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

WisdomTree U.S. Quality Dividend Growth Fund logo
$75.95 +1.27 (+1.70%)
Closing price 04/11/2025 04:00 PM Eastern
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$75.22 -0.73 (-0.96%)
As of 04/11/2025 05:18 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
483
Total
Institutional Inflows
(last 12 months)
$2.44B
Number of
Institutional Sellers
(last 12 months)
239
Total
Institutional Outflows
(last 12 months)
$490.00M
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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
4/11/2025Fiduciary Planning LLC553,851$44.23M14.6%+5.0%0.298%
4/11/2025Horizon Wealth Management LLC666,612$53.24M9.0%+0.8%0.359%
4/11/2025Verum Partners LLC9,663$772K0.2%+1.5%0.005%
4/11/2025IAM Advisory LLC782,642$62.50M16.2%-0.6%0.421%
4/11/2025Summit Investment Advisory Services LLC22,470$1.79M0.9%+1.3%0.012%
4/11/2025SeaCrest Wealth Management LLC21,751$1.74M0.2%+3.0%0.012%
4/11/2025Oxinas Partners Wealth Management LLC138,898$11.09M6.6%+11.2%0.075%
4/11/2025Melone Private Wealth LLC118,354$9.45M4.9%+0.8%0.064%
4/11/2025Insight Advisors LLC PA135,045$10.79M1.9%+23.1%0.073%
4/11/2025Choice Wealth Advisors LLC330,368$26.38M13.7%-0.2%0.178%
4/10/2025 Breakwater Capital Group2,899$232K0.0%N/A0.002%
4/10/2025 Retirement Planning Group LLC117,339$9.37M0.4%-1.8%0.063%
4/10/2025 Chatham Capital Group Inc.9,151$731K0.1%N/A0.005%
4/10/2025 Thrive Wealth Management LLC6,911$552K0.1%+3.1%0.004%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.860$69K0.0%+1,333.3%0.000%
4/10/2025 ACT Advisors LLC.274,498$21.92M11.9%-0.8%0.148%
4/10/2025 KWB Wealth3,933$318K0.0%+6.3%0.002%
4/10/2025 Fermata Advisors LLC34,774$2.78M0.5%+51.4%0.019%
4/10/2025 Beacon Financial Group639,697$51.09M5.6%-5.8%0.344%
4/10/2025 Lifestyle Asset Management Inc.22,881$1.83M1.0%-1.1%0.012%
4/10/2025 Amplius Wealth Advisors LLC271,502$21.68M2.3%+5.6%0.146%
4/10/2025 Triangle Securities Wealth Management4,620$369K0.1%-4.9%0.002%
4/10/2025 CGN Advisors LLC180,622$14.42M1.4%-17.1%0.097%
4/9/2025 RFG Advisory LLC47,582$3.80M0.1%+13.8%0.026%
4/9/2025 Fulton Bank N.A.17,933$1.43M0.1%+9.2%0.010%
4/9/2025 HBW Advisory Services LLC40,520$3.24M0.5%-15.6%0.022%
4/9/2025 Merit Financial Group LLC61,674$4.93M0.1%-53.8%0.033%
4/9/2025 Archer Investment Management LLC80,767$6.45M4.5%-30.0%0.043%
4/9/2025 Fragasso Financial Advisors Inc23,582$1.88M0.1%-4.1%0.013%
4/9/2025 NBC Securities Inc.56,488$4.51M0.4%+209,114.8%0.030%
4/9/2025 Fiduciary Alliance LLC3,884$310K0.0%N/A0.002%
4/9/2025 PMG Wealth Management Inc.79,137$6.32M6.7%-2.6%0.043%
4/9/2025 Future Financial Wealth Managment LLC5,643$451K0.3%-6.2%0.003%
4/8/2025 Winthrop Advisory Group LLC186,558$14.90M1.8%+36.1%0.101%
4/8/2025 LVM Capital Management Ltd. MI296,053$23.64M2.6%+1.0%0.160%
4/8/2025 Lantz Financial LLC43,614$3.48M1.0%-2.0%0.024%
4/8/2025 Rothschild Investment LLC7,556$603K0.0%-9.7%0.004%
4/7/2025 GAMMA Investing LLC31,864$2.55M0.0%+10,738.1%0.017%
4/7/2025 AdvisorNet Financial Inc747$60K0.0%+48.2%0.000%
4/7/2025 Howard Financial Services LTD.299,775$23.94M3.3%+36.0%0.162%
Trump to unlock 15-figure fortune for America (May 3rd) ? (Ad)

We were shown this map by former Presidential Advisor, Jim Rickards, one of the most politically connected men in America. Rickards has spent his fifty-year career in the innermost circles of the U.S. government and banking. And he believes Trump could soon release this frozen asset to the public.

