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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
S
676
Sachetta
Massachusetts
$41.9K
EWP
677
Elevation Wealth Partners
California
$40.2K +$159 +2 +0.4%
OWA
678
Opal Wealth Advisors
New York
$39.1K
NCM
679
Northwest Capital Management
Oregon
$38.7K -$173K -2,178 -83%
PA
680
Parallel Advisors
California
$37.9K
C
681
Covestor
United Kingdom
$37K +$4.76K +60 +16%
GIA
682
GHP Investment Advisors
Colorado
$36.8K
BWL
683
Bogart Wealth LLC
Virginia
$36.5K -$4.68K -59 -12%
TFGT
684
TS Financial Group (TSFG)
Illinois
$36K
HWP
685
Highline Wealth Partners
California
$34.6K
CCM
686
Chilton Capital Management
Texas
$34.3K
SWA
687
SOA Wealth Advisors
New York
$33.5K
FFA
688
Farther Finance Advisors
California
$31.9K -$7.38K -93 -20%
VCM
689
Versant Capital Management
Arizona
$31.9K
SC
690
SouthState Corp
Florida
$27.9K
BL
691
BFSG LLC
California
$26.5K
STB
692
S&T Bank
Pennsylvania
$26.5K
MWA
693
Medallion Wealth Advisors
Connecticut
$26.1K
ITIM
694
Indiana Trust & Investment Management
Indiana
$26K
AAP
695
Arax Advisory Partners
Colorado
$25.7K +$79 +1 +0.3%
Q1WB
696
Quest 10 Wealth Builders
Virginia
$25.5K
SCA
697
Stuart Chaussee & Associates
California
$22.4K
NSIM
698
North Star Investment Management
Illinois
$22.3K
Kayne Anderson Rudnick Investment Management
699
Kayne Anderson Rudnick Investment Management
California
$21.9K
FFA
700
Frazier Financial Advisors
Ohio
$21.9K

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.