DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

711 hedge funds and large institutions have $11.3B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 284 increasing their positions, 247 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
+4
Holders Change %
+0.57%
% of All Funds
9.66%
Holding in Top 10
87
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.82%
% of All Funds
1.18%
New
54
Increased
284
Reduced
247
Closed
34
Calls
$367K
Puts
$16K
Net Calls
+$351K
Net Calls Change
-$127K

Top Buyers

1
LPL Financial
LPL Financial
California
+$63.3M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$62.2M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$29.4M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$24.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$23.8M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$113M
2
IAA
Independent Advisor Alliance
North Carolina
-$68.9M
3
Lido Advisors
Lido Advisors
California
-$59M
4
WIA
World Investment Advisors
California
-$48.4M
5
OCM
One Capital Management
California
-$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.55B +$29.4M +367,639 +2%
LPL Financial
2
LPL Financial
California
$1.02B +$63.3M +792,918 +7%
Bank of America
3
Bank of America
North Carolina
$945M +$11.9M +149,547 +1%
Morgan Stanley
4
Morgan Stanley
New York
$674M -$13.4M -168,412 -2%
HC
5
Hamilton Capital
Ohio
$535M +$9.05M +113,376 +2%
Ameriprise
6
Ameriprise
Minnesota
$513M +$7.57M +94,831 +1%
Raymond James Financial
7
Raymond James Financial
Florida
$281M -$7.54M -94,405 -3%
HighTower Advisors
8
HighTower Advisors
Illinois
$231M +$13.9M +174,128 +6%
UBS Group
9
UBS Group
Switzerland
$188M -$297K -3,721 -0.2%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$180M +$12.2M +152,587 +7%
Wells Fargo
11
Wells Fargo
California
$127M +$621K +7,774 +0.5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$124M +$4.96M +62,146 +4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$123M +$20.4M +255,539 +20%
PAG
14
Private Advisor Group
New Jersey
$105M -$113M -1,419,501 -52%
Kovitz Investment Group Partners
15
Kovitz Investment Group Partners
Illinois
$103M -$2.7M -33,761 -3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$102M +$23.8M +298,087 +30%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$96.7M +$1.61M +20,107 +2%
SPIA
18
Steward Partners Investment Advisory
New York
$87.6M +$2.56M +32,013 +3%
PCIA
19
Prime Capital Investment Advisors
Kansas
$80.5M +$24.3M +304,179 +43%
WA
20
Waddell & Associates
Tennessee
$74.4M +$1.22M +15,262 +2%
SIM
21
Stratos Investment Management
Ohio
$70.7M +$3.77M +47,225 +6%
CCA
22
Clearwater Capital Advisors
Illinois
$69.3M +$1.43M +17,948 +2%
BFG
23
Bouchey Financial Group
New York
$69.1M -$1.37M -17,179 -2%
OCM
24
One Capital Management
California
$68.2M -$33.7M -422,153 -33%
TLIC
25
Taiyo Life Insurance Company
Japan
$67.9M – – –
1
2 3 4 5