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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 %
ACM
301
Avalon Capital Management
California
$1.79M -$57K -681 -3%
BEI
302
Benjamin Edwards Inc
Missouri
$1.77M +$189K +2,262 +12%
HPM
303
Hoxton Planning & Management
West Virginia
$1.77M +$163K +1,944 +10%
PIA
304
Panoramic Investment Advisors
Colorado
$1.77M +$14.7K +176 +0.8%
VP
305
Verum Partners
North Carolina
$1.76M +$948K +11,320 +117%
HI
306
Harbour Investments
Wisconsin
$1.73M -$449K -5,358 -21%
HCM
307
Hollencrest Capital Management
California
$1.7M -$10.3K -123 -0.6%
CCG
308
Chatham Capital Group
Georgia
$1.7M +$930K +11,100 +121%
APWA
309
Atlas Private Wealth Advisors
New Jersey
$1.65M +$52.6K +628 +3%
GF
310
GGM Financials
Ohio
$1.64M -$644K -7,689 -28%
RGF
311
Retirement Guys Formula
Ohio
$1.64M -$68.2K -814 -4%
RMAM
312
Raab & Moskowitz Asset Management
New Jersey
$1.61M +$4.27K +51 +0.3%
ATPW
313
Ashton Thomas Private Wealth
Arizona
$1.58M -$165K -1,975 -9%
SWM
314
Stonebridge Wealth Management
Illinois
$1.56M +$1.56M +18,685 New
NFC
315
Northeast Financial Consultants
Connecticut
$1.54M – – –
VT
316
Vise Technologies
New York
$1.54M +$1.54M +18,372 New
SPC
317
Sigma Planning Corp
Michigan
$1.53M -$68.9K -823 -4%
ICP
318
Interchange Capital Partners
Pennsylvania
$1.53M -$14.3K -171 -0.9%
AFO
319
Allie Family Office
Florida
$1.52M – – –
BMCM
320
Bryn Mawr Capital Management
Pennsylvania
$1.51M +$58.5K +699 +4%
PFBT
321
Parkside Financial Bank & Trust
Missouri
$1.51M -$51.2K -612 -3%
HBW
322
Hazlett, Burt & Watson
West Virginia
$1.51M +$60.8K +723 +4%
VWWMG
323
Vermillion & White Wealth Management Group
Pennsylvania
$1.5M +$152K +1,816 +11%
VWM
324
Vivid Wealth Management
Iowa
$1.5M +$69.8K +834 +5%
US Bancorp
325
US Bancorp
Minnesota
$1.5M +$279K +3,336 +23%
11 12
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