Free Trial
→ The centerpiece of Trump’s crypto’s masterplan … (From Weiss Ratings) (Ad) Free DGRW Stock Alerts

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

WisdomTree U.S. Quality Dividend Growth Fund logo
$82.04
-0.18 (-0.22%)
(As of 11/4/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
387
Total
Institutional Inflows
(last 12 months)
$1.47B
Number of
Institutional Sellers
(last 12 months)
217
Total
Institutional Outflows
(last 12 months)
$391.58M
Get DGRW Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree U.S. Quality Dividend Growth Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DGRW Institutional Buying and Selling by Quarter

WisdomTree U.S. Quality Dividend Growth Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/5/2024Fountainhead AM LLC2,592$216K0.0%-22.9%0.001%
11/5/2024Nations Financial Group Inc. IA ADV30,689$2.55M0.2%+5.7%0.017%
11/4/2024Tyler Stone Wealth Management258,928$21.55M4.1%+120.4%0.146%
11/4/2024Sigma 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%
11/1/2024 Atria Investments Inc253,843$21.12M0.3%+53.4%0.143%
11/1/2024 Objective Capital Management LLC3,375$281K0.2%N/A0.002%
11/1/2024 Lifestyle Asset Management Inc.22,983$1.91M1.1%-4.8%0.013%
10/31/2024 GGM Financials LLC28,765$2.39M2.1%-4.1%0.016%
10/31/2024 Walkner Condon Financial Advisors LLC4,130$344K0.1%+11.1%0.002%
10/31/2024 Blake Schutter Theil Wealth Advisors LLC8,100$674K0.5%N/A0.005%
10/31/2024 Forte Capital LLC ADV287,234$23.90M2.7%+1.9%0.162%
10/31/2024 Concurrent Investment Advisors LLC260,912$21.71M0.6%+1.1%0.147%
10/30/2024 Catalina Capital Group LLC81,596$6.79M2.3%+6.9%0.046%
10/30/2024 Beacon Financial Advisory LLC6,860$571K0.2%+31.2%0.004%
10/30/2024 Avidian Wealth Enterprises LLC101,652$8.46M0.4%+14.5%0.057%
10/30/2024 Crestwood Advisors Group LLC3,640$303K0.0%-12.9%0.002%
10/30/2024 Ameritas Advisory Services LLC87,046$7.24M0.3%-21.1%0.049%
10/30/2024 United Advisor Group LLC133,936$11.15M2.5%+21.2%0.076%
10/30/2024 Moloney Securities Asset Management LLC75,337$6.27M0.8%+1.0%0.043%
10/30/2024 Hazlett Burt & Watson Inc.14,617$1.22M0.6%+4.5%0.008%
10/30/2024 PDS Planning Inc18,582$1.55M0.1%N/A0.010%
10/30/2024 World Equity Group Inc.5,108$425K0.2%N/A0.003%
10/30/2024 Garrison Asset Management LLC9,182$764K0.4%+2.5%0.005%
10/29/2024 Citizens National Bank Trust Department55,423$4.61M1.0%-0.8%0.031%
10/29/2024 Lansing Street Advisors60,384$5.03M1.8%+0.4%0.034%
10/29/2024 IAG Wealth Partners LLC86,375$7.19M1.3%+9.5%0.049%
10/29/2024 First National Bank Sioux Falls3,406$283K0.1%N/A0.002%
10/29/2024 Latitude Advisors LLC5,697$474K0.3%+25.7%0.003%
10/29/2024 Janney Montgomery Scott LLC619,168$51.52M0.1%+46.3%0.350%
10/29/2024 White Pine Investment CO46,048$3.83M1.1%+39.4%0.026%
10/29/2024 Clear Creek Financial Management LLC31,990$2.66M0.3%+10.0%0.018%
10/29/2024 Chicago Partners Investment Group LLC22,895$1.91M0.1%-8.3%0.013%
10/28/2024 Gladstone Institutional Advisory LLC30,775$2.56M0.1%-57.4%0.017%
10/28/2024 Interchange Capital Partners LLC20,994$1.75M0.6%-2.4%0.012%
10/28/2024 Creative Financial Designs Inc. ADV8,456$704K0.1%+20.3%0.005%
10/28/2024 Focus Financial Network Inc.170,671$14.20M0.6%+1.5%0.096%
10/28/2024 Stephens Inc. AR4,790$399K0.0%-6.2%0.003%
10/28/2024 Durante & Waters LLC32,580$2.71M2.3%-18.1%0.018%
2 sentences that change everything you THOUGHT you knew about trading (Ad)

If you're like most people, on Friday morning you'll probably follow your set routine: Wake up... eat breakfast... go to work... But if you say these two sentences to your broker... you could collect as much as $1,250 on Friday... no matter where you live, whether you're working or already retired. It all has to do with a unique stock market secret that's worked 97% of the time for the past 8 years running.

