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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
RWA
751
Rooted Wealth Advisors
Illinois
-$224 -2,760 Closed
BIA
752
Bigelow Investment Advisors
Maine
-$219K -2,745 Closed
SCA
753
Snowden Capital Advisors
New York
-$201K -2,513 Closed
GWMI
754
Guardian Wealth Management (Illinois)
Illinois
-$126K -1,576 Closed
LWANC
755
Laurel Wealth Advisors (North Carolina)
North Carolina
-$113K -1,418 Closed
EWA
756
EverSource Wealth Advisors
Alabama
-$97.2K -1,217 Closed
CCM
757
Coldstream Capital Management
Washington
-$89.8K -1,125 Closed
RMP
758
Richards, Merrill & Peterson
Washington
-$41K -514 Closed
AC
759
AlphaCore Capital
California
-$30.7K -385 Closed
CWC
760
Carolinas Wealth Consulting
North Carolina
-$29.5K -370 Closed
HT
761
Headlands Technologies
Illinois
-$24.3K -304 Closed
IHWM
762
Iron Horse Wealth Management
Iowa
-$17.3K -216 Closed
FDW
763
Fourth Dimension Wealth
Ohio
-$16K -200 Closed
PA
764
PSI Advisors
Florida
-$12.4K -155 Closed
PP
765
Pacifica Partners
Canada
-$7.34K -95 Closed
AF
766
Atala Financial
California
-$5.77K -72 Closed
CAWM
767
Capital A Wealth Management
Pennsylvania
-$2.16K -27 Closed
AF
768
Abound Financial
California
-$1.2K -15 Closed
BNP Paribas Financial Markets
769
BNP Paribas Financial Markets
France
-$319 -4 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.