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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
WMR
276
Wealth Management Resources
Rhode Island
$2.08M -$1.5M -18,857 -43%
BWM
277
Bulltick Wealth Management
Florida
$2.07M +$34K +429 +2%
AIP
278
Almanack Investment Partners
Pennsylvania
$2.03M
AWM
279
Avaii Wealth Management
Wisconsin
$2.03M -$18.1K -228 -0.9%
EWA
280
Etesian Wealth Advisors
Oregon
$2.01M +$197K +2,482 +12%
GRP
281
Global Retirement Partners
California
$1.99M +$1.89M +23,762 New
GWM
282
Geneos Wealth Management
Colorado
$1.98M -$1.96M -24,664 -51%
MFIM
283
Mesirow Financial Investment Management
Illinois
$1.98M +$325K +4,099 +21%
LA
284
LM Advisors
California
$1.96M +$342K +4,315 +23%
TWP
285
Triad Wealth Partners
Kansas
$1.93M -$608K -7,663 -25%
SMF
286
Scott Marsh Financial
Utah
$1.93M +$1.83M +23,038 New
CAM
287
Creekmur Asset Management
Illinois
$1.93M
CPIG
288
Chicago Partners Investment Group
Illinois
$1.92M -$18.5K -233 -1%
LAM
289
Lifestyle Asset Management
Texas
$1.91M -$7.46K -94 -0.4%
SIAS
290
Summit Investment Advisory Services
Minnesota
$1.91M +$22.8K +287 +1%
IC
291
IEQ Capital
California
$1.87M -$127K -1,595 -7%
FFA
292
Florida Financial Advisors
Florida
$1.87M -$1.1M -13,924 -39%
RWB
293
RMR Wealth Builders
New Jersey
$1.87M +$742K +9,354 +72%
AAS
294
Ameritas Advisory Services
Nebraska
$1.87M -$4.87M -61,347 -73%
QCM
295
Quantinno Capital Management
New York
$1.85M +$902K +11,367 +105%
TWA
296
Talisman Wealth Advisors
New Jersey
$1.85M +$3.49K +44 +0.2%
PFGIA
297
Patriot Financial Group Insurance Agency
Massachusetts
$1.83M +$230K +2,898 +15%
NCM
298
Narwhal Capital Management
Georgia
$1.82M
AWA
299
Arkadios Wealth Advisors
Georgia
$1.81M +$169K +2,125 +11%
FPCP
300
Fort Point Capital Partners
California
$1.81M +$15.9K +200 +0.9%

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.