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

WisdomTree U.S. Quality Dividend Growth Fund logo
$99.43 +0.21 (+0.21%)
Closing price 04:00 PM Eastern
Extended Trading
$99.30 -0.13 (-0.13%)
As of 07:56 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 Massive. Learn more.
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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)
449
Total
Institutional Inflows
(last 12 months)
$1.20B
Number of
Institutional Sellers
(last 12 months)
322
Total
Institutional Outflows
(last 12 months)
$1.43B
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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
10/13/2026Sax Wealth Advisors LLC2,057$200K0.0%N/A0.001%
10/13/2026Fermata Advisors LLC71,694$6.97M1.3%+22.8%0.041%
10/13/2026Avior Wealth Management LLC3,190$310K0.0%+18.6%0.002%
10/13/2026JGP Wealth Management LLC2,484$242K0.0%+7.8%0.001%
10/10/2026Councilor Wealth LLC5,448$530K0.2%-3.5%0.003%
10/9/2026GK Wealth Management LLC364$35K0.0%N/A0.000%
10/9/2026Avaii Wealth Management LLC23,241$2.28M0.6%-2.0%0.013%
10/9/2026Stonebridge Wealth Management LLC13,487$1.31M1.2%-6.5%0.008%
10/8/2026Hamilton Capital LLC7,246,278$704.63M39.5%+0.6%4.179%
10/8/2026Farther Finance Advisors LLC273,415$26.59M0.2%-0.1%0.158%
10/8/2026Dickmeyer Boyce Financial Management Inc.56,253$5.47M2.5%+0.6%0.032%
10/8/2026Titleist Asset Management LLC29,176$2.84M0.2%-3.1%0.017%
10/8/2026Everhart Financial Group Inc.2,804$273K0.0%-16.6%0.002%
10/8/2026Avidian Wealth Enterprises LLC143,071$13.91M0.4%N/A0.083%
10/7/2026Venture Visionary Partners LLC21,060$2.05M0.1%-11.5%0.012%
10/7/2026North Point Portfolio Managers Corp OH390$38K0.0%N/A0.000%
10/7/2026American National Bank & Trust1,306$127K0.0%+65.9%0.001%
10/6/2026Bangor Savings Bank683$66K0.0%-15.5%0.000%
10/6/2026RVW Wealth LLC833,624$81.06M5.2%-1.0%0.481%
10/1/2026 Noble Wealth Management PBC8,308$808K0.4%-11.7%0.005%
10/1/2026 Montecito Bank & Trust6,010$584K0.1%-2.2%0.003%
10/1/2026 Sarver Vrooman Wealth Advisors54,093$5.26M3.1%+12.9%0.031%
10/1/2026 Coastline Trust Co1,375$134K0.0%-60.0%0.001%
9/23/2026QRG Capital Management Inc.3,452$330K0.0%N/A0.002%
9/23/2026Envestnet Portfolio Solutions Inc.7,800$746K0.0%-6.2%0.005%
9/23/2026Envestnet Asset Management Inc.1,966,718$188.06M0.0%-8.8%1.136%
9/17/2026Wellington Altus USA Inc.1,331$117K0.1%N/A0.001%
9/15/2026Cherry Tree Wealth Management LLC2,753$263K0.0%+6.5%0.002%
9/15/2026SkyView Investment Advisors LLC10,000$956K0.8%-98.1%0.006%
9/10/2026Menlo Advisors LLC25,755$2.46M1.1%-5.9%0.015%
9/9/2026Bouchey Financial Group Ltd.885,297$84.65M5.5%+1.2%0.511%
9/9/2026Sequoia Financial Advisors LLC97,798$9.35M0.0%-10.0%0.056%
9/9/2026Van Hulzen Asset Management LLC16,671$1.59M0.1%N/A0.010%
9/9/2026Cahill Financial Advisors Inc.57,460$5.49M0.5%-1.2%0.033%
9/9/2026Lotus Asset Management LLC41,514$3.97M3.5%N/A0.024%
9/9/2026Cidel Asset Management Inc.7,485$716K0.0%+47.3%0.004%
9/9/2026Pinnacle Wealth Management Advisory Group LLC222,142$21.24M1.3%+6.8%0.128%
9/9/2026NorthRock Partners LLC4,391$420K0.0%-26.9%0.003%
9/9/2026Integrated Wealth Concepts LLC19,342$1.85M0.0%+56.5%0.011%
9/9/2026RFG Advisory LLC39,057$3.74M0.1%-5.6%0.023%
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9/9/2026NewEdge Advisors LLC533,206$50.99M0.2%-5.0%0.308%
9/9/2026IFP Advisors Inc406,971$38.92M0.7%+0.1%0.235%
9/9/2026Baird Financial Group Inc.86,600$8.28M0.0%-0.1%0.050%
9/9/2026XY Planning Network Inc.3,730$357K0.0%N/A0.002%
