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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

731 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 59 funds opening new positions, 307 increasing their positions, 229 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 36

34% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 229

8% more capital invested

Capital invested by funds: $11.4B → $12.2B (+$864M)

2% more funds holding

Funds holding: 718731 (+13)

0.31% more ownership

Funds ownership: 76.95%77.27% (+0.31%)

6% less funds holding in top 10

Funds holding in top 10: 8883 (-5)

Holders
731
Holders Change
+13
Holders Change %
+1.81%
% of All Funds
9.62%
Holding in Top 10
83
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.68%
% of All Funds
1.09%
New
59
Increased
307
Reduced
229
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
226
Dynamic Advisor Solutions
Arizona
$3.78M -$116K -1,458 -3%
PWM
227
Perigon Wealth Management
California
$3.71M -$244K -3,075 -6%
LF
228
Lantz Financial
Illinois
$3.64M -$13.4K -169 -0.4%
WPC
229
Wedmont Private Capital
Pennsylvania
$3.6M +$79 +1 +0%
FFS
230
Founders Financial Securities
Maryland
$3.6M -$969K -12,209 -22%
WWA
231
Wingate Wealth Advisors
Massachusetts
$3.55M +$299K +3,772 +10%
DFA
232
DHK Financial Advisors
New Hampshire
$3.5M +$1.7M +21,413 +100%
MCC
233
Money Concepts Capital
Florida
$3.49M +$399K +5,024 +14%
First Trust Advisors
234
First Trust Advisors
Illinois
$3.48M +$1.22M +15,422 +59%
HTC
235
Haverford Trust Company
Pennsylvania
$3.46M +$156K +1,972 +5%
HAS
236
HBW Advisory Services
California
$3.45M +$52.3K +659 +2%
HI
237
Horizon Investments
North Carolina
$3.41M -$122K -1,534 -4%
AWS
238
Atria Wealth Solutions
New York
$3.41M -$3.86M -48,671 -55%
Franklin Resources
239
Franklin Resources
California
$3.4M -$152K -1,915 -5%
SVWA
240
Sarver Vrooman Wealth Advisors
Missouri
$3.38M +$76.3K +962 +2%
MF
241
Meridian Financial
Massachusetts
$3.37M +$220K +2,775 +7%
GWM
242
GSB Wealth Management
Connecticut
$3.36M +$420K +5,297 +15%
CCFM
243
Clear Creek Financial Management
Washington
$3.32M +$159K +2,009 +5%
MFP
244
Meridian Financial Partners
Virginia
$3.31M -$15.6K -197 -0.5%
BMA
245
Brooks Moore & Associates
Tennessee
$3.27M +$257K +3,235 +9%
HIS
246
Harvest Investment Services
Illinois
$3.05M +$3.41K +43 +0.1%
AWM
247
Apollon Wealth Management
South Carolina
$3.04M -$264K -3,329 -8%
SA
248
Shilanski & Associates
Alaska
$3.03M +$27.8K +351 +1%
HA
249
Herold Advisors
New York
$2.96M -$379K -4,783 -12%
TFS
250
Thoroughbred Financial Services
Tennessee
$2.81M -$145K -1,828 -5%

DGRW Hedge Fund Activity: Q2 2025 in Review

731 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q2 2025, worth a combined $12.2B — up 7.6% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new DGRW positions and 36 closed out — a net gain of 23 holders — while 307 added to existing stakes and 229 trimmed.

The largest buyer was Bank of America, adding an estimated $46.8M. The largest seller was Lido Advisors, cutting an estimated $53.5M.

  • 731 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q2 2025, up from 718 in Q1 2025.
  • Funds reported $12.2B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q2 2025, up 7.6% quarter-over-quarter.
  • 59 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q2 2025 and 36 closed out, a net change of +23 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q2 2025 was Bank of America, an estimated $46.8M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q2 2025 was Lido Advisors, an estimated $53.5M sold.

Based on aggregated 13F filings for Q2 2025.