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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
JWS
626
Juncture Wealth Strategies
Arizona
$205K +$194K +2,443 New
AAS
627
Annex Advisory Services
Wisconsin
$201K +$190K +2,400 New
HIA
628
Harbor Investment Advisory
Maryland
$197K
PMFA
629
Plante Moran Financial Advisors
Michigan
$187K +$111K +1,399 +168%
BBHC
630
Brown Brothers Harriman & Co
New York
$178K -$219K -2,759 -56%
HAP
631
Harbor Asset Planning
Massachusetts
$177K +$167K +2,111 New
BIM
632
Breakwater Investment Management
Washington
$164K -$24K -303 -13%
SA
633
Scarborough Advisors
Maryland
$157K +$149K +1,879 New
GWANC
634
Guardian Wealth Advisors (North Carolina)
North Carolina
$153K -$30K -378 -17%
LWCFA
635
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$152K
IWA
636
Icon Wealth Advisors
Texas
$148K +$5.87K +74 +4%
T
637
Transce3nd
Texas
$144K +$476 +6 +0.4%
KFI
638
Key Financial Inc
Pennsylvania
$143K +$10.3K +130 +8%
CT
639
Coastline Trust
Rhode Island
$136K +$46.7K +588 +57%
AAG
640
Armstrong Advisory Group
Massachusetts
$131K
CB
641
CNB Bank
Pennsylvania
$131K
WWM
642
Wolff Wiese Magana
California
$120K +$61.2K +771 +117%
IBOK
643
Independence Bank of Kentucky
Kentucky
$115K +$109K +1,371 New
DWM
644
Darwin Wealth Management
Florida
$112K +$873 +11 +0.8%
WIM
645
Westside Investment Management
California
$109K +$83.7K +1,055 +438%
PSB
646
Piscataqua Savings Bank
New Hampshire
$109K
Qube Research & Technologies (QRT)
647
Qube Research & Technologies (QRT)
United Kingdom
$108K +$86.5K +1,090 +551%
SRCM
648
Signature Resources Capital Management
California
$107K +$238 +3 +0.2%
CT
649
Clearstead Trust
Maine
$106K +$101K +1,267 New
SIS
650
Strategic Investment Solutions
Illinois
$102K

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.