Click here.
10/28/2024 US Bancorp DE13,959$1.16M0.0%+4.7%0.008%
10/28/2024 Nikulski Financial Inc.40,915$3.41M1.0%+3.2%0.023%
10/28/2024 Meitav Investment House Ltd.4,718$392K0.0%+4.2%0.003%
10/25/2024 Financial Advocates Investment Management13,413$1.09M0.1%+7.7%0.008%
10/25/2024 Pinnacle Associates Ltd.6,104$508K0.0%-18.6%0.003%
10/25/2024 First Trust Direct Indexing L.P.7,590$632K0.0%+136.2%0.004%
10/25/2024 Golden State Equity Partners132,276$11.01M2.4%-9.8%0.075%
10/25/2024 Highline Wealth Partners LLC413$34K0.0%N/A0.000%
10/25/2024 Creekmur Asset Management LLC22,989$1.91M0.4%+1.5%0.013%
10/25/2024 GSB Wealth Management LLC28,614$2.38M0.6%+51.8%0.016%
10/25/2024 Lodestar Private Asset Management LLC68,228$5.68M0.7%+0.7%0.039%
10/25/2024 Deltec Asset Management LLC6,300$524K0.1%-8.7%0.004%
10/25/2024 Valmark Advisers Inc.46,374$3.86M0.1%-41.7%0.026%
10/25/2024 GW Henssler & Associates Ltd.7,281$606K0.0%-5.9%0.004%
10/25/2024 Gateway Wealth Partners LLC27,035$2.25M0.6%+25.5%0.015%
10/25/2024 Boston Financial Mangement LLC768,734$63.97M1.9%+3.6%0.434%
10/25/2024 Pallas Capital Advisors LLC17,654$1.47M0.1%-40.0%0.010%
10/24/2024 Patriot Financial Group Insurance Agency LLC13,314$1.11M0.1%+17.8%0.008%
10/24/2024 Lauer Wealth LLC151,614$12.64M9.6%-9.5%0.086%
10/24/2024 FSA Advisors Inc.14,725$1.15M1.1%-14.6%0.008%
10/24/2024 New World Advisors LLC6,564$546K0.1%+3.2%0.004%
10/24/2024 J.W. Cole Advisors Inc.113,299$9.43M0.4%-0.6%0.064%
10/24/2024 Wealth Enhancement Advisory Services LLC1,087,888$90.52M0.2%+27.4%0.614%
10/24/2024 Arkadios Wealth Advisors3,969$330K0.0%N/A0.002%
10/23/2024 Outlook Wealth Advisors LLC7,758$646K0.2%+4.9%0.004%
10/23/2024 Team Financial Group LLC341,102$28.38M17.5%+2.3%0.193%
10/23/2024 Country Club Bank22,758$1.89M0.1%-2.4%0.013%
10/23/2024 Silver Oak Securities Incorporated4,731$392K0.0%+47.2%0.003%
10/23/2024 FFG Retirement Advisors LLC65,324$5.44M3.5%-2.1%0.037%
10/23/2024 Fiduciary Planning LLC502,094$41.78M14.2%+3.8%0.284%
10/22/2024 DHJJ Financial Advisors Ltd.23,828$1.98M0.8%+14.8%0.013%
10/22/2024 Detalus Advisors LLC3,608$300K0.1%+13.9%0.002%
10/22/2024 Guidance Capital Inc.15,190$1.29M0.4%+2.8%0.009%
10/22/2024 Greenleaf Trust6,089$507K0.0%+52.0%0.003%
10/22/2024 Private Advisor Group LLC1,462,231$121.74M0.8%-3.4%0.826%
10/22/2024 Tempus Wealth Planning LLC12,436$1.04M0.4%+1.6%0.007%
10/22/2024 My Legacy Advisors LLC8,063$671K0.3%-46.9%0.005%
10/22/2024 Signaturefd LLC1,714$143K0.0%+225.2%0.001%
10/22/2024 Sequoia Financial Advisors LLC139,869$11.64M0.1%-12.3%0.079%
10/21/2024 Flagship Harbor Advisors LLC104,939$8.73M0.5%N/A0.059%
10/21/2024 Foundations Investment Advisors LLC63,083$5.25M0.1%+77.1%0.036%
10/21/2024 Roof Eidam Maycock Peralta LLC64,739$5.39M1.4%+4.2%0.037%
10/21/2024 Townsend Asset Management Corp NC ADV172,929$14.39M5.3%+1.4%0.098%
10/21/2024 Venture Visionary Partners LLC126,009$10.49M0.5%+8.0%0.071%
10/21/2024 Retirement Guys Formula LLC26,813$2.23M1.0%+3.0%0.015%
10/21/2024 Denver Wealth Management Inc.14,801$1.23M0.6%-6.1%0.008%
10/21/2024 Triad Wealth Partners LLC98,317$8.18M4.4%-27.5%0.056%
10/19/2024 ACT Advisors LLC.273,789$22.78M10.8%+1.1%0.155%
10/19/2024OLD National Bancorp IN7,188$598K0.0%N/A0.004%
10/18/2024Resonant Capital Advisors LLC6,589$548K0.0%-3.0%0.004%
This Bull Market Indicator called NVDA at $116 (Ad)

