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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 %
Jane Street
726
Jane Street
New York
– -$2.96M -37,059 Closed
SIAS
727
Summit Investment Advisory Services
Minnesota
– -$1.79M -22,470 Closed
GS
728
GWN Securities
Florida
– -$888K -11,088 Closed
SFC
729
Strategic Financial Concepts
Texas
– -$814K -10,192 Closed
GM
730
GeoWealth Management
Illinois
– -$789K -9,881 Closed
FCI
731
Financial Counselors Inc
Kansas
– -$742K -9,297 Closed
D.E. Shaw & Co
732
D.E. Shaw & Co
New York
– -$631K -7,904 Closed
WP
733
WealthPLAN Partners
Nebraska
– -$349K -4,364 Closed
Bessemer Group
734
Bessemer Group
New Jersey
– -$324K -4,060 Closed
KW
735
KWB Wealth
California
– -$318K -3,933 Closed
UF
736
Univest Financial
Pennsylvania
– -$306K -3,828 Closed
NCFG
737
New Century Financial Group
New Jersey
– -$284K -3,551 Closed
FM
738
Family Management
New York
– -$268K -3,359 Closed
SM
739
Sensible Money
Arizona
– -$266K -3,337 Closed
RWA
740
Rooted Wealth Advisors
Illinois
– -$224 -2,760 Closed
BIA
741
Bigelow Investment Advisors
Maine
– -$219K -2,745 Closed
SCA
742
Snowden Capital Advisors
New York
– -$201K -2,513 Closed
GWM
743
Guardian Wealth Management
Illinois
– -$126K -1,576 Closed
EWA
744
EverSource Wealth Advisors
Alabama
– -$97.2K -1,217 Closed
CCM
745
Coldstream Capital Management
Washington
– -$89.8K -1,125 Closed
RMP
746
Richards, Merrill & Peterson
Washington
– -$41K -514 Closed
AC
747
AlphaCore Capital
California
– -$30.7K -385 Closed
CWC
748
Carolinas Wealth Consulting
North Carolina
– -$29.5K -370 Closed
HT
749
Headlands Technologies
Illinois
– -$24.3K -304 Closed
IHWM
750
Iron Horse Wealth Management
Iowa
– -$17.3K -216 Closed
27 28 29
30
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