We are live on ! Find out more
DGRW icon

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
C
126
Certuity
Florida
$11.4M -$2.37M -29,812 -18%
FCM
127
Family Capital Management
Michigan
$11M -$460K -5,795 -4%
EFH
128
Eaton Financial Holdings
Florida
$10.9M -$1.5M -18,968 -13%
SAM
129
Smartleaf Asset Management
Massachusetts
$10.8M +$1.25M +15,726 +14%
TCM
130
TD Capital Management
Tennessee
$10.7M +$395K +4,973 +4%
SFA
131
Sequoia Financial Advisors
Ohio
$10.6M -$186K -2,339 -2%
WANY
132
Wealthspire Advisors (New York)
New York
$10.5M -$167K -2,102 -2%
DFP
133
Defined Financial Planning
California
$10.5M +$1.47M +18,515 +17%
BRWM
134
Blue Rock Wealth Management
North Carolina
$10.4M +$475K +5,989 +5%
JAG
135
Journey Advisory Group
Kentucky
$10.3M -$423K -5,327 -4%
WIA
136
World Investment Advisors
California
$10.2M -$1.07M -13,497 -10%
MPW
137
Melone Private Wealth
Michigan
$10.1M +$227K +2,864 +2%
GSWM
138
Golden State Wealth Management
California
$10.1M -$490K -6,174 -5%
IA
139
IFG Advisory
Georgia
$9.96M +$771K +9,716 +9%
RPGK
140
Retirement Planning Group (Kansas)
Kansas
$9.94M +$106K +1,330 +1%
AWE
141
Avidian Wealth Enterprises
Texas
$9.88M +$203K +2,553 +2%
MSWA
142
Marshall & Sterling Wealth Advisors
New York
$9.83M +$453K +5,704 +5%
WWM
143
Western Wealth Management
Colorado
$9.69M +$19.5K +246 +0.2%
FHA
144
Flagship Harbor Advisors
Massachusetts
$9.59M -$159K -2,004 -2%
WAP
145
Wealthcare Advisory Partners
Pennsylvania
$9.57M +$199K +2,508 +2%
CPA
146
Capital Planning Advisors
California
$9.39M -$177K -2,228 -2%
MA
147
MBA Advisors
Pennsylvania
$9.37M +$956K +12,049 +12%
IWP
148
IAG Wealth Partners
Wisconsin
$9.17M +$299K +3,768 +4%
DC
149
Darrow Company
Massachusetts
$9.02M +$799K +10,075 +10%
IWM
150
IHT Wealth Management
Illinois
$8.84M +$292K +3,684 +4%

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.