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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 %
AWM
276
Avaii Wealth Management
Wisconsin
$2.03M -$19.1K -228 -0.9%
EWA
277
Etesian Wealth Advisors
Oregon
$2.01M +$208K +2,482 +12%
GRP
278
Global Retirement Partners
California
$1.99M +$1.99M +23,762 New
GWM
279
Geneos Wealth Management
Colorado
$1.98M -$2.07M -24,664 -51%
MFIM
280
Mesirow Financial Investment Management
Illinois
$1.98M +$343K +4,099 +21%
LA
281
LM Advisors
California
$1.96M +$361K +4,315 +23%
TWP
282
Triad Wealth Partners
Kansas
$1.93M -$642K -7,663 -25%
SMF
283
Scott Marsh Financial
Utah
$1.93M +$1.93M +23,038 New
CAM
284
Creekmur Asset Management
Illinois
$1.93M – – –
CPIG
285
Chicago Partners Investment Group
Illinois
$1.92M -$20K -233 -1%
LAM
286
Lifestyle Asset Management
Texas
$1.91M -$7.87K -94 -0.4%
IC
287
IEQ Capital
California
$1.87M -$134K -1,595 -7%
FFA
288
Florida Financial Advisors
Florida
$1.87M -$1.18M -13,924 -39%
RWB
289
RMR Wealth Builders
New Jersey
$1.87M +$783K +9,354 +72%
AAS
290
Ameritas Advisory Services
Nebraska
$1.87M -$5.14M -61,347 -73%
QCM
291
Quantinno Capital Management
New York
$1.85M +$952K +11,367 +105%
TWA
292
Talisman Wealth Advisors
New Jersey
$1.85M +$3.69K +44 +0.2%
PFGIA
293
Patriot Financial Group Insurance Agency
Massachusetts
$1.83M +$243K +2,898 +15%
NCM
294
Narwhal Capital Management
Georgia
$1.82M – – –
AWA
295
Arkadios Wealth Advisors
Georgia
$1.81M +$178K +2,125 +11%
FPCP
296
Fort Point Capital Partners
California
$1.81M +$16.7K +200 +0.9%
BCG
297
Bravias Capital Group
New Jersey
$1.81M -$93.2K -1,113 -5%
Northern Trust
298
Northern Trust
Illinois
$1.81M +$90.9K +1,086 +5%
SOS
299
Silver Oak Securities
Tennessee
$1.81M +$1.26M +15,036 +230%
PA
300
PFG Advisors
Arizona
$1.8M +$97.5K +1,164 +6%
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12
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