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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
Bank of America
North Carolina
$1.04B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$178M
3
Ameriprise
Ameriprise
Minnesota
$581M
4
LFG
Larson Financial Group
Missouri
$53.4M
5
PCIA
Prime Capital Investment Advisors
Kansas
$117M

Top Sellers

1
Lido Advisors
Lido Advisors
California
$578K
2
TLIC
Taiyo Life Insurance Company
Japan
$44M
3
LPL Financial
LPL Financial
California
$1.04B
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$164M
5
OCM
One Capital Management
California
$57.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
626
Icon Wealth Advisors
Texas
$148K +$6.2K +74 +4%
T
627
Transce3nd
Texas
$144K +$502 +6 +0.4%
KFI
628
Key Financial Inc
Pennsylvania
$143K +$10.9K +130 +8%
CT
629
Coastline Trust
Rhode Island
$136K +$49.2K +588 +57%
AAG
630
Armstrong Advisory Group
Massachusetts
$131K – – –
CB
631
CNB Bank
Pennsylvania
$131K – – –
WWM
632
Wolff Wiese Magana
California
$120K +$64.6K +771 +117%
IBOK
633
Independence Bank of Kentucky
Kentucky
$115K +$115K +1,371 New
DWM
634
Darwin Wealth Management
Florida
$112K +$921 +11 +0.8%
WIM
635
Westside Investment Management
California
$109K +$88.9K +1,055 +438%
PSB
636
Piscataqua Savings Bank
New Hampshire
$109K – – –
Qube Research & Technologies (QRT)
637
Qube Research & Technologies (QRT)
United Kingdom
$108K +$91.3K +1,090 +551%
SRCM
638
Signature Resources Capital Management
California
$107K +$251 +3 +0.2%
CT
639
Clearstead Trust
Maine
$106K +$106K +1,267 New
SIS
640
Strategic Investment Solutions
Illinois
$102K – – –
AA
641
Addison Advisors
Vermont
$98.4K – – –
GI
642
GAMMA Investing
California
$89.5K +$56.1K +670 +168%
BOJHT
643
Bank of Jackson Hole Trust
Wyoming
$86.3K -$25.1K -300 -23%
ETC
644
Exchange Traded Concepts
Oklahoma
$82.8K +$82.8K +989 New
CTC
645
Central Trust Company
Missouri
$80.4K +$54.9K +655 +215%
HIW
646
Holos Integrated Wealth
Pennsylvania
$74.9K – – –
Schroder Investment Management Group
647
Schroder Investment Management Group
United Kingdom
$73.5K +$73.5K +878 New
FDCDDQ
648
Federation des caisses Desjardins du Quebec
Quebec, Canada
$72.4K – – –
TSMHT
649
Thurston Springer Miller Herd & Titak
Indiana
$72.4K +$252 +3 +0.3%
ANBT
650
American National Bank & Trust
Texas
$70.5K -$2.85K -34 -4%
24 25
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