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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 %
FCFC
351
First Commonwealth Financial Corp
Pennsylvania
$1.19M +$1.19M +14,240 New
Renaissance Technologies
352
Renaissance Technologies
New York
$1.19M +$1.19M +14,200 New
SWM
353
Silverlake Wealth Management
Vermont
$1.19M +$2.26K +27 +0.2%
WDL
354
Well Done LLC
Michigan
$1.18M -$4.1K -49 -0.3%
TTWM
355
TCV Trust & Wealth Management
Virginia
$1.16M – – –
CFCI
356
Comprehensive Financial Consultants Institutional
Indiana
$1.15M +$1.17K +14 +0.1%
SSWM
357
Sheets Smith Wealth Management
North Carolina
$1.15M – – –
AQR Capital Management
358
AQR Capital Management
Connecticut
$1.15M +$901K +10,760 +367%
LA
359
LexAurum Advisors
Kansas
$1.14M +$23.4K +280 +2%
QP
360
Quartz Partners
New York
$1.14M -$1.93K -23 -0.2%
OSAM
361
O'Shaughnessy Asset Management
Connecticut
$1.13M -$246K -2,942 -18%
BlackRock
362
BlackRock
New York
$1.12M +$1.04M +12,403 +1,273%
FB
363
Fulton Bank
Pennsylvania
$1.1M -$406K -4,853 -27%
ST
364
Smithfield Trust
Pennsylvania
$1.08M +$84 +1 +0%
National Bank of Canada
365
National Bank of Canada
Quebec, Canada
$1.08M -$332K -3,944 -24%
MWA
366
Muirfield Wealth Advisors
North Carolina
$1.07M -$312K -3,728 -23%
GFP
367
Gryphon Financial Partners
Ohio
$1.07M +$104K +1,238 +11%
BFA
368
Beacon Financial Advisory
Ohio
$1.06M -$195K -2,334 -16%
RFN
369
Redwood Financial Network
Ohio
$1.06M -$25.7K -307 -2%
UPS
370
UHLMANN PRICE SECURITIES
Illinois
$1.05M -$11.9K -142 -1%
RCA
371
Resonant Capital Advisors
Wisconsin
$1.02M +$268K +3,201 +36%
AFW
372
Avantra Family Wealth
Pennsylvania
$1.02M +$3.77K +45 +0.4%
CFG
373
Citizens Financial Group
Rhode Island
$1.01M -$146K -1,738 -13%
BCA
374
Bay Colony Advisors
Massachusetts
$1.01M +$9.8K +117 +1%
GIA
375
Gladstone Institutional Advisory
Florida
$1.01M -$291K -3,475 -22%
13 14
15
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