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

WisdomTree U.S. Quality Dividend Growth Fund logo
$95.74 -0.93 (-0.97%)
As of 09:48 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)
532
Total
Institutional Inflows
(last 12 months)
$1.59B
Number of
Institutional Sellers
(last 12 months)
371
Total
Institutional Outflows
(last 12 months)
$1.55B
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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
5/14/2026Hilltop Holdings Inc.2,860$251K0.0%-11.8%0.002%
5/14/2026Modern Wealth Management LLC322,088$28.37M0.5%+4.0%0.184%
5/14/2026 Dickmeyer Boyce Financial Management Inc.52,813$4.64M2.7%N/A0.030%
5/14/2026 Lido Advisors LLC606,427$53.27M0.2%-3.7%0.347%
5/13/2026 Cetera Investment Advisers2,589,945$227.50M0.2%+5.7%1.480%
5/13/2026 Envision Financial Transparency LLC2,401$211K0.2%N/A0.001%
5/13/2026 Prestige Wealth Management Group LLC603,626$53.02M10.4%-3.2%0.345%
5/13/2026 Clearwater Capital Advisors LLC930,174$81.71M6.6%+3.4%0.532%
5/13/2026 NewEdge Wealth LLC366,729$32.21M0.4%-4.4%0.210%
5/13/2026 First Trust Advisors LP44,415$3.90M0.0%+4.3%0.025%
5/12/2026 Insight Advisors LLC PA7,603$668K0.1%-95.6%0.004%
5/8/2026 PNC Financial Services Group Inc.11,696,187$1.03B0.6%-5.0%6.684%
5/8/2026 Cassaday & Co Wealth Management LLC1,672$147K0.0%N/A0.001%
5/8/2026 Alpha Zero LLC117,853$10.35M5.2%+4.1%0.067%
5/7/2026 Legacy Wealth Managment LLC ID26,399$2.32M1.2%-7.6%0.015%
5/7/2026 Florida Financial Advisors LLC13,024$1.14M0.3%+11.1%0.007%
5/7/2026 Continuum Wealth Advisors LLC27,121$2.38M1.0%-44.2%0.015%
5/7/2026 Lowe Brockenbrough & Co. Inc.3,000$264K0.0%-18.9%0.002%
5/7/2026 Symphony Financial Services Inc.28,723$2.52M1.3%+2.6%0.016%
5/7/2026 Greenwood Gearhart LLC10,010$879K0.0%-3.4%0.006%
5/7/2026 Taiyo Life Insurance Co.390,000$34.26M3.8%-25.7%0.223%
5/7/2026 Marshall & Sterling Wealth Advisors Inc.119,404$10.49M6.9%+3.1%0.068%
5/6/2026 Bartlett & CO. Wealth Management LLC1,000$93K0.0%+57.0%0.001%
5/6/2026 SK Wealth Management LLC258,309$22.84M6.3%-5.2%0.148%
5/6/2026 Gryphon Financial Partners LLC11,572$1.02M0.1%-8.5%0.007%
5/6/2026 Townsend Asset Management Corp NC ADV197,697$17.37M6.3%+2.8%0.113%
5/6/2026 Assetmark Inc.1,010$89K0.0%+82.0%0.001%
5/6/2026 Independent Financial Group LLC9,935$873K0.0%N/A0.006%
5/6/2026 Prosperity Consulting Group LLC91,948$8.08M0.4%-5.2%0.053%
5/6/2026 Gaddis Premier Wealth Advisors LLC135,309$11.89M8.8%+2.7%0.077%
5/6/2026 BCM Advisors LLC390,211$36.45M7.1%-1.4%0.223%
5/5/2026 Quartz Partners LLC16,689$1.47M0.6%+17.6%0.010%
5/5/2026 D.A. Davidson & CO.232,570$20.43M0.1%+1.9%0.133%
5/5/2026 Bank of New York Mellon Corp5,510$484K0.0%-10.8%0.003%
5/5/2026 Blackhawk Capital Partners LLC17,063$1.50M0.6%+5.1%0.010%
5/5/2026 Collaborative Wealth Managment Inc.5,818$511K0.2%-34.8%0.003%
5/5/2026 Journey Advisory Group LLC105,557$9.27M0.8%-12.1%0.060%
5/5/2026 Ethos Financial Group LLC85,737$7.53M0.6%N/A0.049%
5/5/2026 Luts & Greenleigh Group Inc.4,375$384K0.3%N/A0.003%
5/5/2026 Sanctuary Advisors LLC217,227$19.08M0.1%-15.8%0.124%
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5/5/2026 Sigma Planning Corp18,340$1.61M0.0%+1.0%0.010%
5/5/2026 Flynn Zito Capital Management LLC8,080$710K0.2%-4.0%0.005%
5/4/2026 Milestones Private Investment Advisors LLC2,790$245K0.2%-69.9%0.002%
5/4/2026 Retirement Planning Group LLC115,736$10.17M0.3%-0.5%0.066%
5/4/2026 Evernest Financial Advisors LLC38,219$3.59M0.8%-35.7%0.022%
5/4/2026 Bryn Mawr Trust Advisors LLC17,371$1.53M0.1%-1.8%0.010%
