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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
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$67.9M -$478K -6,029 -0.7%
HNB
27
Huntington National Bank
Ohio
$67.4M
RW
28
RVW Wealth
California
$67.3M -$2.27M -28,576 -3%
IA
29
IAM Advisory
Pennsylvania
$66.6M +$1.02M +12,806 +2%
Comerica Bank
30
Comerica Bank
Texas
$64.3M -$140K -1,760 -0.2%
EH
31
Equitable Holdings
New York
$63.5M +$2.59M +32,639 +4%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$61.7M -$7.94M -100,060 -12%
SFG
33
SNS Financial Group
Minnesota
$58.5M +$939K +11,839 +2%
OCM
34
One Capital Management
California
$57.2M -$13.6M -171,846 -20%
HWM
35
Horizon Wealth Management
Illinois
$55.9M +$89.9K +1,133 +0.2%
PWMG
36
Prestige Wealth Management Group
New Jersey
$53.8M +$874K +11,022 +2%
LFG
37
Larson Financial Group
Missouri
$53.4M +$32.9M +414,143 +185%
BFG
38
Beacon Financial Group
Texas
$52.3M -$1.23M -15,444 -2%
KAS
39
Kestra Advisory Services
Texas
$51.5M +$8.1M +102,152 +20%
NA
40
NewEdge Advisors
Louisiana
$50.1M +$996K +12,552 +2%
JP Morgan Chase
41
JP Morgan Chase
New York
$49.8M -$5.61M -70,697 -11%
GEA
42
Glen Eagle Advisors
New Jersey
$46.8M +$2.94M +37,116 +7%
SIG
43
Spinnaker Investment Group
California
$46M -$4.06M -51,120 -9%
SIA
44
SkyView Investment Advisors
New Jersey
$44.8M +$568K +7,157 +1%
Osaic Holdings
45
Osaic Holdings
Arizona
$44.4M -$3.15M -39,714 -7%
TLIC
46
Taiyo Life Insurance Company
Japan
$44M -$25.8M -325,000 -38%
FP
47
Fiduciary Planning
Florida
$43.7M -$2.59M -32,589 -6%
OIA
48
OneDigital Investment Advisors
Kansas
$43.3M -$112K -1,415 -0.3%
AAS
49
Avantax Advisory Services
Texas
$40.8M +$2.51M +31,681 +7%
NW
50
NewEdge Wealth
Pennsylvania
$38.5M -$1.27M -15,969 -3%

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.