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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

707 hedge funds and large institutions have $12.1B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2024 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 315 increasing their positions, 168 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+64
Holders Change %
+9.95%
% of All Funds
9.41%
Holding in Top 10
83
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+20.29%
% of All Funds
1.1%
New
107
Increased
315
Reduced
168
Closed
33
Calls
$672K
Puts
$194K
Net Calls
+$478K
Net Calls Change
-$878K

Top Buyers

1
Lido Advisors
Lido Advisors
California
+$115M
2
PAG
Private Advisor Group
New Jersey
+$103M
3
IAA
Independent Advisor Alliance
North Carolina
+$70.1M
4
LPL Financial
LPL Financial
California
+$64.2M
5
Comerica Bank
Comerica Bank
Texas
+$58.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$18.1M
2
WMR
Wealth Management Resources
Rhode Island
-$9.65M
3
BFG
Bouchey Financial Group
New York
-$5.18M
4
HGA
Hobbs Group Advisors
South Carolina
-$4.61M
5
TWP
Triad Wealth Partners
Kansas
-$4.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
226
Money Concepts Capital
Florida
$3.06M +$2.18M +26,992 +250%
HA
227
Herold Advisors
New York
$3.02M +$193K +2,390 +7%
HIS
228
Harvest Investment Services
Illinois
$2.96M +$42.7K +527 +1%
MF
229
Meridian Financial
Massachusetts
$2.95M +$125K +1,549 +4%
TC
230
TownSquare Capital
Utah
$2.94M +$1.01M +12,511 +52%
BWM
231
Bulltick Wealth Management
Florida
$2.92M +$734K +9,061 +34%
TFS
232
Thoroughbred Financial Services
Tennessee
$2.87M +$78.2K +966 +3%
CCFM
233
Clear Creek Financial Management
Washington
$2.82M +$233K +2,876 +9%
SA
234
Shilanski & Associates
Alaska
$2.82M +$4.61K +57 +0.2%
APA
235
Astoria Portfolio Advisors
New York
$2.82M -$3.13M -38,782 -53%
TWP
236
Tempus Wealth Planning
California
$2.8M +$1.79M +22,103 +178%
SFC
237
Strategic Financial Concepts
Texas
$2.77M +$2.77M +34,253 New
WWA
238
Wingate Wealth Advisors
Massachusetts
$2.75M +$2.75M +34,027 New
AA
239
Armis Advisers
Georgia
$2.72M +$2.72M +33,557 New
BMA
240
Brooks Moore & Associates
Tennessee
$2.71M +$54.4K +672 +2%
TAM
241
Titleist Asset Management
Texas
$2.67M -$31.1K -384 -1%
SS
242
SBI Securities
Japan
$2.66M +$2.66M +32,836 New
Focus Partners Wealth
243
Focus Partners Wealth
Massachusetts
$2.56M +$29.7K +367 +1%
Jane Street
244
Jane Street
New York
$2.56M +$2.56M +31,591 New
CAG
245
Centerpoint Advisory Group
Kansas
$2.55M +$2.55M +31,538 New
FPAS
246
Focus Partners Advisor Solutions
Missouri
$2.47M -$1.31M -16,143 -35%
SMG
247
Smart Money Group
Texas
$2.46M -$10.8K -134 -0.4%
CFP
248
Cascade Financial Partners
California
$2.41M +$457K +5,652 +23%
SEP
249
Southland Equity Partners
Missouri
$2.4M +$242K +2,995 +11%
AIP
250
Almanack Investment Partners
Pennsylvania
$2.38M – – –
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