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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 %
TPCW
401
TD Private Client Wealth
New York
$560K +$493K +5,928 +735%
TWM
402
Thrive Wealth Management
Pennsylvania
$558K -$22.7K -273 -4%
RCA
403
Resonant Capital Advisors
Wisconsin
$548K -$17.1K -205 -3%
LA
404
Lane & Associates
New Jersey
$548K +$20.8K +250 +4%
NWA
405
New World Advisors
Massachusetts
$546K +$16.7K +201 +3%
FHA
406
First Horizon Advisors
Tennessee
$539K -$4.74K -57 -0.9%
MBI
407
May Barnhard Investments
Maryland
$533K -$129K -1,549 -19%
KWM
408
Kingsview Wealth Management
Oregon
$528K -$2.94M -35,370 -85%
RFG
409
REAP Financial Group
Texas
$526K +$526K +6,322 New
DAM
410
Deltec Asset Management
New York
$524K -$49.9K -600 -9%
EWA
411
EP Wealth Advisors
California
$524K +$45.1K +542 +9%
LNWWM
412
Laird Norton Wetherby Wealth Management
California
$522K +$27.8K +334 +6%
SAG
413
SageView Advisory Group
California
$520K -$216K -2,591 -29%
MCM
414
MAI Capital Management
Ohio
$519K +$57.5K +691 +12%
TWM
415
Triton Wealth Management
Arizona
$515K – – –
AWCI
416
Alpine Woods Capital Investors
New York
$512K – – –
TCWM
417
Total Clarity Wealth Management
Illinois
$509K +$97.3K +1,169 +24%
GT
418
Greenleaf Trust
Michigan
$507K +$173K +2,084 +52%
FFWM
419
Future Financial Wealth Management
Ohio
$500K +$3.41K +41 +0.7%
SAM
420
Silvercrest Asset Management
New York
$499K – – –
PAG
421
Powers Advisory Group
Illinois
$499K +$7.41K +89 +2%
CAM
422
Covenant Asset Management
New Jersey
$494K +$5.16K +62 +1%
MAM
423
MWA Asset Management
Massachusetts
$485K -$4.99K -60 -1%
GGS
424
Galvin Gaustad & Stein
Arizona
$474K – – –
LA
425
Latitude Advisors
Florida
$474K +$97K +1,166 +26%
15 16
17
18 19