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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 %
SSWM
251
Sheets Smith Wealth Management
North Carolina
$1.9M -$51.8K -623 -3%
GWM
252
Geneos Wealth Management
Colorado
$1.89M +$103K +1,233 +6%
CCB
253
Country Club Bank
Missouri
$1.89M -$46.1K -556 -2%
IC
254
IEQ Capital
California
$1.88M +$915 +11 +0%
TWA
255
Talisman Wealth Advisors
New Jersey
$1.82M +$6.22K +75 +0.3%
SIAS
256
Summit Investment Advisory Services
Minnesota
$1.81M +$1.81M +21,751 New
ATPW
257
Ashton Thomas Private Wealth
Arizona
$1.81M -$1.5K -18 -0.1%
Baird Financial Group
258
Baird Financial Group
Wisconsin
$1.76M +$45.4K +546 +3%
DFA
259
DHK Financial Advisors
New Hampshire
$1.76M +$6.66K +80 +0.4%
ICP
260
Interchange Capital Partners
Pennsylvania
$1.75M -$42.4K -510 -2%
AWM
261
Apollon Wealth Management
South Carolina
$1.74M +$257K +3,083 +17%
BCI
262
Brinker Capital Investments
Pennsylvania
$1.7M +$350K +4,208 +26%
OPS
263
Orion Portfolio Solutions
Nebraska
$1.7M +$350K +4,208 +26%
Northern Trust
264
Northern Trust
Illinois
$1.69M +$205K +2,459 +14%
WIM
265
WealthPlan Investment Management
Nebraska
$1.69M +$372K +4,470 +28%
HCM
266
Hollencrest Capital Management
California
$1.68M +$5.91K +71 +0.4%
SWM
267
SeaCrest Wealth Management
New York
$1.67M +$7.24K +87 +0.4%
FFA
268
Florida Financial Advisors
Florida
$1.65M +$298K +3,583 +22%
ASN
269
Advisory Services Network
Georgia
$1.64M – – –
HI
270
Harbour Investments
Wisconsin
$1.63M +$131K +1,576 +9%
RMAM
271
Raab & Moskowitz Asset Management
New Jersey
$1.63M +$47.6K +572 +3%
GRP
272
Global Retirement Partners
California
$1.61M -$25.7K -309 -2%
FPCP
273
Fort Point Capital Partners
California
$1.6M +$78.8K +947 +5%
PA
274
PFG Advisors
Arizona
$1.59M +$7.41K +89 +0.5%
SPC
275
Sigma Planning Corp
Michigan
$1.57M +$285K +3,426 +22%
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