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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 %
MWA
326
Muirfield Wealth Advisors
North Carolina
$1.02M +$638K +7,662 +165%
UPS
327
UHLMANN PRICE SECURITIES
Illinois
$1.02M +$1.02M +12,256 New
Bank of Montreal
328
Bank of Montreal
Ontario, Canada
$1.01M +$57K +688 +6%
FZCM
329
Flynn Zito Capital Management
New York
$996K -$6.99K -84 -0.7%
KeyBank National Association
330
KeyBank National Association
Ohio
$992K +$96.6K +1,161 +11%
MWM
331
Meridian Wealth Management
Kentucky
$974K +$21.1K +253 +2%
FB
332
Fulton Bank
Pennsylvania
$969K +$573K +6,891 +145%
GT
333
Glenview Trust
Kentucky
$965K – – –
CA
334
CoreCap Advisors
Michigan
$962K +$51.3K +616 +6%
ACM
335
Advance Capital Management
Michigan
$962K -$45.7K -549 -5%
GG
336
Greenwood Gearhart
Arkansas
$956K – – –
JIC
337
Johnson Investment Counsel
Ohio
$955K +$351K +4,219 +58%
CFCI
338
Comprehensive Financial Consultants Institutional
Indiana
$941K -$166 -2 -0%
CWM
339
Collaborative Wealth Management
Florida
$927K -$14.1K -170 -2%
Citigroup
340
Citigroup
New York
$913K +$498K +5,989 +120%
PIA
341
Perennial Investment Advisors
California
$913K +$582 +7 +0.1%
OSAM
342
O'Shaughnessy Asset Management
Connecticut
$902K -$44.9K -530 -5%
PTC
343
Private Trust Company
Ohio
$902K +$113K +1,363 +14%
MCC
344
Money Concepts Capital
Florida
$898K -$2.5M -30,029 -74%
PCM
345
Parsons Capital Management
Rhode Island
$891K +$66.8K +803 +8%
Pathstone Holdings
346
Pathstone Holdings
New Jersey
$888K – – –
WGC
347
Watts Gwilliam & Co
Arizona
$884K +$884K +10,646 New
VP
348
Verum Partners
North Carolina
$881K -$11K -132 -1%
CFO
349
CVA Family Office
Colorado
$880K +$3.33K +40 +0.4%
WBG
350
Wharton Business Group
Pennsylvania
$861K – – –
12 13
14
15 16