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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
SFWC
551
Strategic Family Wealth Counselors
New Jersey
$341K +$29.4K +371 +10%
AIA
552
AssuredPartners Investment Advisors
Florida
$340K -$1.34M -16,833 -81%
AG
553
AmeriFlex Group
Nevada
$337K -$235K -2,963 -42%
WWM
554
WJ Wealth Management
Arizona
$335K
SWAG
555
Spectrum Wealth Advisory Group
California
$332K -$15.9K -200 -5%
PS
556
Principal Securities
Iowa
$332K -$5.95K -75 -2%
FF
557
Farrell Financial
New York
$328K +$310K +3,912 New
PWP
558
Prasad Wealth Partners
Ohio
$325K -$55.3K -697 -15%
NFC
559
Northstar Financial Companies
Pennsylvania
$321K +$304K +3,828 New
HWA
560
HHM Wealth Advisors
Tennessee
$320K -$397 -5 -0.1%
FTUS
561
Flow Traders U.S.
New York
$319K +$302K +3,807 New
CA
562
Claro Advisors
Massachusetts
$319K -$234K -2,944 -44%
SFWA
563
Summit Financial Wealth Advisors
Louisiana
$318K
TW
564
TritonPoint Wealth
Maryland
$317K
PTC
565
Philadelphia Trust Company
Pennsylvania
$315K
EFG
566
Everhart Financial Group
Ohio
$314K
ADL
567
Asset Dedication LLC
California
$311K -$113K -1,420 -28%
LBC
568
Lowe Brockenbrough & Co
Virginia
$310K
UCB
569
United Community Bank
South Carolina
$305K +$153K +1,930 +113%
NCM
570
Novare Capital Management
North Carolina
$302K -$51.6K -650 -15%
CIBC Private Wealth Group
571
CIBC Private Wealth Group
Georgia
$301K +$49K +617 +21%
PI
572
PFG Investments
New York
$301K +$635 +8 +0.2%
COCM
573
Charter Oak Capital Management
New Hampshire
$299K +$79 +1 +0%
SAM
574
Seelaus Asset Management
New Jersey
$299K +$6.19K +78 +2%
TCOT
575
Trust Company of Toledo
Ohio
$298K

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.