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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 %
LFAS
351
Level Four Advisory Services
Texas
$844K -$114K -1,390 -12%
AIM
352
Anchor Investment Management
South Carolina
$830K +$818K +9,825 +6,550%
CCM
353
Colorado Capital Management
Colorado
$827K – – –
CT
354
Colonial Trust
South Carolina
$818K +$818K +9,825 New
TPI
355
Trust Point Inc
Wisconsin
$807K – – –
IA
356
Inspire Advisors
Idaho
$802K -$12.4K -149 -2%
IFA
357
Interactive Financial Advisors
Illinois
$798K -$70.7K -849 -8%
FCI
358
Financial Counselors Inc
Kansas
$783K +$90.3K +1,085 +13%
CAL
359
Capital Analysts LLC
Pennsylvania
$780K -$159K -1,916 -17%
ACG
360
Allen Capital Group
Nebraska
$766K -$10.3K -124 -1%
GAM
361
Garrison Asset Management
Arkansas
$764K +$18.9K +227 +3%
MAG
362
Mayfair Advisory Group
Alabama
$745K +$498 +6 +0.1%
AWM
363
Axxcess Wealth Management
California
$740K -$666 -8 -0.1%
HR
364
Hardy Reed
Mississippi
$734K -$8.99K -108 -1%
TWC
365
TD Waterhouse Canada
Ontario, Canada
$727K – – –
EFG
366
Ethos Financial Group
Pennsylvania
$721K -$6.54M -78,613 -90%
SC
367
Scotia Capital
Ontario, Canada
$714K +$83.2K +1,000 +13%
AllianceBernstein
368
AllianceBernstein
Tennessee
$707K – – –
CFD
369
Creative Financial Designs
Indiana
$704K +$119K +1,425 +20%
FHC
370
First Heartland Consultants
Missouri
$701K -$1.83M -21,984 -72%
RIL
371
Rothschild Investment LLC
Illinois
$694K +$237K +2,849 +52%
BFA
372
Beaumont Financial Advisors
Massachusetts
$693K – – –
Koshinski Asset Management
373
Koshinski Asset Management
Illinois
$691K -$34.4K -414 -5%
KCFA
374
Key Client Fiduciary Advisors
New Jersey
$677K +$17.4K +209 +3%
BSTWA
375
Blake Schutter Theil Wealth Advisors
Ohio
$674K +$674K +8,100 New
13 14
15
16 17