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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 %
WIM
276
WealthPlan Investment Management
Nebraska
$1.84M +$195K +2,411 +12%
CPIG
277
Chicago Partners Investment Group
Illinois
$1.84M -$20.2K -249 -1%
IC
278
IEQ Capital
California
$1.83M +$1.05K +13 +0.1%
First Trust Advisors
279
First Trust Advisors
Illinois
$1.82M +$1.82M +22,502 New
AIA
280
AssuredPartners Investment Advisors
Florida
$1.81M +$1.81M +22,354 New
SIAS
281
Summit Investment Advisory Services
Minnesota
$1.79M +$34.6K +427 +2%
TWA
282
Talisman Wealth Advisors
New Jersey
$1.78M +$5.1K +63 +0.3%
CCB
283
Country Club Bank
Missouri
$1.76M -$79.8K -986 -4%
NCM
284
Narwhal Capital Management
Georgia
$1.76M -$445K -5,500 -20%
ASN
285
Advisory Services Network
Georgia
$1.76M +$58K +717 +3%
ICP
286
Impact Capital Partners
Colorado
$1.75M +$1.75M +21,629 New
ATPW
287
Ashton Thomas Private Wealth
Arizona
$1.74M -$22.4K -277 -1%
Northern Trust
288
Northern Trust
Illinois
$1.73M +$88K +1,087 +5%
AWM
289
Apollon Wealth Management
South Carolina
$1.73M +$30.3K +375 +2%
GRP
290
Global Retirement Partners
California
$1.72M +$163K +2,013 +10%
DFA
291
DHK Financial Advisors
New Hampshire
$1.72M +$6.8K +84 +0.4%
SAM
292
Strive Asset Management
Ohio
$1.71M +$1.71M +21,177 New
Franklin Resources
293
Franklin Resources
California
$1.71M +$243K +3,008 +17%
SWM
294
SeaCrest Wealth Management
New York
$1.71M +$87.5K +1,081 +5%
FPCP
295
Fort Point Capital Partners
California
$1.68M +$123K +1,520 +8%
SSWM
296
Sheets Smith Wealth Management
North Carolina
$1.67M -$177K -2,183 -10%
PIA
297
Panoramic Investment Advisors
Colorado
$1.67M +$147K +1,821 +10%
HI
298
Harbour Investments
Wisconsin
$1.66M +$70.2K +867 +4%
HCM
299
Hollencrest Capital Management
California
$1.64M +$6.07K +75 +0.4%
Susquehanna International Group
300
Susquehanna International Group
Pennsylvania
$1.64M -$944K -11,660 -37%
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