WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
MX ˙ BMV ˙ US97717X6691
SecurityMX:DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
InstitutionGoldman Sachs Group Inc
Latest Disclosed Ownership53,134 shares
Latest Disclosed Value $ 4,667,291
Goldman Sachs Group Inc reports 8.38% increase in ownership of DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund

On May 15, 2026 - Goldman Sachs Group Inc filed a 13F-HR form disclosing ownership of 53,134 shares of WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund (MX:DGRW) valued at $4,667,291 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 49,025 shares of WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund. This represents a change in shares of 8.38% 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)
2026-05-15 2026-03-31 13F WISDOMTREE TR CMN 97717X669 53,134 4,109 8.38 4,667 6.46 0.0001
2026-02-10 2025-12-31 13F WISDOMTREE TR CMN 97717X669 49,025 -123,059 -71.51 4,384 -71.36 0.0005
2025-11-14 2025-09-30 13F WISDOMTREE TR CMN 97717X669 172,084 93,236 118.25 15,309 131.87 0.0019
2025-08-14 2025-06-30 13F WISDOMTREE TR CMN 97717X669 78,848 -45,342 -36.51 6,603 -33.43 0.0009
2025-06-27 2025-03-31 13F/A-2 WISDOMTREE TR CMN 97717X669 124,190 47,551 62.05 9,918 59.90 0.0016
2025-05-16 2025-03-31 13F/A-1 WISDOMTREE TR CMN 97717X669 124,190 47,551 9,918 0.0016
2025-05-09 2025-03-31 13F WISDOMTREE TR CMN 97717X669 124,190 47,551 9,918 0.0003
2025-02-11 2024-12-31 13F WISDOMTREE TR CMN 97717X669 76,639 43,179 129.05 6,202 122.77 0.0010
2024-11-14 2024-09-30 13F WISDOMTREE TR CMN 97717X669 33,460 -209,404 -86.22 2,784 -85.31 0.0004
2024-08-13 2024-06-30 13F WISDOMTREE TR CMN 97717X669 242,864 206,833 574.04 18,956 590.53 0.0032
2024-05-15 2024-03-31 13F WISDOMTREE TR CMN 97717X669 36,031 -72,421 -66.78 2,745 -63.99 0.0005
2024-05-14 2023-12-31 13F/A-2 WISDOMTREE TR CMN 97717X669 108,452 78,638 263.76 7,622 302.85 0.0014
2024-03-01 2023-12-31 13F/A-1 WISDOMTREE TR CMN 97717X669 108,452 78,638 7,622 0.0004
2024-02-13 2023-12-31 13F WISDOMTREE TR CMN 97717X669 108,452 78,638 7,622 0.0004
2024-05-15 2023-09-30 13F/A-1 WISDOMTREE TR CMN 97717X669 29,814 19,327 184.29 1,893 170.67 0.0004
2023-11-14 2023-09-30 13F WISDOMTREE TR CMN 97717X669 29,814 19,327 1,893 0.0004
2024-05-14 2023-06-30 13F/A-1 WISDOMTREE TR CMN 97717X669 10,487 -28,135 -72.85 699 -70.96 0.0001
2023-08-15 2023-06-30 13F WISDOMTREE TR CMN 97717X669 10,487 -28,135 699 0.0001
2024-05-14 2023-03-31 13F/A-1 WISDOMTREE TR CMN 97717X669 38,622 -17,675 -31.40 2,408 -29.16 0.0006
2023-05-11 2023-03-31 13F WISDOMTREE TR CMN 97717X669 38,622 -17,675 2,408 0.0005
2024-05-14 2022-12-31 13F/A-1 WISDOMTREE TR CMN 97717X669 56,297 51,073 977.66 3,398 0.0008
2023-02-13 2022-12-31 13F WISDOMTREE TR CMN 97717X669 56,297 51,073 3,398 0.0008
