DGRW institutional holders

WisdomTree U.S. Quality Dividend Growth Fund · 812 reporting institutions · $12.6B reported value

Funds that can replace DGRW · DGRW return decomposition

Institutional holdings

Institutions reporting DGRW, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$1.1B02026-06-30
Lpl Financial LLC$1.1B23,4582026-06-30
PNC Financial Services Group, Inc.$1.1B02026-06-30
Morgan Stanley$832.4M23,1852026-06-30
Hamilton Capital, LLC$688.6M602026-06-30
Ameriprise Financial Inc$651.2M02026-06-30
Raymond James Financial Inc$334.7M02026-06-30
UBS Group AG$267.1M02026-06-30
Hightower Advisors, LLC$259.9M1,0462026-06-30
Cetera Investment Advisers$252.5M10,3702026-06-30
Envestnet Pmc$188.1M602026-06-30
Wells Fargo & Company/mn$156.1M02026-06-30
Royal Bank of Canada$146M02026-06-30
Larson Financial Group LLC$138.8M672026-06-30
Focus Partners Wealth$123.5M1,0482026-06-30
Private Advisor Group, LLC$113M9272026-06-30
Steward Partners Investment Advisory, LLC$109.4M4812026-06-30
Bluespring Wealth Management, LLC$104.1M502026-06-30
Huntington National Bank$103.3M02026-06-30
Waddell & Associates, LLC$99.2M02026-06-30
Stratos Investment Management, LLC$92.9M72026-06-30
Clearwater Capital Advisors, LLC$89.7M152026-06-30
Commonwealth Equity Services, LLC$84.8M2,8632026-06-30
Bouchey Financial Group, Ltd.$84.7M112026-06-30
Captrust Financial Advisors$81.9M9622026-06-30
Rvw Wealth, LLC$80.5M82026-06-30
Glassman Wealth Services$79.1M142026-06-30
Comerica Bank$76.4M02025-12-31
Wealth Enhancement Advisory Services, LLC$70.6M1,0262026-06-30
Savant Wealth Management$70.4M4052026-06-30
Legacy Financial Advisors, Inc.$70.1M132026-06-30
Osaic Holdings, Inc.$69.4M02026-06-30
Kestra Advisory Services, LLC$66.5M1,4792026-06-30
Rockefeller Capital Management LP$66.4M3462026-06-30
Iam Advisory, LLC$63.9M02026-06-30
Spinnaker Investment Group, LLC$61.4M82026-06-30
Schorn Wealth LLC$59.5M52026-06-30
Highpoint Advisor Group LLC$58.9M1142026-06-30
Prestige Wealth Management Group LLC$57.9M62026-06-30
Beacon Financial Group$55.5M82026-06-30
Jpmorgan Chase & Co$53.9M02026-06-30
Glen Eagle Advisors, LLC$51.6M132026-06-30
Duncan Williams Asset Management, LLC$51M152026-06-30
Newedge Advisors$51M6012026-06-30
Connable Office Inc$50.7M02026-06-30
Onedigital Investment Advisors LLC$49.2M3862026-06-30
Stifel Financial Corp$48.5M02026-06-30
Intrua Financial, LLC$47.5M362026-06-30
Cwm, LLC$46.3M6672026-03-31
Equitable Holdings, Inc.$44.1M02026-06-30
One Capital Management, LLC$43.8M642026-06-30
Serenus Wealth Advisors, LLC$39.6M62026-06-30
Team Financial Group, LLC$39M62026-06-30
Ifp Advisors, Inc$38.9M3182026-06-30
Kestra Private Wealth Services, LLC$38.6M2062026-06-30
Howard Financial Services, Ltd.$38.1M152026-06-30
Jones Financial Companies LLLP$37.3M02026-06-30
Aspire Capital Advisors LLC$36.5M132026-06-30
Sanchez Wealth Management Group$36.2M32026-06-30
