WISDOMTREE U.S. QUALITY DIVI (DGRW) Institutional Shareholders
WISDOMTREE U.S. QUALITY DIVI (DGRW) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $12.17B in DGRW holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of DGRW tracked by InsiderSet, reporting ownership valued at approximately $1.08B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.10B, representing an estimated gain of +1.68% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed DGRW value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Lpl Financial Llc, Pnc Financial Services Group, Inc., and several other long-term asset managers with concentrated positions in WISDOMTREE U.S. QUALITY DIVI (DGRW).
This page ranks the largest institutional DGRW shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
773
Total Reported Value
$12.17B
Largest Holder
Bank Of America Corp
Largest Position
$1.08B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.07% | 11,286,993 | $1,079,262,230 | $1,097,434,329 | +$18,172,099 | +1.68% | |
| Lpl Financial Llc | 0.24% | 11,266,011 | $1,077,255,914 | $1,095,394,250 | +$18,138,336 | +1.68% | |
| Pnc Financial Services Group, Inc. | 0.53% | 10,225,150 | $977,728,857 | $994,191,335 | +$16,462,478 | +1.68% | |
| Morgan Stanley | 0.04% | 8,705,431 | $832,413,460 | $846,429,056 | +$14,015,596 | +1.68% | |
| Hamilton Capital, Llc | 34.09% | 7,201,068 | $688,566,166 | $700,159,842 | +$11,593,676 | +1.68% | |
| Ameriprise Financial Inc | 0.13% | 6,810,149 | $651,206,134 | $662,150,787 | +$10,944,653 | +1.68% | |
| Raymond James Financial Inc | 0.09% | 3,500,117 | $334,681,138 | $340,316,376 | +$5,635,238 | +1.68% | |
| Ubs Group Ag | 0.04% | 2,793,709 | $267,134,455 | $271,632,326 | +$4,497,871 | +1.68% | |
| Cetera Investment Advisers | 0.23% | 2,640,256 | $252,461,350 | $256,712,091 | +$4,250,741 | +1.68% | |
| Envestnet Asset Management Inc | 0.04% | 1,966,718 | $188,057,615 | $191,223,991 | +$3,166,376 | +1.68% | |
| Wells Fargo & Company/Mn | 0.03% | 1,632,046 | $156,056,298 | $158,683,833 | +$2,627,535 | +1.68% | |
| Royal Bank Of Canada | 0.02% | 1,526,712 | $145,985,000 | $148,442,208 | +$2,457,208 | +1.68% | |
| Larson Financial Group Llc | 3.66% | 1,451,061 | $138,750,459 | $141,086,661 | +$2,336,202 | +1.68% | |
| Focus Partners Wealth | 0.13% | 1,291,594 | $123,502,185 | $125,581,685 | +$2,079,500 | +1.68% | |
| Private Advisor Group, Llc | 0.52% | 1,181,665 | $112,990,790 | $114,893,288 | +$1,902,498 | +1.68% | |
| Steward Partners Investment Advisory, Llc | 0.56% | 1,143,793 | $109,369,465 | $111,210,993 | +$1,841,528 | +1.68% | |
| Sns Financial Group, Llc | 2.00% | 1,088,807 | $104,111,755 | $105,864,705 | +$1,752,950 | +1.68% | |
| Huntington National Bank | 0.50% | 1,080,381 | $103,306,063 | $105,045,445 | +$1,739,382 | +1.68% | |
| Waddell & Associates, Llc | 4.91% | 1,037,498 | $99,205,563 | $100,875,931 | +$1,670,368 | +1.68% | |
| Stratos Investment Management, Llc | 3.36% | 971,774 | $92,921,105 | $94,485,586 | +$1,564,481 | +1.68% | |
| Clearwater Capital Advisors, Llc | 6.58% | 938,490 | $89,738,422 | $91,249,383 | +$1,510,961 | +1.68% | |
| Commonwealth Equity Services, Llc | 0.11% | 887,176 | $84,831,768 | $86,260,122 | +$1,428,354 | +1.68% | |
