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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 %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$67.9M -$505K -6,029 -0.7%
HNB
27
Huntington National Bank
Ohio
$67.4M -$4.3M – –
RW
28
RVW Wealth
California
$67.3M -$2.39M -28,576 -3%
IA
29
IAM Advisory
Pennsylvania
$66.6M +$1.07M +12,806 +2%
Comerica Bank
30
Comerica Bank
Texas
$64.3M -$147K -1,760 -0.2%
EH
31
Equitable Holdings
New York
$63.5M +$2.73M +32,639 +4%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$61.7M -$8.38M -100,060 -12%
SFG
33
SNS Financial Group
Minnesota
$58.5M +$991K +11,839 +2%
OCM
34
One Capital Management
California
$57.2M -$14.4M -171,846 -20%
HWM
35
Horizon Wealth Management
Illinois
$55.9M +$94.9K +1,133 +0.2%
PWMG
36
Prestige Wealth Management Group
New Jersey
$53.8M +$923K +11,022 +2%
LFG
37
Larson Financial Group
Missouri
$53.4M +$34.7M +414,143 +185%
BFG
38
Beacon Financial Group
Texas
$52.3M -$1.29M -15,444 -2%
KAS
39
Kestra Advisory Services
Texas
$51.5M +$8.55M +102,152 +20%
NA
40
NewEdge Advisors
Louisiana
$50.1M +$1.05M +12,552 +2%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$49.8M -$5.92M -70,697 -11%
GEA
42
Glen Eagle Advisors
New Jersey
$46.8M +$3.11M +37,116 +7%
SIG
43
Spinnaker Investment Group
California
$46M -$4.28M -51,120 -9%
SIA
44
SkyView Investment Advisors
New Jersey
$44.8M +$597K +7,157 +1%
TLIC
45
Taiyo Life Insurance Company
Japan
$44M -$27.2M -325,000 -38%
FP
46
Fiduciary Planning
Florida
$43.7M -$2.73M -32,589 -6%
OIA
47
OneDigital Investment Advisors
Kansas
$43.3M -$118K -1,415 -0.3%
Osaic Holdings
48
Osaic Holdings
Arizona
$42.5M -$4.23M -51,565 -9%
AAS
49
Avantax Advisory Services
Texas
$40.8M +$2.65M +31,681 +7%
NW
50
NewEdge Wealth
Pennsylvania
$38.5M -$1.37M -15,969 -3%
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