WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
US ˙ NasdaqGM ˙ US97717X6691

SecurityDGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership406,724 shares
Latest Disclosed Value $ 35,726,636
IFP Advisors, Inc reports 4.14% increase in ownership of DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 406,724 shares of WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund (US:DGRW) valued at $35,726,636 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 390,538 shares of WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund. This represents a change in shares of 4.14% during the quarter. The current value of the position is $39,517,304 USD.

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)
2026-04-13 2026-03-31 13F WISDOMTREE TR mc 97717X669 406,724 16,186 4.14 35,727 2.29 0.7408
2026-02-06 2025-12-31 13F WISDOMTREE TR mc 97717X669 390,538 -7,829 -1.97 34,926 -1.45 0.7841
2026-02-06 2025-09-30 13F/A-1 WISDOMTREE TR US QTLY DIV GRT mc 97717X669 398,367 184 0.05 35,439 6.28 0.9203
2025-12-02 2025-09-30 13F WISDOMTREE TR US QTLY DIV GRT mc 97717X669 398,467 284 35,449 0.9141
2025-07-24 2025-06-30 13F WISDOMTREE TR mc 97717X669 398,183 4,420 1.12 33,343 6.03 0.9481
2025-05-05 2025-03-31 13F WISDOMTREE TR mc 97717X669 393,763 3,563 0.91 31,446 -0.42 0.9696
2025-02-04 2024-12-31 13F WISDOMTREE TR mc 97717X669 390,200 -9,456 -2.37 31,579 -5.04 1.0341
2025-02-04 2024-09-30 13F WISDOMTREE TR mc 97717X669 399,656 -3,744 -0.93 33,255 5.62 1.1987
2024-07-30 2024-06-30 13F WISDOMTREE TR mc 97717X669 403,400 -54,160 -11.84 31,485 -9.69 1.2495
2024-07-30 2024-03-31 13F WISDOMTREE TR mc 97717X669 457,560 8,895 1.98 34,864 10.56 1.5289
2024-01-09 2023-12-31 13F WISDOMTREE TR mc 97717X669 448,665 -16,921 -3.63 31,535 6.68 1.4886
2023-10-12 2023-09-30 13F WISDOMTREE TR mc 97717X669 465,586 67,853 17.06 29,560 11.50 1.3288
2023-08-14 2023-06-30 13F/A-1 WISDOMTREE TR mc 97717X669 397,733 -33,532 -7.78 26,513 47.78 1.1087
2023-08-04 2023-06-30 13F WISDOMTREE TR mc 97717X669 397,733 -33,532 16,546 0.7656
2023-04-18 2023-03-31 13F WISDOMTREE TR mc 97717X669 431,265 10,893 2.59 17,940 105,429.41 0.7807
2023-02-07 2022-12-31 13F WISDOMTREE TR mc 97717X669 420,372 12,867 3.16 17 -99.90 0.4672
2022-11-08 2022-09-30 13F WISDOMTREE TR mc 97717X669 407,505 19,574 5.05 16,961 5.07 0.4420
2022-09-06 2022-06-30 13F/A-1 WISDOMTREE TR mc 97717X669 387,931 0 0.00 16,142 0.00 0.5176
2022-08-12 2022-06-30 13F WISDOMTREE TR US QTLY DIV GRT CEF 97717X669 161,931 -226,000 6,742 12.0699
2022-09-06 2022-03-31 13F/A-1 WISDOMTREE TR mc 97717X669 387,931 168,457 76.75 16,142 11.67 0.5176
2022-08-08 2022-03-31 13F WISDOMTREE TR US QTLY DIV GRT CEF 97717X669 226,685 7,211 9,433 0.1926
2022-01-12 2021-12-31 13F WISDOMTREE TR US QTLY DIV GRT CEF 97717X669 219,474 10,654 5.10 14,455 17.56 0.2824
2021-10-06 2021-09-30 13F WISDOMTREE TR US QTLY DIV GRT CEF 97717X669 208,820 10,865 5.49 12,296 4.14 0.2459
2021-07-13 2021-06-30 13F WISDOMTREE TR US QTLY DIV GRT CEF 97717X669 197,955 -16,835 -7.84 11,807 -3.84 0.2444
2021-04-30 2021-03-31 13F WISDOMTREE TR US QTLY DIV GRT CEF 97717X669 214,790 31,376 17.11 12,278 23.97 0.2389
2021-01-25 2020-12-31 13F WISDOMTREE TR US QTLY DIV GRT CEF 97717X669 183,414 12,232 7.15 9,904 16.72 0.4014
2020-10-29 2020-09-30 13F WISDOMTREE TR US QTLY DIV GRT CEF 97717X669 171,182 25,985 17.90 8,485 30.36 0.5065
2020-08-05 2020-06-30 13F WISDOMTREE TR US QTLY DIV GRT CEF 97717X669 145,197 20,301 16.25 6,509 32.51 0.5158
