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DGRW · WisdomTree U.S. Quality Dividend Growth Fund ETF

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$99.77 -0.32 (-0.32%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 5
Total Value: $32,987,847
Total Shares: 344,989

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 5 13F filers · Δ vs Mar 31, 2026
Top Holder
86.8%
Sep 2023 → Jun 2026 · range 8.6% – 86.8%
+78.2 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 37.5% – 100.0%
+62.5 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 50.9% – 100.0%
+49.0 pts
HHI
7,607
Sep 2023 → Jun 2026 · range 355 – 7,607
Highly concentrated+7,251

Quarterly Activity

vs Mar 31, 2026
New
1
Increased
1
Decreased
0
Sold Out
766
Unchanged
3
Holder count: -765
Institutional value: -99.7%
Shares held: -99.7%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Corient Private Wealth LLC +225,643 299,352

Top Sellers

vs Mar 31, 2026
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 24,664 $2,358,371

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
BANK OF AMERICA CORP /DE/ 11,704,650 $1,028,136,455
PNC FINANCIAL SERVICES GROUP, INC. 11,696,187 $1,027,393,061
LPL Financial LLC 11,527,081 $1,012,538,795
MORGAN STANLEY 8,988,724 $789,569,512
Hamilton Capital, LLC 7,220,684 $634,264,882
Filter: New 1 Increased 1 Reduced 0 Sold out 766 Unchanged 3
Showing 5 of 5
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC DGRW $28,624,038 86.77% 299,352
CITADEL ADVISORS LLC DGRW $2,358,371 7.15% 24,664
Parkside Financial Bank & Trust DGRW $1,665,987 5.05% 17,423
Allianz Asset Management GmbH DGRW $325,108 0.99% 3,400
BROWN, LISLE/CUMMINGS, INC. DGRW $14,343 0.04% 150