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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 %
RMAM
301
Raab & Moskowitz Asset Management
New Jersey
$1.6M +$18K +223 +1%
AWM
302
Axxcess Wealth Management
California
$1.59M +$872K +10,776 +121%
PA
303
PFG Advisors
Arizona
$1.59M +$38K +470 +2%
BCP
304
Blackhawk Capital Partners
Wisconsin
$1.56M +$205K +2,527 +15%
PCA
305
Pallas Capital Advisors
Massachusetts
$1.52M +$88K +1,087 +6%
PFBT
306
Parkside Financial Bank & Trust
Missouri
$1.51M +$1.51M +18,597 New
MWA
307
Muirfield Wealth Advisors
North Carolina
$1.5M +$508K +6,272 +51%
ICP
308
Interchange Capital Partners
Pennsylvania
$1.5M -$196K -2,425 -12%
NFC
309
Northeast Financial Consultants
Connecticut
$1.49M – – –
EWA
310
Etesian Wealth Advisors
Oregon
$1.48M +$375K +4,631 +34%
AFO
311
Allie Family Office
Florida
$1.47M – – –
APWA
312
Atlas Private Wealth Advisors
New Jersey
$1.47M +$200K +2,466 +16%
AF
313
Apexium Financial
Texas
$1.46M +$1.46M +18,019 New
SPC
314
Sigma Planning Corp
Michigan
$1.43M -$105K -1,300 -7%
BMCM
315
Bryn Mawr Capital Management
Pennsylvania
$1.4M +$999K +12,344 +247%
MFG
316
Mosaic Financial Group
Illinois
$1.39M +$348K +4,296 +33%
DWM
317
Denver Wealth Management
Colorado
$1.39M +$188K +2,320 +16%
FA
318
FSA Advisors
Michigan
$1.37M +$178K +2,205 +15%
GC
319
Guidance Capital
Kentucky
$1.36M +$85.8K +1,023 +7%
RSWM
320
Robertson Stephens Wealth Management
California
$1.33M -$47K -581 -3%
FB
321
Fulton Bank
Pennsylvania
$1.33M +$386K +4,768 +41%
SA
322
Sovran Advisors
California
$1.31M +$1.31M +16,227 New
CVA
323
Central Valley Advisors
California
$1.31M -$162K -2,002 -11%
MCM
324
MAI Capital Management
Ohio
$1.3M +$797K +9,850 +158%
EGM
325
Engineers Gate Manager
New York
$1.3M -$558K -6,901 -30%
11 12
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