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Public ownership evidence

WisdomTree Trust WisdomTree U.S. Quality Dividend Growth Fund (DGRW) Ownership Disclosures

Read DGRW insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-293,511$280,375None
Corient Private Wealth LP2026-06-302026-08-28299,352$28,624,102None
Redwood Investment Management, LLC2024-12-312026-08-286,989$566,000None
Redwood Investment Management, LLC2025-03-312026-08-289,104$727,000None
Redwood Investment Management, LLC2025-06-302026-08-2710,466$876,000None
Redwood Investment Management, LLC2025-09-302026-08-273,994$355,000None
Redwood Investment Management, LLC2025-12-312026-08-276,794$608,000None
ATX Financial Planning, LLC2026-06-302026-08-217,513$718,380None
Rehmann Capital Advisory Group2026-06-302026-08-217,437$711,201None
Vermillion & White Wealth Management Group, LLC2026-06-302026-08-2017,429$1,666,561None
Kingsview Wealth Management, LLC2026-06-302026-08-202,943$281,397None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2035,585$3,402,686None
Beacon Pointe Advisors, LLC2026-06-302026-08-1915,719$1,503,077None
Strait & Sound Wealth Management LLC2026-06-302026-08-1912,303$1,176,413None
Glenview Trust Co2026-06-302026-08-19938$89,691None
Glenview Trust Co2026-06-302026-08-1913,705$1,310,472None
Ruggaard & Associates LLC2026-06-302026-08-1817,718$1,694,219None
Corient Private Wealth LP2026-06-302026-08-1863,113$6,034,883None
FSA Advisors, Inc.2026-06-302026-08-182,617$250,269None
BROOKS, MOORE & ASSOCIATES, INC.2026-06-302026-08-1837,075$3,545,112None
Redwood Investment Management, LLC2026-06-302026-08-1812,990$1,242,000None
Hamilton Capital, LLC2026-06-302026-08-187,201,068$688,566,166None
Empowered Funds, LLC2026-06-302026-08-186,555$626,789None
Transamerica Financial Advisors, LLC2026-06-302026-08-18303$28,972None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1893,298$8,928,966None
Equitable Holdings, Inc.2026-06-302026-08-18461,544$44,132,869None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-189,099$870,000None
Oakmont Investment Advisors, Inc.2025-12-312026-08-152,456$219,640None
Quattro Advisors LLC2026-06-302026-08-152,187$209,115None
Vines Capital Management, LLC2026-06-302026-08-1575$7,172None
Vines Capital Management, LLC2026-06-302026-08-1545,916$4,390,488None
Hopwood Nicholas Hunter2026-06-302026-08-155,114$488,953None
Hopwood Nicholas Hunter2026-03-312026-08-157,094$623,112None
Hopwood Nicholas Hunter2025-12-312026-08-157,416$663,182None
Glen Eagle Advisors, LLC2026-06-302026-08-15540,005$51,635,258None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15515$49,244None
Modern Wealth Management, LLC2026-06-302026-08-15342,329$32,733,538None
Mutual Advisors, LLC2026-06-302026-08-158,470$809,940None
Advyzon Investment Management, LLC2026-06-302026-08-15497$47,523None
Advyzon Investment Management, LLC2026-06-302026-08-151,396$133,513None
PERSPECTIVE WEALTH ADVISORS LLC2026-06-302026-08-158,373$800,626None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-153,986$381,141None
Perennial Investment Advisors, LLC2026-06-302026-08-152,661$254,480None
Ameritas Advisory Services, LLC2026-06-302026-08-1521,030$2,010,910None
XTX Topco Ltd2026-06-302026-08-156,196$592,462None
Prestige Wealth Management Group LLC2026-06-302026-08-15605,899$57,936,062None
Western Wealth Management, LLC2026-06-302026-08-15147,884$14,140,675None
Western Wealth Management, LLC2026-06-302026-08-1537,896$3,623,575None
Foundations Investment Advisors, LLC2026-06-302026-08-15130,300$12,459,259None
Qube Research & Technologies Ltd2026-06-302026-08-1556,930$5,443,647None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗ATX Financial Planning, LLC ↗Rehmann Capital Advisory Group ↗Vermillion & White Wealth Management Group, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.