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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
APA
251
Astoria Portfolio Advisors
New York
$2.76M -$87.7K -1,105 -3%
Focus Partners Wealth
252
Focus Partners Wealth
Massachusetts
$2.71M +$30.8K +388 +1%
TAM
253
Titleist Asset Management
Texas
$2.7M -$50.1K -632 -2%
CAG
254
Centerpoint Advisory Group
Kansas
$2.64M -$35.7K -450 -1%
NFG
255
Nations Financial Group
Iowa
$2.59M +$151K +1,898 +7%
GI
256
GLOBALT Investments
Georgia
$2.59M -$282K -3,552 -10%
SS
257
SBI Securities
Japan
$2.59M -$137K -1,724 -5%
WIM
258
WealthPlan Investment Management
Nebraska
$2.51M +$526K +6,633 +28%
SEP
259
Southland Equity Partners
Missouri
$2.49M +$32.5K +410 +1%
SFGP
260
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$2.44M -$35.1K -442 -1%
KeyBank National Association
261
KeyBank National Association
Ohio
$2.4M +$456K +5,749 +25%
SPA
262
Sentinel Pension Advisors
Massachusetts
$2.38M +$30.2K +381 +1%
PAG
263
Powers Advisory Group
Illinois
$2.37M +$515K +6,493 +30%
MA
264
Menlo Advisors
California
$2.34M -$5.95K -75 -0.3%
AF
265
Apexium Financial
Texas
$2.32M -$257K -3,234 -10%
SFS
266
Symphony Financial Services
Ohio
$2.32M +$7.22K +91 +0.3%
EWA
267
EP Wealth Advisors
California
$2.26M +$1.65M +20,746 +330%
CAM
268
Cresset Asset Management
Illinois
$2.21M -$373K -4,705 -15%
CFP
269
Cascade Financial Partners
California
$2.19M +$137K +1,721 +7%
IWP
270
Invenio Wealth Partners
Florida
$2.16M -$12.2M -154,195 -86%
FFA
271
Fragasso Financial Advisors
Pennsylvania
$2.15M +$164K +2,063 +9%
Mercer Global Advisors
272
Mercer Global Advisors
Colorado
$2.14M -$138K -1,735 -6%
DFA
273
DHJJ Financial Advisors
Illinois
$2.13M -$22.7K -286 -1%
TWP
274
Tempus Wealth Planning
California
$2.11M -$874K -11,013 -30%
CFP
275
Comprehensive Financial Planning
Pennsylvania
$2.1M +$62.4K +786 +3%

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.