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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
AFW
376
Avantra Family Wealth
Pennsylvania
$1.02M +$3.57K +45 +0.4%
CFG
377
Citizens Financial Group
Rhode Island
$1.01M -$138K -1,738 -13%
BCA
378
Bay Colony Advisors
Massachusetts
$1.01M +$9.28K +117 +1%
GIA
379
Gladstone Institutional Advisory
Florida
$1.01M -$276K -3,475 -22%
GT
380
Glenview Trust
Kentucky
$1M +$29K +365 +3%
Citigroup
381
Citigroup
New York
$1,000K +$76.4K +963 +9%
GG
382
Greenwood Gearhart
Arkansas
$962K
TBC
383
Ted Buchan & Co
California
$958K -$84K -1,059 -8%
LFAS
384
Level Four Advisory Services
Texas
$957K +$36.5K +460 +4%
SSWM
385
Strait & Sound Wealth Management
California
$942K +$121K +1,521 +16%
ACM
386
Advance Capital Management
Michigan
$931K -$98.9K -1,247 -10%
MAG
387
Mayfair Advisory Group
Alabama
$914K +$84.7K +1,068 +11%
AWM
388
Axxcess Wealth Management
California
$910K -$5.08K -64 -0.6%
MA
389
MONECO Advisors
Connecticut
$904K +$1.75K +22 +0.2%
PCM
390
Parsons Capital Management
Rhode Island
$900K -$58.8K -741 -6%
BCM
391
Brookstone Capital Management
Illinois
$897K -$152K -1,922 -15%
Citadel Advisors
392
Citadel Advisors
Florida
$888K -$529K -6,673 -39%
JIC
393
Johnson Investment Counsel
Ohio
$888K +$33.2K +418 +4%
FAIM
394
Financial Advocates Investment Management
Washington
$887K -$252K -3,173 -23%
CFO
395
CVA Family Office
Colorado
$887K +$317 +4 +0%
RIM
396
Redwood Investment Management
Arizona
$876K +$108K +1,362 +15%
CWM
397
Collaborative Wealth Management
Florida
$873K -$13.1K -165 -2%
SWA
398
Stratos Wealth Advisors
Ohio
$867K -$12.5K -158 -2%
WBG
399
Wharton Business Group
Pennsylvania
$866K
GS
400
GTS Securities
New York
$836K +$792K +9,980 New

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.