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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
HCA
101
Heck Capital Advisors
Wisconsin
$17.8M +$229K +2,888 +1%
GVAG
102
Great Valley Advisor Group
Delaware
$17.4M +$794K +10,012 +5%
CRC
103
Curi RMB Capital
Illinois
$17M +$1.51M +18,983 +10%
MSFS
104
Main Street Financial Solutions
Pennsylvania
$16.6M -$382K -4,814 -2%
CA
105
CGN Advisors
Kansas
$16.3M +$1.12M +14,158 +8%
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$16.3M +$3.69M +46,472 +31%
WAG
107
Winthrop Advisory Group
Massachusetts
$16.2M +$505K +6,365 +3%
TAM
108
Townsend Asset Management
North Carolina
$16M -$281K -3,544 -2%
SWP
109
Stratos Wealth Partners
Ohio
$16M +$520K +6,560 +4%
EWS
110
Eagle Wealth Strategies
New Jersey
$15.3M +$420K +5,289 +3%
HCM
111
Hengehold Capital Management
Ohio
$15.1M +$284K +3,579 +2%
IA
112
Insight Advisors
Pennsylvania
$14.7M +$3.24M +40,878 +30%
HBS
113
Howard Bailey Securities
Indiana
$14.7M +$437K +5,510 +3%
FFN
114
Focus Financial Network
Minnesota
$14.6M +$360K +4,532 +3%
BAWC
115
Boyce & Associates Wealth Consulting
Texas
$14.4M +$1.13M +14,194 +9%
CFS
116
CRA Financial Services
New Jersey
$14.1M +$342K +4,306 +3%
MLA
117
MB, Levis & Associates
Pennsylvania
$14.1M +$55.1K +694 +0.4%
PWMAG
118
Pinnacle Wealth Management Advisory Group
New Jersey
$13.9M +$1.56M +19,603 +13%
LW
119
Lauer Wealth
Indiana
$13.7M -$1.04M -13,127 -8%
VVP
120
Venture Visionary Partners
Ohio
$13.7M +$145K +1,825 +1%
UAG
121
United Advisor Group
Ohio
$13.3M +$370K +4,659 +3%
SWIA
122
Solano Wealth Investment Advisors
California
$13.3M +$2.03M +25,604 +19%
KDA
123
Kraft Davis & Associates
Missouri
$12.9M -$646K -8,143 -5%
OPWM
124
Oxinas Partners Wealth Management
Indiana
$11.6M +$13.6K +171 +0.1%
FNT
125
First National Trust
Pennsylvania
$11.5M +$155K +1,958 +1%

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.