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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
OC
201
Oppenheimer & Co
New York
$4.97M -$912K -11,490 -16%
CIAS
202
Capital Investment Advisory Services
North Carolina
$4.95M +$15.3K +193 +0.3%
AIM
203
Archer Investment Management
Texas
$4.89M -$1.78M -22,422 -28%
NS
204
NBC Securities
Alabama
$4.83M +$90.4K +1,139 +2%
CWA
205
Crux Wealth Advisors
California
$4.73M -$1.82M -22,901 -29%
SMC
206
Smith, Moore & Co
Missouri
$4.7M -$1.71M -21,598 -28%
PAS
207
Park Avenue Securities
New York
$4.63M +$4.39M +55,279 New
CNBTD
208
Citizens National Bank Trust Department
Mississippi
$4.57M -$39.8K -502 -0.9%
CL
209
Choreo LLC
Illinois
$4.52M +$3.1M +39,084 +262%
JSL
210
JT Stratford LLC
Georgia
$4.39M +$271K +3,411 +7%
FFA
211
Founders Financial Alliance
North Carolina
$4.36M -$61.8K -779 -1%
CWA
212
Continuum Wealth Advisors
New York
$4.33M -$9.4M -118,432 -70%
AWM
213
Aries Wealth Management
Maine
$4.32M -$560K -7,059 -12%
WA
214
Waverly Advisors
Alabama
$4.31M -$197K -2,480 -5%
STA
215
Summit Trail Advisors
New York
$4.31M +$16.6K +209 +0.4%
Fidelity Investments
216
Fidelity Investments
Massachusetts
$4.18M -$208K -2,622 -5%
OWA
217
ORBA Wealth Advisors
Illinois
$4.12M -$4.61M -58,055 -54%
SWM
218
SeaCrest Wealth Management
New York
$4.12M +$2.18M +27,470 +126%
RA
219
RFG Advisory
Alabama
$3.98M -$2.62K -33 -0.1%
VIP
220
Viewpoint Investment Partners
Alberta, Canada
$3.98M +$2.38M +29,976 +171%
NF
221
Nikulski Financial
Iowa
$3.93M -$13.7K -173 -0.4%
LSA
222
Lansing Street Advisors
Pennsylvania
$3.89M -$12.2K -154 -0.3%
FA
223
Fermata Advisors
California
$3.86M +$902K +11,370 +33%
BMCM
224
Burns Matteson Capital Management
New York
$3.83M -$457K -5,754 -11%
MHS
225
M Holdings Securities
Oregon
$3.81M +$1.26M +15,852 +53%

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.