DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

715 hedge funds and large institutions have $12.2B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 302 increasing their positions, 226 reducing their positions, and 35 closing their positions.

Holders
715
Holders Change
+4
Holders Change %
+0.56%
% of All Funds
9.6%
Holding in Top 10
81
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.9%
% of All Funds
1.09%
New
56
Increased
302
Reduced
226
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.04B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$178M
3
Ameriprise
3
Ameriprise
Minnesota
$581M
4
LFG
4
Larson Financial Group
Missouri
$53.4M
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$117M

Top Sellers

1
Lido Advisors
1
Lido Advisors
California
$578K
2
TLIC
2
Taiyo Life Insurance Company
Japan
$44M
3
LPL Financial
3
LPL Financial
California
$1.04B
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$164M
5
OCM
5
One Capital Management
California
$57.2M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.66B 19,788,159 +331,207 +2%
LPL Financial
2
LPL Financial
California
$1.04B 12,468,833 -323,852 -3%
Bank of America
3
Bank of America
North Carolina
$1.04B 12,422,037 +590,243 +5%
Morgan Stanley
4
Morgan Stanley
New York
$726M 8,673,468 +230,715 +3%
Ameriprise
5
Ameriprise
Minnesota
$581M 6,940,040 +511,398 +8%
HC
6
Hamilton Capital
Ohio
$577M 6,893,933 +194,692 +3%
Raymond James Financial
7
Raymond James Financial
Florida
$296M 3,540,325 +20,249 +0.6%
HighTower Advisors
8
HighTower Advisors
Illinois
$239M 2,849,118 -49,228 -2%
UBS Group
9
UBS Group
Switzerland
$204M 2,436,892 +79,315 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$178M 2,126,748 +585,942 +38%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$164M 1,954,303 -303,909 -13%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$140M 1,675,001 +118,254 +8%
Wells Fargo
13
Wells Fargo
California
$134M 1,598,017 +12,062 +0.8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$123M 1,469,742 +192,548 +15%
PCIA
15
Prime Capital Investment Advisors
Kansas
$117M 1,401,381 +393,077 +39%
Kovitz Investment Group Partners
16
Kovitz Investment Group Partners
Illinois
$108M 1,293,759 +7,582 +0.6%
PAG
17
Private Advisor Group
New Jersey
$108M 1,291,134 -21,563 -2%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$98.7M 1,157,920 -53,306 -4%
SPIA
19
Steward Partners Investment Advisory
New York
$87.5M 1,045,384 -51,614 -5%
WA
20
Waddell & Associates
Tennessee
$79.2M 946,079 +14,094 +2%
CCA
21
Clearwater Capital Advisors
Illinois
$73.4M 876,024 +8,810 +1%
SIM
22
Stratos Investment Management
Ohio
$73.3M 874,834 -10,292 -1%
BFG
23
Bouchey Financial Group
New York
$72.6M 866,443 +1,647 +0.2%
GWS
24
Glassman Wealth Services
Virginia
$69.7M 832,066 +22,452 +3%
LFA
25
Legacy Financial Advisors
Kentucky
$68.7M 820,492 +16,831 +2%
1
2 3 4 5