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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

723 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 286 increasing their positions, 261 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 37

10% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 261

2% less capital invested

Capital invested by funds: $12.2B → $12B (-$268M)

1% less funds holding

Funds holding: 731 → 723 (-8)

5.91% less ownership

Funds ownership: 77.27% → 71.36% (-5.9%)

12% less funds holding in top 10

Funds holding in top 10: 83 → 73 (-10)

53% less call options, than puts

Call options by funds: $240K | Put options by funds: $516K

Holders
723
Holders Change
-8
Holders Change %
-1.09%
% of All Funds
9.49%
Holding in Top 10
73
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-12.05%
% of All Funds
0.96%
New
46
Increased
286
Reduced
261
Closed
37
Calls
$240K
Puts
$516K
Net Calls
-$276K
Net Calls Change
-$276K

Top Buyers

1
Lido Advisors
Lido Advisors
California
+$53.7M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$42.9M
3
LFG
Larson Financial Group
Missouri
+$22.3M
4
PFM
Potomac Fund Management
Florida
+$19.3M
5
PAG
Private Advisor Group
New Jersey
+$18.8M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$350M
2
HWM
Horizon Wealth Management
Illinois
-$55.4M
3
Bank of America
Bank of America
North Carolina
-$38M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$33.1M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$18.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
476
MWA Asset Management
Massachusetts
$518K -$13K -150 -3%
DA
477
Detalus Advisors
Missouri
$515K -$1.21K -14 -0.2%
V
478
VeraBank
Texas
$508K -$109K -1,258 -18%
IF
479
IRON Financial
Illinois
$505K – – –
TWC
480
TD Waterhouse Canada
Ontario, Canada
$498K +$33.5K +386 +7%
FFWM
481
Future Financial Wealth Management
Ohio
$497K -$4.77K -55 -1%
TC
482
Trilogy Capital
California
$497K +$23.4K +270 +5%
FCIM
483
Fairview Capital Investment Management
California
$495K – – –
FF
484
Fox Financial
Pennsylvania
$495K -$25.8K -298 -5%
IA
485
Inspire Advisors
Idaho
$492K -$8.15K -94 -2%
CAM
486
Clark Asset Management
New Hampshire
$491K -$44.1K -509 -8%
PP
487
PDS Planning
Ohio
$490K -$159K -1,830 -25%
HW
488
Hancock Whitney
Mississippi
$482K – – –
LS
489
Leelyn Smith
Illinois
$481K +$469K +5,402 New
SIA
490
Soltis Investment Advisors
Utah
$478K +$466K +5,369 New
CQWA
491
Chokshi & Queen Wealth Advisors
California
$477K +$18.7K +216 +4%
TW
492
TritonPoint Wealth
Maryland
$473K +$133K +1,530 +40%
FF
493
Friday Financial
Iowa
$471K – – –
SF
494
Synovus Financial
Georgia
$467K -$43.3K -499 -9%
TCWM
495
Total Clarity Wealth Management
Illinois
$461K -$3.64K -42 -0.8%
FNBSF
496
First National Bank Sioux Falls
South Dakota
$458K -$347 -4 -0.1%
CAM
497
Cidel Asset Management
Ontario, Canada
$457K +$43.4K +500 +11%
GSIS
498
Global Strategic Investment Solutions
Arizona
$450K – – –
CSP
499
Cary Street Partners
Virginia
$450K -$48.1K -555 -10%
LWA
500
Lantern Wealth Advisors
New York
$450K +$33.7K +389 +8%
18 19
20
21 22

DGRW Hedge Fund Activity: Q3 2025 in Review

723 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q3 2025, worth a combined $12B — down 2.2% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new DGRW positions and 37 closed out — a net gain of 9 holders — while 286 added to existing stakes and 261 trimmed.

The largest buyer was Lido Advisors, adding an estimated $53.7M. The largest seller was PNC Financial Services Group, cutting an estimated $350M.

  • 723 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q3 2025, down from 731 in Q2 2025.
  • Funds reported $12B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q3 2025, down 2.2% quarter-over-quarter.
  • 46 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q3 2025 and 37 closed out, a net change of +9 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q3 2025 was Lido Advisors, an estimated $53.7M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q3 2025 was PNC Financial Services Group, an estimated $350M sold.

Based on aggregated 13F filings for Q3 2025.