Latest Period
Q2 2026
CUSIP: 97717X669
Latest Period
Q2 2026
Institutions Reporting
787
Shares (Excl. Options)
132,344,623
Price
$95.62
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Latest holder context comes from 787 institutions filings for Q2 2026.
Security key
97717X669
Latest holder period
Q2 2026
13F holders
787
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Open recent reporting periods for CUSIP 97717X669:
13D/G owners
Large-stake holder rows connected to Schedule 13D/G evidence.
| 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, 787 institutional investors reported holding 132,344,623 shares of WisdomTree U.S. Quality Dividend Growth Fund - Exchange-Traded Fund (DGRW). This represents 210% of the company’s total 63,147,630 outstanding shares.
13F concentration
Largest 13F positions for this security by reported shares and value.
| 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
Holder count, reported shares/value, and median price by quarter.
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 132,344,623 | $12,648,627,173 | -$342,840,918 | $95.62 | 787 |
| 2026 Q1 | 136,985,449 | $12,039,241,032 | -$167,987,413 | $87.84 | 771 |
| 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 |