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
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.66B +$26.3M +331,207 +2%
LPL Financial
2
LPL Financial
California
$1.04B -$25.7M -323,852 -3%
Bank of America
3
Bank of America
North Carolina
$1.04B +$46.8M +590,243 +5%
Morgan Stanley
4
Morgan Stanley
New York
$726M +$18.3M +230,715 +3%
Ameriprise
5
Ameriprise
Minnesota
$581M +$40.6M +511,398 +8%
HC
6
Hamilton Capital
Ohio
$577M +$15.4M +194,692 +3%
Raymond James Financial
7
Raymond James Financial
Florida
$296M +$1.61M +20,249 +0.6%
HighTower Advisors
8
HighTower Advisors
Illinois
$239M -$3.91M -49,228 -2%
UBS Group
9
UBS Group
Switzerland
$204M +$6.29M +79,315 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$178M +$46.5M +585,942 +38%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$164M -$24.1M -303,909 -13%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$140M +$9.38M +118,254 +8%
Wells Fargo
13
Wells Fargo
California
$134M +$957K +12,062 +0.8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$123M +$15.3M +192,548 +15%
PCIA
15
Prime Capital Investment Advisors
Kansas
$117M +$31.2M +393,077 +39%
Kovitz Investment Group Partners
16
Kovitz Investment Group Partners
Illinois
$108M +$602K +7,582 +0.6%
PAG
17
Private Advisor Group
New Jersey
$108M -$1.71M -21,563 -2%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$98.7M -$4.23M -53,306 -4%
SPIA
19
Steward Partners Investment Advisory
New York
$87.5M -$4.09M -51,614 -5%
WA
20
Waddell & Associates
Tennessee
$79.2M +$1.12M +14,094 +2%
CCA
21
Clearwater Capital Advisors
Illinois
$73.4M +$699K +8,810 +1%
SIM
22
Stratos Investment Management
Ohio
$73.3M -$817K -10,292 -1%
BFG
23
Bouchey Financial Group
New York
$72.6M +$131K +1,647 +0.2%
GWS
24
Glassman Wealth Services
Virginia
$69.7M +$1.78M +22,452 +3%
LFA
25
Legacy Financial Advisors
Kentucky
$68.7M +$1.34M +16,831 +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.