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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
PCG
151
Prosperity Consulting Group
Maryland
$8.74M -$214K -2,698 -3%
SNWA
152
Siligmueller & Norvid Wealth Advisors
Illinois
$8.63M -$164K -2,066 -2%
AZ
153
Alpha Zero
Florida
$8.61M +$862K +10,868 +12%
AC
154
Avant Capital
Louisiana
$8.53M +$207K +2,606 +3%
AA
155
Armis Advisers
Georgia
$8.5M +$547K +6,895 +7%
VAS
156
Vestmark Advisory Solutions
Massachusetts
$8.4M +$4.82M +60,787 +154%
OBWG
157
Onyx Bridge Wealth Group
New York
$8.39M +$7.95M +100,214 New
WSFS
158
Wilmington Savings Fund Society
Delaware
$8.3M +$258K +3,248 +3%
Envestnet Portfolio Solutions
159
Envestnet Portfolio Solutions
Illinois
$7.94M -$464K -5,849 -6%
MTWM
160
Masso Torrence Wealth Management
New Jersey
$7.83M +$349K +4,398 +5%
KAS
161
KPP Advisory Services
Kentucky
$7.57M +$170K +2,146 +2%
GSEP
162
Golden State Equity Partners
California
$7.5M -$1.35M -16,996 -16%
GLA
163
Good Life Advisors
Pennsylvania
$7.47M +$105K +1,327 +2%
ECA
164
Elevation Capital Advisory
Oregon
$7.41M +$5.66M +71,321 +415%
AFG
165
Albion Financial Group
Utah
$7.3M
PFS
166
Prospera Financial Services
Texas
$7.23M +$410K +5,167 +6%
MFG
167
Merit Financial Group
Georgia
$7.23M +$1.95M +24,610 +40%
FG
168
Fiduciary Group
Georgia
$7.07M +$56.3K +710 +0.8%
BI
169
Berkeley Inc
Idaho
$7.04M +$2.91M +36,693 +77%
FIA
170
Foundations Investment Advisors
Arizona
$7.03M +$107K +1,343 +2%
GPW
171
Gray Private Wealth
Massachusetts
$6.88M +$170K +2,140 +3%
LPAM
172
Lodestar Private Asset Management
California
$6.86M +$683K +8,610 +12%
Baird Financial Group
173
Baird Financial Group
Wisconsin
$6.81M +$2.46K +31 +0%
UCFA
174
United Capital Financial Advisors
Texas
$6.75M -$45.1K -569 -0.7%
PWM
175
PMG Wealth Management
Illinois
$6.61M -$13.2K -167 -0.2%

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.