DGRW Institutional Ownership
WisdomTree U.S. Quality Dividend Growth Fund
1W: -0.3%
1M: -1.0%
3M: +2.0%
YTD: +9.5%
1Y: +10.3%
3Y: +60.5%
5Y: +74.5%
$98.16
+0.74 (+0.76%)
Weekly Expected Move ±1.3%
$96
$97
$98
$99
$101
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DGRW
834
Institutional Holders
+14 vs prior quarter
0.0%
Ownership
+0.00pp
13B
Total Invested
74
New Positions
265
Increased
345
Reduced
43
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (879 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 11,286,993 | 1.1B | -417,657 | -3.6% | 15Q | SEC ↗ |
| 2 | LPL Financial LLC | 11,266,011 | 1.1B | -261,070 | -2.3% | 52Q | SEC ↗ |
| 3 | PNC Financial Services Group, Inc. | 11,095,584 | 1.1B | -600,603 | -5.1% | 15Q | SEC ↗ |
| 4 | MORGAN STANLEY | 8,705,431 | $855M | -283,293 | -3.2% | 53Q | SEC ↗ |
| 5 | Hamilton Capital, LLC | 7,201,068 | $707M | -19,616 | -0.3% | 3Q | SEC ↗ |
| 6 | AMERIPRISE FINANCIAL INC | 6,810,149 | $668M | -31,556 | -0.5% | 16Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 3,500,117 | $344M | +59,615 | +1.7% | 7Q | SEC ↗ |
| 8 | UBS Group AG | 2,793,709 | $274M | +27,346 | +1.0% | 47Q | SEC ↗ |
| 9 | HighTower Advisors, LLC | 2,717,667 | $267M | -114,427 | -4.0% | 22Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 2,640,256 | $259M | +50,311 | +1.9% | 26Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 1,966,718 | $193M | -190,531 | -8.8% | 32Q | SEC ↗ |
| 12 | WELLS FARGO & COMPANY/MN | 1,632,046 | $160M | -21,967 | -1.3% | 50Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 1,526,712 | $150M | +18,962 | +1.3% | 53Q | SEC ↗ |
| 14 | Larson Financial Group LLC | 1,451,061 | $142M | +235,197 | +19.3% | 19Q | SEC ↗ |
| 15 | Focus Partners Wealth | 1,291,594 | $127M | -27,619 | -2.1% | 11Q | SEC ↗ |
| 16 | Private Advisor Group, LLC | 1,181,665 | $116M | -225,946 | -16.1% | 48Q | SEC ↗ |
| 17 | Steward Partners Investment Advisory, | 1,143,793 | $112M | -5,356 | -0.5% | 30Q | SEC ↗ |
| 18 | Bluespring Wealth Management, LLC | 1,088,807 | $107M | +371,767 | +51.8% | 13Q | SEC ↗ |
| 19 | WADDELL & ASSOCIATES, LLC | 1,037,498 | $102M | +11,041 | +1.1% | 17Q | SEC ↗ |
| 20 | Stratos Investment Management, LLC | 971,774 | $95M | +31,145 | +3.3% | 29Q | SEC ↗ |
| 21 | Clearwater Capital Advisors, LLC | 938,490 | $92M | +8,316 | +0.9% | 38Q | SEC ↗ |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 887,176 | $87M | -40,100 | -4.3% | 35Q | SEC ↗ |
| 23 | Bouchey Financial Group, Ltd. | 885,297 | $87M | +10,778 | +1.2% | 26Q | SEC ↗ |
| 24 | CAPTRUST FINANCIAL ADVISORS | 856,123 | $84M | +94,292 | +12.4% | 25Q | SEC ↗ |
| 25 | RVW Wealth, LLC | 842,307 | $83M | +12,345 | +1.5% | 30Q | SEC ↗ |
| 26 | Glassman Wealth Services | 827,493 | $81M | +14,365 | +1.8% | 20Q | SEC ↗ |
| 27 | Savant Capital, LLC | 768,169 | $75M | +377,753 | +96.8% | 26Q | SEC ↗ |
| 28 | Legacy Financial Advisors, Inc. | 732,660 | $72M | +10,244 | +1.4% | 14Q | SEC ↗ |
| 29 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 727,465 | $71M | +10,692 | +1.5% | 14Q | SEC ↗ |
