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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 %
PIA
276
Panoramic Investment Advisors
Colorado
$1.56M +$1.56M +18,773 New
PP
277
PDS Planning
Ohio
$1.55M +$1.55M +18,582 New
Franklin Resources
278
Franklin Resources
California
$1.54M -$28.9K -341 -2%
NFC
279
Northeast Financial Consultants
Connecticut
$1.53M – – –
CVA
280
Central Valley Advisors
California
$1.51M -$69.5K -835 -4%
AFO
281
Allie Family Office
Florida
$1.51M – – –
BI
282
Berkeley Inc
Idaho
$1.49M +$1.49M +17,858 New
PCA
283
Pallas Capital Advisors
Massachusetts
$1.47M -$981K -11,763 -40%
STA
284
Summit Trail Advisors
New York
$1.46M +$5.49K +66 +0.4%
CW
285
CreativeOne Wealth
Kansas
$1.44M +$546K +6,563 +61%
BCM
286
Brookstone Capital Management
Illinois
$1.42M -$533K -6,405 -27%
RSWM
287
Robertson Stephens Wealth Management
California
$1.42M +$106K +1,271 +8%
BWP
288
Baldwin Wealth Partners
Massachusetts
$1.41M +$1.41M +16,929 New
BCP
289
Blackhawk Capital Partners
Wisconsin
$1.39M -$28.8K -346 -2%
WCM
290
WealthBridge Capital Management
Ohio
$1.34M -$41.4K -498 -3%
CL
291
Choreo LLC
Illinois
$1.31M -$149K -1,807 -10%
APWA
292
Atlas Private Wealth Advisors
New Jersey
$1.3M +$173K +2,080 +15%
GC
293
Guidance Capital
Kentucky
$1.29M +$35.6K +420 +3%
Millennium Management
294
Millennium Management
New York
$1.25M +$446K +5,361 +55%
RFC
295
Regions Financial Corp
Alabama
$1.25M – – –
ECA
296
Elevation Capital Advisory
Oregon
$1.25M +$1.25M +14,991 New
DWM
297
Denver Wealth Management
Colorado
$1.23M -$80.2K -964 -6%
HBW
298
Hazlett, Burt & Watson
West Virginia
$1.22M +$52.7K +634 +5%
LA
299
LM Advisors
California
$1.21M -$73.6K -884 -6%
AWM
300
AE Wealth Management
Kansas
$1.2M +$136K +1,629 +13%
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