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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

643 hedge funds and large institutions have $10.8B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2024 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 290 increasing their positions, 167 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
+25
Holders Change %
+4.05%
% of All Funds
9.3%
Holding in Top 10
69
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.48%
% of All Funds
1%
New
64
Increased
290
Reduced
167
Closed
29
Calls
$1.37M
Puts
$17K
Net Calls
+$1.36M
Net Calls Change
+$880K

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$106M
2
LPL Financial
LPL Financial
California
+$69.6M
3
WIA
World Investment Advisors
California
+$60.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$40.5M
5
Morgan Stanley
Morgan Stanley
New York
+$22.7M

Top Sellers

1
ERSOT
Employees Retirement System of Texas
Texas
-$95.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$56M
3
HC
Hamilton Capital
Ohio
-$38.2M
4
C
Certuity
Florida
-$29.2M
5
Goldman Sachs
Goldman Sachs
New York
-$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPA
226
Sentinel Pension Advisors
Massachusetts
$2.49M -$261K -3,142 -9%
AIP
227
Almanack Investment Partners
Pennsylvania
$2.45M – – –
CAM
228
Cresset Asset Management
Illinois
$2.42M +$832 +10 +0%
GF
229
GGM Financials
Ohio
$2.39M -$102K -1,220 -4%
GWM
230
GSB Wealth Management
Connecticut
$2.38M +$812K +9,762 +52%
SFS
231
Symphony Financial Services
Ohio
$2.35M +$304K +4,194 +15%
MA
232
Menlo Advisors
California
$2.33M – – –
AWM
233
Avaii Wealth Management
Wisconsin
$2.29M -$1.15M -13,858 -34%
NCM
234
Narwhal Capital Management
Georgia
$2.27M -$83 -1 -0%
GWP
235
Gateway Wealth Partners
Wisconsin
$2.25M +$458K +5,500 +26%
BWM
236
Bulltick Wealth Management
Florida
$2.24M +$413K +4,963 +23%
RGF
237
Retirement Guys Formula
Ohio
$2.23M +$64.5K +775 +3%
SEP
238
Southland Equity Partners
Missouri
$2.22M +$400K +4,809 +22%
FFA
239
Fragasso Financial Advisors
Pennsylvania
$2.16M -$83.3K -1,001 -4%
NS
240
NBC Securities
Alabama
$2.14M +$89.8K +1,079 +4%
ZIMP
241
Zimmermann Investment Management & Planning
Pennsylvania
$2.1M +$108K +1,294 +5%
CFP
242
Cascade Financial Partners
California
$2.03M +$50.8K +604 +3%
TC
243
TownSquare Capital
Utah
$1.99M -$31K -373 -2%
DFA
244
DHJJ Financial Advisors
Illinois
$1.98M +$256K +3,072 +15%
Prudential Financial
245
Prudential Financial
New Jersey
$1.96M +$844K +10,141 +75%
JSW
246
Journey Strategic Wealth
New Jersey
$1.95M +$1.95M +23,415 New
CAM
247
Creekmur Asset Management
Illinois
$1.91M +$28.8K +346 +2%
LAM
248
Lifestyle Asset Management
Texas
$1.91M -$96.2K -1,156 -5%
CPIG
249
Chicago Partners Investment Group
Illinois
$1.91M -$174K -2,082 -8%
EGM
250
Engineers Gate Manager
New York
$1.91M +$698K +8,391 +58%
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