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 %
SIS
701
Sound Income Strategies
Florida
$12K – – –
MAS
702
MPWM Advisory Solutions
Georgia
$11.9K – – –
JWA
703
JFS Wealth Advisors
Pennsylvania
$11.6K – – –
CAM
704
Costello Asset Management
Pennsylvania
$10.5K +$84 +1 +0.8%
JGCM
705
Joseph Group Capital Management
Ohio
$10.1K -$4.77K -57 -32%
VWM
706
Vermillion Wealth Management
Minnesota
$9.03K +$753 +9 +9%
FP
707
Financial Perspectives
Minnesota
$8.71K – – –
CA
708
Crewe Advisors
Utah
$7.54K – – –
RI
709
Ridgewood Investments
New Jersey
$7.29K – – –
AEPWM
710
Atlantic Edge Private Wealth Management
Florida
$6.78K – – –
IRC
711
Investors Research Corp
Georgia
$6.11K – – –
TC
712
Truvestments Capital
Florida
$4.1K – – –
IWM
713
IMG Wealth Management
Florida
$3.43K – – –
CPG
714
Cornerstone Planning Group
New Jersey
$3.28K +$84 +1 +3%
WP
715
WealthShield Partners
North Carolina
$3.17K – – –
AssetMark Inc
716
AssetMark Inc
California
$2.51K -$50.1K -598 -95%
HFS
717
Horizon Financial Services
North Carolina
$2.17K – – –
CTA
718
Colonial Trust Advisors
South Carolina
$1.45K +$1.45K +17 New
VanEck Associates
719
VanEck Associates
New York
$1K – – –
WOC
720
West Oak Capital
California
$109 – – –
AIP
721
Ameritas Investment Partners
Nebraska
$10 – – –
ARC
722
Advisor Resource Council
Texas
– -$7.32M -91,631 Closed
EF
723
Empowered Funds
Pennsylvania
– -$3.86M -48,286 Closed
WA
724
Win Advisors
Florida
– -$3.84M -48,143 Closed
TC
725
TownSquare Capital
Utah
– -$3.49M -43,671 Closed
27 28
29
30 31