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

WisdomTree U.S. Quality Dividend Growth Fund logo
$99.00 +0.02 (+0.02%)
As of 12:53 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)
455
Total
Institutional Inflows
(last 12 months)
$1.19B
Number of
Institutional Sellers
(last 12 months)
320
Total
Institutional Outflows
(last 12 months)
$1.42B
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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
9/17/2026 Wellington Altus USA Inc.1,331$117K0.1%N/A0.001%
9/15/2026 Cherry Tree Wealth Management LLC2,753$263K0.0%+6.5%0.002%
9/15/2026 SkyView Investment Advisors LLC10,000$956K0.8%-98.1%0.006%
9/10/2026 Menlo Advisors LLC25,755$2.46M1.1%-5.9%0.015%
9/9/2026 Bouchey Financial Group Ltd.885,297$84.65M5.5%+1.2%0.511%
9/9/2026 Sequoia Financial Advisors LLC97,798$9.35M0.0%-10.0%0.056%
9/9/2026 Van Hulzen Asset Management LLC16,671$1.59M0.1%N/A0.010%
9/9/2026 Cahill Financial Advisors Inc.57,460$5.49M0.5%-1.2%0.033%
9/9/2026 Lotus Asset Management LLC41,514$3.97M3.5%N/A0.024%
9/9/2026 Cidel Asset Management Inc.7,485$716K0.0%+47.3%0.004%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC222,142$21.24M1.3%+6.8%0.128%
9/9/2026 NorthRock Partners LLC4,391$420K0.0%-26.9%0.003%
9/9/2026 Integrated Wealth Concepts LLC19,342$1.85M0.0%+56.5%0.011%
9/9/2026 RFG Advisory LLC39,057$3.74M0.1%-5.6%0.023%
9/9/2026 NewEdge Advisors LLC533,206$50.99M0.2%-5.0%0.308%
9/9/2026 IFP Advisors Inc406,971$38.92M0.7%+0.1%0.235%
9/9/2026 Baird Financial Group Inc.86,600$8.28M0.0%-0.1%0.050%
9/9/2026 XY Planning Network Inc.3,730$357K0.0%N/A0.002%
9/8/2026 Allworth Financial LP5,696$545K0.0%-10.6%0.003%
9/8/2026 Waverly Advisors LLC65,438$6.26M0.0%-7.5%0.038%
9/8/2026 Paragon Capital Management Ltd3,424$327K0.1%-37.0%0.002%
9/2/2026 Citadel Advisors LLC24,664$2.36M0.0%N/A0.014%
8/27/2026 Corient Private Wealth LP299,352$28.62M0.0%+306.1%0.173%
8/23/2026 Ameritas Advisory Services LLC21,030$2.01M0.0%+598.2%0.012%
8/23/2026 Melone Private Wealth LLC64,242$6.14M1.9%+0.2%0.037%
8/23/2026 Aspire Capital Advisors LLC381,712$36.50M7.1%+0.5%0.221%
8/23/2026 HB Wealth Management LLC280,702$26.84M0.2%+6.4%0.162%
8/23/2026 Chokshi & Queen Wealth Advisors Inc4,723$452K0.2%-3.6%0.003%
8/22/2026 Compass Financial Management LLC51,547$4.93M0.6%N/A0.030%
8/22/2026 NBH Bank930$89K0.0%N/A0.001%
8/22/2026 Timbuktu Capital Management LLC333$32K0.0%N/A0.000%
8/22/2026 Hopwood Nicholas Hunter5,114$489K0.1%N/A0.003%
8/22/2026 MOR Wealth Management LLC208,478$19.94M8.0%-5.4%0.120%
8/22/2026 Comprehensive Financial Planning Inc. PA31,556$3.02M1.6%+1.4%0.018%
8/22/2026 Legacy Wealth Managment LLC ID29,924$2.86M1.3%+13.4%0.017%
8/22/2026 ZEGA Investments LLC3,705$354K0.0%+10.2%0.002%
8/22/2026 TD Waterhouse Canada Inc.12,363$1.18M0.0%+31.7%0.007%
8/22/2026 United Community Bank7,499$717K0.2%-4.5%0.004%
8/22/2026 Concurrent Investment Advisors LLC276,849$26.47M0.2%+1.6%0.160%
8/21/2026 Kraft Davis & Associates LLC55,819$5.35M1.1%-0.4%0.032%
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8/21/2026 Safeguard Investment Advisory Group LLC10,144$970K0.2%-35.8%0.006%
8/21/2026 Williams Financial LLC147,038$14.06M7.3%+5.5%0.085%
8/21/2026 MBA Advisors LLC119,649$11.44M3.7%+2.2%0.069%
8/21/2026 Beacon Financial Advisory LLC9,300$889K0.2%-3.4%0.005%
8/21/2026 Banco de Sabadell S.A49,805$4.76M2.8%+32.9%0.029%
8/21/2026 Legacy Financial Advisors Inc.732,660$70.06M8.8%+1.4%0.423%
8/20/2026 Avant Capital LLC111,064$10.62M6.7%-0.7%0.064%
8/20/2026 BTG Pactual Asset Management US LLC7,548$722K0.0%N/A0.004%
8/20/2026 Headlands Technologies LLC7,622$729K0.1%N/A0.004%
8/12/2026 Compass Financial Management LLC51,547$4.93M0.6%N/A0.030%
8/11/2026 Somerville Kurt F4,250$406K0.1%N/A0.002%
8/7/2026 Trust Co. of Vermont612$59K0.0%N/A0.000%
7/10/2026 Heck Capital Advisors LLC191,164$18.28M1.1%+2.7%0.110%
