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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
PGAM
701
Princeton Global Asset Management
New Jersey
$20.9K
JFGIW
702
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20.3K
TCOV
703
Trust Company of Vermont
Vermont
$19.3K -$5.79K -73 -24%
SWM
704
Spire Wealth Management
Virginia
$18.9K -$100K -1,263 -85%
BFPW
705
BOK Financial Private Wealth
Colorado
$18.6K +$17.6K +222 New
BSB
706
Bangor Savings Bank
Maine
$15.1K
RF
707
Rossby Financial
Florida
$14.1K
PWAM
708
Private Wealth Asset Management
Iowa
$13.2K +$12.5K +158 New
BLC
709
Brown, Lisle/Cummings
Rhode Island
$12.6K
KWM
710
Kiker Wealth Management
Georgia
$12.6K
SIC
711
Salem Investment Counselors
North Carolina
$12.6K
SIS
712
Sound Income Strategies
Florida
$12K
MAS
713
MPWM Advisory Solutions
Georgia
$11.9K
JWA
714
JFS Wealth Advisors
Pennsylvania
$11.6K
CAM
715
Costello Asset Management
Pennsylvania
$10.5K +$79 +1 +0.8%
JGCM
716
Joseph Group Capital Management
Ohio
$10.1K -$4.52K -57 -32%
VWM
717
Vermillion Wealth Management
Minnesota
$9.03K +$714 +9 +9%
FP
718
Financial Perspectives
Minnesota
$8.71K
CA
719
Crewe Advisors
Utah
$7.54K
RI
720
Ridgewood Investments
New Jersey
$7.29K
AEPWM
721
Atlantic Edge Private Wealth Management
Florida
$6.78K
IRC
722
Investors Research Corp
Georgia
$6.11K
CAIM
723
Catherine Avery Investment Management
Florida
$4.61K
TC
724
Truvestments Capital
Florida
$4.1K
IWM
725
IMG Wealth Management
Florida
$3.43K

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.