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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 %
ONB
426
Old National Bancorp
Indiana
$614K +$31.8K +393 +5%
RCA
427
Resonant Capital Advisors
Wisconsin
$612K +$78.1K +965 +15%
WMA
428
Wealth Management Associates
New Jersey
$609K +$567 +7 +0.1%
GHA
429
GW Henssler & Associates
Georgia
$606K – – –
KWM
430
Kingsview Wealth Management
Oregon
$605K +$92.1K +1,138 +18%
TPCW
431
TD Private Client Wealth
New York
$595K +$50.3K +622 +9%
Fifth Third Bancorp
432
Fifth Third Bancorp
Ohio
$595K -$8.5K -105 -1%
PP
433
PDS Planning
Ohio
$594K -$910K -11,242 -60%
KA
434
Klingman & Associates
New York
$591K – – –
SFM
435
Signet Financial Management
New Jersey
$590K -$6.31K -78 -1%
GCM
436
Gallacher Capital Management
Colorado
$584K +$890 +11 +0.2%
IWC
437
Integrated Wealth Concepts
Massachusetts
$577K +$120K +1,481 +26%
AG
438
AmeriFlex Group
Nevada
$568K +$568K +6,822 New
RIM
439
Redwood Investment Management
Arizona
$566K +$279K +3,447 +97%
MBT
440
Montecito Bank & Trust
California
$560K – – –
PWP
441
Prasad Wealth Partners
Ohio
$558K +$558K +6,896 New
HSA
442
HBK Sorce Advisory
Pennsylvania
$558K – – –
LNWWM
443
Laird Norton Wetherby Wealth Management
California
$558K +$49.9K +616 +10%
WWM
444
Waterway Wealth Management
Texas
$551K +$551K +6,814 New
LA
445
Lane & Associates
New Jersey
$549K – – –
PPP
446
Private Portfolio Partners
New Jersey
$547K -$4.37K -54 -0.8%
CA
447
Claro Advisors
Massachusetts
$545K -$22.7K -281 -4%
TWM
448
Thrive Wealth Management
Pennsylvania
$543K – – –
TWM
449
Triton Wealth Management
Arizona
$528K – – –
NWA
450
New World Advisors
Massachusetts
$522K -$9.47K -117 -2%
16 17
18
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