2020-05-12 2020-03-31 13F WISDOMTREE TR US QTLY DIV GRT CEF 97717X669 124,896 14,058 12.68 4,912 -8.89 0.4957
2020-01-17 2019-12-31 13F WISDOMTREE TR US QTLY DIV GRT CEF 97717X669 110,838 19,454 21.29 5,391 31.46 0.4052
2019-11-07 2019-09-30 13F WISDOMTREE TR US QTLY DIV GRT CEF 97717X669 91,384 91,274 82,976.36 4,101 81,920.00 0.2747
2019-05-15 2019-03-31 13F WISDOMTREE TRUST USDIV GRWTH FUND ETF 97717X669 110 -28,961 -99.62 5 -99.55 0.0007
2019-06-03 2018-12-31 13F/A-10 WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND ETF 97717X669 29,071 13,838 90.84 1,104 63.56 0.0673
2019-01-23 2018-12-31 13F WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND ETF 97717X669 29,071 13,838 1,104 0.0673
2019-06-03 2018-09-30 13F/A-9 WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND ETF 97717X669 15,233 8,060 112.37 675 129.59 0.0275
2018-10-25 2018-09-30 13F WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND ETF 97717X669 15,233 8,060 675 0.0275
2019-06-03 2018-06-30 13F/A-8 WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND ETF 97717X669 7,173 4,932 220.08 294 216.13 0.0124
2018-08-07 2018-06-30 13F WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND ETF 97717X669 7,173 5,034 294
2019-06-03 2018-03-31 13F/A-7 WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND ETF 97717X669 2,241 0 0.00 93 0.00 0.0042
2018-05-09 2018-03-31 13F WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND ETF 97717X669 2,139 -102 86
2019-06-03 2017-12-31 13F/A-6 WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND ETF 97717X669 2,241 788 54.23 93 69.09 0.0042
2018-01-24 2017-12-31 13F WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND ETF 97717X669 2,241 788 93
2017-10-30 2017-09-30 13F WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND ETF 97717X669 1,453 -298 -17.02 55 -14.06 0.0022
2019-06-03 2017-06-30 13F/A-5 WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND ETF 97717X669 1,751 -8,873 -83.52 64 -83.02 0.0027
2017-07-31 2017-06-30 13F WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND ETF 97717X669 1,751 -8,873 64
2019-06-03 2017-03-31 13F/A-4 WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND ETF 97717X669 10,624 -3,848 -26.59 377 -21.62 0.0164
2017-04-26 2017-03-31 13F WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND ETF 97717X669 10,624 -3,848 377
2019-06-03 2016-12-31 13F/A-3 WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND ETF 97717X669 14,472 3,254 29.01 481 32.87 0.0232
2017-02-14 2016-12-31 13F WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND ETF 97717X669 14,472 3,254 481
2016-11-04 2016-09-30 13F WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND ETF 97717X669 11,218 -35 -0.31 362 1.97 0.0188
2019-06-03 2016-06-30 13F/A-2 WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND ETF 97717X669 11,253 11,143 10,130.00 355 7,000.00 0.0198
2016-08-22 2016-06-30 13F WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND ETF 97717X669 11,253 11,143 355
2019-06-03 2016-03-31 13F/A-1 WISDOMTREE TRUST USDIV GRWTH FUND ETF 97717X669 110 -3,866 -97.23 5 -95.87 0.0007
2016-05-02 2016-03-31 13F WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND ETF 97717X669 11,372 7,396 356
2016-02-11 2015-12-31 13F WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND ETF 97717X669 3,976 3,976 121 0.0081
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.