WISDOMTREE U.S. QUALITY DIVI (DGRW) Institutional Ownership Changes & 13F Activity
WISDOMTREE U.S. QUALITY DIVI (DGRW). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Skyview Investment Advisors, Llc, Bank Of America Corp, Larson Financial Group Llc, and Corient Private Wealth Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Skyview Investment Advisors, Llc | Sell | -523,930 | -98.1% | 10,000 | $956.00 | Q2 2026 | Sep 15, 2026 |
| Cherry Tree Wealth Management, Llc | Buy | +169 | +6.5% | 2,753 | $263.24K | Q2 2026 | Sep 15, 2026 |
| Anchor Investment Management, Llc | Buy | +2 | +0.0% | 10,266 | $981.60K | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +6,979 | +56.5% | 19,342 | $1.85M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +24,664 | — | 24,664 | $2.36M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +225,643 | +306.1% | 299,352 | $28.62M | Q2 2026 | Aug 27, 2026 |
| Atx Financial Planning, Llc | Sell | -1,056 | -12.3% | 7,513 | $718.38K | Q2 2026 | Aug 20, 2026 |
| Rehmann Capital Advisory Group | Buy | +9 | +0.1% | 7,437 | $711.20K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +6,705 | +23.2% | 35,585 | $3.40M | Q2 2026 | Aug 19, 2026 |
| Vermillion & White Wealth Management Group, Llc | Buy | +1,292 | +8.0% | 17,429 | $1.67M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -661 | -18.3% | 2,943 | $281.40K | Q2 2026 | Aug 19, 2026 |
| Glenview Trust Co | Buy | +3,086 | +26.7% | 14,643 | $1.40M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +1,269 | +8.8% | 15,719 | $1.50M | Q2 2026 | Aug 18, 2026 |
| Strait & Sound Wealth Management Llc | Buy | +196 | +1.6% | 12,303 | $1.18M | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Sell | -153,144 | -24.9% | 461,544 | $44.13M | Q2 2026 | Aug 17, 2026 |
| Hamilton Capital, Llc | Sell | -19,616 | -0.3% | 7,201,068 | $688.57M | Q2 2026 | Aug 17, 2026 |
| Ruggaard & Associates Llc | Buy | +17,718 | — | 17,718 | $1.69M | Q2 2026 | Aug 17, 2026 |
| Empowered Funds, Llc | Buy | +6,555 | — | 6,555 | $626.79K | Q2 2026 | Aug 17, 2026 |
| Redwood Investment Management, Llc | Buy | +3,696 | +39.8% | 12,990 | $1.24M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -1,448 | -1.5% | 93,298 | $8.93M | Q2 2026 | Aug 17, 2026 |
| Fsa Advisors, Inc. | Sell | -581 | -18.2% | 2,617 | $250.27K | Q2 2026 | Aug 17, 2026 |
| Brooks, Moore & Associates, Inc. | Buy | +315 | +0.9% | 37,075 | $3.55M | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +303 | — | 303 | $28.97K | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Sell | -13 | -0.1% | 9,099 | $870.00K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +6,810,149 | — | 6,810,149 | $651.21M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -417,657 | -3.6% | 11,286,993 | $1.08B | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Buy | +235,197 | +19.3% | 1,451,061 | $138.75M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +141,917 | — | 141,917 | $13.57M | Q2 2026 | Aug 14, 2026 |
| Tudor Investment Corp Et Al | Sell | -131,990 | -55.5% | 105,650 | $10.10M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +128,128 | +21.4% | 725,739 | $69.41M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about DGRW activity
Which institutional owners are buying DGRW?
Institutional owners buying DGRW include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in DGRW activity?
"Buy" means an investor increased their reported position in DGRW compared to the prior reporting period. This reflects growing exposure to WISDOMTREE U.S. QUALITY DIVI (DGRW) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in DGRW increasing?
Institutional interest in DGRW can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.