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

WisdomTree U.S. Quality Dividend Growth Fund logo
$86.90 +0.82 (+0.95%)
As of 12:38 PM 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)
527
Total
Institutional Inflows
(last 12 months)
$2.74B
Number of
Institutional Sellers
(last 12 months)
301
Total
Institutional Outflows
(last 12 months)
$753.27M
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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
8/12/2025Journey Strategic Wealth LLC7,118$596K0.0%-6.7%0.004%
8/12/2025Franklin Resources Inc.40,611$3.40M0.0%-4.5%0.022%
8/12/2025JPMorgan Chase & Co.594,448$49.78M0.0%-10.6%0.316%
8/12/2025Northstar Financial Companies Inc.3,828$321K0.3%N/A0.002%
8/12/2025Prudential PLC62,700$5.25M0.0%-5.7%0.033%
8/12/2025NFP Retirement Inc.7,540$631K0.0%+25.3%0.004%
8/11/2025Wealthspire Advisors LLC125,691$10.53M0.1%-1.6%0.067%
8/11/2025Perennial Investment Advisors LLC3,343$280K0.0%N/A0.002%
8/11/2025Cordatus Wealth Management LLC5,822$488K0.1%N/A0.003%
8/11/2025Inspire Advisors LLC5,622$471K0.0%-38.3%0.003%
8/11/2025United Advisor Group LLC159,032$13.32M2.3%+3.0%0.085%
8/11/2025Invenio Wealth Partners LLC25,828$2.16M0.9%-85.7%0.014%
8/11/2025Sykon Capital LLC4,205$352K0.1%N/A0.002%
8/11/2025Bulltick Wealth Management LLC24,763$2.07M0.5%+1.8%0.013%
8/11/2025Rothschild Investment LLC6,635$556K0.0%-12.2%0.004%
8/11/2025Western Wealth Management LLC115,697$9.69M0.6%+0.2%0.062%
8/8/2025 Rockefeller Capital Management L.P.810,820$67.90M0.2%-0.7%0.431%
8/8/2025 Kingsview Wealth Management LLC3,447$289K0.0%-38.1%0.002%
8/8/2025 Citizens Financial Group Inc. RI12,089$1.01M0.0%-12.6%0.006%
8/8/2025 Collaborative Wealth Managment Inc.10,422$873K0.4%-1.6%0.006%
8/8/2025 Avantax Advisory Services Inc.487,073$40.79M0.2%+7.0%0.259%
8/8/2025 Thoroughbred Financial Services LLC33,546$2.81M0.2%-5.2%0.018%
8/8/2025 Cetera Investment Advisers1,954,303$163.65M0.3%-13.5%1.039%
8/8/2025 Creative Planning224,536$18.80M0.0%-8.3%0.119%
8/8/2025 Compass Financial Services Inc305,001$25.54M12.4%+1.9%0.162%
8/8/2025 Meridian Wealth Management LLC7,173$601K0.0%-4.8%0.004%
8/8/2025 Foundations Investment Advisors LLC83,907$7.03M0.1%+1.6%0.045%
8/8/2025 L & S Advisors Inc4,869$408K0.0%+5.5%0.003%
8/8/2025 Glassman Wealth Services832,066$69.68M10.7%+2.8%0.442%
8/8/2025 Intrua Financial LLC394,303$33.02M4.4%+48.6%0.210%
8/8/2025 Clearstead Trust LLC1,267$106K0.0%N/A0.001%
8/8/2025 Good Life Advisors LLC89,184$7.47M0.5%+1.5%0.047%
8/8/2025 PNC Financial Services Group Inc.19,788,159$1.66B1.1%+1.7%10.523%
8/8/2025 Comprehensive Financial Planning Inc. PA25,024$2.10M1.6%+3.2%0.013%
8/8/2025 Bouchey Financial Group Ltd866,443$72.56M6.0%+0.2%0.461%
8/8/2025 SBI Securities Co. Ltd.30,878$2.59M0.1%-5.3%0.016%
8/8/2025 VeraBank N.A.6,970$584K0.1%N/A0.004%
8/7/2025 Avalon Capital Management21,320$1.79M0.5%-3.1%0.011%
8/7/2025 Cascade Financial Partners LLC26,210$2.20M0.3%+7.0%0.014%
8/7/2025 CENTRAL TRUST Co960$80K0.0%+214.8%0.001%
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8/7/2025 Vise Technologies Inc.18,372$1.54M0.1%N/A0.010%
8/7/2025 Cahill Financial Advisors Inc.254,092$21.28M2.6%-1.5%0.135%
8/7/2025 Allworth Financial LP6,269$525K0.0%+602.0%0.003%
8/7/2025 Fidelis Capital Partners LLC2,499$214K0.0%N/A0.001%
8/7/2025 Summit X LLC8,300$695K0.1%+100.0%0.004%
8/7/2025 PFG Advisors21,505$1.80M0.1%+5.7%0.011%
8/7/2025 Pinnacle Wealth Management Advisory Group LLC166,355$13.93M1.2%+13.4%0.088%
8/7/2025 Future Fund LLC8,891$745K0.3%N/A0.005%
8/7/2025 Midwest Trust Co9,312$780K0.0%N/A0.005%
8/7/2025 Parkside Financial Bank & Trust17,985$1.51M0.2%-3.3%0.010%
8/6/2025 Prospera Financial Services Inc86,368$7.24M0.1%+6.4%0.046%
8/6/2025 AE Wealth Management LLC15,262$1.28M0.0%+9.3%0.008%
8/6/2025 Legacy Wealth Managment LLC ID14,987$1.26M0.7%+24.8%0.008%
8/6/2025 Vestmark Advisory Solutions Inc.100,296$8.40M0.1%+153.9%0.053%
8/6/2025 Walkner Condon Financial Advisors LLC3,329$279K0.1%-8.9%0.002%
