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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
BCG
301
Bravias Capital Group
New Jersey
$1.81M -$88.3K -1,113 -5%
Northern Trust
302
Northern Trust
Illinois
$1.81M +$86.2K +1,086 +5%
SOS
303
Silver Oak Securities
Tennessee
$1.81M +$1.19M +15,036 +230%
PA
304
PFG Advisors
Arizona
$1.8M +$92.3K +1,164 +6%
ACM
305
Avalon Capital Management
California
$1.79M -$54K -681 -3%
BEI
306
Benjamin Edwards Inc
Missouri
$1.77M +$179K +2,262 +12%
HPM
307
Hoxton Planning & Management
West Virginia
$1.77M +$154K +1,944 +10%
PIA
308
Panoramic Investment Advisors
Colorado
$1.77M +$14K +176 +0.8%
VP
309
Verum Partners
North Carolina
$1.76M +$898K +11,320 +117%
HI
310
Harbour Investments
Wisconsin
$1.73M -$425K -5,358 -21%
HCM
311
Hollencrest Capital Management
California
$1.7M -$9.76K -123 -0.6%
CCG
312
Chatham Capital Group
Georgia
$1.7M +$881K +11,100 +121%
APWA
313
Atlas Private Wealth Advisors
New Jersey
$1.65M +$49.8K +628 +3%
GF
314
GGM Financials
Ohio
$1.64M -$610K -7,689 -28%
RGF
315
Retirement Guys Formula
Ohio
$1.64M -$64.6K -814 -4%
RMAM
316
Raab & Moskowitz Asset Management
New Jersey
$1.61M +$4.05K +51 +0.3%
ATPW
317
Ashton Thomas Private Wealth
Arizona
$1.58M -$157K -1,975 -9%
SWM
318
Stonebridge Wealth Management
Illinois
$1.56M +$1.48M +18,685 New
NFC
319
Northeast Financial Consultants
Connecticut
$1.54M
VT
320
Vise Technologies
New York
$1.54M +$1.46M +18,372 New
SPC
321
Sigma Planning Corp
Michigan
$1.53M -$65.3K -823 -4%
ICP
322
Interchange Capital Partners
Pennsylvania
$1.53M -$13.6K -171 -0.9%
AFO
323
Allie Family Office
Florida
$1.52M
BMCM
324
Bryn Mawr Capital Management
Pennsylvania
$1.51M +$55.5K +699 +4%
PFBT
325
Parkside Financial Bank & Trust
Missouri
$1.51M -$48.6K -612 -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.