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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 %
TTWM
351
TCV Trust & Wealth Management
Virginia
$1.12M – – –
OSAM
352
O'Shaughnessy Asset Management
Connecticut
$1.11M +$251K +3,102 +29%
BCM
353
Brookstone Capital Management
Illinois
$1.1M -$277K -3,428 -20%
RFN
354
Redwood Financial Network
Ohio
$1.08M -$38.8K -479 -3%
LA
355
LexAurum Advisors
Kansas
$1.08M +$18.2K +225 +2%
QP
356
Quartz Partners
New York
$1.08M +$11.7K +144 +1%
RCM
357
Riggs Capital Management
Utah
$1.07M +$1.07M +13,172 New
ST
358
Smithfield Trust
Pennsylvania
$1.05M – – –
RWB
359
RMR Wealth Builders
New Jersey
$1.04M -$5.83K -72 -0.6%
TBC
360
Ted Buchan & Co
California
$1.03M -$6.96K -86 -0.7%
UPS
361
UHLMANN PRICE SECURITIES
Illinois
$1.01M +$22.1K +273 +2%
BEI
362
Benjamin Edwards Inc
Missouri
$1.01M +$8.17K +101 +0.8%
ACM
363
Advance Capital Management
Michigan
$997K +$62.1K +767 +7%
MWM
364
Meridian Wealth Management
Kentucky
$995K +$47.7K +589 +5%
BCA
365
Bay Colony Advisors
Massachusetts
$989K -$21.1K -261 -2%
CFCI
366
Comprehensive Financial Consultants Institutional
Indiana
$982K +$66.1K +817 +7%
TWC
367
TD Waterhouse Canada
Ontario, Canada
$978K +$266K +3,286 +37%
GFP
368
Gryphon Financial Partners
Ohio
$971K -$102K -1,263 -10%
FZCM
369
Flynn Zito Capital Management
New York
$962K -$7.61K -94 -0.8%
AFW
370
Avantra Family Wealth
Pennsylvania
$951K +$951K +11,756 New
GT
371
Glenview Trust
Kentucky
$938K – – –
GG
372
Greenwood Gearhart
Arkansas
$930K – – –
LFAS
373
Level Four Advisory Services
Texas
$910K +$77.1K +953 +9%
CA
374
CoreCap Advisors
Michigan
$905K -$30.8K -380 -3%
Citigroup
375
Citigroup
New York
$888K -$162 -2 -0%
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