DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

718 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 57 funds opening new positions, 303 increasing their positions, 227 reducing their positions, and 35 closing their positions.

Holders
718
Holders Change
+7
Holders Change %
+0.98%
% 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
57
Increased
303
Reduced
227
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 Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
126
Corient Private Wealth
Florida
$11.1M +$6.14M +73,299 +124%
FCM
127
Family Capital Management
Michigan
$11M -$485K -5,795 -4%
EFH
128
Eaton Financial Holdings
Florida
$10.9M -$1.59M -18,968 -13%
SAM
129
Smartleaf Asset Management
Massachusetts
$10.8M +$1.31M +15,726 +14%
TCM
130
TD Capital Management
Tennessee
$10.7M +$416K +4,973 +4%
SFA
131
Sequoia Financial Advisors
Ohio
$10.6M -$196K -2,339 -2%
WANY
132
Wealthspire Advisors (New York)
New York
$10.5M -$176K -2,102 -2%
DFP
133
Defined Financial Planning
California
$10.5M +$1.56M +18,515 +17%
JAG
134
Journey Advisory Group
Kentucky
$10.3M -$446K -5,327 -4%
WIA
135
World Investment Advisors
California
$10.2M -$1.13M -13,497 -10%
MPW
136
Melone Private Wealth
Michigan
$10.1M +$239K +2,864 +2%
GSWM
137
Golden State Wealth Management
California
$10.1M -$517K -6,174 -5%
IA
138
IFG Advisory
Georgia
$9.96M +$814K +9,716 +9%
RPGK
139
Retirement Planning Group (Kansas)
Kansas
$9.94M +$111K +1,330 +1%
AWE
140
Avidian Wealth Enterprises
Texas
$9.88M +$214K +2,553 +2%
MSWA
141
Marshall & Sterling Wealth Advisors
New York
$9.83M +$477K +5,704 +5%
WWM
142
Western Wealth Management
Colorado
$9.69M +$20.6K +246 +0.2%
FHA
143
Flagship Harbor Advisors
Massachusetts
$9.59M -$168K -2,004 -2%
WAP
144
Wealthcare Advisory Partners
Pennsylvania
$9.57M +$210K +2,508 +2%
CPA
145
Capital Planning Advisors
California
$9.39M -$187K -2,228 -2%
MA
146
MBA Advisors
Pennsylvania
$9.37M +$1.01M +12,049 +12%
IWP
147
IAG Wealth Partners
Wisconsin
$9.17M +$316K +3,768 +4%
DC
148
Darrow Company
Massachusetts
$9.02M +$844K +10,075 +10%
IWM
149
IHT Wealth Management
Illinois
$8.84M +$308K +3,684 +4%
PCG
150
Prosperity Consulting Group
Maryland
$8.74M -$226K -2,698 -3%
4 5
6
7 8