9/8/2026Allworth Financial LP5,696$545K0.0%-10.6%0.003%
9/8/2026Waverly Advisors LLC65,438$6.26M0.0%-7.5%0.038%
9/8/2026Paragon Capital Management Ltd3,424$327K0.1%-37.0%0.002%
9/2/2026Citadel Advisors LLC24,664$2.36M0.0%N/A0.014%
8/27/2026Corient Private Wealth LP299,352$28.62M0.0%+306.1%0.173%
8/23/2026Ameritas Advisory Services LLC21,030$2.01M0.0%+598.2%0.012%
8/23/2026Melone Private Wealth LLC64,242$6.14M1.9%+0.2%0.037%
8/23/2026Aspire Capital Advisors LLC381,712$36.50M7.1%+0.5%0.221%
8/23/2026HB Wealth Management LLC280,702$26.84M0.2%+6.4%0.162%
8/23/2026Chokshi & Queen Wealth Advisors Inc4,723$452K0.2%-3.6%0.003%
8/22/2026Compass Financial Management LLC51,547$4.93M0.6%N/A0.030%
8/22/2026NBH Bank930$89K0.0%N/A0.001%
8/22/2026Timbuktu Capital Management LLC333$32K0.0%N/A0.000%
8/22/2026Hopwood Nicholas Hunter5,114$489K0.1%N/A0.003%
8/22/2026MOR Wealth Management LLC208,478$19.94M8.0%-5.4%0.120%
8/22/2026Comprehensive Financial Planning Inc. PA31,556$3.02M1.6%+1.4%0.018%
8/22/2026Legacy Wealth Managment LLC ID29,924$2.86M1.3%+13.4%0.017%
8/22/2026ZEGA Investments LLC3,705$354K0.0%+10.2%0.002%
8/22/2026TD Waterhouse Canada Inc.12,363$1.18M0.0%+31.7%0.007%
8/22/2026United Community Bank7,499$717K0.2%-4.5%0.004%
8/22/2026Concurrent Investment Advisors LLC276,849$26.47M0.2%+1.6%0.160%
8/21/2026Kraft Davis & Associates LLC55,819$5.35M1.1%-0.4%0.032%
8/21/2026Safeguard Investment Advisory Group LLC10,144$970K0.2%-35.8%0.006%
8/21/2026Williams Financial LLC147,038$14.06M7.3%+5.5%0.085%
8/21/2026MBA Advisors LLC119,649$11.44M3.7%+2.2%0.069%
8/21/2026Beacon Financial Advisory LLC9,300$889K0.2%-3.4%0.005%
8/21/2026Banco de Sabadell S.A49,805$4.76M2.8%+32.9%0.029%
8/21/2026Legacy Financial Advisors Inc.732,660$70.06M8.8%+1.4%0.423%
8/20/2026Avant Capital LLC111,064$10.62M6.7%-0.7%0.064%
8/20/2026BTG Pactual Asset Management US LLC7,548$722K0.0%N/A0.004%
8/20/2026Headlands Technologies LLC7,622$729K0.1%N/A0.004%
8/12/2026Compass Financial Management LLC51,547$4.93M0.6%N/A0.030%
8/11/2026Somerville Kurt F4,250$406K0.1%N/A0.002%
8/7/2026Trust Co. of Vermont612$59K0.0%N/A0.000%
7/10/2026Heck Capital Advisors LLC191,164$18.28M1.1%+2.7%0.110%
7/10/2026JFS Wealth Advisors LLC323$31K0.0%+134.1%0.000%
7/10/2026Nvest Wealth Strategies Inc.89,504$8.56M5.3%-0.3%0.052%
7/10/2026Farrell Financial LLC4,416$422K0.2%+2.6%0.003%
7/10/2026G&S Capital LLC18,384$1.76M0.5%N/A0.011%
7/10/2026Spinnaker Investment Group LLC642,340$61.42M9.8%+13.0%0.370%
7/10/2026Sherman Wealth Management LLC19,605$1.88M1.4%-8.7%0.011%
7/10/2026LVM Capital Management Ltd. MI291,804$27.90M2.3%+1.5%0.168%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,416$996K0.1%-25.9%0.006%
7/10/2026Fulton Bank N.A.14,982$1.43M0.0%+31.3%0.009%
7/10/2026Choice Wealth Advisors LLC330,979$31.65M11.1%+0.9%0.191%
7/10/2026Wealthcare Advisory Partners LLC114,868$10.98M0.2%-1.1%0.066%
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7/10/2026FFG Retirement Advisors LLC70,624$6.75M3.6%+0.7%0.041%
7/9/2026Kraft Davis & Associates LLC55,819$5.35M1.1%-0.4%0.032%
7/9/2026Key Client Fiduciary Advisors LLC7,442$712K0.2%-17.1%0.004%
7/9/2026Focus Financial Network Inc.169,182$16.18M0.5%-4.8%0.097%
7/9/2026Melone Private Wealth LLC64,242$6.14M2.3%+0.2%0.037%
7/9/2026Everhart Financial Group Inc.3,364$322K0.0%+20.0%0.002%
7/9/2026Breakwater Capital Group2,161$207K0.0%-7.4%0.001%
7/8/2026RVW Wealth LLC842,307$80.54M5.3%+1.5%0.485%
7/8/2026Evanson Financial LLC2,168$207K0.0%N/A0.001%
7/8/2026Thrive Wealth Management LLC7,931$758K0.1%+6.6%0.005%