Bcm Advisors, LLC$36.1M82026-06-30
Resolute Capital, LLC$34.8M132026-06-30
Winthrop Advisory Group LLC$34.1M282026-06-30
MML Investors Services, LLC$33.6M5,1202026-06-30
Modern Wealth Management, LLC$32.7M1612026-06-30
Pinnacle Associates, Ltd.$31.9M332026-06-30
Choice Wealth Advisors LLC$31.6M32026-06-30
New Edge Wealth$31.5M1512026-06-30
Per Stirling Capital Management, Llc.$31.4M312026-06-30
Belpointe Asset Management LLC$31.3M1702026-06-30
Mariner, LLC$30.7M02026-06-30
Amplius Wealth Advisors$29.6M112026-06-30
Cerity Partners LLC$29.2M7772026-06-30
Corient Private Wealth LP$28.6M6742026-06-30
Stenger Family Office, LLC$27.9M72026-06-30
Hs Wealth Partners$27.8M62026-06-30
Potomac Fund Management Inc /adv$27.8M252026-06-30
Hb Wealth Management, LLC$26.8M1692026-06-30
Corevision Financial Group$26.6M102026-06-30
Concurrent Investment Advisors, LLC$26.5M3492026-06-30
Farther Finance Advisors, LLC$26.2M3342026-06-30
Cresta Advisors, Ltd.$23.9M62026-06-30
Act Advisors$23.3M42026-06-30
Creative Planning$23.2M1,1712026-06-30
Prime Capital Financial$23.2M2652026-06-30
D.A. Davidson & Co.$22.7M6892026-06-30
Sk Wealth Management, LLC$22.6M42026-06-30
Compass Financial Services Inc$22.1M72026-06-30
Columbia Advisory Partners LLC$22M182026-06-30
Pinnacle Wealth Management Advisory Group, LLC$21.2M102026-06-30
Palo Alto Wealth Advisors, LLC$21.2M02025-09-30
Cra Financial Services, LLC$21.2M122026-06-30
Sanctuary Advisors, LLC$20.8M4012026-06-30
Mor Wealth Management, LLC$19.9M32026-06-30
Boyce & Associates Wealth Consulting, Inc.$19.7M82026-06-30
Truist Financial Corp$19M02026-06-30
Eagle Wealth Strategies$19M92026-06-30
Townsend Asset Management Corp /nc/ /adv$18.9M32026-06-30
Hcm Wealth Advisors$18.7M92026-06-30
Heck Capital Advisors, LLC$18.3M242026-06-30
Curi Capital, LLC$18M942026-06-30
Western Wealth Management, LLC$17.8M1122026-06-30
Atria Investments, Inc$17.5M62026-06-30
Smartleaf Asset Management LLC$17.2M92026-06-30
Main Street Financial Solutions, LLC$16.9M412026-06-30
Mb, Levis & Associates, LLC$16.7M22026-06-30
Focus Financial$16.2M1212026-06-30
Toptier Wealth Management, LLC$15.6M22026-06-30
Solano Wealth Advisors$15.3M32026-06-30
Northwestern Mutual Wealth Management Co$15.1M02026-06-30
Lauer Wealth Management$14.6M32026-06-30
Williams Financial, LLC$14.1M42026-06-30
Goldman Sachs Group Inc$13.9M02026-06-30
Ifg Advisory, LLC$13.6M1102026-06-30
United Advisor Group, LLC$13.6M582026-06-30
Gaddis Premier Wealth Advisors LLC$13.4M82026-06-30
Avidian Wealth Enterprises, LLC$13.4M432026-06-30
TD Capital Management LLC$13.1M82026-06-30
Oxinas Partners Wealth Management$13.1M72026-06-30
Alpha Zero LLC$12.9M102026-06-30
Foundations Investment Advisors, LLC$12.5M3022026-06-30
Iag Wealth Partners, LLC$12.3M172026-06-30
Marshall & Sterling Wealth Advisors Inc.$12.2M102026-06-30
Three Magnolias Financial Advisors$11.7M52026-06-30
