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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 %
GVAG
101
Great Valley Advisor Group
Delaware
$17.4M 208,315 +10,012 +5%
CRC
102
Curi RMB Capital
Illinois
$17M 203,575 +18,983 +10%
MSFS
103
Main Street Financial Solutions
Pennsylvania
$16.6M 198,659 -4,814 -2%
CA
104
CGN Advisors
Kansas
$16.3M 194,780 +14,158 +8%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$16.3M 194,594 +46,472 +31%
WAG
106
Winthrop Advisory Group
Massachusetts
$16.2M 192,923 +6,365 +3%
TAM
107
Townsend Asset Management
North Carolina
$16M 191,395 -3,544 -2%
SWP
108
Stratos Wealth Partners
Ohio
$16M 191,060 +6,560 +4%
EWS
109
Eagle Wealth Strategies
New Jersey
$15.3M 182,625 +5,289 +3%
HCM
110
Hengehold Capital Management
Ohio
$15.1M 180,137 +3,579 +2%
IA
111
Insight Advisors
Pennsylvania
$14.7M 175,923 +40,878 +30%
FFN
112
Focus Financial Network
Minnesota
$14.6M 174,262 +4,532 +3%
BAWC
113
Boyce & Associates Wealth Consulting
Texas
$14.4M 172,359 +14,194 +9%
CFS
114
CRA Financial Services
New Jersey
$14.1M 168,852 +4,306 +3%
MLA
115
MB, Levis & Associates
Pennsylvania
$14.1M 168,850 +694 +0.4%
PWMAG
116
Pinnacle Wealth Management Advisory Group
New Jersey
$13.9M 166,355 +19,603 +13%
LW
117
Lauer Wealth
Indiana
$13.7M 159,485 -13,127 -8%
VVP
118
Venture Visionary Partners
Ohio
$13.7M 163,760 +1,825 +1%
UAG
119
United Advisor Group
Ohio
$13.3M 159,032 +4,659 +3%
SWIA
120
Solano Wealth Investment Advisors
California
$13.3M 158,640 +25,604 +19%
KDA
121
Kraft Davis & Associates
Missouri
$12.9M 149,605 -8,143 -5%
HBS
122
Howard Bailey Securities
Indiana
$11.7M 140,023 -1,766 -1%
OPWM
123
Oxinas Partners Wealth Management
Indiana
$11.6M 139,069 +171 +0.1%
FNT
124
First National Trust
Pennsylvania
$11.5M 136,874 +1,958 +1%
C
125
Certuity
Florida
$11.4M 136,049 -29,812 -18%
3 4
5
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