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

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Exchange-Traded Fund
Symbol
DGRW
Shares outstanding
182,878,984
Price per share
$89.43
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
133,970,536
Total reported value
$11,917,477,397
% of total 13F portfolios
0.08%
Share change
-3,253,495
Value change
-$287,564,860
Number of holders
714
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of WisdomTree U.S. Quality Dividend Growth Fund - Exchange-Traded Fund (DGRW) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
PNC FINANCIAL SERVICES GROUP, INC. 8.1% -19% $1,312,901,393 -$293,626,002 14,758,334 -18% The PNC Financial Services Group, Inc. 30 Sep 2025

As of 30 Sep 2025, 714 institutional investors reported holding 133,970,536 shares of WisdomTree U.S. Quality Dividend Growth Fund - Exchange-Traded Fund (DGRW). This represents 73% of the company’s total 182,878,984 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of WisdomTree U.S. Quality Dividend Growth Fund - Exchange-Traded Fund (DGRW) together control 47% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
PNC Financial Services Group, Inc. 8.6% 15,755,575 -20% 0.85% $1,401,615,953
LPL Financial LLC 6.8% 12,370,100 -0.79% 0.32% $1,100,443,997
BANK OF AMERICA CORP /DE/ 6.6% 11,983,890 -3.5% 0.08% $1,066,086,821
MORGAN STANLEY 4.6% 8,484,188 -2.2% 0.05% $754,753,414
AMERIPRISE FINANCIAL INC 3.9% 7,123,977 +2.7% 0.15% $633,658,669
RAYMOND JAMES FINANCIAL INC 1.9% 3,423,652 -3.3% 0.1% $304,568,113
HighTower Advisors, LLC 1.6% 2,914,632 +2.3% 0.29% $259,284,442
UBS Group AG 1.4% 2,539,650 +4.2% 0.04% $225,927,264
Cetera Investment Advisers 1.3% 2,449,019 +25% 0.25% $217,864,739
ENVESTNET ASSET MANAGEMENT INC 1.2% 2,280,330 +7.2% 0.06% $202,858,103
ROYAL BANK OF CANADA 0.92% 1,689,850 +0.89% 0.03% $150,329,000
WELLS FARGO & COMPANY/MN 0.86% 1,580,843 -1.1% 0.03% $140,631,792
Private Advisor Group, LLC 0.82% 1,508,409 +17% 0.66% $134,187,969
Prime Capital Investment Advisors, LLC 0.76% 1,393,857 -0.54% 1.6% $123,997,525
Kovitz Investment Group Partners, LLC 0.71% 1,294,595 +0.06% 0.45% $115,167,223
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.67% 1,222,919 +5.6% 0.16% $108,852,003
HUNTINGTON NATIONAL BANK 0.65% 1,183,270 +47% 0.64% $105,263,670
Steward Partners Investment Advisory, LLC 0.6% 1,096,735 +4.9% 0.56% $97,565,587
COMMONWEALTH EQUITY SERVICES, LLC 0.6% 1,088,486 -26% 0.13% $96,832,000
WADDELL & ASSOCIATES, LLC 0.53% 978,139 +3.4% 7.4% $87,015,215
Stratos Investment Management, LLC 0.49% 902,464 +3.2% 3.3% $80,283,209
Larson Financial Group LLC 0.49% 894,688 +40% 2.8% $79,591,438
Clearwater Capital Advisors, LLC 0.49% 887,226 +1.3% 6.7% $78,927,590
Bouchey Financial Group Ltd 0.47% 865,536 -0.1% 5.9% $76,998,061
Glassman Wealth Services 0.46% 836,036 +0.48% 10% $74,373,756

