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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Skyview Investment Advisors, LlcSell-523,930-98.1%10,000$956.00Q2 2026Sep 15, 2026
Cherry Tree Wealth Management, LlcBuy+169+6.5%2,753$263.24KQ2 2026Sep 15, 2026
Anchor Investment Management, LlcBuy+2+0.0%10,266$981.60KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+6,979+56.5%19,342$1.85MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+24,66424,664$2.36MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+225,643+306.1%299,352$28.62MQ2 2026Aug 27, 2026
Atx Financial Planning, LlcSell-1,056-12.3%7,513$718.38KQ2 2026Aug 20, 2026
Rehmann Capital Advisory GroupBuy+9+0.1%7,437$711.20KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+6,705+23.2%35,585$3.40MQ2 2026Aug 19, 2026
Vermillion & White Wealth Management Group, LlcBuy+1,292+8.0%17,429$1.67MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-661-18.3%2,943$281.40KQ2 2026Aug 19, 2026
Glenview Trust CoBuy+3,086+26.7%14,643$1.40MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+1,269+8.8%15,719$1.50MQ2 2026Aug 18, 2026
Strait & Sound Wealth Management LlcBuy+196+1.6%12,303$1.18MQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Sell-153,144-24.9%461,544$44.13MQ2 2026Aug 17, 2026
Hamilton Capital, LlcSell-19,616-0.3%7,201,068$688.57MQ2 2026Aug 17, 2026
Ruggaard & Associates LlcBuy+17,71817,718$1.69MQ2 2026Aug 17, 2026
Empowered Funds, LlcBuy+6,5556,555$626.79KQ2 2026Aug 17, 2026
Redwood Investment Management, LlcBuy+3,696+39.8%12,990$1.24MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-1,448-1.5%93,298$8.93MQ2 2026Aug 17, 2026
Fsa Advisors, Inc.Sell-581-18.2%2,617$250.27KQ2 2026Aug 17, 2026
Brooks, Moore & Associates, Inc.Buy+315+0.9%37,075$3.55MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+303303$28.97KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Sell-13-0.1%9,099$870.00KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+6,810,1496,810,149$651.21MQ2 2026Aug 14, 2026
Bank Of America CorpSell-417,657-3.6%11,286,993$1.08BQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+235,197+19.3%1,451,061$138.75MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+141,917141,917$13.57MQ2 2026Aug 14, 2026
Tudor Investment Corp Et AlSell-131,990-55.5%105,650$10.10MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+128,128+21.4%725,739$69.41MQ2 2026Aug 14, 2026
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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.