WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
720 hedge funds and large institutions have $11.4B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 287 increasing their positions, 249 reducing their positions, and 34 closing their positions.
2,194% more call options, than puts
Call options by funds: $367K | Put options by funds: $16K
62% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 34
15% more repeat investments, than reductions
Existing positions increased: 287 | Existing positions reduced: 249
5% more funds holding in top 10
Funds holding in top 10: 85 → 89 (+4)
1% more funds holding
Funds holding: 712 → 720 (+8)
1% less capital invested
Capital invested by funds: $11.5B → $11.4B (-$80.2M)
1.01% less ownership
Funds ownership: 78.08% → 77.06% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$65M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$63.8M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$30.1M |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$24.9M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$24.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$116M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$70.7M |
| 3 |
Lido Advisors
Los Angeles,
California
|
-$60.6M |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$49.6M |
| 5 |
OCM
One Capital Management
Westlake Village,
California
|
-$34.6M |
DGRW Hedge Fund Activity: Q1 2025 in Review
720 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q1 2025, worth a combined $11.4B — down 0.7% from $11.5B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new DGRW positions and 34 closed out — a net gain of 21 holders — while 287 added to existing stakes and 249 trimmed.
The largest buyer was LPL Financial, adding an estimated $65M. The largest seller was Private Advisor Group, cutting an estimated $116M.
- 720 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q1 2025, up from 712 in Q4 2024.
- Funds reported $11.4B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q1 2025, down 0.7% quarter-over-quarter.
- 55 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q1 2025 and 34 closed out, a net change of +21 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q1 2025 was LPL Financial, an estimated $65M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q1 2025 was Private Advisor Group, an estimated $116M sold.
Based on aggregated 13F filings for Q1 2025.