DGRW icon

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 %
LWCFA
626
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$152K – – –
IWA
627
Icon Wealth Advisors
Texas
$148K +$6.2K +74 +4%
T
628
Transce3nd
Texas
$144K +$502 +6 +0.4%
KFI
629
Key Financial Inc
Pennsylvania
$143K +$10.9K +130 +8%
CT
630
Coastline Trust
Rhode Island
$136K +$49.2K +588 +57%
AAG
631
Armstrong Advisory Group
Massachusetts
$131K – – –
CB
632
CNB Bank
Pennsylvania
$131K – – –
WWM
633
Wolff Wiese Magana
California
$120K +$64.6K +771 +117%
IBOK
634
Independence Bank of Kentucky
Kentucky
$115K +$115K +1,371 New
DWM
635
Darwin Wealth Management
Florida
$112K +$921 +11 +0.8%
WIM
636
Westside Investment Management
California
$109K +$88.9K +1,055 +438%
PSB
637
Piscataqua Savings Bank
New Hampshire
$109K – – –
Qube Research & Technologies (QRT)
638
Qube Research & Technologies (QRT)
United Kingdom
$108K +$91.3K +1,090 +551%
SRCM
639
Signature Resources Capital Management
California
$107K +$251 +3 +0.2%
CT
640
Clearstead Trust
Maine
$106K +$106K +1,267 New
SIS
641
Strategic Investment Solutions
Illinois
$102K – – –
AA
642
Addison Advisors
Vermont
$98.4K – – –
GI
643
GAMMA Investing
California
$89.5K +$56.1K +670 +168%
BOJHT
644
Bank of Jackson Hole Trust
Wyoming
$86.3K -$25.1K -300 -23%
ETC
645
Exchange Traded Concepts
Oklahoma
$82.8K +$82.8K +989 New
CTC
646
Central Trust Company
Missouri
$80.4K +$54.9K +655 +215%
HIW
647
Holos Integrated Wealth
Pennsylvania
$74.9K – – –
Schroder Investment Management Group
648
Schroder Investment Management Group
United Kingdom
$73.5K +$73.5K +878 New
FDCDDQ
649
Federation des caisses Desjardins du Quebec
Quebec, Canada
$72.4K – – –
TSMHT
650
Thurston Springer Miller Herd & Titak
Indiana
$72.4K +$252 +3 +0.3%
24 25
26
27 28