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

WisdomTree U.S. Quality Dividend Growth Fund logo
$78.85 -0.23 (-0.29%)
As of 11:53 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)
479
Total
Institutional Inflows
(last 12 months)
$2.42B
Number of
Institutional Sellers
(last 12 months)
233
Total
Institutional Outflows
(last 12 months)
$474.19M
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DGRW Institutional Buying and Selling by Quarter

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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
3/6/2025 Kilter Group LLC4,211$341K0.2%N/A0.002%
3/5/2025 Berkeley Inc45,257$3.66M1.9%+406.9%0.025%
3/3/2025 SK Wealth Management LLC289,022$23.39M11.9%+0.3%0.157%
2/27/2025 REAP Financial Group LLC5,725$463K0.1%-9.4%0.003%
2/26/2025 LM Advisors LLC15,843$1.28M0.2%+8.7%0.009%
2/25/2025 Heck Capital Advisors LLC216,800$17.55M1.1%N/A0.119%
2/25/2025 Armis Advisers LLC33,557$2.72M0.3%N/A0.018%
2/25/2025 Chokshi & Queen Wealth Advisors Inc5,141$416K0.3%N/A0.003%
2/24/2025 Hall Capital Management Co. Inc.4,560$369K0.2%N/A0.003%
2/24/2025 Great Valley Advisor Group Inc.165,542$13.40M0.3%+2.0%0.091%
2/24/2025 Ameriflex Group Inc.6,822$568K0.3%N/A0.004%
2/24/2025 United Advisor Group LLC144,250$11.67M2.3%+7.7%0.079%
2/18/2025 Western Wealth Management LLC32,245$2.61M0.8%-79.1%0.018%
2/18/2025 Strait & Sound Wealth Management LLC5,136$416K0.2%+9.5%0.003%
2/18/2025 Vise Technologies Inc.3,854$312K0.0%N/A0.002%
2/18/2025 Retirement Planning Group LLC119,536$9.67M0.5%-4.8%0.066%
2/18/2025 JT Stratford LLC46,790$3.79M0.6%+4.4%0.026%
2/18/2025 Focus Partners Advisor Solutions LLC30,495$2.47M0.0%-34.6%0.017%
2/18/2025 Glen Eagle Advisors LLC442,947$35.85M5.9%+4.5%0.243%
2/18/2025 Mpwm Advisory Solutions LLC395$32K0.0%N/A0.000%
2/18/2025 Lantern Wealth Advisors LLC3,103$251K0.2%N/A0.002%
2/17/2025 Waverly Advisors LLC52,350$4.24M0.1%+859.0%0.029%
2/17/2025 Vermillion & White Wealth Management Group LLC49,750$4.03M3.0%-40.0%0.027%
2/17/2025 Strive Asset Management LLC21,177$1.71M1.3%N/A0.012%
2/17/2025 Snowden Capital Advisors LLC2,631$213K0.0%N/A0.001%
2/17/2025 Royal Bank of Canada1,494,601$120.96M0.0%+3.1%0.821%
2/17/2025 Redwood Financial Network Corp13,406$1.09M0.8%-3.4%0.007%
2/17/2025 Redwood Investment Management LLC6,989$566K0.1%+97.3%0.004%
2/17/2025 Millennium Management LLC9,812$794K0.0%-34.8%0.005%
2/17/2025 Laird Norton Wetherby Wealth Management LLC6,890$558K0.0%+9.8%0.004%
2/17/2025 Focus Partners Wealth31,607$2.56M0.0%+1.2%0.017%
2/17/2025 First Manhattan CO. LLC.2,662$216K0.0%N/A0.001%
2/17/2025 CoreCap Advisors LLC11,184$905K0.0%-3.3%0.006%
2/17/2025 Cetera Investment Advisers2,105,625$170.41M0.4%+7.1%1.157%
2/17/2025 Brooks Moore & Associates Inc.33,476$2.71M1.6%+2.0%0.018%
2/17/2025 Bulltick Wealth Management LLC36,034$2.92M0.7%+33.6%0.020%
2/17/2025 Cahill Financial Advisors Inc.238,645$19.31M2.6%+4.2%0.131%
2/17/2025 Captrust Financial Advisors58,253$4.71M0.0%+2.4%0.032%
2/17/2025 Cary Street Partners Financial LLC4,429$358K0.0%N/A0.002%
2/17/2025 Baird Financial Group Inc.49,851$4.03M0.0%+135.3%0.027%
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2/17/2025 Bank of America Corp DE11,682,247$945.44M0.1%-0.4%6.419%
2/17/2025 Ameriprise Financial Inc.6,333,811$512.56M0.1%+3.0%3.480%
2/17/2025 Aptus Capital Advisors LLC9,539$772K0.0%+139.3%0.005%
2/17/2025 Ancora Advisors LLC70,390$5.70M0.1%+0.4%0.039%
2/14/2025 Blue Rock Wealth Management LLC120,432$9.75M10.2%N/A0.066%
2/14/2025 Mercer Global Advisors Inc. ADV28,361$2.30M0.0%-23.5%0.016%