| 30 | OSAIC HOLDINGS, INC. | 725,739 | $71M | +128,128 | +21.4% | 26Q | SEC ↗ |
| 31 | Kestra Advisory Services, LLC | 694,986 | $68M | -75,438 | -9.8% | 24Q | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 694,884 | $68M | -28,750 | -4.0% | 30Q | SEC ↗ |
| 33 | IAM Advisory, LLC | 668,549 | $66M | +4,804 | +0.7% | 12Q | SEC ↗ |
| 34 | Spinnaker Investment Group, LLC | 642,340 | $63M | +73,869 | +13.0% | 19Q | SEC ↗ |
| 35 | Schorn Wealth LLC | 622,496 | $61M | +109,466 | +21.3% | 12Q | SEC ↗ |
| 36 | HighPoint Advisor Group LLC | 616,362 | $61M | +48,121 | +8.5% | 3Q | SEC ↗ |
| 37 | Prestige Wealth Management Group LLC | 605,899 | $59M | +2,273 | +0.4% | 27Q | SEC ↗ |
| 38 | BEACON FINANCIAL GROUP | 580,499 | $57M | +5,807 | +1.0% | 35Q | SEC ↗ |
| 39 | JPMORGAN CHASE & CO | 565,233 | $55M | -92,571 | -14.1% | 38Q | SEC ↗ |
| 40 | Glen Eagle Advisors, LLC | 540,005 | $53M | +29,928 | +5.9% | 39Q | SEC ↗ |
| 41 | Duncan Williams Asset Management, LLC | 533,740 | $52M | +25,966 | +5.1% | 10Q | SEC ↗ |
| 42 | NewEdge Advisors, LLC | 533,206 | $52M | -28,033 | -5.0% | 15Q | SEC ↗ |
| 43 | CONNABLE OFFICE INC | 530,321 | $52M | +8,282 | +1.6% | 13Q | SEC ↗ |
| 44 | CWM, LLC | 527,285 | $52M | -11,771 | -2.2% | 18Q | SEC ↗ |
| 45 | Cambridge Investment Research Advisors | 514,533 | $51M | -5,703 | -1.1% | 44Q | SEC ↗ |
| 46 | OneDigital Investment Advisors LLC | 514,236 | $50M | +4,415 | +0.9% | 14Q | SEC ↗ |
| 47 | STIFEL FINANCIAL CORP | 506,722 | $50M | +15,852 | +3.2% | 49Q | SEC ↗ |
| 48 | One Capital Management, LLC | 498,699 | $49M | — | +0.0% | 33Q | SEC ↗ |
| 49 | Intrua Financial, LLC | 497,158 | $49M | -729 | -0.1% | 11Q | SEC ↗ |
| 50 | Equitable Holdings, Inc. | 461,544 | $45M | -153,144 | -24.9% | 27Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| POTOMAC FUND MANAGEMENT INC /ADV | 290,900 | $29M |
| IFG Advisory, LLC | 141,917 | $14M |
| Thomasville National Bank | 62,587 | $6M |
| COMPASS FINANCIAL MANAGEMENT LLC | 51,547 | $5M |
| Lotus Asset Management LLC | 41,514 | $4M |
| Global Retirement Partners, LLC | 26,365 | $3M |
| CITADEL ADVISORS LLC | 24,664 | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 20,811 | $2M |
| G&S Capital LLC | 18,384 | $2M |
| Rubicon Advisors, GP | 17,958 | $2M |
| Van Hulzen Asset Management, LLC | 16,671 | $2M |
| Pathstone Holdings, LLC | 8,835 | $867K |
| Waterloo Capital, L.P. | 7,795 | $765K |
| Headlands Technologies LLC | 7,622 | $748K |
| BTG Pactual Asset Management US LLC | 7,548 | $741K |
| BOKF, NA | 6,830 | $670K |
| Cambria Investment Management, L.P. | 6,555 | $643K |
| Empowered Funds, LLC | 6,555 | $643K |
| Permanent Capital Management, LP | 5,745 | $564K |
| SYKON CAPITAL LLC | 4,291 | $421K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SAGE PRIVATE WEALTH GROUP, LLC | 217,611 | $21M |
| SEVEN MILE ADVISORY | 101,043 | $10M |
| WIN ADVISORS, INC | 99,859 | $10M |
| Howard Capital Management Inc. | 80,848 | $8M |
| RHUMBLINE ADVISERS | 29,371 | $3M |
| Lifestyle Asset Management, Inc. | 22,607 | $2M |
| Talisman Wealth Advisors LLC | 22,161 | $2M |
