DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

711 hedge funds and large institutions have $11.3B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 284 increasing their positions, 247 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
87
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$367K
Puts
$16K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
601
Breakwater Investment Management
Washington
$181K
GWANC
602
Guardian Wealth Advisors (North Carolina)
North Carolina
$176K
CF
603
Centaurus Financial
California
$141K
LI
604
LRI Investments
Florida
$138K
LWCFA
605
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$138K
UCB
606
United Community Bank
South Carolina
$137K
T
607
Transce3nd
Texas
$137K
IWA
608
Icon Wealth Advisors
Texas
$135K
AAG
609
Armstrong Advisory Group
Massachusetts
$127K
GWM
610
Guardian Wealth Management
Illinois
$126K
KFI
611
Key Financial Inc
Pennsylvania
$126K
CB
612
CNB Bank
Pennsylvania
$125K
SWM
613
Spire Wealth Management
Virginia
$119K
LWANC
614
Laurel Wealth Advisors (North Carolina)
North Carolina
$113K
BOJHT
615
Bank of Jackson Hole Trust
Wyoming
$111K
DWM
616
Darwin Wealth Management
Florida
$108K
PSB
617
Piscataqua Savings Bank
New Hampshire
$104K
SRCM
618
Signature Resources Capital Management
California
$101K
SIS
619
Strategic Investment Solutions
Illinois
$97.5K
EWA
620
EverSource Wealth Advisors
Alabama
$97.2K
AA
621
Addison Advisors
Vermont
$93.8K
CCM
622
Coldstream Capital Management
Washington
$89.8K
CT
623
Coastline Trust
Rhode Island
$82.3K
BlackRock
624
BlackRock
New York
$77.7K
ANBT
625
American National Bank & Trust
Texas
$70K