7/10/2026 JFS Wealth Advisors LLC323$31K0.0%+134.1%0.000%
7/10/2026 Nvest Wealth Strategies Inc.89,504$8.56M5.3%-0.3%0.052%
7/10/2026 Farrell Financial LLC4,416$422K0.2%+2.6%0.003%
7/10/2026 G&S Capital LLC18,384$1.76M0.5%N/A0.011%
7/10/2026 Spinnaker Investment Group LLC642,340$61.42M9.8%+13.0%0.370%
7/10/2026 Sherman Wealth Management LLC19,605$1.88M1.4%-8.7%0.011%
7/10/2026 LVM Capital Management Ltd. MI291,804$27.90M2.3%+1.5%0.168%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,416$996K0.1%-25.9%0.006%
7/10/2026 Fulton Bank N.A.14,982$1.43M0.0%+31.3%0.009%
7/10/2026 Choice Wealth Advisors LLC330,979$31.65M11.1%+0.9%0.191%
7/10/2026 Wealthcare Advisory Partners LLC114,868$10.98M0.2%-1.1%0.066%
7/10/2026 FFG Retirement Advisors LLC70,624$6.75M3.6%+0.7%0.041%
7/9/2026 Kraft Davis & Associates LLC55,819$5.35M1.1%-0.4%0.032%
7/9/2026 Key Client Fiduciary Advisors LLC7,442$712K0.2%-17.1%0.004%
7/9/2026 Focus Financial Network Inc.169,182$16.18M0.5%-4.8%0.097%
7/9/2026 Melone Private Wealth LLC64,242$6.14M2.3%+0.2%0.037%
7/9/2026 Everhart Financial Group Inc.3,364$322K0.0%+20.0%0.002%
7/9/2026 Breakwater Capital Group2,161$207K0.0%-7.4%0.001%
7/8/2026 RVW Wealth LLC842,307$80.54M5.3%+1.5%0.485%
7/8/2026 Evanson Financial LLC2,168$207K0.0%N/A0.001%
7/8/2026 Thrive Wealth Management LLC7,931$758K0.1%+6.6%0.005%
7/8/2026 Archer Investment Management LLC8,775$839K0.3%-5.0%0.005%
7/7/2026 Fermata Advisors LLC58,390$5.58M1.1%+15.3%0.034%
7/7/2026 JGP Wealth Management LLC2,305$220K0.0%N/A0.001%
7/7/2026 Dynamic Advisor Solutions LLC61,114$5.84M0.2%+8.7%0.035%
7/7/2026 Avior Wealth Management LLC2,690$257K0.0%-44.4%0.002%
7/7/2026 CGN Advisors LLC64,046$6.12M0.4%-56.0%0.037%
7/7/2026 CoreCap Advisors LLC16,389$1.57M0.0%-2.9%0.009%
7/7/2026 Howard Financial Services LTD.398,575$38.11M3.8%+6.2%0.230%
7/6/2026 Bangor Savings Bank683$65K0.0%-61.4%0.000%
7/6/2026 Stonebridge Financial Group LLC29,143$2.79M0.2%-1.1%0.017%
7/6/2026 Bulwark Capital Corp9,846$941K0.5%-4.6%0.006%
7/2/2026 Sarver Vrooman Wealth Advisors47,915$4.61M2.7%+2.1%0.027%
7/1/2026 Noble Wealth Management PBC9,406$899K0.4%-2.3%0.005%
6/26/2026 WealthPoint Financial LLC27,765$2.44M1.9%+4.9%0.016%
6/24/2026 Redwood Investment Management LLC9,294$816K0.1%+36.8%0.005%
6/18/2026 Western Wealth Management LLC277,773$24.40M0.9%+24.1%0.159%
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6/3/2026 NewEdge Advisors LLC561,239$49.30M0.2%+6.6%0.321%
6/1/2026 Flagship Wealth Advisors LLC64,346$5.39M2.2%-20.1%0.037%
5/27/2026 Allen Capital Group LLC7,693$676K0.1%-1.4%0.004%
5/26/2026 Glenmede Trust Co. NA58,892$5.17M0.0%+2.4%0.034%
5/26/2026 Ruggaard & Associates LLC17,071$1.50M0.6%+1.8%0.010%
5/21/2026 Raab & Moskowitz Asset Management LLC15,737$1.38M0.3%-6.7%0.009%
5/21/2026 Vestor Capital LLC582$51K0.0%N/A0.000%
5/20/2026 Hobbs Group Advisors LLC59,790$5.25M1.6%-1.6%0.034%
5/19/2026 Western Wealth Management LLC277,773$24.40M0.9%+24.1%0.159%
5/19/2026 NewEdge Advisors LLC389,160$34.18M0.7%-26.1%0.222%


DGRW Institutional Ownership - Frequently Asked Questions

During the previous two years, 828 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), 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 724 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 13,333,694 shares in the last 24 months. This purchase volume represents approximately $1.19B in transactions.

Of the 320 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 15,898,252 shares in the last 24 months. This volume of shares sold represents approximately $1.42B in transactions.


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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 9/17/2026. New 13F filings are added each quarter as they're published.
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