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

WisdomTree U.S. Quality Dividend Growth Fund logo
$84.42 +0.50 (+0.60%)
(As of 11/22/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for WisdomTree U.S. Quality Dividend Growth Fund (NASDAQ:DGRW)

Number of
Institutional Buyers
(last 12 months)
392
Total
Institutional Inflows
(last 12 months)
$1.35B
Number of
Institutional Sellers
(last 12 months)
217
Total
Institutional Outflows
(last 12 months)
$436.24M
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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
11/22/2024Eaton Financial Holdings Company LLC157,482$13.10M5.3%N/A0.089%
11/21/2024 Anchor Investment Management LLC9,975$830K0.1%+6,550.0%0.006%
11/21/2024 SkyView Investment Advisors LLC508,391$42.30M7.0%+3.9%0.287%
11/18/2024 TD Private Client Wealth LLC6,734$560K0.0%+735.5%0.004%
11/18/2024 Hobbs Group Advisors LLC147,804$12.30M4.4%+6.2%0.083%
11/18/2024 Cresta Advisors Ltd.176,425$14.68M7.7%+5.6%0.100%
11/18/2024 Strait & Sound Wealth Management LLC4,692$390K0.2%N/A0.003%
11/15/2024 Prestige Wealth Management Group LLC655,493$54.54M11.3%-2.4%0.370%
11/15/2024 Hamilton Capital LLC6,637,335$544.26M40.0%-6.6%3.746%
11/15/2024 Raab & Moskowitz Asset Management LLC19,549$1.63M0.4%+3.0%0.011%
11/15/2024 MML Investors Services LLC235,581$19.60M0.1%-1.6%0.133%
11/15/2024 Legacy Investment Solutions LLC3,588$304K0.2%N/A0.002%
11/15/2024 Mosaic Financial Group LLC12,886$1.07M0.8%+17.8%0.007%
11/15/2024 Orion Portfolio Solutions LLC20,454$1.70M0.0%+25.9%0.012%
11/15/2024 World Investment Advisors LLC726,113$60.42M0.3%N/A0.410%
11/15/2024 National Bank of Canada FI3,985$332K0.0%-49.8%0.002%
11/15/2024 Glen Eagle Advisors LLC423,897$35.27M6.0%+5.6%0.239%
11/15/2024 EP Wealth Advisors LLC6,293$524K0.0%+9.4%0.004%
11/15/2024 Kovitz Investment Group Partners LLC1,289,612$106.39M0.7%+27,124.2%0.728%
11/15/2024 Wolverine Trading LLC2,978$247K0.0%N/A0.002%
11/15/2024 Stifel Financial Corp374,531$31.17M0.0%+8.4%0.211%
11/15/2024 SageView Advisory Group LLC6,252$520K0.0%-29.3%0.004%
11/15/2024 Redwood Investment Management LLC3,542$295K0.0%N/A0.002%
11/15/2024 IHT Wealth Management LLC98,481$8.19M0.2%+1.7%0.056%
11/15/2024 Integrated Wealth Concepts LLC5,645$470K0.0%+32.2%0.003%
11/15/2024 HighTower Advisors LLC2,709,658$225.45M0.3%+6.9%1.529%
11/15/2024 Hilltop Holdings Inc.4,909$408K0.0%+16.7%0.003%
11/15/2024 Benjamin Edwards Inc.12,423$1.03M0.0%N/A0.007%
11/14/2024 Captrust Financial Advisors56,910$4.74M0.0%+2.7%0.032%
11/14/2024 Icon Wealth Advisors LLC1,719$143K0.0%N/A0.001%
11/14/2024 Rockefeller Capital Management L.P.668,196$55.58M0.1%+3.9%0.377%
11/14/2024 Financial Counselors Inc.9,406$783K0.0%+13.0%0.005%
11/14/2024 CreativeOne Wealth LLC17,309$1.44M0.0%+61.1%0.010%
11/13/2024 Glenmede Trust Co. NA54,631$4.55M0.0%-0.3%0.031%
11/13/2024 Townsquare Capital LLC23,877$1.99M0.0%-1.5%0.013%
11/13/2024 FMR LLC41,411$3.45M0.0%+35.2%0.023%
11/13/2024 D.A. Davidson & CO.207,434$17.26M0.1%+4.3%0.117%
11/13/2024 Private Trust Co. NA10,841$902K0.1%+14.4%0.006%
11/13/2024Fisher Asset Management LLC3,759$313K0.0%-47.4%0.002%
11/12/2024 Cahill Financial Advisors Inc.228,919$19.05M2.6%-6.5%0.129%
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11/12/2024 Journey Advisory Group LLC132,360$10.33M1.2%-1.8%0.075%
