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

$74.84
+0.09 (+0.12%)
(As of 05/8/2024 ET)

Institutional Ownership Changes (13F Filings) for WisdomTree U.S. Quality Dividend Growth Fund (NASDAQ:DGRW)

Number of
Institutional Buyers
(last 12 months)
396
Total
Institutional Inflows
(last 12 months)
$2.20B
Number of
Institutional Sellers
(last 12 months)
223
Total
Institutional Outflows
(last 12 months)
$627.75M
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DGRW Institutional Buying and Selling by Quarter

WisdomTree U.S. Quality Dividend Growth Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024Koshinski Asset Management Inc.8,128$619K0.1%+105.1%0.005%
5/8/2024Sheets Smith Wealth Management23,484$1.79M0.2%+2.2%0.014%
5/8/2024Avantax Advisory Services Inc.327,974$24.99M0.2%+12.8%0.195%
5/8/2024US Bancorp DE11,862$904K0.0%-19.7%0.007%
5/8/2024 Inspire Advisors LLC5,483$418K0.1%-3.1%0.003%
5/8/2024 Thoroughbred Financial Services LLC27,659$2.11M0.2%+0.8%0.016%
5/7/2024 Concurrent Investment Advisors LLC255,867$19.49M0.8%-3.1%0.152%
5/7/2024 PFG Advisors14,186$1.08M0.1%+10.6%0.008%
5/7/2024 Oppenheimer & Co. Inc.55,371$4.22M0.1%+12.8%0.033%
5/7/2024 Wealthspire Advisors LLC171,608$13.08M0.2%-3.2%0.102%
5/7/2024 Roof Eidam Maycock Peralta LLC61,921$4.72M1.3%-0.3%0.037%
5/7/2024 Insight Advisors LLC PA73,195$5.58M1.1%+21.9%0.043%
5/6/2024 Envestnet Portfolio Solutions Inc.101,090$7.70M0.0%+6.6%0.060%
5/6/2024 Gallacher Capital Management LLC7,176$547K0.3%+103.3%0.004%
5/4/2024 Geneos Wealth Management Inc.21,004$1.60M0.1%+5.4%0.012%
5/4/2024 9258 Wealth Management LLC48,037$3.66M0.6%-1.6%0.029%
5/4/2024 Glassman Wealth Services670,611$51.09M10.3%+4.8%0.398%
5/3/2024 Avidian Wealth Solutions LLC80,875$6.16M0.3%+41.9%0.048%
5/3/2024 Larson Financial Group LLC2,004$153K0.0%+15.6%0.001%
5/3/2024 WealthTrust Asset Management LLC3,111$237K0.2%-9.9%0.002%
5/3/2024 Rehmann Capital Advisory Group6,232$475K0.0%-15.8%0.004%
5/3/2024 Comprehensive Financial Consultants Institutional Inc.10,978$836K0.3%+15.7%0.007%
5/2/2024 Smart Money Group LLC228,667$16.69M6.5%N/A0.136%
5/2/2024 FinTrust Capital Advisors LLC25,861$1.97M0.4%+4.1%0.015%
5/2/2024 Hardy Reed LLC8,927$680K0.1%+3.8%0.005%
5/2/2024 GSB Wealth Management LLC16,278$1.24M0.3%N/A0.010%
5/2/2024 Moloney Securities Asset Management LLC78,432$5.98M0.9%+11.8%0.047%
5/2/2024 Darrow Company Inc.64,847$4.94M3.2%+718.1%0.038%
5/1/2024 GLOBALT Investments LLC GA44,635$3.40M0.1%-5.8%0.026%
5/1/2024 Blackhawk Capital Partners LLC.25,084$1.91M1.2%-13.6%0.015%
5/1/2024 Janney Montgomery Scott LLC390,407$29.75M0.1%+42.7%0.232%
5/1/2024 Alta Wealth Advisors LLC4,448$339K0.2%+18.7%0.003%
5/1/2024 Prosperity Consulting Group LLC139,581$10.64M1.3%N/A0.083%
5/1/2024 Mission Wealth Management LP10,930$833K0.0%N/A0.006%
5/1/2024 ORBA Wealth Advisors L.L.C.90,829$6.92M3.8%+2.5%0.054%
5/1/2024 Flynn Zito Capital Management LLC13,927$1.06M0.5%-1.2%0.008%
5/1/2024 Sequoia Financial Advisors LLC170,595$13.00M0.2%-3.7%0.101%
5/1/2024 Diversify Advisory Services LLC11,161$847K0.0%N/A0.007%
4/30/2024 Private Advisor Group LLC1,601,009$121.98M0.9%+0.3%0.952%
4/30/2024 J.W. Cole Advisors Inc.113,643$8.66M0.4%-0.6%0.068%
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4/30/2024 Hartline Investment Corp12,601$960K0.2%N/A0.007%
4/30/2024 Norden Group LLC9,620$733K0.1%N/A0.006%
4/30/2024 HB Wealth Management LLC266,728$20.32M0.3%-3.2%0.159%
4/30/2024 SpiderRock Advisors LLC3,175$237K0.0%N/A0.002%
4/30/2024 Fountainhead AM LLC5,559$424K0.1%-2.8%0.003%
4/30/2024 Hazlett Burt & Watson Inc.13,816$1.05M0.6%+5.4%0.008%
