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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

719 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 58 funds opening new positions, 303 increasing their positions, 227 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
719
Holders Change
+8
Holders Change %
+1.13%
% 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
58
Increased
303
Reduced
227
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$49.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$49.1M
3
Ameriprise
Ameriprise
Minnesota
+$42.8M
4
LFG
Larson Financial Group
Missouri
+$34.7M
5
PCIA
Prime Capital Investment Advisors
Kansas
+$32.9M

Top Sellers

1
Lido Advisors
Lido Advisors
California
-$56.4M
2
TLIC
Taiyo Life Insurance Company
Japan
-$27.2M
3
LPL Financial
LPL Financial
California
-$27.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$25.4M
5
OCM
One Capital Management
California
-$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
451
Lido Advisors
California
$578K -$56.4M -673,716 -99%
TWM
452
Thrive Wealth Management
Pennsylvania
$577K -$2.01K -24 -0.3%
LI
453
LRI Investments
Florida
$576K +$431K +5,146 +297%
SFM
454
Signet Financial Management
New Jersey
$575K -$53K -633 -8%
FA
455
FSA Advisors
Michigan
$571K -$808K -9,655 -59%
HP
456
Holistic Planning
Texas
$564K +$323K +3,859 +134%
SAM
457
Strive Asset Management
Ohio
$560K -$1.05M -12,587 -65%
Fifth Third Bancorp
458
Fifth Third Bancorp
Ohio
$558K -$493K -5,890 -47%
RIL
459
Rothschild Investment LLC
Illinois
$556K -$77.1K -921 -12%
NWA
460
New World Advisors
Massachusetts
$550K +$9.97K +119 +2%
HSA
461
HBK Sorce Advisory
Pennsylvania
$543K – – –
MBI
462
May Barnhard Investments
Maryland
$543K +$2.18K +26 +0.4%
IA
463
Intellus Advisors
Florida
$535K +$535K +6,391 New
DAM
464
Deltec Asset Management
New York
$528K – – –
TIAA Trust, National Association
465
TIAA Trust, National Association
North Carolina
$525K +$188K +2,243 +56%
AF
466
Allworth Financial
California
$525K +$450K +5,376 +602%
CA
467
Clearstead Advisors
Ohio
$520K +$97.1K +1,160 +23%
LNWWM
468
Laird Norton Wetherby Wealth Management
California
$518K +$518K +6,183 New
CAM
469
Clark Asset Management
New Hampshire
$505K – – –
AWCI
470
Alpine Woods Capital Investors
New York
$502K – – –
MAM
471
MWA Asset Management
Massachusetts
$500K +$5.28K +63 +1%
NAS
472
NWF Advisory Services
California
$495K +$495K +5,909 New
AF
473
Apollon Financial
South Carolina
$494K -$25.1K -300 -5%
AWA
474
Alta Wealth Advisors
Massachusetts
$493K +$29.8K +356 +6%
SG
475
StoneX Group
New York
$491K +$21.2K +253 +5%
17 18
19
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