WisdomTree U.S. Quality Dividend Growth Fund

DGRW • NASDAQ

WisdomTree U.S. Quality Dividend Growth Fund is an exchange-traded fund on NASDAQ. As of Q3 2025, 708 institutional investors hold shares in this ETF, with total holdings valued at $11.9B. PNC FINANCIAL SERVICES GROUP, INC. is the largest holder with a position valued at $1.4B.

Overview

Overview of institutional ownership in DGRW as of Q3 2025

All Institutions

Institutions: 708
Value Held: $11.9B
Shares Held: 133.7M
Avg Position: $16.8M
Median Position: $1.2M

Hedge Funds

Hedge Funds: 11
Value Held: $27.7M
Shares Held: 311.6K
Avg Position: $2.5M
Median Position: $1.2M

Biggest Investors

Institutions with the largest positions in DGRW as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
PNC FINANCIAL SERVICES GROUP, INC. Institution	William S. Demchak CEO	$1.4B 0.85% of portfolio	15.8M shares	Q1 2016 Held for 9y 8m	$164.83B
L LPL Financial LLC Institution	-	$1.1B 0.32% of portfolio	12.4M shares	Q3 2013 Held for 12y 2m	$340.07B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$1.1B 0.08% of portfolio	12.0M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$754.8M 0.05% of portfolio	8.5M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$633.7M 0.15% of portfolio	7.1M shares	Q4 2016 Held for 8y 11m	$433.11B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$304.6M 0.10% of portfolio	3.4M shares	Q4 2024 Held for 11 months	$310.43B
HighTower Advisors, LLC RIA/Wealth	Robert David Oros CEO	$259.3M 0.30% of portfolio	2.9M shares	Q2 2015 Held for 10y 5m	$87.7B
UBS Group AG Institution	Sergio P. Ermotti CEO	$225.9M 0.04% of portfolio	2.5M shares	Q4 2014 Held for 10y 11m	$511.54B
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$217.9M 0.26% of portfolio	2.4M shares	Q1 2020 Held for 5y 8m	$85.4B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$202.9M 0.06% of portfolio	2.3M shares	Q3 2018 Held for 7y 2m	$341.99B

Net Capital Flow

Institutional buying and selling activity for DGRW in Q3 2025

Traded: −$204.0M
Buyers: 329
Sellers: 287
Total Bought: +$475.4M
Total Sold: −$679.4M
Avg Position: $16.0M

Biggest Buyers

Institution	Net Bought	Current Position
Lido Advisors, LLC RIA/Wealth	+$55.1M +619.6K shares	$55.7M 626.5K shares
Cetera Investment Advisers RIA/Wealth	+$44.0M +494.7K shares	$217.9M 2.4M shares
H HUNTINGTON NATIONAL BANK Long Only Manager	+$33.6M +378.1K shares	$105.3M 1.2M shares
Larson Financial Group LLC RIA/Wealth	+$22.8M +256.6K shares	$79.6M 894.7K shares
POTOMAC FUND MANAGEMENT INC /ADV Long Only Manager	+$19.8M +222.8K shares	$19.8M 222.8K shares
Private Advisor Group, LLC RIA/Wealth	+$19.3M +217.3K shares	$134.2M 1.5M shares
AMERIPRISE FINANCIAL INC Institution	+$16.4M +183.9K shares	$633.7M 7.1M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$13.7M +153.6K shares	$202.9M 2.3M shares
C CONNABLE OFFICE INC Institution	+$11.0M +123.7K shares	$38.8M 436.3K shares
F FLOW TRADERS U.S. LLC Institution	+$10.8M +121.1K shares	$11.1M 124.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
PNC FINANCIAL SERVICES GROUP, INC. Institution	−$358.7M −4.0M shares	$1.4B 15.8M shares
BANK OF AMERICA CORP /DE/ Institution	−$39.0M −438.1K shares	$1.1B 12.0M shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$33.9M −381.3K shares	$96.8M 1.1M shares
SAGE PRIVATE WEALTH GROUP, LLC RIA/Wealth	−$18.5M −207.6K shares	$19.5M 218.8K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	−$17.1M −192.5K shares	$8.3M 93.6K shares
MORGAN STANLEY RIA/Wealth	−$16.8M −189.3K shares	$754.8M 8.5M shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$10.4M −116.7K shares	$304.6M 3.4M shares
L Laurel Wealth Advisors LLC RIA/Wealth	−$9.9M −118.7K shares	Sold Off 0 shares
N NewEdge Wealth, LLC Institution	−$9.5M −107.7K shares	$30.3M 342.1K shares
L LPL Financial LLC Institution	−$8.8M −98.7K shares	$1.1B 12.4M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited DGRW in Q3 2025

