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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
AIM
401
Anchor Investment Management
South Carolina
$823K
CT
402
Colonial Trust
South Carolina
$823K
CCM
403
Colorado Capital Management
Colorado
$818K
MPIA
404
Milestones Private Investment Advisors
New York
$816K +$773K +9,740 New
TPCW
405
TD Private Client Wealth
New York
$812K +$56.3K +710 +8%
TPI
406
Trust Point Inc
Wisconsin
$812K
IWC
407
Integrated Wealth Concepts
Massachusetts
$811K +$175K +2,208 +30%
MT
408
Midwest Trust
Kansas
$780K +$739K +9,312 New
FHA
409
First Horizon Advisors
Tennessee
$779K
CGPCS
410
Capital Group Private Client Services
California
$761K
IFA
411
Interactive Financial Advisors
Illinois
$760K -$3.65K -46 -0.5%
FFL
412
Future Fund LLC
Illinois
$745K +$705K +8,891 New
KCFA
413
Key Client Fiduciary Advisors
New Jersey
$730K +$29.4K +370 +4%
HR
414
Hardy Reed
Mississippi
$730K
FZCM
415
Flynn Zito Capital Management
New York
$714K -$81.3K -1,025 -11%
JWCA
416
J.W. Coons Advisors
Ohio
$711K +$63.5K +800 +10%
AllianceBernstein
417
AllianceBernstein
Tennessee
$711K
OFS
418
OneAscent Financial Services
Alabama
$705K -$284K -3,576 -30%
BFA
419
Beaumont Financial Advisors
Massachusetts
$697K
SXL
420
Summit X LLC
Missouri
$695K +$329K +4,150 +100%
EGM
421
Engineers Gate Manager
New York
$694K +$423K +5,331 +180%
CF
422
Centaurus Financial
California
$693K +$517K +6,517 +370%
Koshinski Asset Management
423
Koshinski Asset Management
Illinois
$691K -$17.9K -226 -3%
VA
424
Valmark Advisers
Ohio
$687K -$47.9K -604 -7%
KWA
425
Kondo Wealth Advisors
California
$684K +$1.27K +16 +0.2%

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.