| Bouchey Financial Group Ltd | 5.47% | 885,297 | $84,652,060 | $86,077,427 | +$1,425,367 | +1.68% | |
| Captrust Financial Advisors | 0.13% | 856,123 | $81,862,481 | $83,240,839 | +$1,378,358 | +1.68% | |
| Rvw Wealth, Llc | 5.30% | 842,307 | $80,541,436 | $81,897,510 | +$1,356,074 | +1.68% | |
| Glassman Wealth Services | 9.48% | 827,493 | $79,124,921 | $80,457,144 | +$1,332,223 | +1.68% | |
| Wealth Enhancement Advisory Services, Llc | 0.12% | 727,465 | $70,615,060 | $70,731,422 | +$116,362 | +0.16% | |
| Savant Capital, Llc | 0.21% | 768,169 | $70,414,911 | $74,689,072 | +$4,274,161 | +6.07% | |
| Legacy Financial Advisors, Inc. | 8.54% | 732,660 | $70,056,996 | $71,236,532 | +$1,179,536 | +1.68% | |
| Osaic Holdings, Inc. | 0.08% | 725,739 | $69,406,186 | $70,563,603 | +$1,157,417 | +1.67% | |
| Kestra Advisory Services, Llc | 0.21% | 694,986 | $66,454,525 | $67,573,489 | +$1,118,964 | +1.68% | |
| Rockefeller Capital Management L.P. | 0.10% | 694,884 | $66,444,870 | $67,563,571 | +$1,118,701 | +1.68% | |
| Iam Advisory, Llc | 12.46% | 668,549 | $63,926,672 | $65,003,019 | +$1,076,347 | +1.68% | |
| Spinnaker Investment Group, Llc | 9.84% | 642,340 | $61,420,624 | $62,454,718 | +$1,034,094 | +1.68% | |
| Fiduciary Planning Llc | 15.57% | 622,496 | $59,523,091 | $60,525,286 | +$1,002,195 | +1.68% | |
| Highpoint Advisor Group Llc | 2.08% | 616,362 | $58,936,486 | $59,928,877 | +$992,391 | +1.68% | |
| Prestige Wealth Management Group Llc | 10.52% | 605,899 | $57,936,062 | $58,911,560 | +$975,498 | +1.68% | |
| Beacon Financial Group | 5.04% | 580,499 | $55,507,360 | $56,441,918 | +$934,558 | +1.68% | |
| Jpmorgan Chase & Co | 0.00% | 565,233 | $53,923,279 | $54,957,605 | +$1,034,326 | +1.92% | |
| Glen Eagle Advisors, Llc | 6.51% | 540,005 | $51,635,258 | $52,504,686 | +$869,428 | +1.68% | |
| Duncan Williams Asset Management, Llc | 11.50% | 533,740 | $51,036,252 | $51,895,540 | +$859,288 | +1.68% | |
| Newedge Advisors, Llc | 0.15% | 533,206 | $50,985,135 | $51,843,619 | +$858,484 | +1.68% | |
| Connable Office Inc | 4.46% | 530,321 | $50,709,294 | $51,563,111 | +$853,817 | +1.68% | |
| Onedigital Investment Advisors Llc | 0.42% | 514,236 | $49,171,204 | $49,999,166 | +$827,962 | +1.68% | |
| Stifel Financial Corp | 0.04% | 506,722 | $48,453,206 | $49,268,580 | +$815,374 | +1.68% | |
| Intrua Financial, Llc | 4.50% | 497,158 | $47,538,202 | $48,338,672 | +$800,470 | +1.68% | |
| Cwm, Llc | 0.12% | 527,285 | $46,316,739 | $51,267,921 | +$4,951,182 | +10.69% | |
| Equitable Holdings, Inc. | 0.26% | 461,544 | $44,132,869 | $44,875,923 | +$743,054 | +1.68% | |
| One Capital Management, Llc | 1.22% | 498,699 | $43,805,766 | $48,488,504 | +$4,682,738 | +10.69% | |
| Serenus Wealth Advisors, Llc | 6.91% | 413,908 | $39,577,876 | $40,244,275 | +$666,399 | +1.68% |
Frequently asked questions about DGRW
Who owns the most DGRW stock?
The largest holders of DGRW are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE U.S. QUALITY DIVI (DGRW).
Is DGRW widely held by superinvestors?
Many widely followed stocks like DGRW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DGRW is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.