2024-05-14 2022-09-30 13F/A-1 WISDOMTREE TR CMN 97717X669 5,224 -15,370 -74.63 0 -100.00 0.0001
2022-11-14 2022-09-30 13F WISDOMTREE TR CMN 97717X669 5,224 -15,370 282 0.0001
2024-05-14 2022-06-30 13F/A-2 WISDOMTREE TR CMN 97717X669 20,594 -108,891 -84.10 1 -99.99 0.0003
2022-08-18 2022-06-30 13F/A-1 WISDOMTREE TR CMN 97717X669 20,594 -108,891 1,180 0.0003
2022-08-15 2022-06-30 13F WISDOMTREE TR CMN 97717X669 20,594 -108,891 1,180 0.0003
2022-05-16 2022-03-31 13F WISDOMTREE TR CMN 97717X669 129,485 115,219 807.65 8,244 777.02 0.0017
2022-02-17 2021-12-31 13F/A-1 WISDOMTREE TR CMN 97717X669 14,266 -104,060 -87.94 940 -86.50 0.0002
2022-02-14 2021-12-31 13F WISDOMTREE TR CMN 97717X669 14,266 -104,060 940 0.0001
2022-01-20 2021-09-30 13F/A-1 WISDOMTREE TR CMN 97717X669 118,326 118,326 6,962 0.0015
2021-11-10 2021-09-30 13F WISDOMTREE TR CMN 97717X669 118,326 118,326 6,962 0.0004
2021-05-14 2021-03-31 13F WISDOMTREE TR CMN 97717X669 0 -8,963 -100.00 0 -100.00
2021-02-12 2020-12-31 13F WISDOMTREE TR CMN 97717X669 8,963 -56,630 -86.34 484 -85.11 0.0001
2020-11-13 2020-09-30 13F WISDOMTREE TR CMN 97717X669 65,593 18,102 38.12 3,251 50.51 0.0009
2020-08-12 2020-06-30 13F WISDOMTREE TR CMN 97717X669 47,491 47,491 2,160 0.0007
2020-02-14 2019-12-31 13F WISDOMTREE TR CMN 97717X669 0 -13,528 -100.00 0 -100.00
2019-11-14 2019-09-30 13F WISDOMTREE TR CMN 97717X669 13,528 2 0.01 610 3.39 0.0002
2019-08-14 2019-06-30 13F WISDOMTREE TR CMN 97717X669 13,526 -1,266 -8.56 590 -7.38 0.0002
2019-05-15 2019-03-31 13F WISDOMTREE TR CMN 97717X669 14,792 -91,759 -86.12 637 -84.40 0.0002
2019-02-14 2018-12-31 13F WISDOMTREE TR CMN 97717X669 106,551 92,906 680.88 4,084 575.04 0.0013
2018-11-14 2018-09-30 13F WISDOMTREE TR CMN 97717X669 13,645 -1,149 -7.77 605 -0.33 0.0002
2018-08-14 2018-06-30 13F WISDOMTREE TR CMN 97717X669 14,794 9,105 160.05 607 163.91 0.0002
2018-05-15 2018-03-31 13F WISDOMTREE TR CMN 97717X669 5,689 5,689 230 0.0001
2018-02-14 2017-12-31 13F WISDOMTREE TR CMN 97717X669 0 -14,732 -100.00 0 -100.00
2017-11-14 2017-09-30 13F WISDOMTREE TR CMN 97717X669 14,732 14,732 562 0.0001
2017-05-18 2017-03-31 13F/A-1 WISDOMTREE TR CMN 97717X669 0 -7,682 -100.00 0 -100.00
2017-02-14 2016-12-31 13F WISDOMTREE TR CMN 97717X669 7,682 7,682 0.00 256 0.0001
2016-11-14 2016-09-30 13F WISDOMTREE TR CMN 97717X669 0 -25,246 -100.00 0 -100.00
2016-08-15 2016-06-30 13F WISDOMTREE TR CMN 97717X669 25,246 -13,894 -35.50 797 -34.89 0.0003
2016-05-13 2016-03-31 13F WISDOMTREE TR CMN 97717X669 39,140 21,423 120.92 1,224 127.51 0.0004
2016-02-16 2015-12-31 13F WISDOMTREE TR CMN 97717X669 17,717 -17,768 -50.07 538 -47.05 0.0002
2015-11-13 2015-09-30 13F WISDOMTREE TR CMN 97717X669 35,485 35,485 1,016 0.0003
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.