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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
LWA
526
Lantern Wealth Advisors
New York
$391K +$370K +4,664 New
VWA
527
Visionary Wealth Advisors
Illinois
$390K -$42K -530 -10%
CAM
528
Cidel Asset Management
Ontario, Canada
$388K +$51.3K +646 +16%
TSWM
529
Triangle Securities Wealth Management
North Carolina
$387K
BA
530
Bluesphere Advisors
Pennsylvania
$385K
FTS
531
Fifth Third Securities
Ohio
$383K +$363K +4,575 New
HCM
532
Hall Capital Management
Rhode Island
$380K
FDCP
533
Foster Dykema Cabot & Partners
Massachusetts
$380K
KFS
534
Kurt F. Somerville
$377K
RIA
535
Retirement Investment Advisors
Oklahoma
$373K
TP
536
Tranquility Partners
Tennessee
$370K -$23K -290 -6%
GGS
537
Galvin Gaustad & Stein
Arizona
$368K -$79.3K -1,000 -19%
GCM
538
Gallacher Capital Management
Colorado
$367K -$285K -3,594 -45%
TFCP
539
Twin Focus Capital Partners
Massachusetts
$362K
M&T Bank
540
M&T Bank
New York
$354K +$335K +4,228 New
OPPS
541
Obsidian Personal Planning Solutions
Maryland
$354K
KG
542
Kilter Group
New York
$353K +$79 +1 +0%
MWM
543
Mission Wealth Management
California
$353K +$334K +4,210 New
SC
544
Sykon Capital
New York
$352K +$334K +4,205 New
NWM
545
Nova Wealth Management
Florida
$350K -$44.8K -565 -12%
CAM
546
Cozad Asset Management
Illinois
$350K +$35.7K +450 +12%
IAA
547
Independent Advisor Alliance
North Carolina
$349K +$95.2K +1,200 +40%
GT
548
Greenleaf Trust
Michigan
$348K
Susquehanna International Group
549
Susquehanna International Group
Pennsylvania
$346K -$2.43M -30,686 -88%
CAL
550
Capital Advisors Ltd
Ohio
$341K

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.