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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 %
FCI
401
Financial Counselors Inc
Kansas
$757K -$3.8K -47 -0.5%
FHA
402
First Horizon Advisors
Tennessee
$757K +$232K +2,870 +44%
IFA
403
Interactive Financial Advisors
Illinois
$752K -$23.8K -294 -3%
CFD
404
Creative Financial Designs
Indiana
$744K +$59.4K +734 +9%
IA
405
Inspire Advisors
Idaho
$739K -$41K -507 -5%
VA
406
Valmark Advisers
Ohio
$737K -$3.02M -37,265 -80%
CFG
407
Citizens Financial Group
Rhode Island
$723K +$80.4K +994 +13%
MWM
408
Mission Wealth Management
California
$707K +$511K +6,313 +260%
HR
409
Hardy Reed
Mississippi
$705K -$8.58K -106 -1%
PAG
410
Powers Advisory Group
Illinois
$705K +$220K +2,715 +45%
BFA
411
Beacon Financial Advisory
Ohio
$701K +$146K +1,807 +26%
ACG
412
Allen Capital Group
Nebraska
$700K -$44.3K -548 -6%
RIL
413
Rothschild Investment LLC
Illinois
$677K +$1.7K +21 +0.3%
BFA
414
Beaumont Financial Advisors
Massachusetts
$674K – – –
MLA
415
My Legacy Advisors
Oregon
$671K +$10.4K +127 +2%
SC
416
Scotia Capital
Ontario, Canada
$670K -$24.4K -301 -4%
KCFA
417
Key Client Fiduciary Advisors
New Jersey
$665K +$5.99K +74 +0.9%
OWA
418
Outlook Wealth Advisors
Texas
$655K +$26.8K +331 +4%
NRI
419
NFP Retirement Inc
California
$653K – – –
BSTWA
420
Blake Schutter Theil Wealth Advisors
Ohio
$649K -$6.07K -75 -0.9%
BFO
421
Biltmore Family Office
North Carolina
$648K – – –
WS
422
Wedbush Securities
California
$641K -$3.48K -43 -0.5%
SQA
423
Simon Quick Advisors
New Jersey
$636K – – –
JWCA
424
J.W. Coons Advisors
Ohio
$620K +$333K +4,110 +116%
SC
425
Sykon Capital
New York
$619K +$23.8K +294 +4%
15 16
17
18 19