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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
OFO
576
OneAscent Family Office
Alabama
$294K
KWM
577
Kingsview Wealth Management
Oregon
$289K -$169K -2,124 -38%
CIA
578
Capital Investment Advisors
Georgia
$286K -$1.67K -21 -0.6%
CIBC World Market
579
CIBC World Market
Ontario, Canada
$285K +$11.1K +140 +4%
Allianz Asset Management
580
Allianz Asset Management
Germany
$285K
CIC
581
Carnegie Investment Counsel
Ohio
$285K -$18.9K -238 -7%
LWM
582
LongView Wealth Management
Georgia
$284K +$27.3K +344 +11%
DW30
583
Drucker Wealth 3.0
New Jersey
$284K +$265K +3,337 New
BIG
584
Brookwood Investment Group
Arizona
$282K
PIA
585
Perennial Investment Advisors
California
$280K +$265K +3,343 New
WCG
586
Weaver Consulting Group
California
$279K
WCFA
587
Walkner Condon Financial Advisors
Wisconsin
$279K -$25.9K -326 -9%
LA
588
Latitude Advisors
Florida
$278K -$11.6K -146 -4%
SI
589
Stephens Inc
Arkansas
$272K
SAW
590
Signal Advisors Wealth
Michigan
$266K +$252K +3,181 New
FA
591
Fiduciary Alliance
South Carolina
$266K -$56.5K -712 -18%
HH
592
Hilltop Holdings
Texas
$265K -$3.41K -43 -1%
LIM
593
Leavell Investment Management
Alabama
$262K
LSA
594
Lion Street Advisors
Texas
$261K
W
595
WPWealth
Texas
$254K -$23.8K -300 -9%
PNAA
596
Pictet North America Advisors
Switzerland
$251K
ACM
597
AlphaStar Capital Management
North Carolina
$250K +$236K +2,980 New
CCP
598
Clarity Capital Partners
California
$247K +$234K +2,952 New
CWA
599
Clearview Wealth Advisors
Oregon
$245K -$73.4K -925 -24%
EC
600
EdgeRock Capital
Colorado
$245K

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.