DGRW Institutional Ownership - Frequently Asked Questions

During the previous two years, 831 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 ($1.03B), PNC Financial Services Group Inc. ($1.03B), Morgan Stanley ($761.24M), Hamilton Capital LLC ($704.63M), Ameriprise Financial Inc. ($633.66M), and Raymond James Financial Inc. ($305.31M).Learn more on WisdomTree U.S. Quality Dividend Growth Fund's institutional investors.

Of the 723 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 ($2.42M), Lido Advisors LLC ($2.04M), Private Advisor Group LLC ($1.49M), World Investment Advisors LLC ($1.45M), Focus Partners Wealth ($1.33M), and Kovitz Investment Group Partners LLC ($1.31M).

Institutional investors have bought a total of 13,397,509 shares in the last 24 months. This purchase volume represents approximately $1.20B in transactions.

Of the 322 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), Horizon Wealth Management LLC ($658.47K), Bank of America Corp DE ($652.87K), SkyView Investment Advisors LLC ($525.17K), Commonwealth Equity Services LLC ($439.20K), GPS Wealth Strategies Group LLC ($302.50K), and VestGen Advisors LLC ($258.08K).

Institutional investors have sold a total of 15,992,699 shares in the last 24 months. This volume of shares sold represents approximately $1.43B in transactions.


Related Companies

Institutional ownership data for NASDAQ:DGRW is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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