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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 %
PWP
551
Prasad Wealth Partners
Ohio
$325K -$58.4K -697 -15%
NFC
552
Northstar Financial Companies
Pennsylvania
$321K +$321K +3,828 New
HWA
553
HHM Wealth Advisors
Tennessee
$320K -$419 -5 -0.1%
FTUS
554
Flow Traders U.S.
New York
$319K +$319K +3,807 New
CA
555
Claro Advisors
Massachusetts
$319K -$247K -2,944 -44%
TW
556
TritonPoint Wealth
Maryland
$317K – – –
PTC
557
Philadelphia Trust Company
Pennsylvania
$315K – – –
EFG
558
Everhart Financial Group
Ohio
$314K – – –
ADL
559
Asset Dedication LLC
California
$311K -$119K -1,420 -28%
LBC
560
Lowe Brockenbrough & Co
Virginia
$310K – – –
UCB
561
United Community Bank
South Carolina
$305K +$162K +1,930 +113%
NCM
562
Novare Capital Management
North Carolina
$302K -$54.4K -650 -15%
CIBC Private Wealth Group
563
CIBC Private Wealth Group
Georgia
$301K +$51.7K +617 +21%
PI
564
PFG Investments
New York
$301K +$670 +8 +0.2%
COCM
565
Charter Oak Capital Management
New Hampshire
$299K +$84 +1 +0%
SAM
566
Seelaus Asset Management
New Jersey
$299K +$6.53K +78 +2%
TCOT
567
Trust Company of Toledo
Ohio
$298K – – –
OFO
568
OneAscent Family Office
Alabama
$294K – – –
KWM
569
Kingsview Wealth Management
Oregon
$289K -$178K -2,124 -38%
CIA
570
Capital Investment Advisors
Georgia
$286K -$1.76K -21 -0.6%
CIBC World Market
571
CIBC World Market
Ontario, Canada
$285K +$11.7K +140 +4%
Allianz Asset Management
572
Allianz Asset Management
Germany
$285K – – –
CIC
573
Carnegie Investment Counsel
Ohio
$285K -$19.9K -238 -7%
LWM
574
LongView Wealth Management
Georgia
$284K +$28.8K +344 +11%
DW30
575
Drucker Wealth 3.0
New Jersey
$284K +$284K +3,337 New
21 22
23
24 25