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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

718 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 57 funds opening new positions, 303 increasing their positions, 227 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
+7
Holders Change %
+0.98%
% of All Funds
9.64%
Holding in Top 10
81
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.9%
% of All Funds
1.09%
New
57
Increased
303
Reduced
227
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 Holding Trade Value Shares
Change 		Shares
Change %
WPC
226
Wedmont Private Capital
Pennsylvania
$3.6M +$85 +1 +0%
FFS
227
Founders Financial Securities
Maryland
$3.6M -$1.02M -12,209 -22%
WWA
228
Wingate Wealth Advisors
Massachusetts
$3.55M +$316K +3,772 +10%
DFA
229
DHK Financial Advisors
New Hampshire
$3.5M +$1.75M +21,413 +100%
MCC
230
Money Concepts Capital
Florida
$3.49M +$421K +5,024 +14%
First Trust Advisors
231
First Trust Advisors
Illinois
$3.48M +$1.29M +15,422 +59%
HTC
232
Haverford Trust Company
Pennsylvania
$3.46M +$165K +1,972 +5%
HAS
233
HBW Advisory Services
California
$3.45M +$55.2K +659 +2%
HI
234
Horizon Investments
North Carolina
$3.41M -$128K -1,534 -4%
AWS
235
Atria Wealth Solutions
New York
$3.41M -$4.1M -48,671 -55%
Franklin Resources
236
Franklin Resources
California
$3.4M -$160K -1,915 -5%
SVWA
237
Sarver Vrooman Wealth Advisors
Missouri
$3.38M +$80.6K +962 +2%
MF
238
Meridian Financial
Massachusetts
$3.37M +$232K +2,775 +7%
GWM
239
GSB Wealth Management
Connecticut
$3.36M +$443K +5,297 +15%
CCFM
240
Clear Creek Financial Management
Washington
$3.32M +$168K +2,009 +5%
MFP
241
Meridian Financial Partners
Virginia
$3.31M -$16.5K -197 -0.5%
BMA
242
Brooks Moore & Associates
Tennessee
$3.27M +$275K +3,235 +9%
HIS
243
Harvest Investment Services
Illinois
$3.05M +$3.6K +43 +0.1%
AWM
244
Apollon Wealth Management
South Carolina
$3.04M -$279K -3,329 -8%
SA
245
Shilanski & Associates
Alaska
$3.03M +$29.4K +351 +1%
HA
246
Herold Advisors
New York
$2.96M -$401K -4,783 -12%
TFS
247
Thoroughbred Financial Services
Tennessee
$2.81M -$153K -1,828 -5%
APA
248
Astoria Portfolio Advisors
New York
$2.76M -$94.8K -1,105 -3%
Focus Partners Wealth
249
Focus Partners Wealth
Massachusetts
$2.71M +$32.5K +388 +1%
TAM
250
Titleist Asset Management
Texas
$2.7M -$52.9K -632 -2%
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