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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
AA
651
Addison Advisors
Vermont
$98.4K
GI
652
GAMMA Investing
California
$89.5K +$53.2K +670 +168%
BOJHT
653
Bank of Jackson Hole Trust
Wyoming
$86.3K -$23.8K -300 -23%
ETC
654
Exchange Traded Concepts
Oklahoma
$82.8K +$78.5K +989 New
CTC
655
Central Trust Company
Missouri
$80.4K +$52K +655 +215%
HIW
656
Holos Integrated Wealth
Pennsylvania
$74.9K
Schroder Investment Management Group
657
Schroder Investment Management Group
United Kingdom
$73.5K +$69.7K +878 New
FDCDDQ
658
Federation des caisses Desjardins du Quebec
Quebec, Canada
$72.4K
TSMHT
659
Thurston Springer Miller Herd & Titak
Indiana
$72.4K +$238 +3 +0.3%
ANBT
660
American National Bank & Trust
Texas
$70.5K -$2.7K -34 -4%
BF
661
BOK Financial
Oklahoma
$70.1K +$66.4K +837 New
OA
662
Operose Advisors
Wisconsin
$66.5K
T
663
Tidemark
California
$63.2K
AF
664
Advisornet Financial
Minnesota
$62.6K
BIG
665
Brooklyn Investment Group
New York
$61.7K +$58.5K +737 New
BTI
666
Blue Trust Inc
Georgia
$59.6K +$11.9K +150 +27%
BCWM
667
Bartlett & Co Wealth Management
Ohio
$53.3K
KFGG
668
Keystone Financial Group (Georgia)
Georgia
$51.9K +$7.85K +99 +19%
AUB
669
Atlantic Union Bankshares
Virginia
$50.2K +$47.6K +600 New
CVM
670
Cheviot Value Management
California
$49.8K
NOI
671
Newton One Investments
Delaware
$49.8K
EWM
672
Evolution Wealth Management
Florida
$48.7K +$46.2K +582 New
IF
673
Integrity Financial
Wyoming
$46.5K
VC
674
Vestor Capital
Illinois
$42K -$12.6K -159 -25%
FG
675
Fairman Group
Pennsylvania
$41.9K

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.