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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 %
SNWA
151
Siligmueller & Norvid Wealth Advisors
Illinois
$8.63M -$175K -2,066 -2%
AC
152
Avant Capital
Louisiana
$8.53M +$218K +2,606 +3%
AA
153
Armis Advisers
Georgia
$8.5M +$579K +6,895 +7%
VAS
154
Vestmark Advisory Solutions
Massachusetts
$8.4M +$5.09M +60,787 +154%
OBWG
155
Onyx Bridge Wealth Group
New York
$8.39M +$8.39M +100,214 New
WSFS
156
Wilmington Savings Fund Society
Delaware
$8.3M +$272K +3,248 +3%
Envestnet Portfolio Solutions
157
Envestnet Portfolio Solutions
Illinois
$7.94M -$490K -5,849 -6%
MTWM
158
Masso Torrence Wealth Management
New Jersey
$7.83M +$368K +4,398 +5%
KAS
159
KPP Advisory Services
Kentucky
$7.57M +$180K +2,146 +2%
GSEP
160
Golden State Equity Partners
California
$7.5M -$1.42M -16,996 -16%
GLA
161
Good Life Advisors
Pennsylvania
$7.47M +$111K +1,327 +2%
ECA
162
Elevation Capital Advisory
Oregon
$7.41M +$5.97M +71,321 +415%
AFG
163
Albion Financial Group
Utah
$7.3M – – –
PFS
164
Prospera Financial Services
Texas
$7.23M +$433K +5,167 +6%
MFG
165
Merit Financial Group
Georgia
$7.23M +$2.06M +24,610 +40%
FG
166
Fiduciary Group
Georgia
$7.07M +$59.5K +710 +0.8%
BI
167
Berkeley Inc
Idaho
$7.04M +$3.07M +36,693 +77%
FIA
168
Foundations Investment Advisors
Arizona
$7.03M +$112K +1,343 +2%
GPW
169
Gray Private Wealth
Massachusetts
$6.88M +$179K +2,140 +3%
LPAM
170
Lodestar Private Asset Management
California
$6.86M +$721K +8,610 +12%
Baird Financial Group
171
Baird Financial Group
Wisconsin
$6.81M +$2.6K +31 +0%
UCFA
172
United Capital Financial Advisors
Texas
$6.75M -$47.6K -569 -0.7%
PWM
173
PMG Wealth Management
Illinois
$6.61M -$14K -167 -0.2%
Goldman Sachs
174
Goldman Sachs
New York
$6.6M -$3.8M -45,342 -37%
P
175
&Partners
Tennessee
$6.56M +$2.74M +32,832 +72%
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7
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