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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 %
Millennium Management
501
Millennium Management
New York
$425K +$425K +5,078 New
GSIS
502
Global Strategic Investment Solutions
Arizona
$424K -$6.03K -72 -1%
EW
503
Element Wealth
Mississippi
$423K +$143K +1,706 +51%
BOSSRA
504
B.O.S.S. Retirement Advisors
Utah
$422K -$83.1K -992 -16%
WEG
505
World Equity Group
Illinois
$421K -$6.28K -75 -1%
LPT
506
Legacy Private Trust
Wisconsin
$421K -$167 -2 -0%
AWA
507
Arete Wealth Advisors
Illinois
$419K – – –
ST
508
Spinnaker Trust
Maine
$417K – – –
FA
509
Flagstar Advisors
New York
$415K -$67.5K -806 -14%
RFG
510
REAP Financial Group
Texas
$411K -$19.9K -238 -5%
MIH
511
Meitav Investment House
Israel
$408K – – –
LSA
512
L & S Advisors
California
$408K +$21.1K +252 +5%
OCM
513
Objective Capital Management
Ohio
$406K +$1.68K +20 +0.4%
CG
514
Clarus Group
Texas
$402K – – –
TSS
515
Two Sigma Securities
New York
$401K -$854K -10,201 -68%
MOS
516
MGO One Seven
Ohio
$394K +$138K +1,647 +54%
DC
517
Davenport & Co
Virginia
$392K -$28.4K -339 -7%
AWM
518
Avior Wealth Management
Nebraska
$391K – – –
LWA
519
Lantern Wealth Advisors
New York
$391K +$391K +4,664 New
VWA
520
Visionary Wealth Advisors
Illinois
$390K -$44.4K -530 -10%
CAM
521
Cidel Asset Management
Ontario, Canada
$388K +$54.1K +646 +16%
TSWM
522
Triangle Securities Wealth Management
North Carolina
$387K – – –
BA
523
Bluesphere Advisors
Pennsylvania
$385K – – –
FTS
524
Fifth Third Securities
Ohio
$383K +$383K +4,575 New
HCM
525
Hall Capital Management
Rhode Island
$380K – – –
19 20
21
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