Who Owns WisdomTree U.S. Quality Dividend Growth Fund (DGRW)?Hedge Fund & Institutional Holders

$89.09-0.58 (-0.65%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.2031802109200092e+265T

% of Float Held

—

QoQ Change in Holders

+14 / -2

Price History

$71.28$76.87$82.46$88.05$93.64Jul 24May 25Mar 26

DGRW — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
TD Capital Management LLCIncreased+2K+$239.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+2.3M+$210.0M
Prime Capital Investment Advisors, LLCNew Position+1.5M+$137.3M
Sanctuary Advisors, LLCNew Position+1.5M+$126.8M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+1.2M+$111.1M
SkyView Investment Advisors, LLCNew Position+1.1M+$94.3M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+1.0M+$92.0M
Stratos Investment Management, LLCNew Position+926K+$82.8M
RVW Wealth, LLCNew Position+823K+$73.6M
IAM Advisory, LLCNew Position+662K+$59.2M
Fiduciary Planning LLCNew Position+560K+$50.0M
CWM, LLCNew Position+539K+$48.2M
TAIYO LIFE INSURANCE CONew Position+525K+$47.0M
Intrua Financial, LLCNew Position+483K+$43.2M
CONNABLE OFFICE INCNew Position+463K+$41.4M

DGRW — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
PNC FINANCIAL SERVICES GROUP, INC.Decreased-3.4M-$1.4T
LPL Financial LLCDecreased-151K-$1.1T
BANK OF AMERICA CORP /DE/Decreased-65K-$1.1T
AMERIPRISE FINANCIAL INCDecreased-85K-$633.0B
RAYMOND JAMES FINANCIAL INCDecreased-10K-$304.3B
HighTower Advisors, LLCDecreased-46K-$259.0B
ROYAL BANK OF CANADADecreased-71K-$150.2B
Private Advisor Group, LLCDecreased-89K-$134.1B
Kovitz Investment Group Partners, LLCClosed Position-1.3M-$115.2B
Steward Partners Investment Advisory, LLCDecreased-12K-$97.5B
Legacy Financial Advisors, Inc.Decreased-133-$72.7B
One Capital Management, LLCDecreased-125K-$57.1B
Prestige Wealth Management Group LLCDecreased-2K-$55.6B
NewEdge Advisors, LLCDecreased-69K-$53.0B
BEACON FINANCIAL GROUPClosed Position-595K-$52.9B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1TD Capital Management LLC134,539$12.0B1.07%Share
2LPL Financial LLC12,219,587$1.1B0.30%Share
3Anchor Investment Management, LLC10,263$917.8M0.07%Share
4PNC FINANCIAL SERVICES GROUP, INC.9,427,629$843.0M0.46%Share
5MORGAN STANLEY8,499,162$760.0M0.05%Share
6AMERIPRISE FINANCIAL INC7,013,716$627.0M0.14%Share
7BANK OF AMERICA CORP /DE/5,620,088$502.0M0.04%Share
8BANK OF AMERICA CORP /DE/4,108,097$367.0M0.03%Share
9HighTower Advisors, LLC2,869,081$256.0M0.28%Share
10UBS Group AG2,633,631$235.5M0.04%Share
11Cetera Investment Advisers2,450,812$219.0M0.24%Share
12ENVESTNET ASSET MANAGEMENT INC2,349,551$210.0M0.06%Share
13BANK OF AMERICA CORP /DE/2,147,570$192.0M0.01%Share
14RAYMOND JAMES FINANCIAL INC1,886,221$168.0M0.05%Share
15ROYAL BANK OF CANADA1,564,097$139.0M0.02%Share
16Prime Capital Investment Advisors, LLC1,535,309$137.3M1.67%Share
17RAYMOND JAMES FINANCIAL INC1,512,570$135.0M0.04%Share
18Private Advisor Group, LLC1,419,531$126.0M0.59%Share
19Focus Partners Wealth1,358,683$121.0M0.14%Share
20WELLS FARGO & COMPANY/MN1,286,455$115.0M0.02%Share
21WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,225,780$111.1M0.15%Share
22HUNTINGTON NATIONAL BANK1,183,163$105.0M0.63%Share
23Rockefeller Capital Management L.P.1,114,792$99.0M0.18%Share
24Steward Partners Investment Advisory, LLC1,084,638$96.0M0.53%Share
25COMMONWEALTH EQUITY SERVICES, LLC1,030,545$92.0M0.12%Share
26Larson Financial Group LLC1,016,282$90.0M3.00%Share
27WADDELL & ASSOCIATES, LLC990,996$88.0M5.94%Share
28PNC FINANCIAL SERVICES GROUP, INC.931,591$83.0M0.05%Share
29PNC FINANCIAL SERVICES GROUP, INC.931,591$83.0M0.05%Share
30Stratos Investment Management, LLC926,245$82.8M3.32%Share
31PNC FINANCIAL SERVICES GROUP, INC.920,287$82.0M0.04%Share
32Clearwater Capital Advisors, LLC899,720$80.5M6.71%Share
33Bouchey Financial Group Ltd872,577$78.0M5.85%Share
34Glassman Wealth Services841,295$75.2M10.15%Share
35RVW Wealth, LLC823,028$73.6M5.62%Share
36COMERICA BANK820,273$73.4M0.29%Share
37Legacy Financial Advisors, Inc.818,325$73.2M10.12%Share
38Equitable Holdings, Inc.809,551$72.0M0.49%Share
39Kestra Advisory Services, LLC766,564$68.0M0.28%Share
40CAPTRUST FINANCIAL ADVISORS762,520$68.0M0.13%Share
41SNS Financial Group, LLC703,781$62.9M5.42%Share
42IAM Advisory, LLC661,828$59.2M13.15%Share
43Lido Advisors, LLC629,592$56.0M0.17%Share
44Prestige Wealth Management Group LLC623,346$55.7M10.64%Share
45Spinnaker Investment Group, LLC616,574$55.1M10.00%Share
46Fiduciary Planning LLC559,505$50.0M15.19%Share
47CWM, LLC539,056$48.2M0.13%Share
48Duncan Williams Asset Management, LLC523,234$48.2M11.98%Share
49SkyView Investment Advisors, LLC527,860$47.2M5.96%Share
50SkyView Investment Advisors, LLC529,101$47.1M5.95%Share

DGRW Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025743$24.7B+375
Q3 2025368$9.5T-296
Q2 2025664$10.1T-34
Q1 2025698$11.0T+153
Q4 2024545$415.0T+137
Q3 2024408$5289.5T+16
Q2 2024392$4880.1T+24
Q1 2024368$4427.4T—

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As of Q4 2025, 50 institutional investors hold DGRW (WisdomTree U.S. Quality Dividend Growth Fund). The largest holder is TD Capital Management LLC with $12.0B in shares. This quarter, 14 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own DGRW?

As of Q4 2025, 50 institutional investors report holding DGRW (WisdomTree U.S. Quality Dividend Growth Fund) in their 13F filings.

Who is the largest institutional holder of DGRW?

The largest institutional holder of DGRW is TD Capital Management LLC with $12.0B in shares.

Is institutional ownership of DGRW increasing or decreasing?

This quarter, 14 institutions opened new positions in DGRW and 2 closed their positions.