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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
9.63%
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
Bank of America
North Carolina
$1.04B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$178M
3
Ameriprise
Ameriprise
Minnesota
$581M
4
LFG
Larson Financial Group
Missouri
$53.4M
5
PCIA
Prime Capital Investment Advisors
Kansas
$117M

Top Sellers

1
Lido Advisors
Lido Advisors
California
$578K
2
TLIC
Taiyo Life Insurance Company
Japan
$44M
3
LPL Financial
LPL Financial
California
$1.04B
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$164M
5
OCM
One Capital Management
California
$57.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
251
Centerpoint Advisory Group
Kansas
$2.64M -$37.7K -450 -1%
NFG
252
Nations Financial Group
Iowa
$2.59M +$159K +1,898 +7%
GI
253
GLOBALT Investments
Georgia
$2.59M -$297K -3,552 -10%
SS
254
SBI Securities
Japan
$2.59M -$144K -1,724 -5%
WIM
255
WealthPlan Investment Management
Nebraska
$2.51M +$555K +6,633 +28%
SEP
256
Southland Equity Partners
Missouri
$2.49M +$34.3K +410 +1%
SFG
257
Stonebridge Financial Group
Pennsylvania
$2.44M -$37K -442 -1%
CAM
258
Cresset Asset Management
Illinois
$2.43M -$167K -1,990 -6%
KeyBank National Association
259
KeyBank National Association
Ohio
$2.4M +$481K +5,749 +25%
SPA
260
Sentinel Pension Advisors
Massachusetts
$2.38M +$31.9K +381 +1%
PAG
261
Powers Advisory Group
Illinois
$2.37M +$544K +6,493 +30%
MA
262
Menlo Advisors
California
$2.34M -$6.28K -75 -0.3%
AF
263
Apexium Financial
Texas
$2.32M -$271K -3,234 -10%
SFS
264
Symphony Financial Services
Ohio
$2.32M +$7.61K +91 +0.3%
EWA
265
EP Wealth Advisors
California
$2.26M +$1.74M +20,746 +330%
CFP
266
Cascade Financial Partners
California
$2.19M +$144K +1,721 +7%
IWP
267
Invenio Wealth Partners
Florida
$2.16M -$12.9M -154,195 -86%
FFA
268
Fragasso Financial Advisors
Pennsylvania
$2.15M +$173K +2,063 +9%
Mercer Global Advisors
269
Mercer Global Advisors
Colorado
$2.14M -$145K -1,735 -6%
DFA
270
DHJJ Financial Advisors
Illinois
$2.13M -$24K -286 -1%
TWP
271
Tempus Wealth Planning
California
$2.11M -$922K -11,013 -30%
CFP
272
Comprehensive Financial Planning
Pennsylvania
$2.1M +$65.8K +786 +3%
WMR
273
Wealth Management Resources
Rhode Island
$2.08M -$1.58M -18,857 -43%
BWM
274
Bulltick Wealth Management
Florida
$2.07M +$35.9K +429 +2%
AIP
275
Almanack Investment Partners
Pennsylvania
$2.03M – – –
9 10
11
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