5/4/2026 Glassman Wealth Services813,128$71.43M9.7%-3.3%0.465%
5/4/2026 HBW Advisory Services LLC42,419$3.73M0.4%+2.4%0.024%
5/4/2026 NWF Advisory Services Inc.8,442$742K0.1%+12.2%0.005%
5/4/2026 Citizens National Bank Trust Department47,268$4.15M0.7%-2.7%0.027%
5/4/2026 Team Financial Group LLC391,711$34.41M15.6%+1.0%0.224%
5/4/2026 Uptick Partners LLC10,262$901K0.2%+6.0%0.006%
5/4/2026 Y.D. More Investments Ltd1,286$113K0.0%N/A0.001%
5/2/2026 International Assets Investment Management LLC600$53K0.0%-16.3%0.000%
5/2/2026 Diversify Wealth Management LLC3,811$356K0.0%N/A0.002%
5/1/2026 Citizens Financial Group Inc. RI12,418$1.09M0.0%-9.0%0.007%
5/1/2026 Fifth Third Bancorp856,692$75.25M0.1%+12,667.4%0.490%
5/1/2026 Sovran Advisors LLC14,880$1.40M0.1%+3.6%0.009%
5/1/2026 Compass Financial Services Inc227,624$20.00M8.7%-30.1%0.130%
5/1/2026 Simplicity Wealth LLC3,157$277K0.0%N/A0.002%
5/1/2026 Sequoia Financial Advisors LLC108,637$9.54M0.1%-3.0%0.062%
4/30/2026 Beacon Financial Group574,692$50.48M5.0%-0.6%0.328%
4/30/2026 ATX Financial Planning LLC8,569$753K0.6%-50.3%0.005%
4/30/2026 Kestra Advisory Services LLC770,424$67.67M0.3%+0.5%0.440%
4/30/2026 Money Concepts Capital Corp13,245$1.16M0.1%+7.4%0.008%
4/30/2026 Fidelity D & D Bancorp Inc.7,362$647K0.3%N/A0.004%
4/30/2026 Seelaus Asset Management LLC2,483$218K0.2%-24.2%0.001%
4/30/2026 IAG Wealth Partners LLC127,643$11.21M1.3%+2.6%0.073%
4/30/2026 Stenger Family Office LLC307,503$26.98M4.9%N/A0.176%
4/29/2026 Axxcess Wealth Management LLC11,815$1.04M0.0%-1.4%0.007%
4/29/2026 Cvfg LLC266,242$23.39M2.9%N/A0.152%
4/29/2026 Meitav Investment House Ltd.4,573$401K0.0%+11.7%0.003%
4/29/2026 Advance Capital Management Inc.10,814$950K0.0%-2.4%0.006%
4/29/2026 ORBA Wealth Advisors L.L.C.33,149$2.91M3.5%-16.3%0.019%
4/29/2026 Investment Advisory Services Group LLC9,299$817K0.7%-76.3%0.005%
4/29/2026 Interactive Financial Advisors Inc.5,485$482K0.3%-6.4%0.003%
4/28/2026 Ascentis Independent Advisors94,093$8.27M0.6%+238.8%0.054%
4/28/2026 Bravias Capital Group LLC20,935$1.84M1.2%-5.5%0.012%
4/28/2026 Wealth Management Resources Inc.19,674$1.73M0.6%-14.5%0.011%
4/28/2026 Koshinski Asset Management Inc.8,121$713K0.0%+6.1%0.005%
4/28/2026 Beacon Financial Advisory LLC9,625$845K0.2%-6.7%0.005%
4/28/2026 Evolution Wealth Management Inc.1,195$105K0.1%+42.9%0.001%
4/28/2026 Vivid Wealth Management LLC21,147$1.86M0.8%+3.4%0.012%
4/27/2026 Oxbow Advisors LLC37,227$3.27M0.3%+30.7%0.021%
4/27/2026 HB Wealth Management LLC263,766$23.17M0.1%-2.1%0.151%
4/27/2026 IRON Financial LLC4,726$415K0.2%-7.9%0.003%
4/27/2026 World Investment Advisors121,030$10.63M0.2%-1.2%0.069%
4/27/2026 Lodestar Private Asset Management LLC81,600$7.17M0.7%-1.7%0.047%
4/27/2026 Turtle Creek Wealth Advisors LLC8,131$714K0.1%-39.1%0.005%
4/27/2026 Sierra Summit Advisors LLC5,600$492K0.1%N/A0.003%
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4/27/2026 Private Advisor Group LLC1,407,611$123.64M0.6%-0.8%0.804%
4/27/2026 MOR Wealth Management LLC220,333$19.35M8.9%+4.0%0.126%
4/27/2026 New World Advisors LLC9,491$834K0.1%+43.2%0.005%
4/25/2026 Axis Wealth Partners LLC72,162$6.34M3.4%+0.4%0.041%
4/25/2026 Keybank National Association OH27,817$2.44M0.0%-1.3%0.016%
4/25/2026 KPP Advisory Services LLC10,166$893K0.1%-23.9%0.006%
4/24/2026 RKL Wealth Management LLC13,862$1.22M0.1%-3.7%0.008%
4/24/2026 Fulton Bank N.A.11,409$1.00M0.0%-6.8%0.007%
4/24/2026 Williams Financial LLC139,329$12.24M7.1%-0.6%0.080%
4/24/2026 Columbia Advisory Partners LLC226,430$19.89M12.7%-13.8%0.129%


