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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 %
WS
426
Wedbush Securities
California
$667K +$10.6K +126 +2%
ACG
427
Allen Capital Group
Nebraska
$657K -$27.6K -329 -4%
CWM
428
Congress Wealth Management
Massachusetts
$655K -$154K -1,836 -19%
SQA
429
Simon Quick Advisors
New Jersey
$650K – – –
MLA
430
My Legacy Advisors
Oregon
$649K -$47.5K -555 -7%
TRCT
431
Tower Research Capital (TRC)
New York
$649K +$648K +7,744 +154,880%
WMA
432
Wealth Management Associates
New Jersey
$647K +$12K +143 +2%
EAM
433
Empirical Asset Management
Massachusetts
$634K +$54.2K +647 +9%
NRI
434
NFP Retirement Inc
California
$631K +$128K +1,524 +25%
CFD
435
Creative Financial Designs
Indiana
$631K -$18.3K -219 -3%
ONB
436
Old National Bancorp
Indiana
$625K +$625K +7,461 New
SAI
437
Savvy Advisors Inc
New York
$623K +$399K +4,762 +178%
MA
438
Mutual Advisors
Nebraska
$622K +$117K +1,362 +23%
KA
439
Klingman & Associates
New York
$616K – – –
PP
440
PDS Planning
Ohio
$615K – – –
Pathstone Holdings
441
Pathstone Holdings
New Jersey
$613K -$477K -5,700 -44%
CAL
442
Capital Analysts LLC
Pennsylvania
$610K -$152K -1,816 -20%
BJL
443
Brighton Jones LLC
Washington
$608K – – –
CWM
444
Cornerstone Wealth Management
Missouri
$605K +$79K +943 +15%
MWM
445
Meridian Wealth Management
Kentucky
$601K -$30.3K -362 -5%
JSW
446
Journey Strategic Wealth
New Jersey
$596K -$43K -514 -7%
BFO
447
Biltmore Family Office
North Carolina
$590K -$79.6K -950 -12%
RCAG
448
Rehmann Capital Advisory Group
Michigan
$586K +$117K +1,393 +25%
V
449
VeraBank
Texas
$584K +$584K +6,970 New
GHA
450
GW Henssler & Associates
Georgia
$578K -$7.62K -91 -1%
16 17
18
19 20