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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 %
MML Investors Services
76
MML Investors Services
Massachusetts
$25.7M 306,942 +8,891 +3%
CFS
77
Compass Financial Services
Iowa
$25.5M 305,001 +5,782 +2%
TM
78
TigerOak Management
New Mexico
$25.3M 301,799 +6,227 +2%
SWM
79
SK Wealth Management
Rhode Island
$25M 293,373 +4,469 +2%
MWM
80
Modern Wealth Management
Kansas
$24.8M 295,679 +36,570 +14%
LCM
81
LVM Capital Management
Michigan
$24.5M 292,224 -3,829 -1%
Two Sigma Investments
82
Two Sigma Investments
New York
$24M 286,100 +286,100 New
FC
83
Forte Capital
New York
$23.9M 284,906 +72 +0%
BAM
84
Belpointe Asset Management
Nevada
$23.6M 282,059 +282,059 New
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$23.4M 279,635 -16,119 -5%
Truist Financial
86
Truist Financial
North Carolina
$23.4M 279,285 -7,073 -2%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$23.3M 278,033 +6,759 +2%
HWM
88
HB Wealth Management
Georgia
$23.2M 277,374 +37,224 +16%
AWA
89
Amplius Wealth Advisors
Pennsylvania
$22.9M 273,880 +2,378 +0.9%
AA
90
ACT Advisors
North Carolina
$22.3M 266,894 -7,604 -3%
CAP
91
Columbia Advisory Partners
Washington
$22.2M 265,543 +40,578 +18%
PA
92
Pinnacle Associates
New York
$21.6M 257,358 +27,669 +12%
CFA
93
Cahill Financial Advisors
Minnesota
$21.3M 254,092 -3,883 -2%
Jones Financial Companies
94
Jones Financial Companies
Missouri
$21M 251,701 +37,798 +18%
PAWA
95
Palo Alto Wealth Advisors
California
$19.2M 229,642 +3,937 +2%
CA
96
Cresta Advisors
Texas
$19.1M 227,856 +10,822 +5%
Creative Planning
97
Creative Planning
Kansas
$18.8M 224,536 -20,380 -8%
Bank of New York Mellon
98
Bank of New York Mellon
New York
$18.7M 222,858 +10,646 +5%
DADC
99
D.A. Davidson & Co
Montana
$18.6M 221,940 +4,733 +2%
HCA
100
Heck Capital Advisors
Wisconsin
$17.8M 212,570 +2,888 +1%
2 3
4
5 6