4/30/2024 Townsend Asset Management Corp NC ADV168,247$12.82M5.1%+3.7%0.100%
4/29/2024Commonwealth Equity Services LLC784,096$59.74M0.1%+0.5%0.466%
4/29/2024 Durante & Waters LLC44,645$3.40M3.1%-1.3%0.027%
4/29/2024 Fiduciary Planning LLC461,909$35.19M13.3%+3.3%0.275%
4/27/2024 White Pine Investment CO30,516$2.33M0.7%+8.3%0.018%
4/26/2024 Pinnacle Associates Ltd.6,465$493K0.0%+5.9%0.004%
4/26/2024Prestige Wealth Management Group LLC697,062$53.11M11.4%-7.1%0.416%
4/26/2024 First National Trust Co129,493$9.87M0.4%+91.0%0.077%
4/26/2024 Clear Creek Financial Management LLC24,429$1.86M0.2%N/A0.015%
4/26/2024 MONECO Advisors LLC13,845$1.06M0.2%-5.7%0.008%
4/26/2024 Latitude Advisors LLC3,457$263K0.2%-34.5%0.002%
4/26/2024 Tritonpoint Wealth LLC3,789$289K0.0%-25.5%0.002%
4/25/2024 Lodestar Private Asset Management LLC66,484$5.07M0.7%-1.9%0.040%
4/25/2024 BCM Advisors LLC410,300$30.18M7.7%-1.4%0.245%
4/25/2024 Capital Investment Advisory Services LLC55,818$4.25M0.5%-0.4%0.033%
4/25/2024 Eudaimonia Advisors LLC44,063$3.36M1.8%+523.1%0.026%
4/25/2024 IAG Wealth Partners LLC71,209$5.43M1.2%+8.2%0.042%
4/24/2024 Private Trust Co. NA7,788$593K0.1%+26.7%0.005%
4/24/2024 Win Advisors Inc.5,462$416K0.2%-97.5%0.003%
4/23/2024 Triad Wealth Partners LLC115,330$8.79M6.7%N/A0.069%
4/23/2024 Global Retirement Partners LLC18,973$1.45M0.1%-8.2%0.011%
4/23/2024 Covenant Asset Management LLC5,898$449K0.1%+5.6%0.004%
4/23/2024 Sweet Financial Partners LLC38,438$2.93M0.7%-2.2%0.023%
4/23/2024 Wealth Advisory Solutions LLC49,709$3.59M0.9%N/A0.030%
4/23/2024 Masso Torrence Wealth Management Inc.83,962$6.40M3.8%+11.0%0.050%
4/23/2024 Nations Financial Group Inc. IA ADV24,651$1.88M0.2%+6.8%0.015%
4/23/2024 Fifth Third Bancorp7,694$586K0.0%+7.4%0.005%
4/23/2024 Summit Trail Advisors LLC16,810$1.28M0.0%N/A0.010%
4/23/2024 KLR Investment Advisors LLC15,257$1.11M0.8%-15.0%0.009%
4/23/2024 Clarus Group Inc.4,856$370K0.3%N/A0.003%
4/23/2024 Raymond James Financial Services Advisors Inc.2,678,691$204.09M0.3%-27.2%1.597%
4/23/2024 Gray Private Wealth LLC70,897$5.40M3.6%N/A0.042%
4/22/2024 Strategic Financial Concepts LLC15,162$1.16M0.3%+15.3%0.009%
4/22/2024 PFG Investments LLC2,821$215K0.0%N/A0.002%
4/22/2024 Parsons Capital Management Inc. RI9,218$702K0.0%+10.8%0.005%
4/22/2024 Outlook Wealth Advisors LLC7,396$564K0.2%+12.8%0.004%
4/22/2024 Raymond James & Associates1,408,243$107.29M0.1%+6.5%0.840%
4/22/2024Ashton Thomas Private Wealth LLC20,305$1.55M0.1%+2.3%0.012%
4/20/2024 KWB Wealth3,487$266K0.0%-37.8%0.002%
4/19/2024 Retirement Guys Formula LLC28,624$2.18M1.1%-34.3%0.017%
4/19/2024 ZRC Wealth Management LLC471$36K0.0%N/A0.000%
4/19/2024 Spinnaker Investment Group LLC571,713$43.56M12.2%-0.1%0.341%
4/19/2024 Wealth Management Resources Inc.178,368$13.59M5.9%-1.2%0.106%
4/19/2024 Tempus Wealth Planning LLC12,030$917K0.4%-14.3%0.007%
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4/19/2024 Advisor Resource Council3,774$265K0.1%-96.4%0.002%
4/19/2024 Lifestyle Asset Management Inc.18,179$1.39M0.8%-1.6%0.011%
4/19/2024 Albion Financial Group UT89,235$6.80M0.5%-0.2%0.053%
4/18/2024 Silverlake Wealth Management LLC12,035$917K0.5%-5.8%0.007%
4/18/2024 Summit Investment Advisory Services LLC11,825$901K0.5%+10.7%0.007%
4/18/2024 SeaCrest Wealth Management LLC15,834$1.21M0.1%+146.1%0.009%
4/18/2024 Oxinas Partners Wealth Management LLC109,133$8.32M5.4%+0.6%0.065%
4/18/2024 Verum Partners LLC10,885$829K0.3%-57.1%0.006%
4/18/2024 Woodmont Investment Counsel LLC335$26K0.0%N/A0.000%
4/18/2024 Panoramic Investment Advisors LLC17,946$1.37M1.0%+19.7%0.011%
(Data available from 1/1/2016 forward)

