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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.

New
Increased
Maintained
Reduced
Closed
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 %
RWM
176
Riverbend Wealth Management
South Carolina
$6.46M +$185K +2,205 +3%
MSAM
177
Moloney Securities Asset Management
Missouri
$6.36M -$61.3K -732 -1%
HGA
178
Hobbs Group Advisors
South Carolina
$6.07M -$407K -4,865 -6%
GWP
179
Gateway Wealth Partners
Wisconsin
$6.05M -$253K -3,017 -4%
WPIC
180
White Pine Investment Company
Michigan
$6M -$30.2K -361 -0.5%
FWA
181
Flagship Wealth Advisors
Massachusetts
$5.97M +$279K +3,336 +5%
AA
182
Ancora Advisors
Ohio
$5.94M +$9.13K +109 +0.2%
HCM
183
Howard Capital Management
Georgia
$5.88M +$917K +10,948 +18%
AWP
184
Axis Wealth Partners
Rhode Island
$5.69M +$331K +3,953 +6%
REMPR
185
Roof Eidam Maycock Peralta (REMP)
California
$5.51M +$8.21K +98 +0.1%
FRA
186
FFG Retirement Advisors
Colorado
$5.44M +$191K +2,283 +4%
Brown Advisory
187
Brown Advisory
Maryland
$5.35M +$544K +6,492 +11%
WWM
188
Waterway Wealth Management
Texas
$5.35M +$1.79M +21,410 +50%
FPAS
189
Focus Partners Advisor Solutions
Missouri
$5.27M +$507K +6,050 +11%
PP
190
Prudential plc
United Kingdom
$5.25M -$318K -3,800 -6%
EFA
191
Evernest Financial Advisors
Indiana
$5.24M +$472K +5,633 +10%
CCG
192
Catalina Capital Group
California
$5.17M -$472K -5,633 -8%
ASN
193
Advisory Services Network
Georgia
$5.14M +$337K +3,955 +7%
AFP
194
Ausdal Financial Partners
Iowa
$5.04M +$594K +7,096 +13%
GIM
195
Glenmede Investment Management
Pennsylvania
$5.02M +$5.02M +59,996 New
JWCA
196
J.W. Cole Advisors
Florida
$5.01M -$62.1K -742 -1%
TNB
197
Thomasville National Bank
Georgia
$4.99M -$663K -7,919 -12%
OC
198
Oppenheimer & Co
New York
$4.97M -$962K -11,490 -16%
CIAS
199
Capital Investment Advisory Services
North Carolina
$4.95M +$16.2K +193 +0.3%
AIM
200
Archer Investment Management
Texas
$4.89M -$1.88M -22,422 -28%
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