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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
HBW
326
Hazlett, Burt & Watson
West Virginia
$1.5M +$57.4K +723 +4%
VWWMG
327
Vermillion & White Wealth Management Group
Pennsylvania
$1.5M +$144K +1,816 +11%
VWM
328
Vivid Wealth Management
Iowa
$1.5M +$66.2K +834 +5%
US Bancorp
329
US Bancorp
Minnesota
$1.5M +$265K +3,336 +23%
CCB
330
Country Club Bank
Missouri
$1.5M -$265K -3,339 -16%
OP
331
ORG Partners
Indiana
$1.49M +$21.5K +271 +2%
BCI
332
Brinker Capital Investments
Pennsylvania
$1.46M -$77.8K -980 -5%
PCA
333
Pallas Capital Advisors
Massachusetts
$1.46M -$78.7K -992 -5%
DWM
334
Denver Wealth Management
Colorado
$1.42M +$4.52K +57 +0.3%
PTC
335
Private Trust Company
Ohio
$1.4M +$73.4K +925 +6%
WCM
336
WealthBridge Capital Management
Ohio
$1.4M +$111K +1,399 +9%
BC
337
Bulwark Capital
Florida
$1.38M +$1.31M +16,466 New
GC
338
Guidance Capital
Kentucky
$1.37M +$6.27K +79 +0.5%
MCM
339
MAI Capital Management
Ohio
$1.37M +$3.89K +49 +0.3%
MFG
340
Mosaic Financial Group
Illinois
$1.36M +$3.33K +42 +0.3%
CA
341
CoreCap Advisors
Michigan
$1.35M +$193K +2,431 +18%
SA
342
Sovran Advisors
California
$1.34M -$99.5K -1,254 -7%
RWM
343
RKL Wealth Management
Pennsylvania
$1.34M
IFG
344
Independent Financial Group
California
$1.32M -$88.9K -1,121 -7%
RSWM
345
Robertson Stephens Wealth Management
California
$1.32M +$10.8K +136 +0.9%
RA
346
Ruggaard & Associates
Ohio
$1.32M +$44.1K +556 +4%
BCP
347
Blackhawk Capital Partners
Wisconsin
$1.32M +$374K +4,716 +43%
AWM
348
AE Wealth Management
Kansas
$1.28M +$103K +1,293 +9%
CVA
349
Central Valley Advisors
California
$1.27M -$39.4K -497 -3%
NC
350
NewSquare Capital
Pennsylvania
$1.26M +$81.5K +1,027 +7%

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.