Who Owns WisdomTree U.S. Quality Dividend Growth Fund
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in WisdomTree U.S. Quality Dividend Growth Fund.
Who crossed 5% of DGRW →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Hamilton Capital, LLCUS QTLY DIV GRT7.2M shadded | $704.6M |
| RVW Wealth, LLCUS QTLY DIV GRT833.6K shtrimmed | $81.1M |
| Farther Finance Advisors, LLCETF273.4K shtrimmed | $26.6M |
| Avidian Wealth Enterprises, LLCUS QTLY DIV GRT143.1K shadded | $13.9M |
| Dickmeyer Boyce Financial Management, Inc.US QTLY DIV GRT56.3K shadded | $5.5M |
| Wedmont Private CapitalUS QTLY DIV GRT42.8K shadded | $4.2M |
| TITLEIST ASSET MANAGEMENT, LLCUS QTLY DIV GRT29.2K shtrimmed | $2.8M |
| AVAII WEALTH MANAGEMENT, LLCUS QTLY DIV GRT23.2K shtrimmed | $2.3M |
| Venture Visionary Partners LLCUS QTLY DIV GRT21.1K shtrimmed | $2M |
| CoreCap Advisors, LLCETF16.5K shadded | $1.6M |
| Stonebridge Wealth Management, LLCUS QTLY DIV GRT13.5K shtrimmed | $1.3M |
| Councilor Wealth, LLCUS QTLY DIV GRT5.4K shtrimmed | $529.9K |
| Legacy Private Trust Co.US QTLY DIV GRT5K shheld | $489.2K |
| Friday FinancialUS QTLY DIV GRT4.9K shheld | $477.4K |
| Galvin, Gaustad & Stein, LLCUS QTLY DIV GRT4.4K shheld | $427.9K |
| RTD Financial Advisors, Inc.US QTLY DIV GRT4.3K shheld | $413.5K |
| Paragon Capital Management LtdUS QTLY DIV GRT3.4K shheld | $333K |
| Weaver Consulting GroupUS QTLY DIV GRT3.4K shadded | $328.9K |
| Heartwood Wealth Advisors LLCETF3.3K shheld | $318.7K |
| Everhart Financial Group, Inc.US QTLY DIV GRT2.8K shtrimmed | $272.7K |
| Whitaker-Myers Wealth Managers, LTD.US QTLY DIV GRT2.8K shtrimmed | $272.2K |
| THRYVE WEALTH MANAGEMENT LLCUS QTLY DIV GRT2.8K shtrimmed | $270.4K |
| McAlister, Sweet & Associates, Inc.US QTLY DIV GRT2.7K shheld | $262.5K |
| Nautilus Advisors LLCUS QTLY DIV GRT2.6K shtrimmed | $253.7K |
| BENEDICT FINANCIAL ADVISORS INCETF2.4K shadded | $229.8K |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCUS QTLY DIV GRT2.3K shtrimmed | $226.3K |
| ARMSTRONG ADVISORY GROUP, INCUS QTLY DIV GRT1.6K shheld | $152.7K |
| AMERICAN NATIONAL BANK & TRUSTUS QTLY DIV GRT1.3K shadded | $127K |
| Trust CoETF863 shadded | $83.9K |
| GAMMA Investing LLCETF751 shheld | $73K |
| Bangor Savings BankUS QTLY DIV GRT683 shheld | $66.4K |
| Wealth Enhancement Trust Services, Inc.US QTLY DIV GRT525 shheld | $51.1K |
| ELEVATION WEALTH PARTNERS, LLCUS QTLY DIV GRT488 shadded | $47.5K |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHUS QTLY DIV GRT390 sh— | $37.9K |
| GK Wealth Management LLCUS QTLY DIV GRT364 sh— | $35.4K |
| Davis Capital ManagementETF56 shheld | $5.4K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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