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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 %
FDCP
526
Foster Dykema Cabot & Partners
Massachusetts
$380K – – –
KFS
527
Kurt F. Somerville
$377K – – –
RIA
528
Retirement Investment Advisors
Oklahoma
$373K – – –
TP
529
Tranquility Partners
Tennessee
$370K -$24.3K -290 -6%
GGS
530
Galvin Gaustad & Stein
Arizona
$368K -$83.7K -1,000 -19%
GCM
531
Gallacher Capital Management
Colorado
$367K -$301K -3,594 -45%
TFCP
532
Twin Focus Capital Partners
Massachusetts
$362K – – –
M&T Bank
533
M&T Bank
New York
$354K +$354K +4,228 New
OPPS
534
Obsidian Personal Planning Solutions
Maryland
$354K – – –
KG
535
Kilter Group
New York
$353K +$84 +1 +0%
MWM
536
Mission Wealth Management
California
$353K +$353K +4,210 New
SC
537
Sykon Capital
New York
$352K +$352K +4,205 New
NWM
538
Nova Wealth Management
Florida
$350K -$47.3K -565 -12%
CAM
539
Cozad Asset Management
Illinois
$350K +$37.7K +450 +12%
IAA
540
Independent Advisor Alliance
North Carolina
$349K +$100K +1,200 +40%
GT
541
Greenleaf Trust
Michigan
$348K – – –
Susquehanna International Group
542
Susquehanna International Group
Pennsylvania
$346K -$2.57M -30,686 -88%
CAL
543
Capital Advisors Ltd
Ohio
$341K – – –
SFWC
544
Strategic Family Wealth Counselors
New Jersey
$341K +$31.1K +371 +10%
AIA
545
AssuredPartners Investment Advisors
Florida
$340K -$1.41M -16,833 -81%
AG
546
AmeriFlex Group
Nevada
$337K -$246K -2,963 -42%
WWM
547
WJ Wealth Management
Arizona
$335K – – –
SWAG
548
Spectrum Wealth Advisory Group
California
$332K -$16.7K -200 -5%
PS
549
Principal Securities
Iowa
$332K -$6.28K -75 -2%
FF
550
Farrell Financial
New York
$328K +$328K +3,912 New
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