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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 %
MGIA
601
Moneta Group Investment Advisors
Missouri
$225K -$6.62K -79 -3%
TWM
602
Tradition Wealth Management
Minnesota
$225K +$419 +5 +0.2%
GC
603
Grimes & Company
Massachusetts
$224K +$921 +11 +0.4%
First Manhattan
604
First Manhattan
New York
$223K – – –
WT
605
Whittier Trust
California
$222K +$208K +2,488 +1,508%
GHAM
606
Gilman Hill Asset Management
Connecticut
$220K +$220K +2,622 New
KHCM
607
Kirtland Hills Capital Management
Ohio
$218K +$218K +2,600 New
FCP
608
Fidelis Capital Partners
Florida
$214K +$214K +2,499 New
PPC
609
Park Place Capital
Alabama
$213K +$759 +9 +0.4%
BCG
610
Breakwater Capital Group
New Jersey
$213K -$29.8K -356 -12%
FBFS
611
First Business Financial Services
Wisconsin
$213K – – –
FA
612
Fountainhead AM
New Jersey
$212K – – –
HHGA
613
Halbert Hargrove Global Advisors
California
$211K – – –
S
614
SignatureFD
Georgia
$210K -$19.1K -228 -8%
CTWM
615
Cherry Tree Wealth Management
Minnesota
$209K +$13.2K +158 +7%
VF
616
Virtu Financial
New York
$209K +$209K +2,498 New
JWS
617
Juncture Wealth Strategies
Arizona
$205K +$205K +2,443 New
AAS
618
Annex Advisory Services
Wisconsin
$201K +$201K +2,400 New
HIA
619
Harbor Investment Advisory
Maryland
$197K – – –
PMFA
620
Plante Moran Financial Advisors
Michigan
$187K +$117K +1,399 +168%
BBHC
621
Brown Brothers Harriman & Co
New York
$178K -$231K -2,759 -56%
HAP
622
Harbor Asset Planning
Massachusetts
$177K +$177K +2,111 New
BIM
623
Breakwater Investment Management
Washington
$164K -$25.4K -303 -13%
SA
624
Scarborough Advisors
Maryland
$157K +$157K +1,879 New
GWANC
625
Guardian Wealth Advisors (North Carolina)
North Carolina
$153K -$31.7K -378 -17%
23 24
25
26 27