8/6/2025 Bryn Mawr Trust Advisors LLC18,081$1.51M0.1%+4.0%0.010%
8/6/2025 Savant Capital LLC449,980$37.68M0.2%-0.6%0.239%
8/6/2025 Golden State Wealth Management LLC120,061$10.05M1.2%-4.9%0.064%
8/6/2025 Commonwealth Equity Services LLC1,469,742$123.08M0.2%+15.1%0.782%
8/6/2025 Centerpoint Advisory Group31,521$2.64M2.3%-1.4%0.017%
8/6/2025 Atlantic Union Bankshares Corp600$50K0.0%N/A0.000%
8/6/2025 SNS Financial Group LLC698,845$58.52M5.6%+1.7%0.372%
8/6/2025 ORBA Wealth Advisors L.L.C.49,239$4.12M3.8%-54.1%0.026%
8/5/2025 GPS Wealth Strategies Group LLC308,776$25.86M3.0%-5.0%0.164%
8/5/2025 Claro Advisors LLC3,808$319K0.1%-43.6%0.002%
8/5/2025 NewSquare Capital LLC15,097$1.26M0.1%+7.3%0.008%
8/5/2025 J. W. Coons Advisors LLC8,495$711K0.2%+10.4%0.005%
8/5/2025 Prosperity Consulting Group LLC104,316$8.74M0.6%-2.5%0.055%
8/5/2025 Key Financial Inc1,706$143K0.0%+8.2%0.001%
8/5/2025 Connable Office Inc.312,643$26.18M2.6%+12.4%0.166%
8/5/2025 Bank of New York Mellon Corp222,858$18.66M0.0%+5.0%0.119%
8/5/2025 Continuum Wealth Advisors LLC51,695$4.33M2.1%-69.6%0.027%
8/5/2025 Westside Investment Management Inc.1,296$109K0.0%+437.8%0.001%
8/5/2025 Bank of Montreal Can14,607$1.22M0.0%+5.7%0.008%
8/5/2025 Sigma Planning Corp18,299$1.53M0.0%-4.3%0.010%
8/5/2025 Mission Wealth Management LP4,210$353K0.0%N/A0.002%
8/5/2025 TIAA Trust National Association6,271$525K0.0%+55.7%0.003%
8/5/2025 Atlas Private Wealth Advisors19,708$1.65M0.2%+3.3%0.010%
8/4/2025 AlphaStar Capital Management LLC2,980$250K0.0%N/A0.002%
8/4/2025 Creative Financial Designs Inc. ADV7,536$631K0.0%-2.8%0.004%
8/4/2025 IFG Advisory LLC118,983$9.96M0.5%+8.9%0.063%
8/4/2025 Pinnacle Associates Ltd.257,358$21.55M0.3%+12.0%0.137%
8/4/2025 Amplius Wealth Advisors LLC273,880$22.93M2.1%+0.9%0.146%
8/4/2025 Mesirow Financial Investment Management Inc.23,599$1.98M0.0%+21.0%0.013%
8/4/2025 Atria Investments Inc334,535$28.01M0.3%+4.7%0.178%
8/4/2025 Savvy Advisors Inc.7,444$623K0.0%+177.6%0.004%
8/4/2025 Keybank National Association OH28,712$2.40M0.0%+25.0%0.015%
8/4/2025 Horizon Wealth Management LLC667,745$55.92M9.8%+0.2%0.355%
8/4/2025 Arkadios Wealth Advisors21,617$1.81M0.1%+10.9%0.011%
8/4/2025 World Investment Advisors121,496$10.17M0.2%-10.0%0.065%
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8/4/2025 Flagship Harbor Advisors LLC114,470$9.59M0.5%-1.7%0.061%
8/4/2025 Wealth Management Associates Inc.7,725$647K0.3%+1.9%0.004%
8/1/2025 Bank of Jackson Hole Trust1,030$86K0.0%-22.6%0.001%
8/1/2025 Biltmore Family Office LLC7,050$590K0.1%-11.9%0.004%
8/1/2025 FSA Advisors Inc.6,815$571K0.5%-58.6%0.004%
8/1/2025 GGM Financials LLC19,592$1.64M0.3%-28.2%0.010%
8/1/2025 Howard Capital Management Inc.70,158$5.88M0.1%+18.5%0.037%
8/1/2025 First National Trust Co136,874$11.46M0.4%+1.5%0.073%
8/1/2025 Shilanski & Associates Inc.36,237$3.03M0.9%+1.0%0.019%
8/1/2025 Ashton Thomas Private Wealth LLC18,877$1.58M0.1%-9.5%0.010%
(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, 766 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), 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 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 669 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. ($3.61M), 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 33,604,362 shares in the last 24 months. This purchase volume represents approximately $2.74B in transactions.

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

Of the 301 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), World Investment Advisors ($619.37K), Hamilton Capital LLC ($465.27K), Thrivent Financial for Lutherans ($451.52K), 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 9,219,497 shares in the last 24 months. This volume of shares sold represents approximately $746.83M in transactions.


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This page (NASDAQ:DGRW) was last updated on 8/12/2025 by MarketBeat.com Staff
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