Who owns WisdomTree U.S. Quality Dividend Growth Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DGRW from SEC Form 13F filings across 794 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 794 institutions disclosed 132.4M shares of WisdomTree U.S. Quality Dividend Growth Fund worth $12.65B — about 76.9% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
794
13F holders
$12.65B
value, 2026 filers
76.9%
of shares outstanding (132.4M sh)
83
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DGRW's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 11.3M | $1.08B | 0.1% | 6.6% | -3.6% |
| 2 | LPL Financial LLC | 11.3M | $1.08B | 0.2% | 6.5% | -2.3% |
| 3 | PNC Financial Services Group, Inc. | 11.1M | $1.06B | 0.5% | 6.4% | -5.1% |
| 4 | MORGAN STANLEY | 8.7M | $832.4M | 0.0% | 5.1% | -3.2% |
| 5 | Hamilton Capital, LLC | 7.2M | $688.6M | 34.1% | 4.2% | -0.3% |
| 6 | AMERIPRISE FINANCIAL INC | 6.8M | $651.2M | 0.1% | 4% | -0.5% |
| 7 | RAYMOND JAMES FINANCIAL INC | 3.5M | $334.7M | 0.1% | 2% | +1.7% |
| 8 | UBS Group AG | 2.8M | $267.1M | 0.0% | 1.6% | +1.0% |
| 9 | HighTower Advisors, LLC | 2.7M | $259.9M | 0.3% | 1.6% | -4.0% |
| 10 | Cetera Investment Advisers | 2.6M | $252.5M | 0.2% | 1.5% | +1.9% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 2.0M | $188.1M | 0.0% | 1.1% | -8.8% |
| 12 | WELLS FARGO & COMPANY/MN | 1.6M | $156.1M | 0.0% | 0.9% | -1.3% |
| 13 | ROYAL BANK OF CANADA | 1.5M | $146.0M | 0.0% | 0.9% | +1.3% |
| 14 | Larson Financial Group LLC | 1.5M | $138.8M | 3.6% | 0.8% | +19.3% |
| 15 | Focus Partners Wealth | 1.3M | $123.5M | 0.1% | 0.8% | -2.1% |
| 16 | Private Advisor Group, LLC | 1.2M | $113.0M | 0.5% | 0.7% | -16.1% |
| 17 | Steward Partners Investment Advisory, LLC | 1.1M | $109.4M | 0.6% | 0.7% | -0.5% |
| 18 | Bluespring Wealth Management, LLC | 1.1M | $104.1M | 2.0% | 0.6% | +51.8% |
| 19 | HUNTINGTON NATIONAL BANK | 1.1M | $103.3M | 0.5% | 0.6% | -1.7% |
| 20 | WADDELL & ASSOCIATES, LLC | 1.0M | $99.2M | 4.9% | 0.6% | +1.1% |
| 21 | Stratos Investment Management, LLC | 971,774 | $92.9M | 3.4% | 0.6% | +3.3% |
| 22 | Clearwater Capital Advisors, LLC | 938,490 | $89.7M | 6.6% | 0.5% | +0.9% |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 887,176 | $84.8M | 0.1% | 0.5% | -4.3% |
| 24 | Bouchey Financial Group, Ltd. | 885,297 | $84.7M | 5.5% | 0.5% | +1.2% |
| 25 | CAPTRUST FINANCIAL ADVISORS | 856,123 | $81.9M | 0.1% | 0.5% | +12.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.