Wealthspire Advisors, LLC$11.6M2372026-06-30
Darrow Company, Inc.$11.6M42026-06-30
Mba Advisors LLC$11.4M32026-06-30
Wealthcare Advisory Partners LLC$11M1702026-06-30
Retirement Planning Group, LLC$10.9M02026-06-30
Glenmede Trust Co NA$10.8M62026-06-30
Pension & Wealth Management Advisors, Inc.$10.7M72026-06-30
World Investment Advisors$10.6M3592026-06-30
Avant Capital, LLC$10.6M22026-06-30
Tudor Investment Corp Et Al$10.1M02026-06-30
Journey Advisory Group, LLC$10.1M182026-06-30
Certuity, LLC$10M242026-06-30
Capital Planning Advisors, LLC$10M02026-03-31
Wilmington Savings Fund Society, Fsb$10M02026-06-30
Fiduciary Group, LLC$9.7M132026-06-30
Fifth Third Bancorp$9.7M02026-06-30
Stratos Wealth Partners, Ltd.$9.6M3862026-06-30
Great Valley Advisor Group, LLC$9.6M2052026-06-30
Flagship Harbor Advisors, LLC$9.6M602026-06-30
Defined Financial Planning LLC$9.4M02025-09-30
Sequoia Financial Group, LLC$9.4M2582026-06-30
Rothschild Wealth LLC$9.2M312026-06-30
Vestgen Advisors, LLC$9.1M582026-06-30
&partners$9M5552026-06-30
United Capital Financial Advisors, LLC$8.9M1662026-06-30
Nvest Wealth Strategies, Inc.$8.6M32026-06-30
Gateway Wealth Partners, LLC$8.5M1012026-06-30
Founders Financial Alliance, LLC$8.5M322026-06-30
Gray Private Wealth, LLC$8.5M32026-06-30
Riverbend Wealth Management, LLC$8.5M42026-06-30
Masso Torrence Wealth Management Inc.$8.3M02025-09-30
Baird Financial Group, Inc.$8.3M02026-06-30
Flagship Wealth Advisors, LLC$8.3M92026-06-30
Prosperity - An Eisneramper Company$8.3M652026-06-30
Pmg Wealth Management$8.2M42026-06-30
Albion Financial Group /ut$8.2M02026-06-30
Latko Wealth Management, Ltd.$8.1M22026-06-30
Ethos Financial Group, LLC$7.7M02026-06-30
Lodestar Private Asset Management LLC$7.5M52026-06-30
Golden State Wealth Management, LLC$7.4M472026-06-30
Brown Advisory Inc$7.3M02026-06-30
Fmr LLC$7.2M02026-06-30
Iht Wealth Management LLC$6.9M1592026-06-30
Axis Wealth Partners, LLC$6.9M72026-06-30
Ffg Retirement Counseling$6.8M22026-06-30
Kingswood Wealth Advisors, LLC$6.7M1232026-06-30
Vise Technologies, Inc.$6.5M02026-06-30
Clear Creek Financial Management, LLC$6.5M442026-06-30
Capital Investment Advisory Services, LLC$6.3M1032026-06-30
Oppenheimer & Co. Inc.$6.3M1,1662026-06-30
Prospera Financial Services, Inc.$6.3M2702026-06-30
Cpwa, LLC$6.3M32026-06-30
Waverly Advisors, LLC$6.3M2312026-06-30
Melone Private Wealth, LLC$6.1M22026-06-30
Cgn Advisors LLC$6.1M362026-06-30
Merit Financial Group, LLC$6.1M2952026-06-30
Aqr Capital Management LLC$6M12026-06-30
Thomasville National Bank$6M02026-06-30
Grey Ledge Advisors, LLC$6M82026-06-30
Perryman Financial Advisory Inc /ad$5.9M82026-06-30
Wingate Wealth Advisors, Inc.$5.9M152026-06-30
Dynamic$5.8M752026-06-30
Lanark Financial, Inc.$5.8M692026-06-30
Meridian Financial Advisors, LLC$5.7M22026-06-30
Hobbs Group Advisors LLC$5.7M72026-06-30
Viewpoint Investment Partners Corp$5.6M02026-06-30
