Who owns WisdomTree U.S. Quality Dividend Growth Fund (DGRW)
Which tracked institutional funds hold DGRW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DGRW company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
236 tracked funds added or opened DGRW while 81 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
DGRW’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 1.1% of theirs — a 1.0pp gap the other way — the median holder sizes DGRW more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DGRW divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 762 tracked filers holding DGRW, 327 increased or opened the position and 371 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in DGRW between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 19
- POTOMAC FUND MANAGEMENT INC /ADV$28M
- IFG Advisory, LLC$14M
- Thomasville National Bank$6M
- COMPASS FINANCIAL MANAGEMENT LLC$5M
- Global Retirement Partners, LLC$3M
- CITADEL ADVISORS LLC$2M
Full exits 34
- HighTower Advisors, LLC$249M
- SkyView Investment Advisors, LLC$47M
- CWM, LLC$46M
- Cambridge Investment Research Advisors, Inc.$46M
- TAIYO LIFE INSURANCE CO$34M
- Thrivent Financial for Lutherans$28M
Largest adds
- LPL Financial LLC$65M
- Hamilton Capital, LLC$54M
- BANK OF AMERICA CORP /DE/$51M
- AMERIPRISE FINANCIAL INC$50M
- MORGAN STANLEY$43M
- Bluespring Wealth Management, LLC$41M
Largest trims
- Prime Capital Investment Advisors, LLC$72M
- FIFTH THIRD BANCORP$66M
- Independent Advisor Alliance$58M
- Lido Advisors, LLC$52M
- Mariner, LLC$20M
- Equitable Holdings, Inc.$11M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 11,286,993 | $1.1B | 10.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 11,266,011 | $1.1B | 10.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 11,095,584 | $1.1B | 9.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 8,705,431 | $832M | 7.8% | 2026-Q2 |
| Hamilton Capital, LLC trimmed | 7,201,068 | $689M | 6.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 6,810,149 | $651M | 6.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 3,500,117 | $335M | 3.1% | 2026-Q2 |
| UBS Group AG added | 2,793,709 | $267M | 2.5% | 2026-Q2 |
| Cetera Investment Advisers added | 2,640,256 | $252M | 2.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,966,718 | $188M | 1.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,632,046 | $156M | 1.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,526,712 | $146M | 1.4% | 2026-Q2 |
| Larson Financial Group LLC added | 1,451,061 | $139M | 1.3% | 2026-Q2 |
| Focus Partners Wealth trimmed | 1,291,594 | $124M | 1.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 1,181,665 | $113M | 1.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 1,143,793 | $109M | 1.0% | 2026-Q2 |
| Bluespring Wealth Management, LLC added | 1,088,807 | $104M | 1.0% | 2026-Q2 |
| WADDELL & ASSOCIATES, LLC added | 1,037,498 | $99M | 0.9% | 2026-Q2 |
| Stratos Investment Management, LLC added | 971,774 | $93M | 0.9% | 2026-Q2 |
| Clearwater Capital Advisors, LLC added | 938,490 | $90M | 0.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 887,176 | $85M | 0.8% | 2026-Q2 |
| Bouchey Financial Group, Ltd. added | 885,297 | $85M | 0.8% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 856,123 | $82M | 0.8% | 2026-Q2 |
| RVW Wealth, LLC added | 842,307 | $81M | 0.8% | 2026-Q2 |
| Glassman Wealth Services added | 827,493 | $79M | 0.7% | 2026-Q2 |
| Savant Capital, LLC added | 768,169 | $70M | 0.7% | 2026-Q2 |
| Legacy Financial Advisors, Inc. added | 732,660 | $70M | 0.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 727,465 | $71M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 725,739 | $69M | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 694,986 | $66M | 0.6% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 694,884 | $66M | 0.6% | 2026-Q2 |
| IAM Advisory, LLC added | 668,549 | $64M | 0.6% | 2026-Q2 |
| Spinnaker Investment Group, LLC added | 642,340 | $61M | 0.6% | 2026-Q2 |
| Schorn Wealth LLC added | 622,496 | $60M | 0.6% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 616,362 | $59M | 0.6% | 2026-Q2 |
| Prestige Wealth Management Group LLC added | 605,899 | $58M | 0.5% | 2026-Q2 |
| BEACON FINANCIAL GROUP added | 580,499 | $56M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 565,233 | $54M | 0.5% | 2026-Q2 |
| Glen Eagle Advisors, LLC added | 540,005 | $52M | 0.5% | 2026-Q2 |
