Latest Period
Q1 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 Q1 2026
Institutions Reporting
768
Shares (Excl. Options)
136,683,999
Price
$87.84
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- Security type / class
- Equity / Exchange-Traded Fund
- Symbol
- DGRW
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 136,683,999
- Total 13F value
- $12,012,803,704
- Portfolio coverage rank
- 0.08%
- Share change
- -1,859,924
- Value change
- -$165,597,145
- Number of holders
- 768
- Shares outstanding
- 63,147,630
- SEC-reported price per share
- $95.67
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
Key facts
- DGRW - WisdomTree U.S. Quality Dividend Growth Fund - Exchange-Traded Fund is tracked under CUSIP 97717X669.
- 768 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 766 to 768 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $12,484,511,998 to $12,012,803,704.
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 768 institutions filings for Q1 2026.
Security key
97717X669
Latest holder period
Q1 2026
13F holders
768
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 31 Mar 2026, 768 institutional investors reported holding 136,683,999 shares of WisdomTree U.S. Quality Dividend Growth Fund - Exchange-Traded Fund (DGRW). This represents 216% of the company’s total 63,147,630 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
139%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 19% | 11,704,650 | -1.8% | 0.08% | $1,028,136,493 |
| PNC FINANCIAL SERVICES GROUP, INC. | 19% | 11,696,187 | -5% | 0.59% | $1,027,393,038 |
| LPL Financial LLC | 18% | 11,527,081 | -5.7% | 0.27% | $1,012,538,741 |
| MORGAN STANLEY | 14% | 8,988,723 | +5.6% | 0.05% | $789,569,525 |
| Hamilton Capital, LLC | 11% | 7,220,684 | +4.5% | 33% | $634,264,893 |
| AMERIPRISE FINANCIAL INC | 11% | 6,841,705 | -2.8% | 0.14% | $600,992,704 |
| RAYMOND JAMES FINANCIAL INC | 5.4% | 3,440,502 | +0.78% | 0.09% | $302,213,745 |
| HighTower Advisors, LLC | 4.5% | 2,832,094 | -1.3% | 0.26% | $248,771,778 |
| UBS Group AG | 4.4% | 2,766,363 | +3.3% | 0.04% | $242,997,326 |
| Cetera Investment Advisers | 4.1% | 2,589,945 | +5.7% | 0.24% | $227,500,768 |
| ENVESTNET ASSET MANAGEMENT INC | 3.4% | 2,157,249 | -8.2% | 0.05% | $189,492,783 |
| WELLS FARGO & COMPANY/MN | 2.6% | 1,654,013 | -1.7% | 0.03% | $145,288,527 |
| ROYAL BANK OF CANADA | 2.4% | 1,507,750 | -6.8% | 0.03% | $132,442,000 |
| Private Advisor Group, LLC | 2.2% | 1,407,611 | -0.84% | 0.58% | $123,644,457 |
| Focus Partners Wealth | 2.1% | 1,319,213 | -2.9% | 0.13% | $115,879,639 |
| Larson Financial Group LLC | 1.9% | 1,215,864 | +20% | 3.4% | $106,801,535 |
| Steward Partners Investment Advisory, LLC | 1.8% | 1,149,149 | +5.9% | 0.51% | $100,941,232 |
| HUNTINGTON NATIONAL BANK | 1.7% | 1,098,933 | -7.4% | 0.53% | $96,530,306 |
| Prime Capital Investment Advisors, LLC | 1.7% | 1,079,247 | -30% | 1.1% | $94,801,041 |
| WADDELL & ASSOCIATES, LLC | 1.6% | 1,026,457 | +3.6% | 5.1% | $90,163,959 |
| Stratos Investment Management, LLC | 1.5% | 940,629 | +1.6% | 3.3% | $82,624,927 |
| Clearwater Capital Advisors, LLC | 1.5% | 930,174 | +3.4% | 6.6% | $81,706,448 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.5% | 927,276 | -10% | 0.11% | $81,451,907 |
| Bouchey Financial Group Ltd | 1.4% | 874,519 | +0.22% | 5.8% | $79,388,871 |
| FIFTH THIRD BANCORP | 1.4% | 856,692 | +12667% | 0.14% | $75,251,825 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 136,683,999 | $12,012,803,704 | -$165,597,145 | $87.84 | 768 |
| 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 |
| 2020 Q2 | 48,157,626 | $2,184,729,473 | +$133,049,312 | $45.49 | 254 |
| 2020 Q1 | 46,356,199 | $1,803,183,224 | +$105,049,589 | $38.91 | 240 |