Fermata Advisors$5.6M132026-06-30
J.W. Cole Advisors, Inc.$5.5M4992026-06-30
Cahill Financial Advisors, Inc.$5.5M122026-06-30
Qube Research & Technologies Ltd$5.4M02026-06-30
Kraft, Davis & Associates, LLC$5.4M52026-06-30
Dickmeyer Boyce Financial Management, Inc.$5.3M42026-06-30
Jt Stratford, LLC$5.2M182026-06-30
Roof Eidam Maycock Peralta, LLC$5.2M52026-06-30
Premier Private Wealth Management LLC$5.2M42026-06-30
Eaton Financial Holdings Company, LLC$5M02026-06-30
Burns Matteson Capital Management, LLC$5M62026-06-30
Compass Financial Management LLC$4.9M462026-06-30
Ausdal Financial Partners, Inc.$4.9M1892026-06-30
Haverford Trust Co$4.8M02026-06-30
Vestmark Advisory Solutions, Inc.$4.8M82026-06-30
First Trust Advisors LP$4.8M6072026-06-30
Advisory Services Network$4.7M2532026-06-30
Crux Wealth Advisors$4.7M92026-06-30
Founders Financial Securities LLC$4.7M1172026-06-30
First National Trust Co$4.7M02026-06-30
Summit Financial, LLC$4.6M2292026-06-30
Sarver Vrooman Wealth Advisors$4.6M42026-06-30
Aries Wealth Management$4.6M42026-06-30
Powers Advisory Group, LLC$4.6M42026-06-30
Catalina Capital Group, LLC$4.6M02026-03-31
Horizon Investments, LLC$4.5M272026-06-30
Citizens National Bank Trust Department$4.5M02026-06-30
Aptus Capital Advisors, LLC$4.4M212026-06-30
Vines Capital Management, LLC$4.4M32026-06-30
Choreo, LLC$4.2M1482026-06-30
Perigon Wealth Management, LLC$4.2M922026-06-30
Family Capital Management, Inc.$4.2M42026-06-30
Wedmont Private Capital$4.2M122026-06-30
Lantz Financial LLC$4.2M72026-06-30
Oxbow Advisors, LLC$4.1M102026-06-30
Arkadios Wealth Advisors$4.1M2262026-06-30
Harvest Investment Services, LLC$4M272026-06-30
Franklin Resources Inc$4M02026-06-30
Quantinno Capital Management LP$3.9M02026-06-30
Hbw Advisory Services LLC$3.9M682026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$3.9M02026-06-30
Lansing Street Advisors$3.8M62026-06-30
Osbon Capital Management LLC$3.8M22026-06-30
Rfg Advisory, LLC$3.7M1912026-06-30
Waterway Wealth Management, LLC$3.6M62026-06-30
Brooks, Moore & Associates, Inc.$3.5M32026-06-30
Evernest Financial Advisors, LLC$3.5M02026-06-30
Mercer Global Advisors Inc /adv$3.4M02026-06-30
Meridian Financial Partners LLC$3.4M52026-06-30
Shilanski & Associates, Inc.$3.3M02025-09-30
Ep Wealth Advisors, LLC$3.2M3382026-06-30
Focus Partners Advisor Solutions, LLC$3.2M422026-06-30
Etesian Wealth Advisors, Inc.$3.1M72026-06-30
Comprehensive Financial Planning, Inc./pa$3M02026-06-30
Hoxton Planning & Management, LLC$3M52026-06-30
Keybank National Association/oh$3M02026-06-30
Orba Wealth Advisors, LLC$2.9M02026-06-30
Regal Investment Advisors LLC$2.9M1172026-06-30
Titleist Asset Management, LLC$2.9M432026-06-30
Legacy Wealth Managment, Llc/id$2.9M492026-06-30
Centerpoint Advisory Group$2.8M52026-06-30

The 250 largest of 812 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30