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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 %
CCB
326
Country Club Bank
Missouri
$1.5M -$279K -3,339 -16%
OP
327
ORG Partners
Indiana
$1.49M +$22.9K +271 +2%
BCI
328
Brinker Capital Investments
Pennsylvania
$1.46M -$82.1K -980 -5%
PCA
329
Pallas Capital Advisors
Massachusetts
$1.46M -$83.1K -992 -5%
LWANC
330
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.42M +$1.4M +117,326 +8,274%
DWM
331
Denver Wealth Management
Colorado
$1.42M +$4.77K +57 +0.3%
PTC
332
Private Trust Company
Ohio
$1.4M +$77.5K +925 +6%
WCM
333
WealthBridge Capital Management
Ohio
$1.4M +$117K +1,399 +9%
BC
334
Bulwark Capital
Florida
$1.38M +$1.38M +16,466 New
GC
335
Guidance Capital
Kentucky
$1.37M +$6.66K +79 +0.5%
MCM
336
MAI Capital Management
Ohio
$1.37M +$4.1K +49 +0.3%
MFG
337
Mosaic Financial Group
Illinois
$1.36M +$3.52K +42 +0.3%
CA
338
CoreCap Advisors
Michigan
$1.35M +$204K +2,431 +18%
SA
339
Sovran Advisors
California
$1.34M -$106K -1,254 -7%
RWM
340
RKL Wealth Management
Pennsylvania
$1.34M – – –
RSWM
341
Robertson Stephens Wealth Management
California
$1.32M +$11.4K +136 +0.9%
RA
342
Ruggaard & Associates
Ohio
$1.32M +$46.6K +556 +4%
BCP
343
Blackhawk Capital Partners
Wisconsin
$1.32M +$395K +4,716 +43%
AWM
344
AE Wealth Management
Kansas
$1.28M +$108K +1,293 +9%
CVA
345
Central Valley Advisors
California
$1.27M -$41.6K -497 -3%
NC
346
NewSquare Capital
Pennsylvania
$1.26M +$86K +1,027 +7%
LWMI
347
Legacy Wealth Management (Idaho)
Idaho
$1.26M +$250K +2,981 +25%
LIS
348
Legacy Investment Solutions
Idaho
$1.26M +$1.26M +14,987 New
RFC
349
Regions Financial Corp
Alabama
$1.24M – – –
Bank of Montreal
350
Bank of Montreal
Ontario, Canada
$1.22M +$65.9K +787 +6%
12 13
14
15 16