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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 %
CAM
251
Cresset Asset Management
Illinois
$2.35M +$324 +4 +0%
NFG
252
Nations Financial Group
Iowa
$2.34M -$139K -1,723 -6%
SFG
253
Stonebridge Financial Group
Pennsylvania
$2.34M +$2.34M +28,948 New
GWM
254
GSB Wealth Management
Connecticut
$2.33M +$14.4K +178 +0.6%
Mercer Global Advisors
255
Mercer Global Advisors
Colorado
$2.3M -$705K -8,717 -24%
SFS
256
Symphony Financial Services
Ohio
$2.29M -$335K -4,133 -13%
SPA
257
Sentinel Pension Advisors
Massachusetts
$2.28M -$146K -1,799 -6%
MA
258
Menlo Advisors
California
$2.27M -$4.05K -50 -0.2%
GIA
259
Gladstone Institutional Advisory
Florida
$2.22M -$273K -3,370 -11%
GF
260
GGM Financials
Ohio
$2.22M -$110K -1,361 -5%
GWP
261
Gateway Wealth Partners
Wisconsin
$2.2M +$16.8K +207 +0.8%
AWM
262
Avaii Wealth Management
Wisconsin
$2.13M -$96.3K -1,190 -4%
DFA
263
DHJJ Financial Advisors
Illinois
$2.02M +$89K +1,100 +5%
FFA
264
Fragasso Financial Advisors
Pennsylvania
$1.99M -$114K -1,413 -5%
KeyBank National Association
265
KeyBank National Association
Ohio
$1.98M +$1.02M +12,582 +106%
OPS
266
Orion Portfolio Solutions
Nebraska
$1.98M +$322K +3,973 +19%
BCI
267
Brinker Capital Investments
Pennsylvania
$1.98M +$322K +3,973 +19%
BCG
268
Bravias Capital Group
New Jersey
$1.97M +$1.97M +23,683 New
CFP
269
Comprehensive Financial Planning
Pennsylvania
$1.96M +$1.96M +24,270 New
FFA
270
Florida Financial Advisors
Florida
$1.92M +$316K +3,907 +20%
RGF
271
Retirement Guys Formula
Ohio
$1.91M -$263K -3,254 -12%
GWM
272
Geneos Wealth Management
Colorado
$1.89M +$52.6K +650 +3%
LAM
273
Lifestyle Asset Management
Texas
$1.87M +$11.7K +145 +0.6%
CAM
274
Creekmur Asset Management
Illinois
$1.86M – – –
FA
275
Fermata Advisors
California
$1.86M +$844K +10,431 +83%
9 10
11
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