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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 %
BIG
576
Brookwood Investment Group
Arizona
$282K – – –
PIA
577
Perennial Investment Advisors
California
$280K +$280K +3,343 New
WCG
578
Weaver Consulting Group
California
$279K – – –
WCFA
579
Walkner Condon Financial Advisors
Wisconsin
$279K -$27.3K -326 -9%
LA
580
Latitude Advisors
Florida
$278K -$12.2K -146 -4%
SI
581
Stephens Inc
Arkansas
$272K – – –
SAW
582
Signal Advisors Wealth
Michigan
$266K +$266K +3,181 New
FA
583
Fiduciary Alliance
South Carolina
$266K -$59.6K -712 -18%
HH
584
Hilltop Holdings
Texas
$265K -$3.6K -43 -1%
LIM
585
Leavell Investment Management
Alabama
$262K – – –
LSA
586
Lion Street Advisors
Texas
$261K – – –
W
587
WPWealth
Texas
$254K -$25.1K -300 -9%
PNAA
588
Pictet North America Advisors
Switzerland
$251K – – –
ACM
589
AlphaStar Capital Management
North Carolina
$250K +$250K +2,980 New
CCP
590
Clarity Capital Partners
California
$247K +$247K +2,952 New
CWA
591
Clearview Wealth Advisors
Oregon
$245K -$77.5K -925 -24%
EC
592
EdgeRock Capital
Colorado
$245K – – –
PRI
593
Prepared Retirement Institute
Pennsylvania
$243K – – –
WMWM
594
Whitaker-Myers Wealth Managers
Ohio
$241K -$1.26K -15 -0.5%
AW
595
Apricus Wealth
South Carolina
$239K – – –
TC
596
Tenret Company
Florida
$237K – – –
HSWM
597
Hubbell Strickland Wealth Management
Louisiana
$235K +$3.02K +36 +1%
SL
598
SWMG LLC
Texas
$233K +$233K +2,703 New
CM
599
Capital Management
Virginia
$226K – – –
MSA
600
McAlister Sweet & Associates
Texas
$226K – – –
22 23
24
25 26