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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

715 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 56 funds opening new positions, 302 increasing their positions, 226 reducing their positions, and 35 closing their positions.

Holders
715
Holders Change
+4
Holders Change %
+0.56%
% of All Funds
9.6%
Holding in Top 10
81
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.9%
% of All Funds
1.09%
New
56
Increased
302
Reduced
226
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.04B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$178M
3
Ameriprise
3
Ameriprise
Minnesota
$581M
4
LFG
4
Larson Financial Group
Missouri
$53.4M
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$117M

Top Sellers

1
Lido Advisors
1
Lido Advisors
California
$578K
2
TLIC
2
Taiyo Life Insurance Company
Japan
$44M
3
LPL Financial
3
LPL Financial
California
$1.04B
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$164M
5
OCM
5
One Capital Management
California
$57.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
51
Savant Capital
Illinois
$37.7M 449,980 -2,793 -0.6%
Stifel Financial
52
Stifel Financial
Missouri
$37.4M 446,292 +24,333 +6%
DWAM
53
Duncan Williams Asset Management
Tennessee
$37.1M 442,863 +54,401 +14%
SPWG
54
Sage Private Wealth Group
Illinois
$35.7M 426,417 +184,583 +76%
BA
55
BCM Advisors
Louisiana
$34.1M 396,283 +3,638 +0.9%
PSCM
56
Per Stirling Capital Management
Texas
$33.7M 402,419 +23,833 +6%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$33.3M 398,238 -5,517 -1%
IA
58
IFP Advisors
Florida
$33.3M 398,183 +4,420 +1%
IF
59
Intrua Financial
Texas
$33M 394,303 +128,876 +49%
SWA
60
Serenus Wealth Advisors
California
$32.2M 384,919 -18,325 -5%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$32.2M 384,432 +1,485 +0.4%
KPWS
62
Kestra Private Wealth Services
Texas
$32.1M 382,970 +20,869 +6%
VA
63
VestGen Advisors
Illinois
$31.8M 374,931 -8,607 -2%
Cerity Partners
64
Cerity Partners
New York
$31.8M 379,667 -51,466 -12%
CIA
65
Concurrent Investment Advisors
Florida
$31.7M 378,303 +16,534 +5%
TFG
66
Team Financial Group
California
$31.5M 376,331 +23,560 +7%
Mariner
67
Mariner
Kansas
$31.5M 376,167 +20,365 +6%
ACA
68
Aspire Capital Advisors
Washington
$30.1M 359,257 +9,563 +3%
AI
69
Atria Investments
North Carolina
$28M 334,535 +15,143 +5%
HFS
70
Howard Financial Services
Texas
$28M 334,379 +34,604 +12%
SWMG
71
Sanchez Wealth Management Group
Florida
$27.7M 330,379 +10,347 +3%
CWA
72
Choice Wealth Advisors
Maine
$27.6M 329,125 -1,243 -0.4%
TSWM
73
Tyler-Stone Wealth Management
Ohio
$26.3M 314,479 +21,446 +7%
COI
74
Connable Office Inc
Michigan
$26.2M 312,643 +34,557 +12%
GWSG
75
GPS Wealth Strategies Group
Colorado
$25.9M 308,776 -16,270 -5%
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