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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 %
CAM
476
Covenant Asset Management
New Jersey
$488K +$84 +1 +0%
CWM
477
Cordatus Wealth Management
Pennsylvania
$488K +$488K +5,822 New
DA
478
Detalus Advisors
Missouri
$486K +$73.2K +874 +18%
SF
479
Synovus Financial
Georgia
$481K +$56.6K +676 +13%
SAM
480
Silvercrest Asset Management
New York
$477K -$25.1K -300 -5%
IF
481
IRON Financial
Illinois
$476K +$476K +5,680 New
FFWM
482
Future Financial Wealth Management
Ohio
$473K +$84 +1 +0%
IA
483
Inspire Advisors
Idaho
$471K -$293K -3,497 -38%
CSP
484
Cary Street Partners
Virginia
$470K – – –
FCIM
485
Fairview Capital Investment Management
California
$466K – – –
ACA
486
Aptus Capital Advisors
Alabama
$462K -$31.1K -371 -6%
HW
487
Hancock Whitney
Mississippi
$454K – – –
WW
488
Waterfront Wealth
Kansas
$450K – – –
CCAM
489
Cascades Capital Asset Management
North Carolina
$449K -$5.06M -60,482 -92%
TC
490
Trilogy Capital
California
$445K +$148K +1,769 +50%
FF
491
Friday Financial
Iowa
$444K – – –
CA
492
Calton & Associates
Florida
$443K +$128K +1,528 +41%
TWC
493
TD Waterhouse Canada
Ontario, Canada
$438K -$1.77K -21 -0.4%
SS
494
Sunbelt Securities
Texas
$438K -$1.13K -14 -0.3%
TCWM
495
Total Clarity Wealth Management
Illinois
$438K +$36.2K +432 +9%
Fisher Asset Management
496
Fisher Asset Management
Washington
$434K +$13K +155 +3%
SC
497
Scotia Capital
Ontario, Canada
$432K -$177K -2,116 -29%
FNBSF
498
First National Bank Sioux Falls
South Dakota
$431K +$21.2K +253 +5%
CQWA
499
Chokshi & Queen Wealth Advisors
California
$431K – – –
Millennium Management
500
Millennium Management
New York
$425K +$425K +5,078 New
18 19
20
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