Who Owns DGRW?
WisdomTree U.S. Quality Dividend Growth Fund — Institutional Ownership & 13F Holdings
$93.53
-0.34 (-0.36%)
Market Cap
$16.3B
Shares Outstanding
163,895,010
Institutional Holders
696
Total Inst. Value
$7.6B
% of Float Held
—
QoQ Holder Change
+330
Institutional data as of Q1 2025
New Positions
196
Closed Positions
44
Increased
213
Decreased
198
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $944.9M | 11,831,794 |
| 2 | MORGAN STANLEY | $674.2M | 8,442,753 |
| 3 | Hamilton Capital, LLC | $535.0M | 6,699,241 |
| 4 | AMERIPRISE FINANCIAL INC | $513.3M | 6,428,642 |
| 5 | RAYMOND JAMES FINANCIAL INC | $281.1M | 3,520,076 |
| 6 | HighTower Advisors, LLC | $231.5M | 2,898,346 |
| 7 | UBS Group AG | $188.3M | 2,357,577 |
| 8 | Cetera Investment Advisers | $180.3M | 2,258,212 |
| 9 | WELLS FARGO & COMPANY/MN | $126.7M | 1,585,955 |
| 10 | ROYAL BANK OF CANADA | $124.3M | 1,556,747 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +150K | $944.9M |
| Hamilton Capital, LLC | +113K | $535.0M |
| AMERIPRISE FINANCIAL INC | +95K | $513.3M |
| HighTower Advisors, LLC | +174K | $231.5M |
| Cetera Investment Advisers | +153K | $180.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Private Advisor Group, LLC | -1.4M | $104.8M |
| World Investment Advisors | -606K | $10.8M |
| One Capital Management, LLC | -422K | $68.2M |
| Strategic Financial Concepts, LLC | -186K | $814K |
| MORGAN STANLEY | -168K | $674.2M |
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Frequently Asked Questions
How many institutional investors hold DGRW?
As of Q1 2025, 696 institutional investors report holding DGRW (WisdomTree U.S. Quality Dividend Growth Fund) in their 13F filings.
Which hedge fund owns the most DGRW?
The largest institutional holder of DGRW is BANK OF AMERICA CORP /DE/ with $944.9M in shares.
Are institutions buying or selling DGRW?
This quarter, 196 institutions opened new positions in DGRW and 44 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.