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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 %
CWM
376
Collaborative Wealth Management
Florida
$888K -$14K -173 -2%
PCM
377
Parsons Capital Management
Rhode Island
$879K +$12.8K +158 +1%
SWA
378
Stratos Wealth Advisors
Ohio
$878K -$2.54M -31,439 -74%
JSW
379
Journey Strategic Wealth
New Jersey
$874K -$1.02M -12,621 -54%
JIC
380
Johnson Investment Counsel
Ohio
$870K -$59.3K -733 -6%
CFO
381
CVA Family Office
Colorado
$856K – – –
AQR Capital Management
382
AQR Capital Management
Connecticut
$852K +$852K +10,531 New
LIS
383
Legacy Investment Solutions
Idaho
$852K +$555K +6,694 +187%
LWMI
384
Legacy Wealth Management (Idaho)
Idaho
$852K +$555K +6,694 +187%
WBG
385
Wharton Business Group
Pennsylvania
$837K – – –
WEG
386
World Equity Group
Illinois
$835K +$421K +5,208 +102%
SAG
387
SageView Advisory Group
California
$820K +$314K +3,886 +62%
CCM
388
Colorado Capital Management
Colorado
$800K -$3.97K -49 -0.5%
AIM
389
Anchor Investment Management
South Carolina
$795K -$12.1K -150 -2%
CT
390
Colonial Trust
South Carolina
$795K – – –
Millennium Management
391
Millennium Management
New York
$794K -$423K -5,229 -35%
TPI
392
Trust Point Inc
Wisconsin
$785K – – –
WGC
393
Watts Gwilliam & Co
Arizona
$775K -$87.6K -1,081 -10%
ACA
394
Aptus Capital Advisors
Alabama
$772K +$450K +5,552 +139%
VP
395
Verum Partners
North Carolina
$770K -$86.5K -1,069 -10%
KWA
396
Kondo Wealth Advisors
California
$768K +$768K +9,495 New
MA
397
Mutual Advisors
Nebraska
$767K +$114K +1,386 +17%
PA
398
Pinnacle Associates
New York
$760K +$266K +3,290 +54%
CAL
399
Capital Analysts LLC
Pennsylvania
$760K +$1.94K +24 +0.3%
MAG
400
Mayfair Advisory Group
Alabama
$759K +$32K +396 +4%
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16
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