DGRW — WISDOMTREE U.S. QUALITY DIVI
As of Q2 2026, 16 SEC-registered investment managers reported holding DGRW (WISDOMTREE U.S. QUALITY DIVI) in their latest 13F filings, with a combined reported value of $3.49B across 36.48M shares. That is -1.6% by share count (-592.74K shares) versus the previous quarter, while reported value moved +7.1%. Ownership is concentrated: the five largest holders account for 97.4% of reported value and the top ten for 99.8%.
Compared with the prior quarter, 3 opened new positions, 6 added to existing stakes, 6 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Bank of America Corp history | Q2 2026 | 11.29M | $1.08B | 0.07% | Reduce |
| PNC Financial Services history | Q2 2026 | 11.10M | $1.06B | 0.53% | Reduce |
| Morgan Stanley history | Q2 2026 | 8.71M | $832.41M | 0.05% | Reduce |
| UBS Group AG history | Q2 2026 | 2.79M | $267.13M | 0.04% | Add |
| Wells Fargo & Co history | Q2 2026 | 1.63M | $156.06M | 0.03% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 565.23K | $53.92M | 0.01% | New |
| Goldman Sachs Group history | Q2 2026 | 144.85K | $13.85M | 0.00% | Add |
| Two Sigma Investments history | Q3 2025 | 93.60K | $8.33M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 74.95K | $7.17M | 0.00% | Add |
| Renaissance Technologies history | Q3 2025 | 73.70K | $6.56M | 0.01% | Add |
| AQR Capital Management history | Q2 2026 | 62.66K | $5.99M | 0.00% | Add |
| Franklin Resources history | Q2 2026 | 41.74K | $3.99M | 0.00% | Hold |
| Northern Trust Corp history | Q2 2026 | 26.11K | $2.50M | 0.00% | Reduce |
| Citadel Advisors history | Q2 2026 | 24.66K | $2.36M | 0.00% | New |
| Prudential Financial history | Q3 2024 | 23.61K | $1.96M | 0.00% | Add |
| BlackRock Inc history | Q2 2026 | 16.92K | $1.62M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 4.97K | $475.61K | 0.00% | Reduce |
| Millennium Management history | Q2 2025 | 5.08K | $425.23K | 0.00% | New |
| D. E. Shaw & Co history | Q2 2026 | 4.08K | $390.23K | 0.00% | New |
| Invesco Ltd history | Q4 2025 | 2.33K | $208.19K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 565.23K sh · $53.92M
- Citadel Advisors 24.66K sh · $2.36M
- D. E. Shaw & Co 4.08K sh · $390.23K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America Corp | 7.42M | 7.51M | 7.82M | 7.90M | 8.15M | 8.42M | 8.66M | 8.98M | 9.64M | 10.69M | 11.23M | 11.52M | 11.73M | 11.68M | 11.83M | 12.42M | 11.98M | 11.92M | 11.70M | 11.29M |
| PNC Financial Services | 23.67M | 23.74M | 19.82M | 11.84M | 11.83M | 12.26M | 11.97M | 11.30M | 14.50M | 17.65M | 18.23M | 18.67M | 18.88M | 19.09M | 19.46M | 19.79M | 15.76M | 12.31M | 11.70M | 11.10M |
| Morgan Stanley | 4.54M | 4.19M | 4.33M | 5.19M | 5.15M | 4.88M | 4.73M | 6.05M | 6.21M | 6.84M | 7.65M | 8.11M | 8.38M | 8.61M | 8.44M | 8.67M | 8.48M | 8.51M | 8.99M | 8.71M |
| UBS Group AG | 1.20M | 1.24M | 1.30M | 1.34M | 1.45M | 1.62M | 1.70M | 1.82M | 1.98M | 2.36M | 2.41M | 2.37M | 2.39M | 2.36M | 2.36M | 2.44M | 2.54M | 2.68M | 2.77M | 2.79M |
| Wells Fargo & Co | 708.48K | 704.54K | 752.95K | 738.97K | 880.03K | 1.01M | 1.06M | 1.26M | 1.23M | 1.24M | 1.35M | 1.44M | 1.43M | 1.58M | 1.59M | 1.60M | 1.58M | 1.68M | 1.65M | 1.63M |
| JPMorgan Chase & Co | 151.85K | 177.13K | 304.43K | 273.43K | 427.67K | 380.51K | 226.28K | 235.80K | 252.90K | 617.52K | 518.63K | 472.69K | 959.05K | 734.85K | 665.14K | 594.45K | 630.75K | 635.44K | — | 565.23K |
| Goldman Sachs Group | 118.33K | 14.27K | 129.49K | 20.59K | 5.22K | 56.30K | 38.62K | 10.49K | 29.81K | 108.45K | 36.03K | 242.86K | 33.46K | 76.64K | 124.19K | 78.85K | 172.08K | 49.02K | 53.13K | 144.85K |
| Fidelity Management & Research (FMR) | 4.10K | 4.92K | 6.28K | 7.27K | 6.09K | 7.22K | 9.62K | 13.22K | 16.45K | 15.39K | 18.78K | 30.64K | 41.41K | 55.67K | 52.52K | 49.90K | 51.18K | 56.66K | 70.22K | 74.95K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | 10.53K | 2.93K | 13.69K | 13.99K | 27.55K | 43.17K | 62.66K |
| Franklin Resources | 541 | 541 | 541 | 540 | 540 | 540 | 540 | 540 | 540 | — | — | 18.50K | 18.16K | 21.16K | 42.53K | 40.61K | 41.74K | 41.74K | 41.74K | 41.74K |
| Northern Trust Corp | 9.29K | 13.90K | 14.61K | 14.61K | 14.41K | 14.41K | 14.41K | 15.63K | 15.28K | 18.85K | 18.87K | 17.86K | 20.32K | 21.41K | 20.50K | 21.59K | 22.46K | 31.46K | 32.82K | 26.11K |
| Citadel Advisors | 25.22K | — | 6.40K | 5.50K | 9.50K | 5.30K | 18.52K | 17.66K | 5.81K | 7.50K | — | — | 5.26K | 17.09K | 18.48K | 10.61K | 22.26K | 50.01K | — | 24.66K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | 5.67K | 974 | 13.38K | 2.30K | 11.54K | 16.35K | 16.92K |
| BNY Mellon | 21.67K | 21.21K | 20.28K | — | — | — | — | — | 376.61K | 225.88K | 214.35K | 213.48K | 208.36K | 207.86K | 212.21K | 222.86K | 6.58K | 6.18K | 5.51K | 4.97K |
| D. E. Shaw & Co | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 7.90K | — | — | — | — | 4.08K |
| Citigroup Inc | 1.08K | 1.32K | 1.09K | 1.09K | 318 | 562 | 245 | 456 | 258 | 6.48K | 6.23K | 4.98K | 10.97K | 10.97K | 10.98K | 11.94K | 10.97K | 2.50K | 760 | 967 |
| Renaissance Technologies | 4.40K | 12.60K | 5.20K | — | — | 8.20K | 15.60K | 54.50K | 15.50K | 93.80K | 67.70K | 18.40K | 53.40K | — | — | 14.20K | 73.70K | — | — | — |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 286.10K | 93.60K | — | — | — |
| Invesco Ltd | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 2.62K | 2.33K | — | — |
| Millennium Management | — | — | — | — | — | — | — | 30.72K | — | — | — | 9.68K | 15.04K | 9.81K | — | 5.08K | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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