11/12/2024Larson Financial Group LLC49,917$4.15M0.2%+723.4%0.028%
11/12/2024 Family Capital Management Inc.148,402$12.35M8.0%-1.2%0.084%
11/12/2024 Lane & Associates LLC6,588$548K0.3%+3.9%0.004%
11/12/2024 Kingsview Wealth Management LLC6,343$528K0.0%-84.8%0.004%
11/12/2024 Cerity Partners LLC165,740$13.79M0.0%+3.4%0.094%
11/12/2024 Great Valley Advisor Group Inc.162,292$13.50M0.3%-32.8%0.092%
11/12/2024 Waddell & Associates LLC899,427$74.84M9.1%+2.0%0.508%
11/12/2024 Flagstar Advisors Inc.5,654$470K0.1%+6.3%0.003%
11/12/2024 Meridian Wealth Management LLC11,708$974K0.0%+2.2%0.007%
11/12/2024 Icon Wealth Advisors LLC2,399$200K0.0%N/A0.001%
11/12/2024 Allen Capital Group LLC9,201$766K0.1%-1.3%0.005%
11/12/2024 L & S Advisors Inc4,829$402K0.0%+7.2%0.003%
11/12/2024 Smithfield Trust Co12,919$1.08M0.1%-1.3%0.007%
11/12/2024 Blackhawk Capital Partners LLC.16,719$1.39M0.7%-2.0%0.009%
11/9/2024 LPL Financial LLC11,206,561$932.50M0.4%+8.1%6.324%
11/8/2024 Citizens Financial Group Inc. RI7,934$660K0.0%+58.7%0.004%
11/8/2024 Darwin Wealth Management LLC1,324$110K0.0%N/A0.001%
11/8/2024 Cedar Wealth Management LLC497$41K0.0%-65.4%0.000%
11/8/2024 Kraft Davis & Associates LLC153,575$12.63M3.8%+1.9%0.087%
11/8/2024 Avior Wealth Management LLC5,265$438K0.0%+10.0%0.003%
11/8/2024 PNC Financial Services Group Inc.18,877,057$1.57B1.0%+1.1%10.653%
11/7/2024 Prospera Financial Services Inc78,882$6.57M0.2%+25.8%0.045%
11/7/2024 Zevin Asset Management LLC2,436$203K0.0%-13.9%0.001%
11/7/2024 J. W. Coons Advisors LLC3,550$295K0.1%+17.0%0.002%
11/7/2024 GLOBALT Investments LLC GA39,165$3.26M0.1%-2.5%0.022%
11/7/2024 MAI Capital Management6,236$519K0.0%+12.5%0.004%
11/7/2024 Thrivent Financial for Lutherans350,476$29.16M0.1%-25.7%0.198%
11/7/2024 Claro Advisors LLC7,017$584K0.1%-31.9%0.004%
11/7/2024 Obsidian Personal Planning Solutions LLC4,037$331K0.2%-13.1%0.002%
11/7/2024 Peterson Financial Group Inc.1,059$88K0.3%N/A0.001%
11/6/2024 Spinnaker Investment Group LLC571,772$47.58M11.6%+0.3%0.323%
11/6/2024 KPP Advisory Services LLC50,173$4.18M1.0%+77.7%0.028%
11/6/2024 Coastline Trust Co798$66K0.0%N/A0.000%
11/6/2024 Connable Office Inc.215,103$17.90M1.8%+4.1%0.121%
11/6/2024 First Business Financial Services Inc.2,543$212K0.0%N/A0.001%
11/6/2024 OneDigital Investment Advisors LLC498,520$41.48M0.5%+0.3%0.281%
11/6/2024 Palo Alto Wealth Advisors LLC205,871$17.33M7.2%+0.2%0.116%
11/6/2024 Curi RMB Capital LLC211,115$17.57M0.4%-0.3%0.119%
11/6/2024 BCM Advisors LLC401,652$32.95M7.6%-1.2%0.227%
11/6/2024 Main Street Financial Solutions LLC183,815$15.30M1.4%+1.4%0.104%
11/6/2024 Schrum Private Wealth Management LLC2,526$210K0.1%N/A0.001%
11/6/2024 Kovack Advisors Inc.2,418$201K0.0%N/A0.001%
11/6/2024 Oppenheimer & Co. Inc.63,542$5.29M0.1%+4.4%0.036%
11/5/2024 Haverford Trust Co36,759$3.06M0.0%+2.1%0.021%
11/5/2024 Aptus Capital Advisors LLC3,987$332K0.0%+13.7%0.002%
11/5/2024 First Heartland Consultants Inc.8,430$701K0.1%-72.3%0.005%
11/5/2024 Prime Capital Investment Advisors LLC707,832$58.90M0.8%-1.6%0.399%
11/5/2024 Apollon Financial LLC3,785$315K0.1%N/A0.002%
11/5/2024 WealthPlan Investment Management LLC20,317$1.69M0.2%+28.2%0.011%
Buffett Dumps $982 Million in BofA Stock—What Does He Know? (Ad)

