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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
CPG
726
Cornerstone Planning Group
New Jersey
$3.28K +$79 +1 +3%
WP
727
WealthShield Partners
North Carolina
$3.17K
AssetMark Inc
728
AssetMark Inc
California
$2.51K -$47.4K -598 -95%
HFS
729
Horizon Financial Services
North Carolina
$2.17K
CTA
730
Colonial Trust Advisors
South Carolina
$1.45K +$1.35K +17 New
VanEck Associates
731
VanEck Associates
New York
$1K
WOC
732
West Oak Capital
California
$109
AIP
733
Ameritas Investment Partners
Nebraska
$10
ARC
734
Advisor Resource Council
Texas
-$7.32M -91,631 Closed
EF
735
Empowered Funds
Pennsylvania
-$3.86M -48,286 Closed
WA
736
Win Advisors
Florida
-$3.84M -48,143 Closed
TC
737
TownSquare Capital
Utah
-$3.49M -43,671 Closed
Jane Street
738
Jane Street
New York
-$2.96M -37,059 Closed
GS
739
GWN Securities
Florida
-$888K -11,088 Closed
SFC
740
Strategic Financial Concepts
Texas
-$814K -10,192 Closed
GM
741
GeoWealth Management
Illinois
-$789K -9,881 Closed
FCI
742
Financial Counselors Inc
Kansas
-$742K -9,297 Closed
D.E. Shaw & Co
743
D.E. Shaw & Co
New York
-$631K -7,904 Closed
WP
744
WealthPLAN Partners
Nebraska
-$349K -4,364 Closed
Bessemer Group
745
Bessemer Group
New Jersey
-$324K -4,060 Closed
KW
746
KWB Wealth
California
-$318K -3,933 Closed
UF
747
Univest Financial
Pennsylvania
-$306K -3,828 Closed
NCFG
748
New Century Financial Group
New Jersey
-$284K -3,551 Closed
FM
749
Family Management
New York
-$268K -3,359 Closed
SM
750
Sensible Money
Arizona
-$266K -3,337 Closed

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.