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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 %
NRI
376
NFP Retirement Inc
California
$671K – – –
MLA
377
My Legacy Advisors
Oregon
$671K -$593K -7,125 -47%
BFO
378
Biltmore Family Office
North Carolina
$666K – – –
OP
379
ORG Partners
Indiana
$666K +$666K +8,000 New
MA
380
Mutual Advisors
Nebraska
$665K -$68.8K -825 -9%
WS
381
Wedbush Securities
California
$663K -$2.41K -29 -0.4%
CFG
382
Citizens Financial Group
Rhode Island
$660K +$244K +2,935 +59%
SQA
383
Simon Quick Advisors
New Jersey
$654K – – –
OWA
384
Outlook Wealth Advisors
Texas
$646K +$30.1K +362 +5%
FTDI
385
First Trust Direct Indexing
Massachusetts
$632K +$364K +4,376 +136%
WMA
386
Wealth Management Associates
New Jersey
$626K +$582 +7 +0.1%
Fifth Third Bancorp
387
Fifth Third Bancorp
Ohio
$621K -$44K -529 -7%
SFM
388
Signet Financial Management
New Jersey
$613K -$17.2K -207 -3%
SC
389
Sykon Capital
New York
$612K +$6.49K +78 +1%
KA
390
Klingman & Associates
New York
$608K – – –
GHA
391
GW Henssler & Associates
Georgia
$606K -$38.2K -459 -6%
SA
392
SpiderRock Advisors
Delaware
$605K +$915 +11 +0.2%
WP
393
WealthPLAN Partners
Nebraska
$604K -$263K -3,157 -30%
GCM
394
Gallacher Capital Management
Colorado
$599K +$915 +11 +0.2%
ONB
395
Old National Bancorp
Indiana
$598K +$598K +7,188 New
CA
396
Claro Advisors
Massachusetts
$584K -$274K -3,294 -32%
MBT
397
Montecito Bank & Trust
California
$576K – – –
HSA
398
HBK Sorce Advisory
Pennsylvania
$574K – – –
BFA
399
Beacon Financial Advisory
Ohio
$571K +$136K +1,630 +31%
PPP
400
Private Portfolio Partners
New Jersey
$566K +$95.4K +1,147 +20%
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