Buffett's been eerily quiet about his reasons, but his actions speak volumes. When someone with his track record starts pulling out of the market, it's time to pay attention.

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11/5/2024 WealthPLAN Partners LLC7,262$604K0.1%-30.3%0.004%
11/5/2024 First National Trust Co147,096$12.24M0.5%+5.0%0.083%
11/5/2024 Harbour Investments Inc.19,648$1.64M0.0%+8.7%0.011%
11/5/2024 Apollon Wealth Management LLC20,961$1.74M0.0%+17.2%0.012%
11/5/2024 Fountainhead AM LLC2,592$216K0.0%-22.9%0.001%
11/5/2024 Nations Financial Group Inc. IA ADV30,689$2.55M0.2%+5.7%0.017%
11/4/2024 Tyler Stone Wealth Management258,928$21.55M4.1%+120.4%0.146%
11/4/2024 Sigma Planning Corp18,927$1.58M0.0%+22.1%0.011%
11/2/2024 Ted Buchan & Co12,865$1.07M0.5%+153.1%0.007%
11/1/2024 Sheets Smith Wealth Management22,792$1.90M0.2%-2.7%0.013%
(Data available from 1/1/2016 forward)

DGRW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DGRW shares?

During the previous two years, 629 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. ($1.57B), LPL Financial LLC ($932.50M), Hamilton Capital LLC ($544.26M), Bank of America Corp DE ($539.84M), Morgan Stanley ($394.52M), Ameriprise Financial Inc. ($327.07M), and HighTower Advisors LLC ($225.45M).Learn more on DGRW's institutional investors.

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

Of the 566 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 ($5.65M), PNC Financial Services Group Inc. ($3.84M), Private Advisor Group LLC ($1.77M), Portside Wealth Group LLC ($1.47M), Kovitz Investment Group Partners LLC ($1.28M), Cetera Investment Advisers ($1.26M), and Raymond James Financial Services Advisors Inc. ($1.14M).

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

Institutional investors have bought a total of 46,629,218 shares in the last 24 months. This purchase volume represents approximately $4.33B in transactions.

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

Of the 311 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 ($449.82K), Ameriprise Financial Inc. ($408.96K), and Amplius Wealth Advisors LLC ($393.86K).

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

Institutional investors have sold a total of 11,335,997 shares in the last 24 months. This volume of shares sold represents approximately $1.03B in transactions.


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This page (NASDAQ:DGRW) was last updated on 11/23/2024 by MarketBeat.com Staff
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