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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
NP
426
NorthRock Partners
Minnesota
$681K +$89.7K +1,130 +16%
RBCM
427
Raub Brock Capital Management
California
$677K +$641K +8,085 New
BSTWA
428
Blake Schutter Theil Wealth Advisors
Ohio
$672K
SAG
429
SageView Advisory Group
California
$670K -$77.7K -979 -11%
OWA
430
Outlook Wealth Advisors
Texas
$670K
WS
431
Wedbush Securities
California
$667K +$10K +126 +2%
ACG
432
Allen Capital Group
Nebraska
$657K -$26.1K -329 -4%
CWM
433
Congress Wealth Management
Massachusetts
$655K -$146K -1,836 -19%
SQA
434
Simon Quick Advisors
New Jersey
$650K
MLA
435
My Legacy Advisors
Oregon
$649K -$44K -555 -7%
TRCT
436
Tower Research Capital (TRC)
New York
$649K +$614K +7,744 +154,880%
WMA
437
Wealth Management Associates
New Jersey
$647K +$11.3K +143 +2%
EAM
438
Empirical Asset Management
Massachusetts
$634K +$51.3K +647 +9%
NRI
439
NFP Retirement Inc
California
$631K +$121K +1,524 +25%
CFD
440
Creative Financial Designs
Indiana
$631K -$17.4K -219 -3%
ONB
441
Old National Bancorp
Indiana
$625K +$592K +7,461 New
SAI
442
Savvy Advisors Inc
New York
$623K +$378K +4,762 +178%
MA
443
Mutual Advisors
Nebraska
$622K +$108K +1,362 +23%
KA
444
Klingman & Associates
New York
$616K
PP
445
PDS Planning
Ohio
$615K
Pathstone Holdings
446
Pathstone Holdings
New Jersey
$613K -$452K -5,700 -44%
CAL
447
Capital Analysts LLC
Pennsylvania
$610K -$144K -1,816 -20%
BJL
448
Brighton Jones LLC
Washington
$608K
CWM
449
Cornerstone Wealth Management
Missouri
$605K +$74.8K +943 +15%
MWM
450
Meridian Wealth Management
Kentucky
$601K -$28.7K -362 -5%

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.