13F reference period
Q2 2026
Security Snapshot
WisdomTree U.S. Quality Dividend Growth Fund - Exchange-Traded Fund (DGRW) Institutional Ownership
CUSIP: 97717X669
13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026
Institutions Reporting
796
Shares (Excl. Options)
132.44M
Full value: 132,438,644 · shares · 30 Jun 2026Price
$95.62
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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- Security type / class
- Equity / Exchange-Traded Fund
- Symbol
- DGRW
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 132,438,644
- Total 13F value
- $12,657,632,500
- Portfolio coverage rank
- 0.07%
- Share change
- -4,118,194
- Value change
- -$394,313,974
- Number of holders
- 796
- Shares outstanding
- 63,147,630
- SEC-reported price per share
- $99.22
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- DGRW - WisdomTree U.S. Quality Dividend Growth Fund - Exchange-Traded Fund is tracked under CUSIP 97717X669.
- 796 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 772 to 796 between Q1 2026 and Q2 2026.
- SEC-reported value moved from to
$12.04B
Full value: $12,041,687,032 · USD · 31 Mar 2026.$12.66B
Full value: $12,657,632,500 · USD · 30 Jun 2026
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 796 institutions filings for Q2 2026.
Security key
97717X669
13F reference period
Q2 2026
13F holders
796
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 97717X669:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
DGRW
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | 6.2% | -24% | $347,873,609 | -$971,965,676 | 3,889,894 | -74% | The PNC Financial Services Group, Inc. | 31 Dec 2025 |
As of 30 Jun 2026,
796
institutional investors reported holding
shares of
WisdomTree U.S. Quality Dividend Growth Fund - Exchange-Traded Fund (DGRW).
This represents
210%
of the company’s total
outstanding shares.
132.44M
Full value: 132,438,644 · shares · 30 Jun 202663.15M
Full value: 63,147,630 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
136%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 18% | 11,286,993 | -3.6% | 0.07% | $1,079,262,230 |
| LPL Financial LLC | 18% | 11,266,011 | -2.3% | 0.24% | $1,077,255,914 |
| PNC Financial Services Group, Inc. | 18% | 11,095,584 | -5.1% | 0.53% | $1,060,959,756 |
| MORGAN STANLEY | 14% | 8,705,431 | -3.2% | 0.04% | $832,413,460 |
| Hamilton Capital, LLC | 11% | 7,201,068 | -0.27% | 34% | $688,566,166 |
| AMERIPRISE FINANCIAL INC | 11% | 6,810,149 | -0.46% | 0.13% | $651,206,134 |
| RAYMOND JAMES FINANCIAL INC | 5.5% | 3,500,117 | +1.7% | 0.09% | $334,681,138 |
| UBS Group AG | 4.4% | 2,793,709 | +0.99% | 0.04% | $267,134,455 |
| HighTower Advisors, LLC | 4.3% | 2,717,667 | -4% | 0.25% | $259,863,328 |
| Cetera Investment Advisers | 4.2% | 2,640,256 | +1.9% | 0.23% | $252,461,350 |
| ENVESTNET ASSET MANAGEMENT INC | 3.1% | 1,966,718 | -8.8% | 0.04% | $188,057,615 |
| WELLS FARGO & COMPANY/MN | 2.6% | 1,632,046 | -1.3% | 0.03% | $156,056,298 |
