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

Latest Period

Q1 2026

Institutions Reporting

747

Shares (Excl. Options)

123,813,272

Price

$87.84

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Type / Class
Equity / Exchange-Traded Fund
Symbol
DGRW
Shares outstanding
63,147,630
Price per share
$94.00
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
123,813,272
Total reported value
$10,882,503,452
% of total 13F portfolios
0.07%
Share change
-1,749,962
Value change
-$155,996,832
Number of holders
747
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • DGRW - WisdomTree U.S. Quality Dividend Growth Fund - Exchange-Traded Fund is tracked under CUSIP 97717X669.
  • 747 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 766 to 747 between Q4 2025 and Q1 2026.
  • Reported value moved from $12,484,511,998 to $10,882,503,452.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 747 institutions filings for Q1 2026.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 97717X669?
CUSIP 97717X669 identifies DGRW - WisdomTree U.S. Quality Dividend Growth Fund - Exchange-Traded Fund in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q1 2026 holders report and the ownership history table below.

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. 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, 747 institutional investors reported holding 123,813,272 shares of WisdomTree U.S. Quality Dividend Growth Fund - Exchange-Traded Fund (DGRW). This represents 196% of the company’s total 63,147,630 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of WisdomTree U.S. Quality Dividend Growth Fund - Exchange-Traded Fund (DGRW) together control 122% 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. 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
RVW Wealth, LLC 1.3% 829,962 +0.84% 5.7% $72,903,831

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
2026 Q1 123,813,272 $10,882,503,452 -$155,996,832 $87.84 747
2025 Q4 139,544,767 $12,484,511,998 -$259,374,971 $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
2019 Q4 44,088,633 $2,136,938,780 +$154,445,410 $48.47 249
2019 Q3 40,493,793 $1,825,812,320 +$49,237,533 $45.09 212
2019 Q2 39,326,369 $1,716,617,761 -$15,011,249 $43.65 209
2019 Q1 39,860,988 $1,716,917,738 +$39,225,093 $43.06 201
2018 Q4 38,324,105 $1,469,829,039 +$175,451,667 $38.33 182
2018 Q3 33,215,998 $1,472,369,161 +$26,922,228 $44.33 160
2018 Q2 32,620,633 $1,338,006,318 +$15,258,308 $41.01 146
2018 Q1 32,251,531 $1,301,786,521 +$123,467,946 $40.36 135
2017 Q4 29,188,114 $1,210,291,353 +$78,308,782 $41.43 130
2017 Q3 27,380,282 $1,045,584,896 +$65,917,418 $38.16 110
2017 Q2 25,663,596 $944,038,780 +$28,505,249 $36.78 101
2017 Q1 24,893,326 $882,869,682 +$130,463,630 $35.48 99
2016 Q4 21,766,951 $724,486,308 +$205,253,554 $33.27 87
2016 Q3 15,110,630 $487,442,430 +$109,565,087 $32.29 67
2016 Q2 12,216,410 $385,860,405 -$10,007,507 $31.58 64
2016 Q1 11,955,135 $373,087,254 +$54,843,513 $31.27 63
2015 Q4 10,207,180 $309,213,070 +$22,885,698 $30.35 55
2015 Q3 9,336,293 $267,982,344 +$30,278,538 $28.62 45
2015 Q2 8,331,992 $258,620,848 +$23,977,304 $31.03 39
2015 Q1 7,477,802 $233,785,773 +$120,491,687 $31.29 31
2014 Q4 3,626,977 $112,761,398 +$42,131,419 $31.09 31
2014 Q3 1,168,012 $34,159,372 +$6,667,472 $29.26 22
2014 Q2 940,425 $27,298,321 +$504,173 $29.02 22
2014 Q1 923,029 $25,823,191 +$7,059,417 $27.99 21
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