WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
MX ˙ BMV ˙ US97717X6691
SecurityMX:DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
InstitutionAncora Advisors, LLC
Latest Disclosed Ownership73,818 shares
Latest Disclosed Value $ 6,484,159
Ancora Advisors, LLC reports 9.91% decrease in ownership of DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund

On May 15, 2026 - Ancora Advisors, LLC filed a 13F-HR form disclosing ownership of 73,818 shares of WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund (MX:DGRW) valued at $6,484,159 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 81,940 shares of WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund. This represents a change in shares of -9.91% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 73,818 -8,122 -9.91 6,484 -11.51 0.1379
2026-02-17 2025-12-31 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 81,940 12,220 17.53 7,328 18.14 0.1510
2025-11-14 2025-09-30 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 69,720 -1,202 -1.69 6,202 4.45 0.1239
2025-08-14 2025-06-30 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 70,922 109 0.15 5,939 5.00 0.1232
2025-05-15 2025-03-31 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 70,813 423 0.60 5,655 -0.72 0.1262
2025-02-14 2024-12-31 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 70,390 275 0.39 5,697 -2.37 0.1271
2024-11-14 2024-09-30 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 70,115 -181 -0.26 5,834 6.34 0.1328
2024-08-14 2024-06-30 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 70,296 126 0.18 5,487 2.62 0.1359
2024-05-16 2024-03-31 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 70,170 -6,528 -8.51 5,346 -0.82 0.1215
2024-02-14 2023-12-31 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 76,698 359 0.47 5,390 11.23 0.1266
2023-11-14 2023-09-30 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 76,339 -2,442 -3.10 4,847 -7.71 0.1286
2023-08-14 2023-06-30 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 78,781 -5,140 -6.12 5,252 0.38 0.1381
2023-05-16 2023-03-31 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 83,921 -60,145 -41.75 5,232 -39.85 0.1484
2023-02-14 2022-12-31 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 144,066 66,058 84.68 8,696 106.75 0.2505
2022-11-14 2022-09-30 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 78,008 -5,342 -6.41 4,206 -11.95 0.1300
2022-08-15 2022-06-30 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 83,350 -264 -0.32 4,777 -10.27 0.1345
2022-05-16 2022-03-31 13F/A-1 WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 83,614 2,516 3.10 5,324 -0.32 0.1292
2022-05-13 2022-03-31 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 80,419 -679 4,600 0.0793
2022-02-14 2021-12-31 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 81,098 3,428 4.41 5,341 16.87 0.1266
2021-11-15 2021-09-30 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 77,670 17 0.02 4,570 -1.38 0.1181
2021-11-12 2021-06-30 13F/A-1 WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 77,653 -2,766 -3.44 4,634 0.74 0.1210
2021-08-13 2021-06-30 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 77,653 -2,766 4,634 0.1210
2021-11-12 2021-03-31 13F/A-1 WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 80,419 -15,451 -16.12 4,600 -11.08 0.1270
2021-05-14 2021-03-31 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 80,419 -15,451 4,600 0.1270
2021-11-12 2020-12-31 13F/A-1 WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 95,870 16,742 21.16 5,173 31.39 0.1667
2021-02-12 2020-12-31 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 95,870 16,742 5,173 0.1667
2021-11-12 2020-09-30 13F/A-1 WISDOMTREE TR INDX FD 97717X669 79,128 744 0.95 3,937 10.40 0.1563
2020-11-13 2020-09-30 13F WISDOMTREE TR INDX FD 97717X669 79,128 744 3,937 0.1563
2021-11-12 2020-06-30 13F/A-1 WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 78,384 -12,989 -14.22 3,566 0.31 0.1492
2020-08-14 2020-06-30 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 78,384 -12,989 3,566 0.1492
2021-11-12 2020-03-31 13F/A-1 WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 91,373 -27,729 -23.28 3,555 -38.42 0.1644
2020-05-14 2020-03-31 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 91,373 -27,729 3,555 0.1644
2020-02-14 2019-12-31 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 119,102 10,711 9.88 5,773 18.13 0.2148
2019-11-19 2019-09-30 13F/A-2 WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 108,391 5 0.00 4,887 3.30 0.2132
2019-11-18 2019-09-30 13F/A-1 WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 108,391 5 4,887 0.2132
2019-11-14 2019-09-30 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 108,391 5 4,887 0.2143
2019-11-14 2019-06-30 13F/A-1 WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 108,386 -72,809 -40.18 4,731 -39.36 0.2121
2019-08-12 2019-06-30 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 108,386 -72,809 4,731 195,410.6784
2019-11-14 2019-03-31 13F/A-1 WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 181,195 -299,341 -62.29 7,802 -57.64 0.3540
2019-05-15 2019-03-31 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 181,195 -299,341 7,802 325,019.0067
2019-11-14 2018-12-31 13F/A-1 WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 480,536 433,117 913.38 18,420 776.31 0.8857
2019-02-14 2018-12-31 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 480,536 433,117 18,420
2018-11-13 2018-09-30 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 47,419 205 0.43 2,102 8.57 0.0810
2018-08-10 2018-06-30 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 47,214 1,353 2.95 1,936 4.59 0.0841
2018-05-15 2018-03-31 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 45,861 -595 -1.28 1,851 -3.79 0.0833
2018-02-14 2017-12-31 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 46,456 -1,606 -3.34 1,924 4.91 0.1027
2017-11-14 2017-09-30 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 48,062 1,226 2.62 1,834 6.50 0.1063
2017-08-14 2017-06-30 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 46,836 5,416 13.08 1,722 17.22 0.1115
2017-05-15 2017-03-31 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 41,420 -1,222 -2.87 1,469 3.52 0.0995
2017-02-14 2016-12-31 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 42,642 9,851 30.04 1,419 33.99 0.1035
2016-11-14 2016-09-30 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 32,791 2,302 7.55 1,059 9.97 0.1072
2016-08-11 2016-06-30 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 30,489 -999 -3.17 963 -2.23 0.1120
2016-05-13 2016-03-31 13F WISDOMTREE TR INDX FD 97717X669 31,488 4,050 14.76 985 18.25 0.1210
2016-02-12 2015-12-31 13F/A WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 27,438 9,231 50.70 833 59.88 0.1065
2015-10-30 2015-09-30 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 18,207 -100 -0.55 521 -8.27 0.0671
2015-07-30 2015-06-30 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 18,307 18,307 0.00 568 18.33 0.0667
2015-05-15 2015-03-31 13F/A-1 WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 0 0 480 0.0587
2015-05-15 2015-03-31 13F WISDOMTREE TR US DIVID GROWTH INDX FD 97717X669 0 480 0.0587
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.