| ROYAL BANK OF CANADA | 2.4% | 1,526,712 | +1.3% | 0.02% | $145,985,000 |
| Larson Financial Group LLC | 2.3% | 1,451,061 | +19% | 3.7% | $138,750,459 |
| Focus Partners Wealth | 2% | 1,291,594 | -2.1% | 0.13% | $123,502,185 |
| Private Advisor Group, LLC | 1.9% | 1,181,665 | -16% | 0.52% | $112,990,790 |
| Steward Partners Investment Advisory, LLC | 1.8% | 1,143,793 | -0.47% | 0.56% | $109,369,465 |
| Bluespring Wealth Management, LLC | 1.7% | 1,088,807 | +52% | 2% | $104,111,755 |
| HUNTINGTON NATIONAL BANK | 1.7% | 1,080,381 | -1.7% | 0.5% | $103,306,063 |
| WADDELL & ASSOCIATES, LLC | 1.6% | 1,037,498 | +1.1% | 4.9% | $99,205,563 |
| Stratos Investment Management, LLC | 1.5% | 971,774 | +3.3% | 3.4% | $92,921,105 |
| Clearwater Capital Advisors, LLC | 1.5% | 938,490 | +0.89% | 6.6% | $89,738,422 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.4% | 887,176 | -4.3% | 0.11% | $84,831,768 |
| Bouchey Financial Group, Ltd. | 1.4% | 885,297 | +1.2% | 5.5% | $84,652,060 |
| CAPTRUST FINANCIAL ADVISORS | 1.4% | 856,123 | +12% | 0.13% | $81,862,481 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
51
Headline period
Q2 2026
Rows shown
1-25 of 51
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 41,695,237 | $4,056,740,078 | -$51,314,026 | $97.24 | 425 |
| 2026 Q2 | 132,438,644 | $12,657,632,500 | -$394,313,974 | $95.62 | 796 |
| 2026 Q1 | 137,012,809 | $12,041,687,032 | -$168,106,444 | $87.84 | 772 |
| 2025 Q4 | 139,544,767 | $12,484,511,998 | -$259,590,610 | $89.43 | 766 |
| 2025 Q3 | 134,551,245 | $11,969,175,839 | -$287,359,342 | $88.96 | 718 |
| 2025 Q2 | 145,746,326 | $12,209,980,080 | +$310,589,742 | $83.74 | 726 |
| 2025 Q1 | 142,098,250 | $11,344,525,560 | +$124,020,452 | $79.86 | 711 |
| 2024 Q4 | 142,575,494 | $11,541,781,747 | +$669,617,650 | $80.93 | 708 |
| 2024 Q3 | 130,127,328 | $10,815,643,856 | +$300,998,791 | $83.21 | 643 |
| 2024 Q2 | 127,426,066 | $9,946,448,783 | +$206,190,411 | $78.05 | 619 |
| 2024 Q1 | 124,660,748 | $9,486,431,905 | +$442,351,559 | $76.19 | 595 |
| 2023 Q4 | 119,175,543 | $8,377,549,013 | +$725,698,106 | $70.28 | 570 |
| 2023 Q3 | 108,508,504 | $6,892,326,437 | +$744,162,621 | $63.49 | 507 |
| 2023 Q2 | 96,596,950 | $6,438,649,432 | +$453,483,764 | $66.66 | 501 |
| 2023 Q1 | 89,348,073 | $5,569,315,943 | -$6,694,495 | $62.34 | 459 |
| 2022 Q4 | 88,015,689 | $5,313,182,836 | +$365,424,591 | $60.36 | 439 |
| 2022 Q3 | 82,445,903 | $4,451,800,866 | +$462,159,850 | $53.91 | 389 |
| 2022 Q2 | 73,854,205 | $4,236,964,646 | -$816,272,547 | $57.31 | 383 |
| 2022 Q1 | 88,162,777 | $5,613,989,821 | +$66,956,310 | $63.67 | 380 |
| 2021 Q4 | 87,650,147 | $5,767,769,303 | +$178,615,855 | $65.86 | 378 |
| 2021 Q3 | 83,962,717 | $4,944,527,963 | +$305,313,569 | $58.84 | 322 |
| 2021 Q2 | 78,806,798 | $4,701,528,983 | +$152,994,882 | $59.67 | 323 |
| 2021 Q1 | 76,036,994 | $4,346,403,525 | +$198,301,333 | $57.19 | 314 |
| 2020 Q4 | 72,287,680 | $3,900,600,838 | +$134,471,955 | $53.96 | 301 |
| 2020 Q3 | 69,978,232 | $3,468,712,801 | +$1,064,202,870 | $49.57 | 266 |