WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
MX ˙ BMV ˙ US97717X6691
SecurityMX:DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
InstitutionJpmorgan Chase & Co
Latest Disclosed Ownership657,804 shares
Latest Disclosed Value $ 56,340,982
Jpmorgan Chase & Co reports 3.52% increase in ownership of DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund

On May 13, 2026 - Jpmorgan Chase & Co filed a 13F-HR/A form disclosing ownership of 657,804 shares of WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund (MX:DGRW) valued at $56,340,982 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 635,438 shares of WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund. This represents a change in shares of 3.52% 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/A-1 WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 657,804 22,366 3.52 56,341 -0.86 0.0004
2026-05-13 2026-03-31 13F WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 0 -100.00 0
2026-02-11 2025-12-31 13F WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 635,438 4,685 0.74 56,827 1.28 0.0036
2025-11-26 2025-09-30 13F/A-1 WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 630,753 36,305 6.11 56,112 12.72 0.0034
2025-11-07 2025-09-30 13F WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 630,753 36,305 56,112 0.0004
2025-08-12 2025-06-30 13F WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 594,448 -70,697 -10.63 49,779 -6.29 0.0033
2025-05-12 2025-03-31 13F WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 665,145 -69,701 -9.49 53,119 -10.68 0.0039
2025-02-12 2024-12-31 13F WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 734,846 -224,205 -23.38 59,471 -25.48 0.0044
2024-12-26 2024-09-30 13F/A-1 WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 959,051 486,361 102.89 79,803 116.31 0.0061
2024-11-08 2024-09-30 13F WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 959,051 486,361 79,803 0.0061
2024-12-26 2024-06-30 13F/A-1 WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 472,690 -45,940 -8.86 36,894 -6.63 0.0030
2024-08-12 2024-06-30 13F WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 472,690 -45,940 36,894 0.0030
2024-12-26 2024-03-31 13F/A-1 WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 518,630 -98,893 -16.01 39,514 -8.95 0.0033
2024-05-10 2024-03-31 13F WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 518,630 -98,893 39,514 0.0033
2024-12-26 2023-12-31 13F/A-1 WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 617,523 364,620 144.17 43,400 170.30 0.0042
2024-02-12 2023-12-31 13F WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 617,523 364,620 43,400 0.0042
2023-11-14 2023-09-30 13F WisdomTree US Quality Dividend ETF 97717X669 252,903 17,102 7.25 16,057 2.15 0.0018
2023-08-11 2023-06-30 13F WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 235,801 9,524 4.21 15,719 11.44 0.0017
2023-05-18 2023-03-31 13F/A-1 WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 226,277 -154,237 -40.53 14,106 64,013.64 0.0017
2023-05-11 2023-03-31 13F WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 226,277 -154,237 14,106 0.0002
2023-02-13 2022-12-31 13F WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 380,514 -47,154 -11.03 23 -99.90 0.0030
2022-11-14 2022-09-30 13F WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 427,668 154,243 56.41 23,056 47.13 0.0033
2022-08-11 2022-06-30 13F WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 273,425 -31,005 -10.18 15,670 -19.16 0.0022
2022-05-11 2022-03-31 13F WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 304,430 127,295 71.86 19,383 66.15 0.0023
2022-02-11 2021-12-31 13F/A-1 WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 177,135 25,281 16.65 11,666 30.57 0.0013
2022-02-10 2021-12-31 13F WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 177,135 25,281 11,666 0.0013
2021-11-12 2021-09-30 13F WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 151,854 58,758 63.12 8,935 60.85 0.0011
2021-08-12 2021-06-30 13F WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 93,096 32,862 54.56 5,555 61.25 0.0007
2021-05-12 2021-03-31 13F WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 60,234 8,429 16.27 3,445 23.26 0.0005
2021-02-19 2020-12-31 13F/A-1 WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 51,805 -8,782 -14.49 2,795 -6.21 0.0004
2021-02-11 2020-12-31 13F WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 51,805 -8,782 2,795 69.1223
2020-11-12 2020-09-30 13F/A-1 WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 60,587 12,759 26.68 2,980 36.95 0.0005
2020-11-12 2020-09-30 13F WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 60,587 2,980
2020-08-11 2020-06-30 13F WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 47,828 33,272 228.58 2,176 284.45 0.0004
2020-05-12 2020-03-31 13F WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 14,556 5,318 57.57 566 26.34 0.0001
2020-02-11 2019-12-31 13F WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 9,238 2,538 37.88 448 48.34 0.0001
2019-11-12 2019-09-30 13F WISDOMTREE U.S. QUALITY DIVI FUND 97717X669 6,700 6,317 1,649.35 302 1,676.47 0.0001
2019-08-07 2019-06-30 13F WISDOMTREE TR FUND 97717X669 383 27 7.58 17 13.33 0.0000
2019-05-07 2019-03-31 13F WISDOMTREE TR FUND 97717X669 356 -543 -60.40 15 -55.88 0.0000
2019-02-11 2018-12-31 13F WISDOMTREE TR FUND 97717X669 899 -1,326 -59.60 34 -65.66 0.0000
2018-11-13 2018-09-30 13F/A-1 WISDOMTREE TR FUND 97717X669 2,225 420 23.27 99 33.78 0.0000
2018-11-07 2018-09-30 13F WISDOMTREE TR FUND 97717X669 2,225 420 99
2018-08-14 2018-06-30 13F WISDOMTREE TR FUND 97717X669 1,805 -1,294 -41.76 74 -40.80 0.0000
2018-05-10 2018-03-31 13F WISDOMTREE TR FUND 97717X669 3,099 -3,143 -50.35 125 -51.74 0.0000
2018-02-13 2017-12-31 13F WISDOMTREE TR FUND 97717X669 6,242 2,816 82.19 259 97.71 0.0001
2017-11-09 2017-09-30 13F WISDOMTREE TR FUND 97717X669 3,426 308 9.88 131 13.91 0.0000
2017-08-09 2017-06-30 13F WISDOMTREE TR FUND 97717X669 3,118 -13 -0.42 115 3.60 0.0000
2017-05-10 2017-03-31 13F WISDOMTREE TR FUND 97717X669 3,131 3,131 111 0.0000
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.