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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
SA
76
Sanctuary Advisors
Indiana
$25.8M -$1.51M -18,983 -6%
MML Investors Services
77
MML Investors Services
Massachusetts
$25.7M +$705K +8,891 +3%
CFS
78
Compass Financial Services
Iowa
$25.5M +$459K +5,782 +2%
TM
79
TigerOak Management
New Mexico
$25.3M +$494K +6,227 +2%
SWM
80
SK Wealth Management
Rhode Island
$25M +$355K +4,469 +2%
MWM
81
Modern Wealth Management
Kansas
$24.8M +$2.9M +36,570 +14%
LCM
82
LVM Capital Management
Michigan
$24.5M -$304K -3,829 -1%
Two Sigma Investments
83
Two Sigma Investments
New York
$24M +$22.7M +286,100 New
FC
84
Forte Capital
New York
$23.9M +$5.71K +72 +0%
BAM
85
Belpointe Asset Management
Nevada
$23.6M +$22.4M +282,059 New
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$23.4M -$1.28M -16,119 -5%
Truist Financial
87
Truist Financial
North Carolina
$23.4M -$561K -7,073 -2%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$23.3M +$536K +6,759 +2%
HWM
89
HB Wealth Management
Georgia
$23.2M +$2.95M +37,224 +16%
AWA
90
Amplius Wealth Advisors
Pennsylvania
$22.9M +$189K +2,378 +0.9%
AA
91
ACT Advisors
North Carolina
$22.3M -$603K -7,604 -3%
CAP
92
Columbia Advisory Partners
Washington
$22.2M +$3.22M +40,578 +18%
PA
93
Pinnacle Associates
New York
$21.6M +$2.2M +27,669 +12%
CFA
94
Cahill Financial Advisors
Minnesota
$21.3M -$308K -3,883 -2%
Jones Financial Companies
95
Jones Financial Companies
Missouri
$21M +$3M +37,798 +18%
PAWA
96
Palo Alto Wealth Advisors
California
$19.2M +$312K +3,937 +2%
CA
97
Cresta Advisors
Texas
$19.1M +$859K +10,822 +5%
Creative Planning
98
Creative Planning
Kansas
$18.8M -$1.62M -20,380 -8%
Bank of New York Mellon
99
Bank of New York Mellon
New York
$18.7M +$845K +10,646 +5%
DADC
100
D.A. Davidson & Co
Montana
$18.6M +$376K +4,733 +2%

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.