DGRW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DGRW shares?

During the previous two years, 571 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. ($920.91M), Bank of America Corp DE ($539.84M), LPL Financial LLC ($481.13M), Hamilton Capital LLC ($460.23M), Morgan Stanley ($394.52M), Ameriprise Financial Inc. ($327.07M), and Graham Capital Wealth Management LLC ($207.59M).Learn more on DGRW's institutional investors.

Which institutional investors have been buying WisdomTree U.S. Quality Dividend Growth Fund stock?

Of the 525 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: Hamilton Capital LLC ($6.98M), LPL Financial LLC ($4.25M), PNC Financial Services Group Inc. ($3.64M), Private Advisor Group LLC ($2.01M), Raymond James Financial Services Advisors Inc. ($1.59M), Portside Wealth Group LLC ($1.47M), and Amplius Wealth Advisors LLC ($989.36K).

How much institutional buying is happening at WisdomTree U.S. Quality Dividend Growth Fund?

Institutional investors have bought a total of 51,352,650 shares in the last 24 months. This purchase volume represents approximately $5.27B in transactions.

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

Of the 298 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: Envestnet Asset Management Inc. ($8.42M), PNC Financial Services Group Inc. ($4.60M), Raymond James Financial Services Advisors Inc. ($1.17M), PFS Investments Inc. ($869.94K), First Republic Investment Management Inc. ($455.71K), Avidian Wealth Solutions LLC ($444.67K), and Ameriprise Financial Inc. ($408.96K).

How much institutional selling is happening at WisdomTree U.S. Quality Dividend Growth Fund?

Institutional investors have sold a total of 23,116,787 shares in the last 24 months. This volume of shares sold represents approximately $2.53B in transactions.


This page (NASDAQ:DGRW) was last updated on 5/9/2024 by MarketBeat.com Staff

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