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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
Stifel Financial
51
Stifel Financial
Missouri
$37.4M +$1.93M +24,333 +6%
SC
52
Savant Capital
Illinois
$37.3M -$37.5K -473 -0.1%
DWAM
53
Duncan Williams Asset Management
Tennessee
$37.1M +$4.32M +54,401 +14%
SPWG
54
Sage Private Wealth Group
Illinois
$35.7M +$14.6M +184,583 +76%
BA
55
BCM Advisors
Louisiana
$34.1M +$289K +3,638 +0.9%
PSCM
56
Per Stirling Capital Management
Texas
$33.7M +$1.89M +23,833 +6%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$33.3M -$438K -5,517 -1%
IA
58
IFP Advisors
Florida
$33.3M +$351K +4,420 +1%
IF
59
Intrua Financial
Texas
$33M +$10.2M +128,876 +49%
SWA
60
Serenus Wealth Advisors
California
$32.2M -$1.45M -18,325 -5%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$32.2M +$118K +1,485 +0.4%
KPWS
62
Kestra Private Wealth Services
Texas
$32.1M +$1.66M +20,869 +6%
VA
63
VestGen Advisors
Illinois
$31.8M -$683K -8,607 -2%
Cerity Partners
64
Cerity Partners
New York
$31.8M -$4.08M -51,466 -12%
CIA
65
Concurrent Investment Advisors
Florida
$31.7M +$1.31M +16,534 +5%
TFG
66
Team Financial Group
California
$31.5M +$1.87M +23,560 +7%
Mariner
67
Mariner
Kansas
$31.5M +$1.62M +20,365 +6%
ACA
68
Aspire Capital Advisors
Washington
$30.1M +$759K +9,563 +3%
AI
69
Atria Investments
North Carolina
$28M +$1.2M +15,143 +5%
HFS
70
Howard Financial Services
Texas
$28M +$2.75M +34,604 +12%
SWMG
71
Sanchez Wealth Management Group
Florida
$27.7M +$821K +10,347 +3%
CWA
72
Choice Wealth Advisors
Maine
$27.6M -$98.6K -1,243 -0.4%
TSWM
73
Tyler-Stone Wealth Management
Ohio
$26.3M +$1.7M +21,446 +7%
COI
74
Connable Office Inc
Michigan
$26.2M +$2.74M +34,557 +12%
GWSG
75
GPS Wealth Strategies Group
Colorado
$25.9M -$1.29M -16,270 -5%

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.