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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
LWMI
351
Legacy Wealth Management (Idaho)
Idaho
$1.26M +$237K +2,981 +25%
LIS
352
Legacy Investment Solutions
Idaho
$1.26M +$1.19M +14,987 New
RFC
353
Regions Financial Corp
Alabama
$1.24M
Bank of Montreal
354
Bank of Montreal
Ontario, Canada
$1.22M +$62.4K +787 +6%
FCFC
355
First Commonwealth Financial Corp
Pennsylvania
$1.19M +$1.13M +14,240 New
Renaissance Technologies
356
Renaissance Technologies
New York
$1.19M +$1.13M +14,200 New
SWM
357
Silverlake Wealth Management
Vermont
$1.19M +$2.14K +27 +0.2%
WDL
358
Well Done LLC
Michigan
$1.18M -$3.89K -49 -0.3%
TTWM
359
TCV Trust & Wealth Management
Virginia
$1.16M
CFCI
360
Comprehensive Financial Consultants Institutional
Indiana
$1.15M +$1.11K +14 +0.1%
SSWM
361
Sheets Smith Wealth Management
North Carolina
$1.15M
AQR Capital Management
362
AQR Capital Management
Connecticut
$1.15M +$854K +10,760 +367%
LA
363
LexAurum Advisors
Kansas
$1.14M +$22.2K +280 +2%
QP
364
Quartz Partners
New York
$1.14M -$1.82K -23 -0.2%
OSAM
365
O'Shaughnessy Asset Management
Connecticut
$1.13M -$233K -2,942 -18%
BlackRock
366
BlackRock
New York
$1.12M +$984K +12,403 +1,273%
FB
367
Fulton Bank
Pennsylvania
$1.1M -$385K -4,853 -27%
ST
368
Smithfield Trust
Pennsylvania
$1.08M +$79 +1 +0%
National Bank of Canada
369
National Bank of Canada
Quebec, Canada
$1.08M -$313K -3,944 -24%
MWA
370
Muirfield Wealth Advisors
North Carolina
$1.07M -$296K -3,728 -23%
GFP
371
Gryphon Financial Partners
Ohio
$1.07M +$98.2K +1,238 +11%
BFA
372
Beacon Financial Advisory
Ohio
$1.06M -$185K -2,334 -16%
RFN
373
Redwood Financial Network
Ohio
$1.06M -$24.4K -307 -2%
UPS
374
UHLMANN PRICE SECURITIES
Illinois
$1.05M -$11.3K -142 -1%
RCA
375
Resonant Capital Advisors
Wisconsin
$1.02M +$254K +3,201 +36%

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.