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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
JSW
451
Journey Strategic Wealth
New Jersey
$596K -$40.8K -514 -7%
BFO
452
Biltmore Family Office
North Carolina
$590K -$75.4K -950 -12%
NWMG
453
National Wealth Management Group
Ohio
$587K +$21.7K +273 +4%
RCAG
454
Rehmann Capital Advisory Group
Michigan
$586K +$111K +1,393 +25%
V
455
VeraBank
Texas
$584K +$553K +6,970 New
GHA
456
GW Henssler & Associates
Georgia
$578K -$7.22K -91 -1%
Lido Advisors
457
Lido Advisors
California
$578K -$53.5M -673,716 -99%
TWM
458
Thrive Wealth Management
Pennsylvania
$577K -$1.9K -24 -0.3%
LI
459
LRI Investments
Florida
$576K +$408K +5,146 +297%
SFM
460
Signet Financial Management
New Jersey
$575K -$50.2K -633 -8%
FA
461
FSA Advisors
Michigan
$571K -$766K -9,655 -59%
WGC
462
Watts Gwilliam & Co
Arizona
$570K -$173K -2,185 -25%
HP
463
Holistic Planning
Texas
$564K +$306K +3,859 +134%
SAM
464
Strive Asset Management
Ohio
$560K -$999K -12,587 -65%
Fifth Third Bancorp
465
Fifth Third Bancorp
Ohio
$558K -$467K -5,890 -47%
RIL
466
Rothschild Investment LLC
Illinois
$556K -$73.1K -921 -12%
NWA
467
New World Advisors
Massachusetts
$550K +$9.44K +119 +2%
HSA
468
HBK Sorce Advisory
Pennsylvania
$543K
MBI
469
May Barnhard Investments
Maryland
$543K +$2.06K +26 +0.4%
IA
470
Intellus Advisors
Florida
$535K +$507K +6,391 New
DAM
471
Deltec Asset Management
New York
$528K
TIAA Trust, National Association
472
TIAA Trust, National Association
North Carolina
$525K +$178K +2,243 +56%
AF
473
Allworth Financial
California
$525K +$427K +5,376 +602%
CA
474
Clearstead Advisors
Ohio
$520K +$92K +1,160 +23%
LNWWM
475
Laird Norton Wetherby Wealth Management
California
$518K +$491K +6,183 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.