Institutional Holders of WisdomTree U.S. Quality Dividend Growth Fund - Exchange-Traded Fund (DGRW) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 10,903,764 $977,012,713 -$28,584,140 $89.43 126
2025 Q3 133,970,536 $11,917,477,397 -$287,564,860 $88.96 714
2025 Q2 145,746,326 $12,209,980,080 +$310,589,747 $83.74 726
2025 Q1 142,006,311 $11,337,183,311 +$123,917,621 $79.86 710
2024 Q4 140,513,141 $11,375,450,288 +$659,831,095 $80.93 696
2024 Q3 129,725,655 $10,782,220,643 +$298,476,727 $83.21 635
2024 Q2 126,665,075 $9,887,053,404 +$180,024,542 $78.05 609
2024 Q1 124,545,073 $9,477,610,335 +$381,215,407 $76.19 588
2023 Q4 281,988 $19,818,200 +$17,725,289 $70.28 6
2023 Q3 101,941,853 $6,475,409,969 +$720,543,905 $63.49 499
2023 Q2 96,316,937 $6,419,981,904 +$461,715,468 $66.66 495
2023 Q1 88,830,601 $5,537,057,630 -$14,372,078 $62.34 453
2022 Q4 87,615,885 $5,289,061,582 +$352,067,572 $60.36 433
2022 Q3 82,301,724 $4,444,028,477 +$456,960,843 $53.91 383
2022 Q2 73,762,074 $4,231,685,411 -$806,326,137 $57.31 377
2022 Q1 87,630,326 $5,580,086,283 +$72,260,747 $63.67 374
2021 Q4 87,616,053 $5,765,523,835 +$178,639,295 $65.86 375
2021 Q3 79,404,459 $4,676,320,798 +$297,815,711 $58.84 320
2021 Q2 78,799,508 $4,701,408,472 +$154,973,526 $59.67 321
2021 Q1 76,197,621 $4,353,403,695 +$197,469,799 $57.19 312
2020 Q4 72,274,374 $3,899,882,841 +$134,062,699 $53.96 299
2020 Q3 69,886,831 $3,464,181,345 +$1,063,834,244 $49.57 263
2020 Q2 48,145,564 $2,184,180,775 +$116,560,630 $45.49 252
2020 Q1 46,155,729 $1,795,279,086 +$104,097,530 $38.91 236
2019 Q4 44,079,222 $2,136,482,628 +$154,178,492 $48.47 247
2019 Q3 40,482,739 $1,825,314,235 +$49,236,629 $45.09 209
2019 Q2 39,318,115 $1,716,257,462 -$14,860,357 $43.65 207
2019 Q1 39,852,761 $1,716,563,503 +$42,670,881 $43.06 199
2018 Q4 38,315,454 $1,469,497,297 +$176,089,587 $38.33 179
2018 Q3 33,215,098 $1,472,329,264 +$26,179,460 $44.33 159
2018 Q2 32,619,733 $1,337,969,409 +$18,691,138 $41.01 145
2018 Q1 32,250,631 $1,301,750,197 +$121,850,126 $40.36 134
2017 Q4 29,187,714 $1,210,274,781 +$78,308,764 $41.43 129
2017 Q3 27,379,882 $1,045,569,632 +$65,909,807 $38.16 109
2017 Q2 25,663,396 $944,031,424 +$28,505,254 $36.78 100
2017 Q1 24,893,126 $882,862,576 +$130,463,604 $35.48 98
2016 Q4 21,766,751 $724,479,654 +$203,583,564 $33.27 86
2016 Q3 15,110,630 $487,442,430 +$112,081,170 $32.29 68
2016 Q2 12,216,410 $385,860,405 -$10,055,484 $31.58 66
2016 Q1 11,955,135 $373,087,254 +$54,843,521 $31.27 63
2015 Q4 10,207,180 $309,213,070 +$22,885,725 $30.35 55
2015 Q3 9,336,293 $267,982,344 +$30,278,574 $28.62 45
2015 Q2 8,331,992 $258,620,848 +$23,977,300 $31.03 39
2015 Q1 7,477,802 $233,785,773 +$120,491,672 $31.29 31
2014 Q4 3,626,977 $112,761,398 +$42,131,449 $31.09 31
2014 Q3 1,168,012 $34,159,372 +$6,667,471 $29.26 22
2014 Q2 940,425 $27,298,321 +$504,173 $29.02 22
2014 Q1 923,029 $25,823,191 +$7,059,418 $27.99 21