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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
645
Holders Change
+24
Holders Change %
+3.86%
% of All Funds
9.26%
Holding in Top 10
69
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.48%
% of All Funds
0.99%
New
63
Increased
293
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
+$103M
2
LPL Financial
LPL Financial
California
+$67M
3
WIA
World Investment Advisors
California
+$58.2M
4
JP Morgan Chase
JP Morgan Chase
New York
+$39M
5
Morgan Stanley
Morgan Stanley
New York
+$21.9M

Top Sellers

1
ERSOT
Employees Retirement System of Texas
Texas
-$95.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$53.9M
3
HC
Hamilton Capital
Ohio
-$37.3M
4
C
Certuity
Florida
-$28.1M
5
Goldman Sachs
Goldman Sachs
New York
-$16.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
RW
26
RVW Wealth
California
$69.1M +$697K +8,698 +1%
LFA
27
Legacy Financial Advisors
Kentucky
$65.3M +$806K +10,057 +1%
IA
28
IAM Advisory
Pennsylvania
$65M +$666K +8,314 +1%
GWS
29
Glassman Wealth Services
Virginia
$64M +$2.55M +31,806 +4%
BFM
30
Boston Financial Management
Massachusetts
$64M +$2.15M +26,833 +4%
WIA
31
World Investment Advisors
California
$60.4M +$58.2M +726,113 New
PCIA
32
Prime Capital Investment Advisors
Kansas
$58.9M -$893K -11,149 -2%
SIM
33
Stratos Investment Management
Ohio
$57.7M +$3.97M +49,569 +8%
BFG
34
Beacon Financial Group
Texas
$57.2M -$1.08M -13,426 -2%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$55.6M +$1.99M +24,850 +4%
EH
36
Equitable Holdings
New York
$54.9M +$2.46M +30,729 +5%
PWMG
37
Prestige Wealth Management Group
New Jersey
$54.5M -$1.3M -16,276 -2%
SFG
38
SNS Financial Group
Minnesota
$53.3M +$2.99M +37,285 +6%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$51.5M +$15.7M +196,044 +46%
SIG
40
Spinnaker Investment Group
California
$47.6M +$142K +1,779 +0.3%
SC
41
Savant Capital
Illinois
$43.7M -$1.34M -16,762 -3%
HWM
42
Horizon Wealth Management
Illinois
$43.2M +$20.3M +253,860 +96%
NA
43
NewEdge Advisors
Louisiana
$42.4M +$10.2M +127,014 +33%
SIA
44
SkyView Investment Advisors
New Jersey
$42.3M +$1.52M +19,024 +4%
NW
45
NewEdge Wealth
Pennsylvania
$42M +$472K +5,898 +1%
FP
46
Fiduciary Planning
Florida
$41.8M +$1.48M +18,477 +4%
OIA
47
OneDigital Investment Advisors
Kansas
$41.5M +$123K +1,532 +0.3%
KAS
48
Kestra Advisory Services
Texas
$39.3M -$2.55M -31,784 -6%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$36.5M +$2.54M +31,727 +8%
GEA
50
Glen Eagle Advisors
New Jersey
$35.3M +$1.8M +22,531 +6%
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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.