DGRW Institutional Ownership & Shareholders
WISDOMTREE U.S. QUALITY DIVI (DGRW) is currently held by 787 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $12.21B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $1.11B, representing an estimated gain of +2.97% 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
787
Total Reported Value
$12.21B
Largest Holder
Bank Of America Corp
Largest Position
$1.08B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
21
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 | $1,111,317,331 | +$32,055,101 | +2.97% | |
| Lpl Financial Llc | 0.24% | 11,266,011 | $1,077,255,914 | $1,109,251,443 | +$31,995,529 | +2.97% | |
| Pnc Financial Services Group, Inc. | 0.53% | 10,225,150 | $977,728,857 | $1,006,768,269 | +$29,039,412 | +2.97% | |
| Morgan Stanley | 0.04% | 8,705,431 | $832,413,460 | $857,136,736 | +$24,723,276 | +2.97% | |
| Hamilton Capital, Llc | 39.57% | 7,246,278 | $704,628,071 | $713,468,532 | +$8,840,461 | +1.25% | |
| Ameriprise Financial Inc | 0.13% | 6,810,149 | $651,206,134 | $670,527,271 | +$19,321,137 | +2.97% | |
| Raymond James Financial Inc | 0.09% | 3,500,117 | $334,681,138 | $344,621,520 | +$9,940,382 | +2.97% | |
| Ubs Group Ag | 0.04% | 2,793,709 | $267,134,455 | $275,068,588 | +$7,934,133 | +2.97% | |
| Cetera Investment Advisers | 0.23% | 2,640,256 | $252,461,350 | $259,959,606 | +$7,498,256 | +2.97% | |
| Envestnet Asset Management Inc | 0.04% | 1,966,718 | $188,057,615 | $193,643,054 | +$5,585,439 | +2.97% | |
| Wells Fargo & Company/Mn | 0.03% | 1,632,046 | $156,056,298 | $160,691,249 | +$4,634,951 | +2.97% | |
| Royal Bank Of Canada | 0.02% | 1,526,712 | $145,985,000 | $150,320,064 | +$4,335,064 | +2.97% | |
| Larson Financial Group Llc | 3.66% | 1,451,061 | $138,750,459 | $142,871,466 | +$4,121,007 | +2.97% | |
| Focus Partners Wealth | 0.13% | 1,291,594 | $123,502,185 | $127,170,345 | +$3,668,160 | +2.97% | |
| Private Advisor Group, Llc | 0.52% | 1,181,665 | $112,990,790 | $116,346,736 | +$3,355,946 | +2.97% | |
| Steward Partners Investment Advisory, Llc | 0.56% | 1,143,793 | $109,369,465 | $112,617,859 | +$3,248,394 | +2.97% | |
| Sns Financial Group, Llc | 2.00% | 1,088,807 | $104,111,755 | $107,203,937 | +$3,092,182 | +2.97% | |
| Huntington National Bank | 0.50% | 1,080,381 | $103,306,063 | $106,374,313 | +$3,068,250 | +2.97% | |
| Waddell & Associates, Llc | 4.91% | 1,037,498 | $99,205,563 | $102,152,053 | +$2,946,490 | +2.97% | |
| Stratos Investment Management, Llc | 3.36% | 971,774 | $92,921,105 | $95,680,868 | +$2,759,763 | +2.97% | |
| Clearwater Capital Advisors, Llc | 6.58% | 938,490 | $89,738,422 | $92,403,725 | +$2,665,303 | +2.97% | |
| Bouchey Financial Group Ltd | 5.47% | 885,297 | $84,652,060 | $87,166,343 | +$2,514,283 | +2.97% | |
| Commonwealth Equity Services, Llc | 0.11% | 863,380 | $83,955,032 | $85,008,395 | +$1,053,363 | +1.25% | |
| Captrust Financial Advisors | 0.13% | 856,123 | $81,862,481 | $84,293,871 | +$2,431,390 | +2.97% | |
| Rvw Wealth, Llc | 5.20% | 833,624 | $81,061,589 | $82,078,619 | +$1,017,030 | +1.25% | |
| Glassman Wealth Services | 9.48% | 827,493 | $79,124,921 | $81,474,961 | +$2,350,040 | +2.97% | |
| Wealth Enhancement Advisory Services, Llc | 0.11% | 724,340 | $71,463,381 | $71,318,516 | -$144,865 | -0.20% | |
| Savant Capital, Llc | 0.21% | 768,169 | $70,414,911 | $75,633,920 | +$5,219,009 | +7.41% | |
| Legacy Financial Advisors, Inc. | 8.54% | 732,660 | $70,056,996 | $72,137,704 | +$2,080,708 | +2.97% | |
| Osaic Holdings, Inc. | 0.08% | 725,739 | $69,406,186 | $71,456,262 | +$2,050,076 | +2.95% | |
