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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
TWC
501
TD Waterhouse Canada
Ontario, Canada
$438K -$1.67K -21 -0.4%
SS
502
Sunbelt Securities
Texas
$438K -$1.11K -14 -0.3%
TCWM
503
Total Clarity Wealth Management
Illinois
$438K +$34.3K +432 +9%
Fisher Asset Management
504
Fisher Asset Management
Washington
$434K +$12.3K +155 +3%
SC
505
Scotia Capital
Ontario, Canada
$432K -$168K -2,116 -29%
FNBSF
506
First National Bank Sioux Falls
South Dakota
$431K +$20.1K +253 +5%
CQWA
507
Chokshi & Queen Wealth Advisors
California
$431K
Millennium Management
508
Millennium Management
New York
$425K +$403K +5,078 New
GSIS
509
Global Strategic Investment Solutions
Arizona
$424K -$5.71K -72 -1%
EW
510
Element Wealth
Mississippi
$423K +$135K +1,706 +51%
BOSSRA
511
B.O.S.S. Retirement Advisors
Utah
$422K -$78.7K -992 -16%
WEG
512
World Equity Group
Illinois
$421K -$5.95K -75 -1%
LPT
513
Legacy Private Trust
Wisconsin
$421K -$159 -2 -0%
AWA
514
Arete Wealth Advisors
Illinois
$419K
ST
515
Spinnaker Trust
Maine
$417K
FA
516
Flagstar Advisors
New York
$415K -$63.9K -806 -14%
RFG
517
REAP Financial Group
Texas
$411K -$18.9K -238 -5%
MIH
518
Meitav Investment House
Israel
$408K
LSA
519
L & S Advisors
California
$408K +$20K +252 +5%
OCM
520
Objective Capital Management
Ohio
$406K +$1.59K +20 +0.4%
CG
521
Clarus Group
Texas
$402K
TSS
522
Two Sigma Securities
New York
$401K -$809K -10,201 -68%
MOS
523
MGO One Seven
Ohio
$394K +$131K +1,647 +54%
DC
524
Davenport & Co
Virginia
$392K -$26.9K -339 -7%
AWM
525
Avior Wealth Management
Nebraska
$391K

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.