.1%-7.0%0.282%
8/29/2025Evolution Wealth Management Inc.582$49K0.1%N/A0.000%
8/29/2025Centaurus Financial Inc.8,280$693K0.0%+369.7%0.004%
8/27/2025Stonebridge Wealth Management LLC18,685$1.57M1.5%N/A0.010%
8/27/2025Orion Porfolio Solutions LLC17,483$1.46M0.0%-5.3%0.009%
8/26/2025Thrivent Financial for Lutherans194,594$16.30M0.0%+31.4%0.103%
8/19/2025Advisory Services Network LLC60,353$5.14M0.1%+7.0%0.032%
8/19/2025Asset Dedication LLC3,718$311K0.0%-27.6%0.002%
8/18/2025Tyler Stone Wealth Management314,479$26.34M4.2%+7.3%0.167%
8/18/2025Geneos Wealth Management Inc.23,622$1.98M0.0%-1.7%0.013%
8/18/2025Hollencrest Capital Management20,270$1.70M0.1%-0.6%0.011%
8/15/2025Nikulski Financial Inc.46,932$3.93M1.1%-0.4%0.025%
8/15/2025Tower Research Capital LLC TRC 7,749$649K0.0%+154,880.0%0.004%
8/15/2025Brooks Moore & Associates Inc.38,431$3.27M1.8%+9.2%0.020%
8/15/2025SkyView Investment Advisors LLC537,459$44.85M6.4%+1.3%0.286%
8/15/2025Corient Private Wealth LLC132,406$11.09M0.0%+124.0%0.070%
8/15/2025Equitable Holdings Inc.758,450$63.51M0.5%+4.5%0.403%
8/15/2025Florida Financial Advisors LLC22,126$1.87M0.6%-38.6%0.012%
8/15/2025Captrust Financial Advisors737,052$61.72M0.1%-12.0%0.392%
8/15/2025Lantern Wealth Advisors LLC4,664$391K0.2%N/A0.002%
8/15/2025Visionary Wealth Advisors4,662$390K0.0%-10.2%0.002%
8/15/2025Two Sigma Securities LLC4,794$401K0.0%-68.0%0.003%
8/15/2025Scott Marsh Financial LLC23,038$1.93M0.7%N/A0.012%
8/15/2025Smartleaf Asset Management LLC129,103$10.77M0.9%+13.9%0.069%
8/15/2025Redwood Financial Network Corp12,638$1.06M0.7%-2.4%0.007%
8/15/2025Redwood Investment Management LLC10,466$876K0.1%+15.0%0.006%
8/15/2025Ruggaard & Associates LLC15,772$1.32M0.5%+3.7%0.008%
8/15/2025Orion Porfolio Solutions LLC17,483$1.46M0.0%-5.3%0.009%
8/15/2025MML Investors Services LLC306,942$25.70M0.1%+3.0%0.163%
8/15/2025Modern Wealth Management LLC295,679$24.76M0.6%+14.1%0.157%
8/15/2025LM Advisors LLC23,346$1.96M0.3%+22.7%0.012%
8/15/2025IHT Wealth Management LLC105,614$8.84M0.2%+3.6%0.056%
8/15/2025Great Valley Advisor Group Inc.208,315$17.44M0.4%+5.0%0.111%
8/15/2025EP Wealth Advisors LLC27,039$2.26M0.0%+329.7%0.014%
8/15/2025Engineers Gate Manager LP8,285$694K0.0%+180.5%0.004%
8/15/2025Curi Capital LLC203,575$17.05M0.3%+10.3%0.108%
8/15/2025Benjamin Edwards Inc.21,174$1.77M0.0%+12.0%0.011%
8/15/2025Bank of America Corp DE12,422,037$1.04B0.1%+5.0%6.606%
8/15/2025Ameriprise Financial Inc.6,940,040$581.08M0.1%+8.0%3.691%
8/14/2025Ausdal Financial Partners Inc.60,137$5.04M0.3%+13.4%0.032%
8/14/2025Raymond James Financial Inc.3,540,325$296.47M0.1%+0.6%1.883%
8/14/2025Darwin Wealth Management LLC1,340$112K0.0%N/A0.001%
8/14/2025Quantinno Capital Management LP22,149$1.86M0.0%+105.4%0.012%
8/14/2025Hamilton Capital LLC6,893,933$577.30M31.7%+2.9%3.666%
8/14/2025Ieq Capital LLC22,339$1.87M0.0%-6.7%0.012%
8/14/2025Main Street Financial Solutions LLC198,659$16.64M1.2%-2.4%0.106%
8/14/2025Glenview Trust co11,957$1.00M0.0%+3.1%0.006%
8/14/2025NewEdge Advisors LLC598,854$50.15M0.3%+2.1%0.318%
8/14/2025Qube Research & Technologies Ltd1,288$108K0.0%+550.5%0.001%
8/14/2025Certuity LLC136,049$11.39M1.1%-18.0%0.072%
8/14/2025Prestige Wealth Management Group LLC642,467$53.80M11.0%+1.7%0.342%
8/14/2025Cerity Partners LLC379,667$31.79M0.1%-11.9%0.202%
8/13/2025Per Stirling Capital Management LLC.402,419$33.70M4.4%+6.3%0.214%
8/13/2025StoneX Group Inc.5,869$491K0.0%+4.5%0.003%
8/13/2025Flow Traders U.S. LLC3,807$319K0.0%N/A0.002%
8/13/2025SageView Advisory Group LLC7,783$670K0.0%-11.2%0.004%
8/13/2025Cresset Asset Management LLC29,070$2.43M0.0%-6.4%0.015%
8/13/2025Strategic Family Wealth Counselors L.L.C.4,069$341K0.1%+10.0%0.002%
8/13/2025Gateway Wealth Partners LLC72,223$6.05M1.1%-4.0%0.038%
8/13/2025Brown Advisory Inc.63,900$5.35M0.0%+11.3%0.034%
8/13/2025M Holdings Securities Inc.45,586$3.81M0.7%+53.3%0.024%
8/13/2025First Trust Advisors LP41,505$3.48M0.0%+59.1%0.022%
8/13/2025CW Advisors LLC7,818$655K0.0%-19.0%0.004%
8/13/2025JT Stratford LLC52,373$4.39M0.7%+7.0%0.028%
8/13/2025IAG Wealth Partners LLC109,465$9.17M1.2%+3.6%0.058%
8/13/2025M&T Bank Corp4,228$354K0.0%N/A0.002%
8/13/2025Fisher Asset Management LLC5,179$434K0.0%+3.1%0.003%
8/13/2025Smith Moore & CO.56,153$4.70M0.4%-27.8%0.030%
(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, 780 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 686 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 35,085,300 shares in the last 24 months. This purchase volume represents approximately $2.86B in transactions.

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

Of the 318 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 9,719,290 shares in the last 24 months. This volume of shares sold represents approximately $793.40M in transactions.


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This page (NASDAQ:DGRW) was last updated on 10/14/2025 by MarketBeat.com Staff
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