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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
Goldman Sachs
176
Goldman Sachs
New York
$6.6M -$3.6M -45,342 -37%
P
177
&Partners
Tennessee
$6.56M +$2.6M +32,832 +72%
RWM
178
Riverbend Wealth Management
South Carolina
$6.46M +$175K +2,205 +3%
MSAM
179
Moloney Securities Asset Management
Missouri
$6.36M -$58.1K -732 -1%
HGA
180
Hobbs Group Advisors
South Carolina
$6.07M -$386K -4,865 -6%
GWP
181
Gateway Wealth Partners
Wisconsin
$6.05M -$239K -3,017 -4%
WPIC
182
White Pine Investment Company
Michigan
$6M -$28.6K -361 -0.5%
FWA
183
Flagship Wealth Advisors
Massachusetts
$5.97M +$265K +3,336 +5%
AA
184
Ancora Advisors
Ohio
$5.94M +$8.65K +109 +0.2%
HCM
185
Howard Capital Management
Georgia
$5.88M +$869K +10,948 +18%
AWP
186
Axis Wealth Partners
Rhode Island
$5.69M +$314K +3,953 +6%
Corient Private Wealth
187
Corient Private Wealth
Florida
$5.54M +$563K +7,096 +12%
REMPR
188
Roof Eidam Maycock Peralta (REMP)
California
$5.51M +$7.78K +98 +0.1%
FRA
189
FFG Retirement Advisors
Colorado
$5.44M +$181K +2,283 +4%
Brown Advisory
190
Brown Advisory
Maryland
$5.35M +$515K +6,492 +11%
WWM
191
Waterway Wealth Management
Texas
$5.35M +$1.7M +21,410 +50%
FPAS
192
Focus Partners Advisor Solutions
Missouri
$5.27M +$480K +6,050 +11%
PP
193
Prudential plc
United Kingdom
$5.25M -$301K -3,800 -6%
EFA
194
Evernest Financial Advisors
Indiana
$5.24M +$447K +5,633 +10%
CCG
195
Catalina Capital Group
California
$5.17M -$447K -5,633 -8%
ASN
196
Advisory Services Network
Georgia
$5.14M +$314K +3,955 +7%
AFP
197
Ausdal Financial Partners
Iowa
$5.04M +$563K +7,096 +13%
GIM
198
Glenmede Investment Management
Pennsylvania
$5.02M +$4.76M +59,996 New
JWCA
199
J.W. Cole Advisors
Florida
$5.01M -$58.9K -742 -1%
TNB
200
Thomasville National Bank
Georgia
$4.99M -$628K -7,919 -12%

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.