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

WisdomTree U.S. Quality Dividend Growth Fund logo
$99.45 +0.11 (+0.11%)
Closing price 03:59 PM Eastern
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$99.44 -0.01 (-0.01%)
As of 04:10 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)
481
Total
Institutional Inflows
(last 12 months)
$1.36B
Number of
Institutional Sellers
(last 12 months)
334
Total
Institutional Outflows
(last 12 months)
$1.50B
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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
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%
6/26/2026WealthPoint Financial LLC27,765$2.44M1.9%+4.9%0.016%
6/24/2026Redwood Investment Management LLC9,294$816K0.1%+36.8%0.005%
6/18/2026Western Wealth Management LLC277,773$24.40M0.9%+24.1%0.159%
6/3/2026NewEdge 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%
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5/27/2026 Allen Capital Group LLC7,693$676K0.1%-1.4%0.004%
5/26/2026Glenmede Trust Co. NA58,892$5.17M0.0%+2.4%0.034%
5/26/2026Ruggaard & 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%
5/20/2026Hobbs Group Advisors LLC59,790$5.25M1.6%-1.6%0.034%
5/19/2026Western Wealth Management LLC277,773$24.40M0.9%+24.1%0.159%
5/19/2026NewEdge Advisors LLC389,160$34.18M0.7%-26.1%0.222%
5/19/2026Bank of America Corp DE11,704,650$1.03B0.1%-1.8%6.688%
5/19/2026 Ashton Thomas Securities LLC19,138$1.68M0.2%N/A0.011%
5/19/2026Arkadios Wealth Advisors36,823$3.24M0.1%+56.0%0.021%
5/18/2026Royal Bank of Canada1,507,750$132.44M0.0%-6.8%0.862%
5/16/2026Glen Eagle Advisors LLC510,077$44.81M6.3%-1.0%0.291%
5/16/2026Quantinno Capital Management LP28,611$2.51M0.0%+15.9%0.016%
5/15/2026 Gateway Wealth Partners LLC177,509$15.59M0.6%+96.7%0.101%
5/15/2026FreeGulliver LLC5,939$522K0.2%N/A0.003%
5/15/2026Waverly Advisors LLC70,737$6.21M0.0%-5.1%0.040%
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%
5/14/2026Lido Advisors LLC606,427$53.27M0.2%-3.7%0.347%
5/13/2026Cetera Investment Advisers2,589,945$227.50M0.2%+5.7%1.480%
5/13/2026Envision Financial Transparency LLC2,401$211K0.2%N/A0.001%
5/13/2026Prestige Wealth Management Group LLC603,626$53.02M10.4%-3.2%0.345%
5/13/2026Clearwater Capital Advisors LLC930,174$81.71M6.6%+3.4%0.532%
5/13/2026NewEdge Wealth LLC366,729$32.21M0.4%-4.4%0.210%
5/13/2026First Trust Advisors LP44,415$3.90M0.0%+4.3%0.025%
5/12/2026Insight Advisors LLC PA7,603$668K0.1%-95.6%0.004%
5/8/2026PNC Financial Services Group Inc.11,696,187$1.03B0.6%-5.0%6.684%
5/8/2026Cassaday & Co Wealth Management LLC1,672$147K0.0%N/A0.001%
5/8/2026 Alpha Zero LLC117,853$10.35M5.2%+4.1%0.067%
5/7/2026Legacy Wealth Managment LLC ID26,399$2.32M1.2%-7.6%0.015%
5/7/2026Florida 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%
5/6/2026SK Wealth Management LLC258,309$22.84M6.3%-5.2%0.148%
5/6/2026Gryphon 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%
5/6/2026Prosperity 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%
5/5/2026Quartz 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%
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5/5/2026Bank 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%
5/5/2026Collaborative 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%
5/5/2026Ethos Financial Group LLC85,737$7.53M0.6%N/A0.049%
5/5/2026Luts & Greenleigh Group Inc.4,375$384K0.3%N/A0.003%
5/5/2026Sanctuary Advisors LLC217,227$19.08M0.1%-15.8%0.124%
5/5/2026Sigma 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%


DGRW Institutional Ownership - Frequently Asked Questions

During the previous two years, 823 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 721 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), 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 15,435,943 shares in the last 24 months. This purchase volume represents approximately $1.36B in transactions.

Of the 333 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), Bank of America Corp DE ($652.87K), Commonwealth Equity Services LLC ($439.20K), Cetera Investment Advisers ($303.91K), and GPS Wealth Strategies Group LLC ($302.50K).

Institutional investors have sold a total of 16,925,030 shares in the last 24 months. This volume of shares sold represents approximately $1.50B 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 7/10/2026. New 13F filings are added each quarter as they're published.
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