WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
645 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 63 funds opening new positions, 293 increasing their positions, 167 reducing their positions, and 29 closing their positions.
7,976% more call options, than puts
Call options by funds: $1.37M | Put options by funds: $17K
117% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 29
75% more repeat investments, than reductions
Existing positions increased: 293 | Existing positions reduced: 167
9% more capital invested
Capital invested by funds: $9.95B → $10.8B (+$870M)
4% more funds holding
Funds holding: 621 → 645 (+24)
0.83% less ownership
Funds ownership: 74.92% → 74.09% (-0.83%)
5% less funds holding in top 10
Funds holding in top 10: 73 → 69 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$103M |
| 2 |
LPL Financial
San Diego,
California
|
+$67M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$58.2M |
| 4 |
JP Morgan Chase
New York
|
+$39M |
| 5 |
Morgan Stanley
New York
|
+$21.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ERSOT
Employees Retirement System of Texas
Austin,
Texas
|
-$95.4M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$53.9M |
| 3 |
HC
Hamilton Capital
Columbus,
Ohio
|
-$37.3M |
| 4 |
C
Certuity
North Palm Beach,
Florida
|
-$28.1M |
| 5 |
Goldman Sachs
New York
|
-$16.8M |
DGRW Hedge Fund Activity: Q3 2024 in Review
645 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q3 2024, worth a combined $10.8B — up 8.7% from $9.95B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new DGRW positions and 29 closed out — a net gain of 34 holders — while 293 added to existing stakes and 167 trimmed.
The largest buyer was Kovitz Investment Group Partners, adding an estimated $103M. The largest seller was Employees Retirement System of Texas, exiting entirely with an estimated $95.4M sold.
- 645 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q3 2024, up from 621 in Q2 2024.
- Funds reported $10.8B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q3 2024, up 8.7% quarter-over-quarter.
- 63 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q3 2024 and 29 closed out, a net change of +34 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q3 2024 was Kovitz Investment Group Partners, an estimated $103M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q3 2024 was Employees Retirement System of Texas, an estimated $95.4M sold.
Based on aggregated 13F filings for Q3 2024.