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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 %
TWM
601
Tradition Wealth Management
Minnesota
$225K +$419 +5 +0.2%
GC
602
Grimes & Company
Massachusetts
$224K +$921 +11 +0.4%
First Manhattan
603
First Manhattan
New York
$223K – – –
WT
604
Whittier Trust
California
$222K +$208K +2,488 +1,508%
GHAM
605
Gilman Hill Asset Management
Connecticut
$220K +$220K +2,622 New
KHCM
606
Kirtland Hills Capital Management
Ohio
$218K +$218K +2,600 New
FCP
607
Fidelis Capital Partners
Florida
$214K +$214K +2,499 New
PPC
608
Park Place Capital
Alabama
$213K +$759 +9 +0.4%
BCG
609
Breakwater Capital Group
New Jersey
$213K -$29.8K -356 -12%
FBFS
610
First Business Financial Services
Wisconsin
$213K – – –
FA
611
Fountainhead AM
New Jersey
$212K – – –
HHGA
612
Halbert Hargrove Global Advisors
California
$211K – – –
S
613
SignatureFD
Georgia
$210K -$19.1K -228 -8%
CTWM
614
Cherry Tree Wealth Management
Minnesota
$209K +$13.2K +158 +7%
VF
615
Virtu Financial
New York
$209K +$209K +2,498 New
JWS
616
Juncture Wealth Strategies
Arizona
$205K +$205K +2,443 New
AAS
617
Annex Advisory Services
Wisconsin
$201K +$201K +2,400 New
HIA
618
Harbor Investment Advisory
Maryland
$197K – – –
PMFA
619
Plante Moran Financial Advisors
Michigan
$187K +$117K +1,399 +168%
BBHC
620
Brown Brothers Harriman & Co
New York
$178K -$231K -2,759 -56%
HAP
621
Harbor Asset Planning
Massachusetts
$177K +$177K +2,111 New
BIM
622
Breakwater Investment Management
Washington
$164K -$25.4K -303 -13%
SA
623
Scarborough Advisors
Maryland
$157K +$157K +1,879 New
GWANC
624
Guardian Wealth Advisors (North Carolina)
North Carolina
$153K -$31.7K -378 -17%
LWCFA
625
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$152K – – –
23 24
25
26 27