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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 %
GM
726
GeoWealth Management
Illinois
– – -9,881 Closed
FCI
727
Financial Counselors Inc
Kansas
– – -9,297 Closed
D.E. Shaw & Co
728
D.E. Shaw & Co
New York
– – -7,904 Closed
WP
729
WealthPLAN Partners
Nebraska
– – -4,364 Closed
Bessemer Group
730
Bessemer Group
New Jersey
– – -4,060 Closed
KW
731
KWB Wealth
California
– – -3,933 Closed
UF
732
Univest Financial
Pennsylvania
– – -3,828 Closed
NCFG
733
New Century Financial Group
New Jersey
– – -3,551 Closed
FM
734
Family Management
New York
– – -3,359 Closed
SM
735
Sensible Money
Arizona
– – -3,337 Closed
RWA
736
Rooted Wealth Advisors
Illinois
– – -2,760 Closed
BIA
737
Bigelow Investment Advisors
Maine
– – -2,745 Closed
SCA
738
Snowden Capital Advisors
New York
– – -2,513 Closed
GWM
739
Guardian Wealth Management
Illinois
– – -1,576 Closed
EWA
740
EverSource Wealth Advisors
Alabama
– – -1,217 Closed
CCM
741
Coldstream Capital Management
Washington
– – -1,125 Closed
RMP
742
Richards, Merrill & Peterson
Washington
– – -514 Closed
AC
743
AlphaCore Capital
California
– – -385 Closed
CWC
744
Carolinas Wealth Consulting
North Carolina
– – -370 Closed
HT
745
Headlands Technologies
Illinois
– – -304 Closed
IHWM
746
Iron Horse Wealth Management
Iowa
– – -216 Closed
FDW
747
Fourth Dimension Wealth
Ohio
– – -200 Closed
PA
748
PSI Advisors
Florida
– – -155 Closed
PP
749
Pacifica Partners
Canada
– – -95 Closed
AF
750
Atala Financial
California
– – -72 Closed
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