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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 %
TSWM
451
Triangle Securities Wealth Management
North Carolina
$406K -$1.66K -20 -0.4%
CG
452
Clarus Group
Texas
$402K -$1.58K -19 -0.4%
LSA
453
L & S Advisors
California
$402K +$27K +324 +7%
SI
454
Stephens Inc
Arkansas
$399K -$26.1K -314 -6%
CRWM
455
Castle Rock Wealth Management
California
$398K -$2.49K -30 -0.6%
PWMAG
456
Pinnacle Wealth Management Advisory Group
New Jersey
$397K +$96.9K +1,165 +32%
FDCP
457
Foster Dykema Cabot & Partners
Massachusetts
$397K +$397K +4,775 New
HPM
458
Hoxton Planning & Management
West Virginia
$393K +$393K +4,725 New
SOS
459
Silver Oak Securities
Tennessee
$392K +$126K +1,516 +47%
MIH
460
Meitav Investment House
Israel
$392K +$15.9K +191 +4%
SSWM
461
Strait & Sound Wealth Management
California
$390K +$390K +4,692 New
Citadel Advisors
462
Citadel Advisors
Florida
$388K +$388K +4,657 New
BA
463
Bluesphere Advisors
Pennsylvania
$383K – – –
RPWA
464
Regent Peak Wealth Advisors
Georgia
$376K -$1.25K -15 -0.3%
AWA
465
Alta Wealth Advisors
Massachusetts
$370K +$582 +7 +0.2%
CSPIA
466
Cary Street Partners Investment Advisory
Virginia
$369K -$34K -408 -8%
CMS
467
Capital Market Strategies
Florida
$369K +$2.25K +27 +0.6%
SG
468
StoneX Group
New York
$367K -$41.4K -498 -10%
FF
469
Fox Financial
Pennsylvania
$360K – – –
GM
470
GeoWealth Management
Illinois
$360K -$4.58M -55,032 -93%
TFCP
471
Twin Focus Capital Partners
Massachusetts
$359K – – –
CWA
472
Clearview Wealth Advisors
Oregon
$359K +$166 +2 +0%
NCM
473
Novare Capital Management
North Carolina
$354K – – –
SWAG
474
Spectrum Wealth Advisory Group
California
$354K – – –
WCFA
475
Walkner Condon Financial Advisors
Wisconsin
$344K +$34.4K +413 +11%
17 18
19
20 21