WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
MX ˙ BMV ˙ US97717X6691
SecurityMX:DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
InstitutionClearwater Capital Advisors, LLC
Latest Disclosed Ownership930,174 shares
Latest Disclosed Value $ 81,706,448
Clearwater Capital Advisors, LLC reports 3.38% increase in ownership of DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund

On May 13, 2026 - Clearwater Capital Advisors, LLC filed a 13F-HR form disclosing ownership of 930,174 shares of WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund (MX:DGRW) valued at $81,706,448 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 899,720 shares of WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund. This represents a change in shares of 3.38% 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)
2026-05-13 2026-03-31 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 930,174 30,454 3.38 81,706 1.55 6.5946
2026-02-09 2025-12-31 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 899,720 12,494 1.41 80,462 1.94 6.7080
2025-11-14 2025-09-30 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 887,226 11,202 1.28 78,928 7.59 6.7254
2025-08-12 2025-06-30 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 876,024 8,810 1.02 73,358 5.92 6.7024
2025-05-08 2025-03-31 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 867,214 17,948 2.11 69,256 0.76 6.6930
2025-02-10 2024-12-31 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 849,266 -29,080 -3.31 68,731 -5.96 6.7246
2024-11-12 2024-09-30 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 878,346 7,291 0.84 73,087 7.50 7.1180
2024-08-06 2024-06-30 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 871,055 -5,468 -0.62 67,986 1.80 7.2009
2024-05-09 2024-03-31 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 876,523 -15,576 -1.75 66,782 6.52 7.1224
2024-02-07 2023-12-31 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 892,099 7,011 0.79 62,697 11.57 7.0254
2023-10-24 2023-09-30 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 885,088 -43,674 -4.70 56,194 -9.23 6.8853
2023-08-08 2023-06-30 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 928,762 -17,043 -1.80 61,911 5.00 7.3739
2023-05-10 2023-03-31 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 945,805 -204,107 -17.75 58,961 -15.05 7.1995
2023-01-27 2022-12-31 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 1,149,912 -18,937 -1.62 69,409 10.15 9.0464
2022-11-01 2022-09-30 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 1,168,849 41,992 3.73 63,013 -2.43 8.7004
2022-07-21 2022-06-30 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 1,126,857 -49,633 -4.22 64,580 -13.79 8.8251
2022-05-03 2022-03-31 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 1,176,490 4,181 0.36 74,907 -2.98 8.5859
2022-01-26 2021-12-31 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 1,172,309 6,151 0.53 77,208 12.52 8.5169
2021-11-03 2021-09-30 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 1,166,158 -17,082 -1.44 68,617 -2.81 7.9515
2021-08-04 2021-06-30 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 1,183,240 30,723 2.67 70,604 7.12 8.2154
2021-04-21 2021-03-31 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 1,152,517 96,128 9.10 65,912 15.63 8.2415
2021-01-21 2020-12-31 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 1,056,389 32,951 3.22 57,003 12.36 7.5642
2020-10-16 2020-09-30 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 1,023,438 2,648 0.26 50,732 9.25 7.9754
2020-07-30 2020-06-30 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 1,020,790 -33,142 -3.14 46,436 13.24 7.7647
2020-04-15 2020-03-31 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 1,053,932 226,925 27.44 41,008 2.30 8.8453
2020-01-27 2019-12-31 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 827,007 99,294 13.64 40,085 22.16 6.6812
2019-11-04 2019-09-30 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 727,713 72,649 11.09 32,813 14.75 5.7966
2019-07-26 2019-06-30 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 655,064 33,825 5.44 28,594 6.89 5.1922
2019-05-13 2019-03-31 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 621,239 75,259 13.78 26,751 27.83 5.0152
2019-01-22 2018-12-31 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 545,980 611 0.11 20,927 -13.44 4.5894
2018-10-17 2018-09-30 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 545,369 -8,408 -1.52 24,176 6.46 4.7173
2018-08-15 2018-06-30 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 553,777 14,131 2.62 22,710 4.27 4.6560
2018-05-11 2018-03-31 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 539,646 13,485 2.56 21,780 -0.09 4.4966
2018-02-05 2017-12-31 13F WISDOMTREE TRUST MF Closed and MF Open 97717X669 526,161 -8,082 -1.51 21,799 5.97 4.7848
2017-10-19 2017-09-30 13F WISDOMTREE TRUST MF Closed and MF Open 97717X669 534,243 -22,101 -3.97 20,570 0.47 4.7889
2017-08-11 2017-06-30 13F WISDOMTREE TRUST MF Closed and MF Open 97717X669 556,344 -32,842 -5.57 20,473 -1.51 5.2227
2017-05-15 2017-03-31 13F WISDOMTREE TRUST MF Closed and MF Open 97717X669 589,186 589,186 0.00 20,786 5.6929
2017-02-13 2016-12-31 13F WISDOMTREE TRUST MF Closed and MF Open./Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 97717X669 0 -594,236 -100.00 0 -100.00
2016-11-29 2016-09-30 13F WISDOMTREE TRUST MF Closed and MF Open./Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 97717X669 594,236 -8,032 -1.33 19,045 -0.02 6.6594
2016-11-29 2016-06-30 13F WISDOMTREE TRUST MF Closed and MF Open./Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 97717X669 602,268 602,268 19,048 7.0254
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.