| Kestra Advisory Services, Llc | 0.19% | 699,280 | $67,998,033 | $68,851,109 | +$853,076 | +1.25% | |
| Rockefeller Capital Management L.P. | 0.10% | 694,884 | $66,444,870 | $68,418,279 | +$1,973,409 | +2.97% | |
| Fiduciary Planning Llc | 16.49% | 659,242 | $64,104,663 | $64,908,967 | +$804,304 | +1.25% | |
| Iam Advisory, Llc | 12.46% | 668,549 | $63,926,672 | $65,825,335 | +$1,898,663 | +2.97% | |
| Wealthcare Advisory Partners Llc | 1.06% | 640,262 | $62,259,054 | $63,040,197 | +$781,143 | +1.25% | |
| Spinnaker Investment Group, Llc | 9.80% | 639,351 | $62,170,468 | $62,950,499 | +$780,031 | +1.25% | |
| Highpoint Advisor Group Llc | 2.08% | 616,362 | $58,936,486 | $60,687,003 | +$1,750,517 | +2.97% | |
| Prestige Wealth Management Group Llc | 10.52% | 605,899 | $57,936,062 | $59,656,816 | +$1,720,754 | +2.97% | |
| Beacon Financial Group | 5.07% | 577,509 | $56,157,016 | $56,861,536 | +$704,520 | +1.25% | |
| Jpmorgan Chase & Co | 0.00% | 565,233 | $53,923,279 | $55,652,841 | +$1,729,562 | +3.21% | |
| Glen Eagle Advisors, Llc | 6.51% | 540,005 | $51,635,258 | $53,168,892 | +$1,533,634 | +2.97% | |
| Duncan Williams Asset Management, Llc | 11.50% | 533,740 | $51,036,252 | $52,552,040 | +$1,515,788 | +2.97% | |
| Newedge Advisors, Llc | 0.15% | 533,206 | $50,985,135 | $52,499,463 | +$1,514,328 | +2.97% | |
| Connable Office Inc | 4.46% | 530,321 | $50,709,294 | $52,215,406 | +$1,506,112 | +2.97% | |
| Onedigital Investment Advisors Llc | 0.42% | 514,236 | $49,171,204 | $50,631,677 | +$1,460,473 | +2.97% | |
| Stifel Financial Corp | 0.04% | 506,722 | $48,453,206 | $49,891,848 | +$1,438,642 | +2.97% | |
| Cwm, Llc | 0.12% | 527,285 | $46,316,739 | $51,916,481 | +$5,599,742 | +12.09% | |
| Intrua Financial, Llc | 4.28% | 456,600 | $44,399,796 | $44,956,836 | +$557,040 | +1.25% | |
| Equitable Holdings, Inc. | 0.26% | 461,544 | $44,132,869 | $45,443,622 | +$1,310,753 | +2.97% | |
| One Capital Management, Llc | 1.22% | 498,699 | $43,805,766 | $49,101,904 | +$5,296,138 | +12.09% |
Frequently asked questions about DGRW
Who are the largest institutional holders of DGRW?
The largest institutional holders of DGRW reported in the latest SEC Form 13F filings include Bank Of America Corp, Lpl Financial Llc, Pnc Financial Services Group, Inc., Morgan Stanley, and Hamilton Capital, Llc. InsiderSet ranks institutional holders by their latest reported DGRW position.
What is DGRW institutional ownership?
This page tracks DGRW positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE U.S. QUALITY DIVI (DGRW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DGRW?
InsiderSet currently tracks 787 institutional managers reporting DGRW holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DGRW shareholders.
How much DGRW stock do institutions own?
Institutional investment managers disclosed approximately $12.21B in DGRW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DGRW institutional ownership last updated?
The latest DGRW institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DGRW holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DGRW position after the reporting date.
Are institutions buying or selling DGRW?
Institutional buying and selling can be analyzed by comparing DGRW positions across consecutive 13F reporting periods. InsiderSet's DGRW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DGRW ownership changes.
How has DGRW institutional ownership changed over time?
InsiderSet tracks DGRW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.