Every now and again we find an investment idea so incredible we can’t help but share. And today is one of those rare days… Except, today we won't be giving you insight on any one particular stock… But rather, insight on a revolutionary new stock picking indicator… In fact, within the last year, this indicator has become famous for a multitude of reasons… But one of the biggest was because of the buy signal it issued on October 18th, 2022. In fact, on that very day, it said to buy NVDA at $116.37… Anyone who did would be sitting on a tremendously large return today… But even if you missed the original buy signal from October, this incredible indicator issued 11 other buy signals while Nvidia made its epic run…

All you have to do is follow this link here
10/18/2024Etesian Wealth Advisors Inc.13,617$1.13M0.5%+78.6%0.008%
10/18/2024Key Client Fiduciary Advisors LLC8,141$677K0.3%+2.6%0.005%
10/18/2024Commonwealth Equity Services LLC863,924$71.89M0.1%-0.8%0.489%
10/18/2024Raymond James & Associates1,225,082$101.94M0.1%+0.6%0.694%
10/18/2024Continuum Wealth Advisors LLC163,563$13.61M7.3%-34.5%0.093%
10/18/2024Capital Investment Advisors LLC3,535$294K0.0%+13.3%0.002%
10/18/2024Meridian Financial Partners LLC39,646$3.30M1.7%-1.9%0.022%
10/18/2024Stratos Investment Management LLC693,236$57.68M4.0%+7.7%0.393%
10/18/2024Stratos Wealth Advisors LLC42,282$3.52M0.2%+3.6%0.024%
10/17/2024Stratos Wealth Partners LTD.123,316$10.26M0.1%+23.2%0.070%
(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, 609 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. ($920.91M), LPL Financial LLC ($809.38M), Bank of America Corp DE ($539.84M), Hamilton Capital LLC ($460.23M), Morgan Stanley ($394.52M), Ameriprise Financial Inc. ($327.07M), and Raymond James Financial Services Advisors Inc. ($212.50M).Learn more on DGRW's institutional investors.

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

Of the 550 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 ($4.81M), Hamilton Capital LLC ($4.12M), PNC Financial Services Group Inc. ($3.64M), Private Advisor Group LLC ($1.77M), Portside Wealth Group LLC ($1.47M), 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 47,587,878 shares in the last 24 months. This purchase volume represents approximately $4.52B in transactions.

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

Of the 309 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), First Republic Investment Management Inc. ($455.71K), Ameriprise Financial Inc. ($408.96K), Amplius Wealth Advisors LLC ($393.86K), Astoria Portfolio Advisors LLC. ($355.73K), and Thrivent Financial for Lutherans ($328.50K).

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

Institutional investors have sold a total of 10,602,065 shares in the last 24 months. This volume of shares sold represents approximately $968.86M in transactions.


Related Companies

This page (NASDAQ:DGRW) was last updated on 11/5/2024 by MarketBeat.com Staff
From Our Partners
Bill Gates’s Next Big AI Bet: Stargate
In February 2016… when almost nobody was talking about artificial intelligence…. I picked Nvidia as one of ...
Brownstone Research | Sponsored
626 winning trades out of 647…
Imagine turning nearly every Friday into a payday. That's exactly what one reclusive multi-millionaire trad...
Investing Daily | Sponsored
Crypto Crash Ahead? (27 Experts Weigh In)
Your Portfolio Could Be at RISK Emergency summit reveals crypto could save you!
Crypto 101 Media | Sponsored
Tim Sykes’ Urgent Trade Alert: “Make this move now”
Tim Sykes - the world’s most apolitical Millionaire trader - just sat down for an urgent election interview… ...
Timothy Sykes | Sponsored
Grab this ETF paying a huge 22% dividend
Imagine a world where you don't have to stress about inflation eroding your savings... Where your paycheck ...
Investors Alley | Sponsored
Nvidia is Pivoting to Solve Big Tech’s $1 Trillion Problem
Taiwan Semiconductor, a partner of Nvidia’s for more than two decades, has seen its shares explode as much as ...
Weiss Ratings | Sponsored
Is Starlink Set For The Largest IPO In History?
He turned PayPal from a tiny, off-the-radar startup… to a massive $64 billion giant. Then, he did it again ...
Paradigm Press | Sponsored
The pin that pops the AI bubble
My new documentary explores the background to this pattern and how and why I believe it will almost certainly ...
Porter & Company | Sponsored