| Duncan Williams Asset Management, LLC added | 533,740 | $51M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 533,206 | $51M | 0.5% | 2026-Q2 |
| CONNABLE OFFICE INC added | 530,321 | $51M | 0.5% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 514,236 | $49M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 506,722 | $48M | 0.5% | 2026-Q2 |
| One Capital Management, LLC | 498,699 | $44M | 0.4% | 2026-Q2 |
| Intrua Financial, LLC trimmed | 497,158 | $48M | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 461,544 | $44M | 0.4% | 2026-Q2 |
| Serenus Wealth Advisors, LLC added | 413,908 | $40M | 0.4% | 2026-Q2 |
| Team Financial Group, LLC added | 407,395 | $39M | 0.4% | 2026-Q2 |
| IFP Advisors, Inc added | 406,971 | $39M | 0.4% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 403,172 | $39M | 0.4% | 2026-Q2 |
| HOWARD FINANCIAL SERVICES, LTD. added | 398,575 | $38M | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 394,078 | $37M | 0.3% | 2026-Q2 |
| Aspire Capital Advisors LLC added | 381,712 | $36M | 0.3% | 2026-Q2 |
| BCM ADVISORS, LLC trimmed | 378,553 | $36M | 0.3% | 2026-Q2 |
| Sanchez Wealth Management Group added | 378,315 | $36M | 0.3% | 2026-Q2 |
| RESOLUTE CAPITAL, LLC trimmed | 364,168 | $35M | 0.3% | 2026-Q2 |
| Winthrop Advisory Group LLC added | 356,925 | $34M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 351,171 | $34M | 0.3% | 2026-Q2 |
| Modern Wealth Management, LLC added | 342,329 | $33M | 0.3% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD added | 333,133 | $32M | 0.3% | 2026-Q2 |
| Choice Wealth Advisors LLC added | 330,979 | $32M | 0.3% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 329,817 | $32M | 0.3% | 2026-Q2 |
| Per Stirling Capital Management, LLC. added | 328,739 | $31M | 0.3% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 327,342 | $31M | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 321,071 | $31M | 0.3% | 2026-Q2 |
| Amplius Wealth Advisors, LLC added | 309,723 | $30M | 0.3% | 2026-Q2 |
| Cerity Partners LLC trimmed | 305,644 | $29M | 0.3% | 2026-Q2 |
| Corient Private Wealth LP added | 300,351 | $29M | 0.3% | 2026-Q2 |
| Stenger Family Office, LLC trimmed | 292,242 | $28M | 0.3% | 2026-Q2 |
| TigerOak Management, L.L.C. trimmed | 291,189 | $28M | 0.3% | 2026-Q2 |
| POTOMAC FUND MANAGEMENT INC /ADV added | 290,900 | $28M | 0.3% | 2026-Q2 |
| HB Wealth Management, LLC added | 280,702 | $27M | 0.3% | 2026-Q2 |
| CVFG LLC added | 278,284 | $27M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 276,849 | $26M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 273,588 | $26M | 0.2% | 2026-Q2 |
| Cresta Advisors, Ltd. added | 250,466 | $24M | 0.2% | 2026-Q2 |
| ACT Advisors, LLC. added | 243,485 | $23M | 0.2% | 2026-Q2 |
| Creative Planning added | 242,422 | $23M | 0.2% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 242,412 | $23M | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 237,279 | $23M | 0.2% | 2026-Q2 |
| Compass Financial Services Inc added | 231,370 | $22M | 0.2% | 2026-Q2 |
| COLUMBIA ADVISORY PARTNERS LLC added | 229,630 | $22M | 0.2% | 2026-Q2 |
| SK Wealth Management, LLC trimmed | 225,628 | $23M | 0.2% | 2026-Q2 |
| Pinnacle Wealth Management Advisory Group, LLC added | 222,142 | $21M | 0.2% | 2026-Q2 |
| CRA Financial Services, LLC added | 221,273 | $21M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 217,430 | $21M | 0.2% | 2026-Q2 |
| MOR Wealth Management, LLC trimmed | 208,478 | $20M | 0.2% | 2026-Q2 |
| Boyce & Associates Wealth Consulting, Inc. added | 206,369 | $20M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 198,910 | $19M | 0.2% | 2026-Q2 |
| EAGLE WEALTH STRATEGIES LLC trimmed | 198,832 | $19M | 0.2% | 2026-Q2 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV trimmed | 197,509 | $19M | 0.2% | 2026-Q2 |
| HENGEHOLD CAPITAL MANAGEMENT LLC added | 195,666 | $19M | 0.2% | 2026-Q2 |
| Heck Capital Advisors, LLC added | 191,164 | $18M | 0.2% | 2026-Q2 |
| Curi Capital, LLC trimmed | 188,390 | $18M | 0.2% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 185,780 | $18M | 0.2% | 2026-Q2 |
| Atria Investments, Inc trimmed | 182,751 | $17M | 0.2% | 2026-Q2 |
| Smartleaf Asset Management LLC | 180,457 | $17M | 0.2% | 2026-Q2 |
| Main Street Financial Solutions, LLC added | 176,803 | $17M | 0.2% | 2026-Q2 |
| MB, LEVIS & ASSOCIATES, LLC added | 174,441 | $17M | 0.2% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.