But something even more spectacular is bound to happen. And those who know what to expect could make
3/18/2025Objective Capital Management LLC4,799$388K0.3%+42.2%0.003%
3/17/2025Wealth Enhancement Advisory Services LLC1,191,119$96.40M0.2%+9.5%0.654%
3/6/2025Kilter Group LLC4,211$341K0.2%N/A0.002%
3/5/2025Berkeley Inc45,257$3.66M1.9%+153.4%0.025%
3/3/2025SK Wealth Management LLC289,022$23.39M11.9%+0.3%0.157%
2/27/2025REAP Financial Group LLC5,725$463K0.1%-9.4%0.003%
2/26/2025LM Advisors LLC15,843$1.28M0.2%+8.7%0.009%
2/25/2025Heck Capital Advisors LLC216,800$17.55M1.1%N/A0.119%
2/25/2025Armis Advisers LLC33,557$2.72M0.3%N/A0.018%
2/25/2025Chokshi & Queen Wealth Advisors Inc5,141$416K0.3%N/A0.003%
2/24/2025Hall Capital Management Co. Inc.4,560$369K0.2%N/A0.003%
2/24/2025Great Valley Advisor Group Inc.165,542$13.40M0.3%+2.0%0.091%
2/24/2025Ameriflex Group Inc.6,822$568K0.3%N/A0.004%
2/24/2025United Advisor Group LLC144,250$11.67M2.3%+7.7%0.079%
2/18/2025Western Wealth Management LLC32,245$2.61M0.8%-79.1%0.018%
2/18/2025Strait & Sound Wealth Management LLC5,136$416K0.2%+9.5%0.003%
2/18/2025Vise Technologies Inc.3,854$312K0.0%N/A0.002%
2/18/2025 Retirement Planning Group LLC119,536$9.67M0.5%-4.8%0.066%
2/18/2025JT Stratford LLC46,790$3.79M0.6%+4.4%0.026%
2/18/2025Focus Partners Advisor Solutions LLC30,495$2.47M0.0%-34.6%0.017%
2/18/2025Glen Eagle Advisors LLC442,947$35.85M5.9%+4.5%0.243%
2/18/2025Mpwm Advisory Solutions LLC395$32K0.0%N/A0.000%
2/18/2025Lantern Wealth Advisors LLC3,103$251K0.2%N/A0.002%
2/17/2025Waverly Advisors LLC52,350$4.24M0.1%+859.0%0.029%
2/17/2025Vermillion & White Wealth Management Group LLC49,750$4.03M3.0%-40.0%0.027%
2/17/2025Strive Asset Management LLC21,177$1.71M1.3%N/A0.012%
2/17/2025Snowden Capital Advisors LLC2,631$213K0.0%N/A0.001%
2/17/2025Royal Bank of Canada1,494,601$120.96M0.0%+3.1%0.821%
2/17/2025Redwood Financial Network Corp13,406$1.09M0.8%-3.4%0.007%
2/17/2025Redwood Investment Management LLC6,989$566K0.1%+97.3%0.004%
2/17/2025Millennium Management LLC9,812$794K0.0%-34.8%0.005%
2/17/2025Laird Norton Wetherby Wealth Management LLC6,890$558K0.0%+9.8%0.004%
2/17/2025Focus Partners Wealth31,607$2.56M0.0%+1.2%0.017%
2/17/2025First Manhattan CO. LLC.2,662$216K0.0%N/A0.001%
2/17/2025CoreCap Advisors LLC11,184$905K0.0%-3.3%0.006%
2/17/2025Cetera Investment Advisers2,105,625$170.41M0.4%+7.1%1.157%
2/17/2025Brooks Moore & Associates Inc.33,476$2.71M1.6%+2.0%0.018%
2/17/2025Bulltick Wealth Management LLC36,034$2.92M0.7%+33.6%0.020%
2/17/2025Cahill Financial Advisors Inc.238,645$19.31M2.6%+4.2%0.131%
2/17/2025Captrust Financial Advisors58,253$4.71M0.0%+2.4%0.032%
2/17/2025Cary Street Partners Financial LLC4,429$358K0.0%N/A0.002%
2/17/2025Baird Financial Group Inc.49,851$4.03M0.0%+135.3%0.027%
2/17/2025Bank of America Corp DE11,682,247$945.44M0.1%-0.4%6.419%
2/17/2025Ameriprise Financial Inc.6,333,811$512.56M0.1%+3.0%3.480%
2/17/2025Aptus Capital Advisors LLC9,539$772K0.0%+139.3%0.005%
2/17/2025Ancora Advisors LLC70,390$5.70M0.1%+0.4%0.039%
2/14/2025Blue Rock Wealth Management LLC120,432$9.75M10.2%N/A0.066%
2/14/2025Mercer Global Advisors Inc. ADV28,361$2.30M0.0%-23.5%0.016%
2/14/2025Jane Street Group LLC31,591$2.56M0.0%N/A0.017%
2/14/2025Bison Wealth LLC3,503$284K0.1%-11.0%0.002%
Trump to unlock 15-figure fortune for America (May 3rd) ? (Ad)

We were shown this map by former Presidential Advisor, Jim Rickards, one of the most politically connected men in America. Rickards has spent his fifty-year career in the innermost circles of the U.S. government and banking. And he believes Trump could soon release this frozen asset to the public.

But something even more spectacular is bound to happen. And those who know what to expect could make
2/14/2025Comerica Bank784,589$63.50M0.3%+1,081.8%0.431%
2/14/2025Lido Advisors LLC1,419,968$114.92M0.5%N/A0.780%
2/14/2025Northern Trust Corp21,406$1.73M0.0%+5.3%0.012%
2/14/2025Marshall & Sterling Wealth Advisors Inc.114,445$9.26M6.4%N/A0.063%
2/14/2025Prosperity Consulting Group LLC109,085$8.83M0.7%-4.9%0.060%
2/14/2025Johnson Financial Group Inc.471$39K0.0%+289.3%0.000%
2/14/2025Kovitz Investment Group Partners LLC1,317,212$106.60M0.4%+2.1%0.724%
2/14/2025Guardian Wealth Management Inc.1,678$136K0.1%-26.5%0.001%
2/14/2025Integrated Wealth Concepts LLC7,126$577K0.0%+26.2%0.004%
2/14/2025MGO One Seven LLC3,053$247K0.0%-6.1%0.002%
(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, 730 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 649 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 56,373,024 shares in the last 24 months. This purchase volume represents approximately $4.77B in transactions.

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

Of the 352 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 12,044,455 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 4/12/2025 by MarketBeat.com Staff
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