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

WisdomTree U.S. Quality Dividend Growth Fund logo
$84.02 +0.39 (+0.47%)
Closing price 04:00 PM Eastern
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$83.71 -0.31 (-0.37%)
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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)
420
Total
Institutional Inflows
(last 12 months)
$1.63B
Number of
Institutional Sellers
(last 12 months)
218
Total
Institutional Outflows
(last 12 months)
$427.84M
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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
1/30/2025Valmark Advisers Inc.9,109$737K0.0%-80.4%0.005%
1/30/2025Allworth Financial LP571$48K0.0%+299.3%0.000%
1/30/2025 Strategic Financial Concepts LLC34,253$2.77M0.1%N/A0.019%
1/30/2025Centerpoint Advisory Group31,538$2.55M2.5%N/A0.017%
1/30/2025Legacy Capital Wealth Partners LLC3,367$272K0.1%N/A0.002%
1/30/2025Everhart Financial Group Inc.3,753$304K0.1%+23.8%0.002%
1/30/2025TigerOak Management L.L.C.296,687$24.01M8.8%N/A0.163%
1/30/2025WealthPlan Investment Management LLC22,728$1.84M0.2%+11.9%0.012%
1/30/2025Nations Financial Group Inc. IA ADV28,966$2.34M0.2%-5.6%0.016%
1/30/2025WealthPLAN Partners LLC4,872$394K0.1%-32.9%0.003%
1/30/2025 Blue Trust Inc.562$45K0.0%N/A0.000%
1/30/2025Family Capital Management Inc.145,545$11.78M7.1%-1.9%0.080%
1/30/2025DHJJ Financial Advisors Ltd.24,928$2.02M0.8%+4.6%0.014%
1/30/2025Aries Wealth Management59,236$4.79M1.3%-0.4%0.033%
1/29/2025 Howard Bailey Securities LLC115,740$9.37M3.5%+3.5%0.064%
1/29/2025 Raab & Moskowitz Asset Management LLC19,772$1.60M0.4%+1.1%0.011%
1/29/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors3,152$255K0.0%N/A0.002%
1/29/2025 Retirement Guys Formula LLC23,559$1.91M1.0%-12.1%0.013%
1/29/2025 Avidian Wealth Enterprises LLC114,920$9.30M0.4%+13.1%0.063%
1/29/2025 Gladstone Institutional Advisory LLC27,405$2.22M0.1%-11.0%0.015%
1/29/2025 Certuity LLC166,080$13.44M1.5%+41.0%0.091%
1/29/2025 Beacon Financial Group678,803$54.94M5.9%-1.2%0.373%
1/29/2025 Sage Private Wealth Group LLC243,275$19.69M14.8%-5.0%0.134%
1/29/2025 Leavell Investment Management Inc.3,000$243K0.0%N/A0.002%
1/29/2025 Latitude Advisors LLC3,469$281K0.2%-39.1%0.002%
1/29/2025 Sovran Advisors LLC16,227$1.31M0.2%N/A0.009%
1/29/2025 Stonebridge Financial Group LLC28,948$2.34M0.3%N/A0.016%
1/29/2025 Summit Trail Advisors LLC38,837$3.15M0.1%+122.0%0.021%
1/29/2025 Focus Financial Network Inc.169,913$13.76M0.5%-0.4%0.093%
1/29/2025 Wingate Wealth Advisors Inc.34,027$2.75M2.7%N/A0.019%
1/29/2025 MBA Advisors LLC97,403$7.88M4.0%+2.2%0.053%
1/29/2025 Comprehensive Financial Planning Inc. PA24,270$1.96M1.7%N/A0.013%
1/29/2025 GGM Financials LLC27,404$2.22M2.4%-4.7%0.015%
1/29/2025 Savant Capital LLC500,896$40.54M0.3%-4.7%0.275%
1/29/2025 Burns Matteson Capital Management LLC51,749$4.19M2.1%-1.3%0.028%
1/28/2025 Compass Financial Services Inc310,800$25.15M14.2%N/A0.171%
1/28/2025 Kestra Private Wealth Services LLC320,031$25.90M0.4%+4.0%0.176%
1/28/2025 Stephens Inc. AR4,502$364K0.0%-6.0%0.002%
1/28/2025 Moloney Securities Asset Management LLC77,362$6.26M0.8%+2.7%0.042%
1/28/2025 Sanchez Wealth Management Group306,666$24.82M6.8%+4.6%0.168%
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1/28/2025 Wilmington Savings Fund Society FSB97,941$7.93M0.1%-5.8%0.054%
1/28/2025 Serenus Wealth Advisors LLC403,901$32.69M4.1%N/A0.222%
1/28/2025 Kingsview Wealth Management LLC7,481$605K0.0%+17.9%0.004%
1/28/2025 Gray Private Wealth LLC76,211$6.17M3.7%+0.9%0.042%
1/28/2025 Apollon Wealth Management LLC21,336$1.73M0.0%+1.8%0.012%
1/28/2025 Apollon Financial LLC6,192$501K0.1%+63.6%0.003%
1/28/2025 Cidel Asset Management Inc.4,159$337K0.0%+7.0%0.002%
1/28/2025 Golden State Wealth Management LLC108,634$8.79M1.3%N/A0.060%
1/28/2025 Keystone Financial Group Inc.501$41K0.0%N/A0.000%
1/28/2025 Darrow Company Inc.79,898$6.47M3.7%+6.1%0.044%
1/28/2025 Strategic Financial Concepts LLC195,776$15.84M0.0%N/A0.107%
1/27/2025 Silver Oak Securities Incorporated5,652$458K0.0%+19.5%0.003%
1/27/2025 Etesian Wealth Advisors Inc.18,248$1.48M0.7%+34.0%0.010%
