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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 %
FA
426
Flagstar Advisors
New York
$470K +$27.8K +334 +6%
IWC
427
Integrated Wealth Concepts
Massachusetts
$470K +$114K +1,375 +32%
RCAG
428
Rehmann Capital Advisory Group
Michigan
$466K +$915 +11 +0.2%
FCIM
429
Fairview Capital Investment Management
California
$465K – – –
CIC
430
Carnegie Investment Counsel
Ohio
$460K -$4.91K -59 -1%
SF
431
Synovus Financial
Georgia
$455K – – –
WA
432
Waverly Advisors
Alabama
$454K +$82.5K +992 +22%
CWM
433
Congress Wealth Management
Massachusetts
$452K +$416 +5 +0.1%
HW
434
Hancock Whitney
Mississippi
$451K – – –
SS
435
Sunbelt Securities
Texas
$449K +$1.42K +17 +0.3%
AWM
436
Avior Wealth Management
Nebraska
$438K +$39.9K +479 +10%
VWA
437
Visionary Wealth Advisors
Illinois
$436K +$23.2K +279 +6%
PA
438
Pinnacle Associates
New York
$429K -$97.9K -1,393 -19%
GSIS
439
Global Strategic Investment Solutions
Arizona
$427K +$583 +7 +0.1%
WEG
440
World Equity Group
Illinois
$425K +$425K +5,108 New
CWM
441
Cornerstone Wealth Management
Missouri
$423K – – –
AWA
442
Arete Wealth Advisors
Illinois
$423K – – –
CA
443
Clearstead Advisors
Ohio
$420K – – –
LPT
444
Legacy Private Trust
Wisconsin
$419K +$10.7K +128 +3%
BMCM
445
Bryn Mawr Capital Management
Pennsylvania
$416K +$99.4K +1,194 +31%
TIAA Trust, National Association
446
TIAA Trust, National Association
North Carolina
$415K -$22.4K -269 -5%
ST
447
Spinnaker Trust
Maine
$414K – – –
WW
448
Waterfront Wealth
Kansas
$410K +$42.8K +514 +12%
HH
449
Hilltop Holdings
Texas
$408K +$58.6K +704 +17%
TP
450
Tranquility Partners
Tennessee
$407K – – –
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18
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