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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 %
FF
476
Fox Financial
Pennsylvania
$491K -$1.76K -21 -0.4%
CAM
477
Covenant Asset Management
New Jersey
$488K +$84 +1 +0%
CWM
478
Cordatus Wealth Management
Pennsylvania
$488K +$488K +5,822 New
DA
479
Detalus Advisors
Missouri
$486K +$73.2K +874 +18%
SF
480
Synovus Financial
Georgia
$481K +$56.6K +676 +13%
SAM
481
Silvercrest Asset Management
New York
$477K -$25.1K -300 -5%
IF
482
IRON Financial
Illinois
$476K +$476K +5,680 New
FFWM
483
Future Financial Wealth Management
Ohio
$473K +$84 +1 +0%
IA
484
Inspire Advisors
Idaho
$471K -$293K -3,497 -38%
CSP
485
Cary Street Partners
Virginia
$470K – – –
FCIM
486
Fairview Capital Investment Management
California
$466K – – –
ACA
487
Aptus Capital Advisors
Alabama
$462K -$31.1K -371 -6%
HW
488
Hancock Whitney
Mississippi
$454K – – –
WW
489
Waterfront Wealth
Kansas
$450K – – –
CCAM
490
Cascades Capital Asset Management
North Carolina
$449K -$5.06M -60,482 -92%
TC
491
Trilogy Capital
California
$445K +$148K +1,769 +50%
FF
492
Friday Financial
Iowa
$444K – – –
CA
493
Calton & Associates
Florida
$443K +$128K +1,528 +41%
TWC
494
TD Waterhouse Canada
Ontario, Canada
$438K -$1.77K -21 -0.4%
SS
495
Sunbelt Securities
Texas
$438K -$1.13K -14 -0.3%
TCWM
496
Total Clarity Wealth Management
Illinois
$438K +$36.2K +432 +9%
Fisher Asset Management
497
Fisher Asset Management
Washington
$434K +$13K +155 +3%
SC
498
Scotia Capital
Ontario, Canada
$432K -$177K -2,116 -29%
FNBSF
499
First National Bank Sioux Falls
South Dakota
$431K +$21.2K +253 +5%
CQWA
500
Chokshi & Queen Wealth Advisors
California
$431K – – –
18 19
20
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