New Positions: 21
New Value: $42.7M
Exited Positions: 37
Exited Value: $40.9M

New Positions

Institution	Position Value
POTOMAC FUND MANAGEMENT INC /ADV Long Only Manager	$19.8M 222.8K shares
SEVEN MILE ADVISORY RIA/Wealth	$8.6M 97.1K shares
Summit Financial, LLC RIA/Wealth	$3.8M 42.8K shares
Latko Wealth Management, Ltd. RIA/Wealth	$3.1M 34.5K shares
Beacon Pointe Advisors, LLC RIA/Wealth	$1.7M 18.7K shares
Ballentine Partners, LLC Family Office	$987.5K 11.1K shares
Turtle Creek Wealth Advisors, LLC Family Office	$900.8K 10.1K shares
FIRST HORIZON NATIONAL CORP RIA/Wealth	$827.2K 9.3K shares
Krilogy Financial LLC RIA/Wealth	$703.7K 8.0K shares
Retirement Network RIA/Wealth	$480.6K 5.4K shares

Exited Positions

Institution	Previous Position
L Laurel Wealth Advisors LLC RIA/Wealth	$9.9M 118.7K shares
Siligmueller & Norvid Wealth Advisors LLC RIA/Wealth	$8.6M 101.8K shares
P PRUDENTIAL PLC Institution	$5.3M 62.7K shares
M Holdings Securities, Inc. RIA/Wealth	$3.8M 45.6K shares
I INVENIO WEALTH PARTNERS LLC RIA/Wealth	$2.2M 25.8K shares
P Patriot Financial Group Insurance Agency, LLC Institution	$1.8M 21.9K shares
Fort Point Capital Partners, LLC Fund of Funds	$1.8M 21.6K shares
Financial Advocates Investment Management RIA/Wealth	$887.4K 10.6K shares
Engineers Gate Manager LP Hedge Fund•Quant	$693.8K 8.3K shares
BRIGHTON JONES LLC RIA/Wealth	$607.7K 7.3K shares

Options Activity

Institutions with the largest Call and Put options positions in DGRW as of Q3 2025

Call Positions: 1
Call Value: $240.2K
Put Positions: 1
Put Value: $516.0K

Call Positions

Institution	Position Value
J JANE STREET GROUP, LLC Institution	$240.2K 27.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$516.0K 58.0 contracts

Most Committed Institutions

Institutions with DGRW as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
COLUMBIA ADVISORY PARTNERS LLC RIA/Wealth	Jeremy Daniel Russell President	16.32% $23.6M	265.3K shares	Q4 2024 Held for 11 months	$144.6M
IAM Advisory, LLC RIA/Wealth	Joseph Clark Parsons Managing Partner	16.03% $71.3M	801.4K shares	Q3 2023 Held for 2y 2m	$444.7M
T Team Financial Group, LLC Institution	-	15.75% $34.0M	381.7K shares	Q3 2023 Held for 2y 2m	$215.7M
F Fiduciary Planning LLC Institution	-	15.01% $49.0M	551.3K shares	Q3 2023 Held for 2y 2m	$326.8M
BKA Wealth Consulting, Inc. RIA/Wealth	Eric Charles Boyce Managing Partner	14.20% $17.2M	193.7K shares	Q1 2022 Held for 3y 8m	$121.3M
Choice Wealth Advisors, LLC RIA/Wealth	Christopher Arthur Markos CCO	13.17% $28.6M	321.7K shares	Q1 2022 Held for 3y 8m	$217.4M
Compass Financial Services Inc RIA/Wealth	Justin Edwin Van Houten CEO	12.74% $28.8M	323.5K shares	Q4 2024 Held for 11 months	$225.9M
Duncan Williams Asset Management, LLC RIA/Wealth	Duncan Franklin Williams Chairman	12.27% $43.6M	490.3K shares	Q1 2024 Held for 1y 8m	$355.4M
SAGE PRIVATE WEALTH GROUP, LLC RIA/Wealth	Khaled Awad Taha Managing Partner	11.97% $19.5M	218.8K shares	Q4 2023 Held for 1y 11m	$162.6M
P Prestige Wealth Management Group LLC RIA/Wealth	Roy Evans Williams CEO	10.74% $55.6M	625.5K shares	Q4 2019 Held for 5y 11m	$518.2M

Hedge Fund Spotlight

Discover hedge funds investing in DGRW

Quantinno Capital Management LP

Hedge Fund • Market Neutral

Portfolio ManagerHoon Nmn Kim

Portfolio Value: $36.6B
Positions: 2,911
Last Reported: Q3 2025

Sector Allocation

Position in WisdomTree U.S. Quality Dividend Growth Fund

Market Value: $2.1M
Shares Held: 23.8K
Portfolio Weight: 0.01%
Owned Since: 2025-Q1

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$2.1B	5.71%
2 Apple AAPL	Consumer Electronics Technology	$1.9B	5.06%
3 Microsoft MSFT	Software - Infrastructure Technology	$1.4B	3.93%