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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
1
Bank of America
North Carolina
$1.04B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$178M
3
Ameriprise
3
Ameriprise
Minnesota
$581M
4
LFG
4
Larson Financial Group
Missouri
$53.4M
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$117M

Top Sellers

1
Lido Advisors
1
Lido Advisors
California
$578K
2
TLIC
2
Taiyo Life Insurance Company
Japan
$44M
3
LPL Financial
3
LPL Financial
California
$1.04B
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$164M
5
OCM
5
One Capital Management
California
$57.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
526
Kurt F. Somerville
$377K – – –
RIA
527
Retirement Investment Advisors
Oklahoma
$373K – – –
TP
528
Tranquility Partners
Tennessee
$370K -$24.3K -290 -6%
GGS
529
Galvin Gaustad & Stein
Arizona
$368K -$83.7K -1,000 -19%
GCM
530
Gallacher Capital Management
Colorado
$367K -$301K -3,594 -45%
TFCP
531
Twin Focus Capital Partners
Massachusetts
$362K – – –
M&T Bank
532
M&T Bank
New York
$354K +$354K +4,228 New
OPPS
533
Obsidian Personal Planning Solutions
Maryland
$354K – – –
KG
534
Kilter Group
New York
$353K +$84 +1 +0%
MWM
535
Mission Wealth Management
California
$353K +$353K +4,210 New
SC
536
Sykon Capital
New York
$352K +$352K +4,205 New
NWM
537
Nova Wealth Management
Florida
$350K -$47.3K -565 -12%
CAM
538
Cozad Asset Management
Illinois
$350K +$37.7K +450 +12%
IAA
539
Independent Advisor Alliance
North Carolina
$349K +$100K +1,200 +40%
GT
540
Greenleaf Trust
Michigan
$348K – – –
Susquehanna International Group
541
Susquehanna International Group
Pennsylvania
$346K -$2.57M -30,686 -88%
CAL
542
Capital Advisors Ltd
Ohio
$341K – – –
SFWC
543
Strategic Family Wealth Counselors
New Jersey
$341K +$31.1K +371 +10%
AIA
544
AssuredPartners Investment Advisors
Florida
$340K -$1.41M -16,833 -81%
AG
545
AmeriFlex Group
Nevada
$337K -$246K -2,963 -42%
WWM
546
WJ Wealth Management
Arizona
$335K – – –
SWAG
547
Spectrum Wealth Advisory Group
California
$332K -$16.7K -200 -5%
PS
548
Principal Securities
Iowa
$332K -$6.28K -75 -2%
FF
549
Farrell Financial
New York
$328K +$328K +3,912 New
PWP
550
Prasad Wealth Partners
Ohio
$325K -$58.4K -697 -15%
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22
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