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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 %
ANBT
651
American National Bank & Trust
Texas
$70.5K -$2.85K -34 -4%
BF
652
BOK Financial
Oklahoma
$70.1K +$70.1K +837 New
OA
653
Operose Advisors
Wisconsin
$66.5K – – –
T
654
Tidemark
California
$63.2K – – –
AF
655
Advisornet Financial
Minnesota
$62.6K – – –
BIG
656
Brooklyn Investment Group
New York
$61.7K +$61.7K +737 New
BTI
657
Blue Trust Inc
Georgia
$59.6K +$12.6K +150 +27%
BCWM
658
Bartlett & Co Wealth Management
Ohio
$53.3K – – –
KFGG
659
Keystone Financial Group (Georgia)
Georgia
$51.9K +$8.41K +99 +19%
AUB
660
Atlantic Union Bankshares
Virginia
$50.2K +$50.2K +600 New
CVM
661
Cheviot Value Management
California
$49.8K – – –
NOI
662
Newton One Investments
Delaware
$49.8K – – –
EWM
663
Evolution Wealth Management
Florida
$48.7K +$48.7K +582 New
IF
664
Integrity Financial
Wyoming
$46.5K – – –
VC
665
Vestor Capital
Illinois
$42K -$14K -159 -25%
S
666
Sachetta
Massachusetts
$41.9K – – –
FG
667
Fairman Group
Pennsylvania
$41.9K – – –
EWP
668
Elevation Wealth Partners
California
$40.2K +$168 +2 +0.4%
OWA
669
Opal Wealth Advisors
New York
$39.1K – – –
NCM
670
Northwest Capital Management
Oregon
$38.7K -$182K -2,178 -83%
PA
671
Parallel Advisors
California
$37.9K – – –
C
672
Covestor
United Kingdom
$37K +$5.03K +60 +16%
GIA
673
GHP Investment Advisors
Colorado
$36.8K – – –
BWL
674
Bogart Wealth LLC
Virginia
$36.5K -$4.94K -59 -12%
TFGT
675
TS Financial Group (TSFG)
Illinois
$36K – – –
25 26
27
28 29