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Institutional Ownership · SEC Form 13F

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.

762
Institutional holders
126M
Shares held (tracked funds)

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.

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ trimmed11,286,993$1.1B10.1%2026-Q2
LPL Financial LLC trimmed11,266,011$1.1B10.1%2026-Q2
PNC Financial Services Group, Inc. trimmed11,095,584$1.1B9.9%2026-Q2
MORGAN STANLEY trimmed8,705,431$832M7.8%2026-Q2
Hamilton Capital, LLC trimmed7,201,068$689M6.4%2026-Q2
AMERIPRISE FINANCIAL INC trimmed6,810,149$651M6.1%2026-Q2
RAYMOND JAMES FINANCIAL INC added3,500,117$335M3.1%2026-Q2
UBS Group AG added2,793,709$267M2.5%2026-Q2
Cetera Investment Advisers added2,640,256$252M2.4%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed1,966,718$188M1.8%2026-Q2
WELLS FARGO & COMPANY/MN trimmed1,632,046$156M1.5%2026-Q2
ROYAL BANK OF CANADA added1,526,712$146M1.4%2026-Q2
Larson Financial Group LLC added1,451,061$139M1.3%2026-Q2
Focus Partners Wealth trimmed1,291,594$124M1.2%2026-Q2
Private Advisor Group, LLC trimmed1,181,665$113M1.1%2026-Q2
Steward Partners Investment Advisory, LLC trimmed1,143,793$109M1.0%2026-Q2
Bluespring Wealth Management, LLC added1,088,807$104M1.0%2026-Q2
WADDELL & ASSOCIATES, LLC added1,037,498$99M0.9%2026-Q2
Stratos Investment Management, LLC added971,774$93M0.9%2026-Q2
Clearwater Capital Advisors, LLC added938,490$90M0.8%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed887,176$85M0.8%2026-Q2
Bouchey Financial Group, Ltd. added885,297$85M0.8%2026-Q2
CAPTRUST FINANCIAL ADVISORS added856,123$82M0.8%2026-Q2
RVW Wealth, LLC added842,307$81M0.8%2026-Q2
Glassman Wealth Services added827,493$79M0.7%2026-Q2
Savant Capital, LLC added768,169$70M0.7%2026-Q2
Legacy Financial Advisors, Inc. added732,660$70M0.7%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added727,465$71M0.7%2026-Q2
OSAIC HOLDINGS, INC. added725,739$69M0.6%2026-Q2
Kestra Advisory Services, LLC trimmed694,986$66M0.6%2026-Q2
Rockefeller Capital Management L.P. trimmed694,884$66M0.6%2026-Q2
IAM Advisory, LLC added668,549$64M0.6%2026-Q2
Spinnaker Investment Group, LLC added642,340$61M0.6%2026-Q2
Schorn Wealth LLC added622,496$60M0.6%2026-Q2
HighPoint Advisor Group LLC added616,362$59M0.6%2026-Q2
Prestige Wealth Management Group LLC added605,899$58M0.5%2026-Q2
BEACON FINANCIAL GROUP added580,499$56M0.5%2026-Q2
JPMORGAN CHASE & CO trimmed565,233$54M0.5%2026-Q2
Glen Eagle Advisors, LLC added540,005$52M0.5%2026-Q2
Duncan Williams Asset Management, LLC added533,740$51M0.5%2026-Q2
NewEdge Advisors, LLC added533,206$51M0.5%2026-Q2
CONNABLE OFFICE INC added530,321$51M0.5%2026-Q2
OneDigital Investment Advisors LLC added514,236$49M0.5%2026-Q2
STIFEL FINANCIAL CORP added506,722$48M0.5%2026-Q2
One Capital Management, LLC498,699$44M0.4%2026-Q2
Intrua Financial, LLC trimmed497,158$48M0.4%2026-Q2
Equitable Holdings, Inc. trimmed461,544$44M0.4%2026-Q2
Serenus Wealth Advisors, LLC added413,908$40M0.4%2026-Q2
Team Financial Group, LLC added407,395$39M0.4%2026-Q2
