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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 %
MBI
451
May Barnhard Investments
Maryland
$520K +$2.02K +25 +0.4%
NWMG
452
National Wealth Management Group
Ohio
$513K +$513K +6,334 New
DAM
453
Deltec Asset Management
New York
$510K – – –
EWA
454
EP Wealth Advisors
California
$509K – – –
FTUS
455
Flow Traders U.S.
New York
$509K +$509K +6,293 New
AF
456
Apollon Financial
South Carolina
$501K +$195K +2,407 +64%
OFO
457
OneAscent Family Office
Alabama
$499K +$499K +6,166 New
FFWM
458
Future Financial Wealth Management
Ohio
$487K +$728 +9 +0.1%
CAM
459
Covenant Asset Management
New Jersey
$486K +$6.07K +75 +1%
AWCI
460
Alpine Woods Capital Investors
New York
$486K – – –
SAM
461
Silvercrest Asset Management
New York
$485K – – –
MAM
462
MWA Asset Management
Massachusetts
$478K +$5.99K +74 +1%
FF
463
Fox Financial
Pennsylvania
$469K +$119K +1,465 +34%
GM
464
GeoWealth Management
Illinois
$464K +$113K +1,402 +32%
RFG
465
REAP Financial Group
Texas
$463K -$48.3K -597 -9%
FA
466
Flagstar Advisors
New York
$463K +$5.1K +63 +1%
BlackRock
467
BlackRock
New York
$459K +$459K +5,674 New
SOS
468
Silver Oak Securities
Tennessee
$458K +$74.6K +921 +19%
GT
469
Greenleaf Trust
Michigan
$456K -$36.7K -453 -7%
RCAG
470
Rehmann Capital Advisory Group
Michigan
$453K -$81 -1 -0%
FCIM
471
Fairview Capital Investment Management
California
$452K – – –
CWM
472
Congress Wealth Management
Massachusetts
$440K +$486 +6 +0.1%
SS
473
Sunbelt Securities
Texas
$439K +$1.3K +16 +0.3%
HW
474
Hancock Whitney
Mississippi
$438K – – –
SF
475
Synovus Financial
Georgia
$438K -$5.26K -65 -1%
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19
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