WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
724 hedge funds and large institutions have $12B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 286 increasing their positions, 262 reducing their positions, and 37 closing their positions.
24% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 37
9% more repeat investments, than reductions
Existing positions increased: 286 | Existing positions reduced: 262
2% less capital invested
Capital invested by funds: $12.3B → $12B (-$277M)
1% less funds holding
Funds holding: 732 → 724 (-8)
5.97% less ownership
Funds ownership: 77.39% → 71.42% (-6%)
12% less funds holding in top 10
Funds holding in top 10: 84 → 74 (-10)
53% less call options, than puts
Call options by funds: $240K | Put options by funds: $516K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
+$53.7M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$42.9M |
| 3 |
LFG
Larson Financial Group
St Louis,
Missouri
|
+$22.3M |
| 4 |
PFM
Potomac Fund Management
Miami,
Florida
|
+$19.3M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$18.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$350M |
| 2 |
HWM
Horizon Wealth Management
La Grange,
Illinois
|
-$55.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$38M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$33.1M |
| 5 |
Bank of New York Mellon
New York
|
-$18.8M |
DGRW Hedge Fund Activity: Q3 2025 in Review
724 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q3 2025, worth a combined $12B — down 2.3% from $12.3B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new DGRW positions and 37 closed out — a net gain of 9 holders — while 286 added to existing stakes and 262 trimmed.
The largest buyer was Lido Advisors, adding an estimated $53.7M. The largest seller was PNC Financial Services Group, cutting an estimated $350M.
- 724 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q3 2025, down from 732 in Q2 2025.
- Funds reported $12B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q3 2025, down 2.3% quarter-over-quarter.
- 46 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q3 2025 and 37 closed out, a net change of +9 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q3 2025 was Lido Advisors, an estimated $53.7M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q3 2025 was PNC Financial Services Group, an estimated $350M sold.
Based on aggregated 13F filings for Q3 2025.