| Bulltick Wealth Management, LLC | 20,946 | $2M |
| M Holdings Securities, Inc. | 18,815 | $2M |
| PLANWISER FINANCIAL, LLC | 13,198 | $1M |
| FLOW TRADERS U.S. LLC | 10,591 | $1M |
| Y-Intercept (Hong Kong) Ltd | 10,017 | $983K |
| Insight Advisors, LLC/ PA | 7,603 | $746K |
| TIAA TRUST, NATIONAL ASSOCIATION | 7,363 | $723K |
| ROCKLAND TRUST CO | 6,796 | $667K |
| Sowell Financial Services LLC | 6,326 | $621K |
| DELTEC ASSET MANAGEMENT LLC | 6,300 | $618K |
| Trilogy Capital Inc. | 6,101 | $599K |
| Expressive Wealth LLC | 5,878 | $577K |
| SageView Advisory Group, LLC | 5,162 | $507K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Savant Capital, LLC | +377,753 | +96.8% | 768,169 |
| Bluespring Wealth Management, LLC | +371,767 | +51.8% | 1,088,807 |
| Larson Financial Group LLC | +235,197 | +19.3% | 1,451,061 |
| Corient Private Wealth LP | +225,643 | +306.1% | 299,352 |
| Farther Finance Advisors, LLC | +194,681 | +246.7% | 273,588 |
| OSAIC HOLDINGS, INC. | +128,128 | +21.4% | 725,739 |
| Schorn Wealth LLC | +109,466 | +21.3% | 622,496 |
| CAPTRUST FINANCIAL ADVISORS | +94,292 | +12.4% | 856,123 |
| GOLDMAN SACHS GROUP INC | +91,712 | +172.6% | 144,846 |
| Spinnaker Investment Group, LLC | +73,869 | +13.0% | 642,340 |
| MML INVESTORS SERVICES, LLC | +68,471 | +24.2% | 351,171 |
| LM Advisors LLC | +67,249 | +1090.3% | 73,417 |
| Winthrop Advisory Group LLC | +62,416 | +21.2% | 356,925 |
| RAYMOND JAMES FINANCIAL INC | +59,615 | +1.7% | 3,500,117 |
| Cetera Investment Advisers | +50,311 | +1.9% | 2,640,256 |
| HighPoint Advisor Group LLC | +48,121 | +8.5% | 616,362 |
| Vise Technologies, Inc. | +44,272 | +184.7% | 68,238 |
| JONES FINANCIAL COMPANIES LLLP | +35,259 | +9.8% | 394,078 |
| Stratos Investment Management, LLC | +31,145 | +3.3% | 971,774 |
| Glen Eagle Advisors, LLC | +29,928 | +5.9% | 540,005 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Prime Capital Investment Advisors, | -836,835 | -77.5% | 242,412 |
| FIFTH THIRD BANCORP | -755,571 | -88.2% | 101,121 |
| Independent Advisor Alliance | -659,681 | -99.2% | 5,198 |
| PNC Financial Services Group, Inc. | -600,603 | -5.1% | 11,095,584 |
| Lido Advisors, LLC | -595,891 | -98.3% | 10,536 |
| SkyView Investment Advisors, LLC | -523,930 | -98.1% | 10,000 |
| BANK OF AMERICA CORP /DE | -417,657 | -3.6% | 11,286,993 |
| MORGAN STANLEY | -283,293 | -3.2% | 8,705,431 |
| LPL Financial LLC | -261,070 | -2.3% | 11,266,011 |
| Mariner, LLC | -260,145 | -44.8% | 321,071 |
| Private Advisor Group, LLC | -225,946 | -16.1% | 1,181,665 |
| ENVESTNET ASSET MANAGEMENT INC | -190,531 | -8.8% | 1,966,718 |
| Equitable Holdings, Inc. | -153,144 | -24.9% | 461,544 |
| TUDOR INVESTMENT CORP ET AL | -131,990 | -55.5% | 105,650 |
| HighTower Advisors, LLC | -114,427 | -4.0% | 2,717,667 |
| Thrivent Financial for Lutherans | -101,375 | -31.9% | 216,316 |
| Ascentis Independent Advisors | -93,593 | -99.5% | 500 |
| JPMORGAN CHASE & CO | -92,571 | -14.1% | 565,233 |
| Western Wealth Management, LLC | -91,993 | -33.1% | 185,780 |
| Gateway Wealth Partners, LLC | -88,165 | -49.7% | 89,344 |