WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
MX ˙ BMV ˙ US97717X6691
SecurityMX:DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
InstitutionInsight Advisors, LLC/ PA
Latest Disclosed Ownership7,603 shares
Latest Disclosed Value $ 667,848
Insight Advisors, LLC/ PA reports 95.64% decrease in ownership of DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund

On May 11, 2026 - Insight Advisors, LLC/ PA filed a 13F-HR form disclosing ownership of 7,603 shares of WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund (MX:DGRW) valued at $667,848 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 174,485 shares of WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund. This represents a change in shares of -95.64% 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)
2026-05-11 2026-03-31 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 7,603 -166,882 -95.64 668 -95.73 0.1271
2026-02-11 2025-12-31 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 174,485 -2,698 -1.52 15,604 -1.00 2.3616
2025-11-10 2025-09-30 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 177,183 1,260 0.72 15,762 7.00 2.4080
2025-07-30 2025-06-30 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 175,923 40,878 30.27 14,732 36.60 2.3618
2025-04-11 2025-03-31 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 135,045 25,341 23.10 10,785 21.41 1.8756
2025-01-27 2024-12-31 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 109,704 8,842 8.77 8,883 5.84 1.4991
2024-10-15 2024-09-30 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 100,862 18,656 22.69 8,393 30.80 1.4466
2024-07-15 2024-06-30 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 82,206 9,011 12.31 6,416 15.06 1.1589
2024-05-06 2024-03-31 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 73,195 13,141 21.88 5,577 32.13 1.0703
2024-01-23 2023-12-31 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 60,054 -392 -0.65 4,221 9.98 0.8924
2023-11-07 2023-09-30 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 60,446 2,502 4.32 3,838 -0.65 0.8771
2023-08-07 2023-06-30 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 57,944 2,135 3.83 3,863 11.01 0.8628
2023-05-03 2023-03-31 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 55,809 -1,814 -3.15 3,479 0.29 0.8170
2023-02-21 2022-12-31 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 57,623 -1,503 -2.54 3,469 8.85 1.2138
2022-12-12 2022-09-30 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 59,126 -33 -0.06 3,187 -11.64 1.2521
2022-08-11 2022-06-30 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 59,159 1,066 1.83 3,607 -2.49 1.2234
2022-06-02 2022-03-31 13F/A-1 WISDOMTREE TR US QTLY DIV GRT 97717X669 58,093 318 0.55 3,699 -2.79 1.1086
2022-05-13 2022-03-31 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 58,093 318 3,699 1.1619
2022-02-09 2021-12-31 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 57,775 -3,756 -6.10 3,805 -2.08 1.1221
2021-11-12 2021-09-30 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 61,531 -3,911 -5.98 3,886 -2.97 1.1605
2021-08-12 2021-06-30 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 65,442 364 0.56 4,005 5.20 1.2562
2021-05-17 2021-03-31 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 65,078 4,100 6.72 3,807 15.71 1.2051
2021-02-12 2020-12-31 13F WISDOMTREE TR US QTLY DIV GRT 97717X669 60,978 60,978 3,290 1.2445
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.