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.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
+7
Holders Change %
+0.98%
% of All Funds
9.63%
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 %
NS
201
NBC Securities
Alabama
$4.83M +$95.4K +1,139 +2%
CWA
202
Crux Wealth Advisors
California
$4.73M -$1.92M -22,901 -29%
SMC
203
Smith, Moore & Co
Missouri
$4.7M -$1.81M -21,598 -28%
PAS
204
Park Avenue Securities
New York
$4.63M +$4.63M +55,279 New
CNBTD
205
Citizens National Bank Trust Department
Mississippi
$4.57M -$42K -502 -0.9%
CL
206
Choreo LLC
Illinois
$4.52M +$3.27M +39,084 +262%
JSL
207
JT Stratford LLC
Georgia
$4.39M +$286K +3,411 +7%
FFA
208
Founders Financial Alliance
North Carolina
$4.36M -$65.2K -779 -1%
CWA
209
Continuum Wealth Advisors
New York
$4.33M -$9.92M -118,432 -70%
AWM
210
Aries Wealth Management
Maine
$4.32M -$591K -7,059 -12%
WA
211
Waverly Advisors
Alabama
$4.31M -$208K -2,480 -5%
STA
212
Summit Trail Advisors
New York
$4.31M +$17.5K +209 +0.4%
Fidelity Investments
213
Fidelity Investments
Massachusetts
$4.18M -$220K -2,622 -5%
OWA
214
ORBA Wealth Advisors
Illinois
$4.12M -$4.86M -58,055 -54%
SWM
215
SeaCrest Wealth Management
New York
$4.12M +$2.3M +27,470 +126%
RA
216
RFG Advisory
Alabama
$3.98M -$2.76K -33 -0.1%
VIP
217
Viewpoint Investment Partners
Alberta, Canada
$3.98M +$2.51M +29,976 +171%
NF
218
Nikulski Financial
Iowa
$3.93M -$14.5K -173 -0.4%
LSA
219
Lansing Street Advisors
Pennsylvania
$3.89M -$12.9K -154 -0.3%
FA
220
Fermata Advisors
California
$3.86M +$952K +11,370 +33%
BMCM
221
Burns Matteson Capital Management
New York
$3.83M -$482K -5,754 -11%
MHS
222
M Holdings Securities
Oregon
$3.81M +$1.33M +15,852 +53%
DAS
223
Dynamic Advisor Solutions
Arizona
$3.78M -$122K -1,458 -3%
PWM
224
Perigon Wealth Management
California
$3.71M -$258K -3,075 -6%
LF
225
Lantz Financial
Illinois
$3.64M -$14.2K -169 -0.4%
7 8
9
10 11