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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 %
RWM
326
RKL Wealth Management
Pennsylvania
$1.29M +$1.29M +15,985 New
ECA
327
Elevation Capital Advisory
Oregon
$1.29M +$77.9K +962 +6%
WCM
328
WealthBridge Capital Management
Ohio
$1.29M -$13.3K -164 -1%
Pathstone Holdings
329
Pathstone Holdings
New Jersey
$1.29M +$426K +5,260 +49%
AllianceBernstein
330
AllianceBernstein
Tennessee
$1.29M +$601K +7,427 +87%
LA
331
LM Advisors
California
$1.28M +$102K +1,264 +9%
National Bank of Canada
332
National Bank of Canada
Quebec, Canada
$1.28M +$959K +11,853 +297%
HBW
333
Hazlett, Burt & Watson
West Virginia
$1.28M +$99.5K +1,234 +8%
OFS
334
OneAscent Financial Services
Alabama
$1.24M +$1.24M +15,348 New
HPM
335
Hoxton Planning & Management
West Virginia
$1.22M +$841K +10,396 +220%
AWM
336
AE Wealth Management
Kansas
$1.22M +$56.7K +700 +5%
RFC
337
Regions Financial Corp
Alabama
$1.21M – – –
RA
338
Ruggaard & Associates
Ohio
$1.21M +$82.1K +1,014 +7%
US Bancorp
339
US Bancorp
Minnesota
$1.18M +$50.7K +626 +4%
WDL
340
Well Done LLC
Michigan
$1.18M – – –
Bank of Montreal
341
Bank of Montreal
Ontario, Canada
$1.17M +$174K +2,154 +18%
PTC
342
Private Trust Company
Ohio
$1.16M +$287K +3,546 +33%
FAIM
343
Financial Advocates Investment Management
Washington
$1.16M +$70.3K +869 +6%
PFGIA
344
Patriot Financial Group Insurance Agency
Massachusetts
$1.15M +$72.5K +896 +7%
P
345
&Partners
Tennessee
$1.15M +$133K +1,633 +13%
Citadel Advisors
346
Citadel Advisors
Florida
$1.14M +$764K +9,437 +203%
SWM
347
Silverlake Wealth Management
Vermont
$1.13M +$5.99K +74 +0.5%
OP
348
ORG Partners
Indiana
$1.13M +$481K +5,947 +74%
NC
349
NewSquare Capital
Pennsylvania
$1.13M +$21.6K +267 +2%
MA
350
MONECO Advisors
Connecticut
$1.13M +$2.67K +33 +0.2%
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