2/14/2025 Jane Street Group LLC31,591$2.56M0.0%N/A0.017%
2/14/2025 Bison Wealth LLC3,503$284K0.1%-11.0%0.002%
2/14/2025 Comerica Bank784,589$63.50M0.3%+1,081.8%0.431%
2/14/2025 Lido Advisors LLC1,419,968$114.92M0.5%N/A0.780%
2/14/2025 Northern Trust Corp21,406$1.73M0.0%+5.3%0.012%
2/14/2025 Marshall & Sterling Wealth Advisors Inc.114,445$9.26M6.4%N/A0.063%
2/14/2025 Prosperity Consulting Group LLC109,085$8.83M0.7%-4.9%0.060%
2/14/2025 Johnson Financial Group Inc.471$39K0.0%+289.3%0.000%
2/14/2025 Kovitz Investment Group Partners LLC1,317,212$106.60M0.4%+2.1%0.724%
2/14/2025 Guardian Wealth Management Inc.1,678$136K0.1%-26.5%0.001%
2/14/2025 Integrated Wealth Concepts LLC7,126$577K0.0%+26.2%0.004%
2/14/2025 MGO One Seven LLC3,053$247K0.0%-6.1%0.002%
2/14/2025 Harvest Investment Services LLC36,590$2.96M0.7%+1.5%0.020%
2/14/2025 IHT Wealth Management LLC102,055$8.26M0.3%+3.6%0.056%
2/14/2025 Stifel Financial Corp396,121$32.06M0.0%+5.8%0.218%
2/14/2025 OneDigital Investment Advisors LLC503,275$40.73M0.5%+1.0%0.277%
2/14/2025 TD Waterhouse Canada Inc.12,095$978K0.0%+37.3%0.007%
2/14/2025 Tower Research Capital LLC TRC 2,757$223K0.0%+4,572.9%0.002%
2/14/2025 Tradition Wealth Management LLC2,549$206K0.0%N/A0.001%
2/14/2025 Transce3nd LLC1,637$132K0.0%N/A0.001%
2/14/2025 MML Investors Services LLC262,860$21.27M0.1%+11.6%0.144%
2/14/2025 Coastline Trust Co1,031$83K0.0%+29.2%0.001%
2/14/2025 Curi RMB Capital LLC208,275$16.86M0.4%-1.3%0.114%
2/14/2025 First Trust Advisors LP22,502$1.82M0.0%N/A0.012%
2/14/2025 GeoWealth Management LLC5,730$464K0.0%+32.4%0.003%
2/13/2025 NewEdge Advisors LLC526,825$42.64M0.3%+3.4%0.289%
2/13/2025 Main Street Financial Solutions LLC184,779$14.95M1.5%+0.5%0.102%
2/13/2025 United Capital Financial Advisors LLC84,614$6.85M0.1%+6.2%0.046%
2/13/2025 Anchor Investment Management LLC9,825$795K0.1%-1.5%0.005%
2/13/2025 Defined Financial Planning LLC87,140$7.05M7.5%N/A0.048%
2/13/2025 Mariner LLC350,793$28.39M0.0%+3.8%0.193%
2/13/2025 SageView Advisory Group LLC10,138$820K0.0%+62.2%0.006%
2/13/2025 Townsquare Capital LLC36,388$2.95M0.0%+52.4%0.020%
2/13/2025 Legacy Investment Solutions LLC10,282$852K0.5%+186.6%0.006%
2/13/2025 Crux Wealth Advisors79,407$6.43M3.6%N/A0.044%
2/13/2025 Philadelphia Trust Co.3,757$304K0.0%+13.9%0.002%
2/13/2025 Rockefeller Capital Management L.P.721,087$58.35M0.2%+7.9%0.396%
2/13/2025 Solano Wealth Investment Advisors LLC127,247$10.30M6.2%N/A0.070%
2/13/2025 Legacy Financial Advisors Inc.784,774$63.51M10.5%0.0%0.431%
2/13/2025 Scotia Capital Inc.8,277$670K0.0%-3.5%0.005%
2/13/2025 Kraft Davis & Associates LLC159,851$13.33M3.8%+4.1%0.088%
2/13/2025 Waddell & Associates LLC916,723$74.19M7.6%+1.9%0.504%
2/13/2025 Advisory Services Network LLC21,766$1.76M0.0%+3.4%0.012%
2/13/2025 Bank of Montreal Can14,401$1.17M0.0%+17.6%0.008%
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2/13/2025 Cerity Partners LLC508,947$41.20M0.1%+207.1%0.280%
2/13/2025 Federated Hermes Inc.757$61K0.0%N/A0.000%
2/13/2025 Titleist Asset Management LLC33,036$2.67M0.3%-1.1%0.018%
2/13/2025 Ruggaard & Associates LLC14,965$1.21M0.5%+7.3%0.008%
2/13/2025 Cascades Capital Asset Management LLC60,776$4.92M2.6%+12.6%0.033%
2/13/2025 Envestnet Asset Management Inc.1,285,267$104.02M0.0%+14.6%0.706%
2/13/2025 Wells Fargo & Company MN1,578,181$127.72M0.0%+10.7%0.867%
2/13/2025 Smith Moore & CO.85,605$6.93M0.6%+7.9%0.047%
2/13/2025 Prudential PLC66,500$5.38M0.0%-10.2%0.037%
2/12/2025 Thoroughbred Financial Services LLC35,410$2.87M0.2%+2.8%0.019%
(Data available from 1/1/2016 forward)