1/27/2025 Financial Advocates Investment Management14,282$1.16M0.1%+6.5%0.008%
1/27/2025 Beacon Financial Advisory LLC8,667$701K0.2%+26.3%0.005%
1/27/2025 Insight Advisors LLC PA109,704$8.88M1.5%+8.8%0.060%
1/27/2025 Trilogy Capital Inc.3,768$305K0.0%N/A0.002%
1/27/2025 Robertson Stephens Wealth Management LLC16,429$1.33M0.0%-3.4%0.009%
1/27/2025 Crewe Advisors LLC461$37K0.0%+239.0%0.000%
1/27/2025 Choreo LLC54,017$4.37M0.1%+239.5%0.030%
1/27/2025 Money Concepts Capital Corp37,788$3.06M0.2%+250.0%0.021%
1/27/2025 Country Club Bank21,772$1.76M0.1%-4.3%0.012%
1/27/2025 Stratos Investment Management LLC837,901$67.81M4.1%+20.9%0.460%
1/27/2025 Stratos Wealth Advisors LLC10,843$878K0.0%-74.4%0.006%
1/27/2025 Stratos Wealth Partners LTD.140,488$11.37M0.2%+13.9%0.077%
1/27/2025 Guidance Capital Inc.16,213$1.36M0.4%+6.7%0.009%
1/27/2025 Newton One Investments LLC595$48K0.0%N/A0.000%
1/24/2025 Tempus Wealth Planning LLC34,539$2.80M0.9%+177.7%0.019%
1/24/2025 Archer Investment Management LLC115,404$9.34M5.8%N/A0.063%
1/24/2025 Muirfield Wealth Advisors LLC18,574$1.50M1.2%+51.0%0.010%
1/24/2025 Fiduciary Planning LLC527,667$42.70M13.9%+5.1%0.290%
1/24/2025 Resonant Capital Advisors LLC7,554$612K0.0%+14.6%0.004%
1/24/2025 Panoramic Investment Advisors LLC20,594$1.67M1.1%+9.7%0.011%
1/24/2025 Catalina Capital Group LLC68,614$5.55M1.8%-15.9%0.038%
1/24/2025 KPP Advisory Services LLC81,134$6.57M1.5%+61.7%0.045%
1/24/2025 HHM Wealth Advisors LLC4,992$404K0.1%+30.5%0.003%
1/24/2025 GPS Wealth Strategies Group LLC364,688$29.51M3.8%-2.5%0.200%
1/24/2025 Greenleaf Trust5,636$456K0.0%-7.4%0.003%
1/24/2025 Golden State Equity Partners109,784$8.89M1.7%-33.6%0.060%
1/24/2025 Avantra Family Wealth Inc.11,756$951K0.9%N/A0.006%
1/24/2025 Journey Strategic Wealth LLC10,794$874K0.0%-53.9%0.006%
1/24/2025 DAVENPORT & Co LLC4,481$363K0.0%N/A0.002%
1/24/2025 Clearview Wealth Advisors LLC3,939$319K0.2%-8.7%0.002%
1/24/2025 Comprehensive Financial Consultants Institutional Inc.12,128$982K0.4%+7.2%0.007%
1/24/2025 Chicago Partners Investment Group LLC22,646$1.84M0.1%-1.1%0.012%
1/24/2025 Total Clarity Wealth Management Inc.4,797$388K0.1%-21.6%0.003%
1/24/2025 Clear Creek Financial Management LLC34,866$2.82M0.3%+9.0%0.019%
1/23/2025 Heck Capital Advisors LLC216,800$17.55M1.2%N/A0.119%
1/23/2025 Fox Financial Inc5,793$469K0.4%+33.8%0.003%
1/23/2025 Alta Wealth Advisors LLC4,794$388K0.2%+7.8%0.003%
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1/23/2025 Powers Advisory Group LLC8,709$705K0.4%+45.3%0.005%
1/23/2025 Evernest Financial Advisors LLC53,661$4.34M1.1%+3.7%0.029%
1/23/2025 Hartford Financial Management Inc.327$26K0.0%N/A0.000%
1/23/2025 FSA Advisors Inc.16,930$1.37M1.7%+15.0%0.009%
1/23/2025 Calton & Associates Inc.3,748$303K0.1%N/A0.002%
1/23/2025 RVW Wealth LLC839,339$67.93M6.3%+1.1%0.461%
1/23/2025 Capital Investment Advisory Services LLC58,715$4.75M0.5%-0.6%0.032%
1/23/2025 OLD National Bancorp IN7,581$614K0.0%+5.5%0.004%
1/23/2025 Allen Capital Group LLC8,653$700K0.1%-6.0%0.005%
1/23/2025 Masso Torrence Wealth Management Inc.94,169$7.62M4.0%+3.9%0.052%
(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, 663 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 594 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 ($1.61M), Portside Wealth Group LLC ($1.47M), World Investment Advisors LLC ($1.45M), Kovitz Investment Group Partners LLC ($1.28M), and Cetera Investment Advisers ($1.26M).

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

Institutional investors have bought a total of 49,196,577 shares in the last 24 months. This purchase volume represents approximately $4.45B in transactions.

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

Of the 326 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 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 11,720,372 shares in the last 24 months. This volume of shares sold represents approximately $1.06B in transactions.


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This page (NASDAQ:DGRW) was last updated on 1/30/2025 by MarketBeat.com Staff
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