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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 %
WDL
301
Well Done LLC
Michigan
$1.18M -$84.8K -1,019 -7%
US Bancorp
302
US Bancorp
Minnesota
$1.16M +$52K +625 +5%
RA
303
Ruggaard & Associates
Ohio
$1.16M +$102K +1,224 +10%
SWM
304
Silverlake Wealth Management
Vermont
$1.16M +$72.1K +867 +7%
MA
305
MONECO Advisors
Connecticut
$1.16M +$1.75K +21 +0.2%
RFN
306
Redwood Financial Network
Ohio
$1.16M +$3.08K +37 +0.3%
TTWM
307
TCV Trust & Wealth Management
Virginia
$1.16M – – –
FA
308
FSA Advisors
Michigan
$1.15M -$197K -2,520 -15%
NC
309
NewSquare Capital
Pennsylvania
$1.14M -$14.1K -169 -1%
EWA
310
Etesian Wealth Advisors
Oregon
$1.13M +$499K +5,991 +79%
PFGIA
311
Patriot Financial Group Insurance Agency
Massachusetts
$1.11M +$167K +2,012 +18%
GFP
312
Gryphon Financial Partners
Ohio
$1.1M +$94.8K +1,139 +9%
QP
313
Quartz Partners
New York
$1.09M +$1.09M +13,157 New
FAIM
314
Financial Advocates Investment Management
Washington
$1.09M +$78.2K +961 +8%
LA
315
LexAurum Advisors
Kansas
$1.09M -$21.1K -254 -2%
RWB
316
RMR Wealth Builders
New Jersey
$1.08M +$281K +3,374 +35%
ST
317
Smithfield Trust
Pennsylvania
$1.08M -$14.2K -171 -1%
MFG
318
Mosaic Financial Group
Illinois
$1.07M +$162K +1,947 +18%
TBC
319
Ted Buchan & Co
California
$1.07M +$648K +7,783 +153%
FA
320
Fermata Advisors
California
$1.04M +$476K +5,721 +84%
BCA
321
Bay Colony Advisors
Massachusetts
$1.04M -$2K -24 -0.2%
P
322
&Partners
Tennessee
$1.04M +$742K +8,919 +251%
TWP
323
Tempus Wealth Planning
California
$1.03M +$16.5K +198 +2%
BEI
324
Benjamin Edwards Inc
Missouri
$1.03M +$1.03M +12,423 New
RJT
325
Raymond James Trust
Florida
$1.03M +$339K +4,069 +49%
11 12
13
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