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DGRW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DGRW shares?

During the previous two years, 726 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. ($1.54B), LPL Financial LLC ($971.14M), Bank of America Corp DE ($945.44M), Hamilton Capital LLC ($544.26M), Ameriprise Financial Inc. ($512.56M), Morgan Stanley ($394.52M), and Raymond James Financial Inc. ($292.52M).Learn more on DGRW's institutional investors.

Which institutional investors have been buying WisdomTree U.S. Quality Dividend Growth Fund stock?

Of the 645 institutional investors that purchased WisdomTree U.S. Quality Dividend Growth Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($4.76M), PNC Financial Services Group Inc. ($3.62M), Raymond James Financial Inc. ($3.61M), Private Advisor Group LLC ($2.88M), Portside Wealth Group LLC ($1.47M), 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 56,193,920 shares in the last 24 months. This purchase volume represents approximately $4.78B in transactions.

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

Of the 349 institutional investors that sold WisdomTree U.S. Quality Dividend Growth Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($1.17M), PNC Financial Services Group Inc. ($674.21K), Hamilton Capital LLC ($499.56K), First Republic Investment Management Inc. ($455.71K), Thrivent Financial for Lutherans ($451.52K), Ameriprise Financial Inc. ($408.96K), and Astoria Portfolio Advisors LLC. ($394.52K).

How much institutional selling is happening at WisdomTree U.S. Quality Dividend Growth Fund?

Institutional investors have sold a total of 11,857,417 shares in the last 24 months. This volume of shares sold represents approximately $1.04B in transactions.


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This page (NASDAQ:DGRW) was last updated on 3/12/2025 by MarketBeat.com Staff
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