DGRW Institutional Ownership - Frequently Asked Questions

During the previous two years, 834 institutional investors and hedge funds held shares of WisdomTree U.S. Quality Dividend Growth Fund. The most heavily invested institutionals were LPL Financial LLC ($1.09B), Bank of America Corp DE ($1.07B), PNC Financial Services Group Inc. ($1.03B), Morgan Stanley ($761.24M), Ameriprise Financial Inc. ($633.66M), Hamilton Capital LLC ($577.30M), and Raymond James Financial Inc. ($305.31M).Learn more on WisdomTree U.S. Quality Dividend Growth Fund's institutional investors.

Of the 733 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: Raymond James Financial Inc. ($3.63M), LPL Financial LLC ($3.18M), Lido Advisors LLC ($2.04M), Cetera Investment Advisers ($1.66M), Private Advisor Group LLC ($1.49M), World Investment Advisors LLC ($1.45M), and Focus Partners Wealth ($1.33M).

Institutional investors have bought a total of 18,231,209 shares in the last 24 months. This purchase volume represents approximately $1.59B in transactions.

Of the 369 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: PNC Financial Services Group Inc. ($8.09M), Lido Advisors LLC ($696.88K), Horizon Wealth Management LLC ($658.47K), Taiyo Life Insurance Co. ($460K), Commonwealth Equity Services LLC ($439.20K), Bank of America Corp DE ($438.15K), and GPS Wealth Strategies Group LLC ($318.77K).

Institutional investors have sold a total of 17,553,771 shares in the last 24 months. This volume of shares sold represents approximately $1.55B in transactions.


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This page (NASDAQ:DGRW) was last updated on 5/15/2026 by MarketBeat.com Staff.
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