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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

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: 718 → 731 (+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: 88 → 83 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$46.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$46.5M
3
Ameriprise
Ameriprise
Minnesota
+$40.6M
4
LFG
Larson Financial Group
Missouri
+$32.9M
5
PCIA
Prime Capital Investment Advisors
Kansas
+$31.2M

Top Sellers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
-$53.5M
2
TLIC
Taiyo Life Insurance Company
Japan
-$25.8M
3
LPL Financial
LPL Financial
California
-$25.7M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$24.1M
5
OCM
One Capital Management
California
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PRI
601
Prepared Retirement Institute
Pennsylvania
$243K – – –
WMWM
602
Whitaker-Myers Wealth Managers
Ohio
$241K -$1.19K -15 -0.5%
AW
603
Apricus Wealth
South Carolina
$239K – – –
TC
604
Tenret Company
Florida
$237K – – –
HSWM
605
Hubbell Strickland Wealth Management
Louisiana
$235K +$2.86K +36 +1%
SL
606
SWMG LLC
Texas
$233K +$214K +2,703 New
CM
607
Capital Management
Virginia
$226K – – –
MSA
608
McAlister Sweet & Associates
Texas
$226K – – –
MGIA
609
Moneta Group Investment Advisors
Missouri
$225K -$6.27K -79 -3%
TWM
610
Tradition Wealth Management
Minnesota
$225K +$397 +5 +0.2%
GC
611
Grimes & Company
Massachusetts
$224K +$873 +11 +0.4%
First Manhattan
612
First Manhattan
New York
$223K – – –
WT
613
Whittier Trust
California
$222K +$197K +2,488 +1,508%
GHAM
614
Gilman Hill Asset Management
Connecticut
$220K +$208K +2,622 New
KHCM
615
Kirtland Hills Capital Management
Ohio
$218K +$206K +2,600 New
FCP
616
Fidelis Capital Partners
Florida
$214K +$198K +2,499 New
PPC
617
Park Place Capital
Alabama
$213K +$714 +9 +0.4%
BCG
618
Breakwater Capital Group
New Jersey
$213K -$28.2K -356 -12%
FBFS
619
First Business Financial Services
Wisconsin
$213K – – –
FA
620
Fountainhead AM
New Jersey
$212K – – –
HHGA
621
Halbert Hargrove Global Advisors
California
$211K – – –
S
622
SignatureFD
Georgia
$210K -$18.1K -228 -8%
CTWM
623
Cherry Tree Wealth Management
Minnesota
$209K +$12.5K +158 +7%
VF
624
Virtu Financial
New York
$209K +$198K +2,498 New
TAM
625
Tucker Asset Management
Colorado
$208K – – –
23 24
25
26 27

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.