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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
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 %
GT
376
Glenview Trust
Kentucky
$1M +$30.6K +365 +3%
Citigroup
377
Citigroup
New York
$1,000K +$80.6K +963 +9%
GG
378
Greenwood Gearhart
Arkansas
$962K – – –
TBC
379
Ted Buchan & Co
California
$958K -$88.7K -1,059 -8%
LFAS
380
Level Four Advisory Services
Texas
$957K +$38.5K +460 +4%
SSWM
381
Strait & Sound Wealth Management
California
$942K +$127K +1,521 +16%
ACM
382
Advance Capital Management
Michigan
$931K -$104K -1,247 -10%
MAG
383
Mayfair Advisory Group
Alabama
$914K +$92.1K +1,068 +11%
AWM
384
Axxcess Wealth Management
California
$910K -$5.36K -64 -0.6%
MA
385
MONECO Advisors
Connecticut
$904K +$1.84K +22 +0.2%
PCM
386
Parsons Capital Management
Rhode Island
$900K -$62K -741 -6%
BCM
387
Brookstone Capital Management
Illinois
$897K -$161K -1,922 -15%
Citadel Advisors
388
Citadel Advisors
Florida
$888K -$559K -6,673 -39%
JIC
389
Johnson Investment Counsel
Ohio
$888K +$35K +418 +4%
FAIM
390
Financial Advocates Investment Management
Washington
$887K -$266K -3,173 -23%
CFO
391
CVA Family Office
Colorado
$887K +$335 +4 +0%
RIM
392
Redwood Investment Management
Arizona
$876K +$114K +1,362 +15%
CWM
393
Collaborative Wealth Management
Florida
$873K -$13.8K -165 -2%
SWA
394
Stratos Wealth Advisors
Ohio
$867K -$13.2K -158 -2%
WBG
395
Wharton Business Group
Pennsylvania
$866K – – –
GS
396
GTS Securities
New York
$836K +$836K +9,980 New
AIM
397
Anchor Investment Management
South Carolina
$823K – – –
CT
398
Colonial Trust
South Carolina
$823K – – –
CCM
399
Colorado Capital Management
Colorado
$818K – – –
TPCW
400
TD Private Client Wealth
New York
$812K +$59.5K +710 +8%
14 15
16
17 18