IFP Advisors, Inc added406,971$39M0.4%2026-Q2
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed403,172$39M0.4%2026-Q2
HOWARD FINANCIAL SERVICES, LTD. added398,575$38M0.4%2026-Q2
JONES FINANCIAL COMPANIES LLLP added394,078$37M0.3%2026-Q2
Aspire Capital Advisors LLC added381,712$36M0.3%2026-Q2
BCM ADVISORS, LLC trimmed378,553$36M0.3%2026-Q2
Sanchez Wealth Management Group added378,315$36M0.3%2026-Q2
RESOLUTE CAPITAL, LLC trimmed364,168$35M0.3%2026-Q2
Winthrop Advisory Group LLC added356,925$34M0.3%2026-Q2
MML INVESTORS SERVICES, LLC added351,171$34M0.3%2026-Q2
Modern Wealth Management, LLC added342,329$33M0.3%2026-Q2
PINNACLE ASSOCIATES LTD added333,133$32M0.3%2026-Q2
Choice Wealth Advisors LLC added330,979$32M0.3%2026-Q2
NewEdge Wealth, LLC trimmed329,817$32M0.3%2026-Q2
Per Stirling Capital Management, LLC. added328,739$31M0.3%2026-Q2
Belpointe Asset Management LLC trimmed327,342$31M0.3%2026-Q2
Mariner, LLC trimmed321,071$31M0.3%2026-Q2
Amplius Wealth Advisors, LLC added309,723$30M0.3%2026-Q2
Cerity Partners LLC trimmed305,644$29M0.3%2026-Q2
Corient Private Wealth LP added300,351$29M0.3%2026-Q2
Stenger Family Office, LLC trimmed292,242$28M0.3%2026-Q2
TigerOak Management, L.L.C. trimmed291,189$28M0.3%2026-Q2
POTOMAC FUND MANAGEMENT INC /ADV added290,900$28M0.3%2026-Q2
HB Wealth Management, LLC added280,702$27M0.3%2026-Q2
CVFG LLC added278,284$27M0.2%2026-Q2
Concurrent Investment Advisors, LLC added276,849$26M0.2%2026-Q2
Farther Finance Advisors, LLC added273,588$26M0.2%2026-Q2
Cresta Advisors, Ltd. added250,466$24M0.2%2026-Q2
ACT Advisors, LLC. added243,485$23M0.2%2026-Q2
Creative Planning added242,422$23M0.2%2026-Q2
Prime Capital Investment Advisors, LLC trimmed242,412$23M0.2%2026-Q2
D.A. DAVIDSON & CO. added237,279$23M0.2%2026-Q2
Compass Financial Services Inc added231,370$22M0.2%2026-Q2
COLUMBIA ADVISORY PARTNERS LLC added229,630$22M0.2%2026-Q2
SK Wealth Management, LLC trimmed225,628$23M0.2%2026-Q2
Pinnacle Wealth Management Advisory Group, LLC added222,142$21M0.2%2026-Q2
CRA Financial Services, LLC added221,273$21M0.2%2026-Q2
Sanctuary Advisors, LLC added217,430$21M0.2%2026-Q2
MOR Wealth Management, LLC trimmed208,478$20M0.2%2026-Q2
Boyce & Associates Wealth Consulting, Inc. added206,369$20M0.2%2026-Q2
TRUIST FINANCIAL CORP trimmed198,910$19M0.2%2026-Q2
EAGLE WEALTH STRATEGIES LLC trimmed198,832$19M0.2%2026-Q2
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV trimmed197,509$19M0.2%2026-Q2
HENGEHOLD CAPITAL MANAGEMENT LLC added195,666$19M0.2%2026-Q2
Heck Capital Advisors, LLC added191,164$18M0.2%2026-Q2
Curi Capital, LLC trimmed188,390$18M0.2%2026-Q2
Western Wealth Management, LLC trimmed185,780$18M0.2%2026-Q2
Atria Investments, Inc trimmed182,751$17M0.2%2026-Q2
Smartleaf Asset Management LLC180,457$17M0.2%2026-Q2
Main Street Financial Solutions, LLC added176,803$17M0.2%2026-Q2
MB, LEVIS & ASSOCIATES, LLC added174,441$17M0.2%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.

HoldersTotal shares

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.

Learn how to read institutional ownership