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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.

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
1
Kovitz Investment Group Partners
Illinois
$106M
2
LPL Financial
2
LPL Financial
California
$932M
3
WIA
3
World Investment Advisors
California
$60.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$79.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$697M

Top Sellers

1
ERSOT
1
Employees Retirement System of Texas
Texas
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$171M
3
HC
3
Hamilton Capital
Ohio
$544M
4
C
4
Certuity
Florida
$9.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.78M
Name Market Value Shares Shares
Change 		Shares
Change %
RW
26
RVW Wealth
California
$69.1M 830,277 +8,698 +1%
LFA
27
Legacy Financial Advisors
Kentucky
$65.3M 785,046 +10,057 +1%
IA
28
IAM Advisory
Pennsylvania
$65M 780,673 +8,314 +1%
GWS
29
Glassman Wealth Services
Virginia
$64M 768,895 +31,806 +4%
BFM
30
Boston Financial Management
Massachusetts
$64M 768,734 +26,833 +4%
WIA
31
World Investment Advisors
California
$60.4M 726,113 +726,113 New
PCIA
32
Prime Capital Investment Advisors
Kansas
$58.9M 707,832 -11,149 -2%
SIM
33
Stratos Investment Management
Ohio
$57.7M 693,236 +49,569 +8%
BFG
34
Beacon Financial Group
Texas
$57.2M 687,248 -13,426 -2%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$55.6M 668,196 +24,850 +4%
EH
36
Equitable Holdings
New York
$54.9M 660,178 +30,729 +5%
PWMG
37
Prestige Wealth Management Group
New Jersey
$54.5M 655,493 -16,276 -2%
SFG
38
SNS Financial Group
Minnesota
$53.3M 640,361 +37,285 +6%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$51.5M 619,168 +196,044 +46%
SIG
40
Spinnaker Investment Group
California
$47.6M 571,772 +1,779 +0.3%
SC
41
Savant Capital
Illinois
$43.7M 525,333 -16,762 -3%
HWM
42
Horizon Wealth Management
Illinois
$43.2M 518,577 +253,860 +96%
NA
43
NewEdge Advisors
Louisiana
$42.4M 509,686 +127,014 +33%
SIA
44
SkyView Investment Advisors
New Jersey
$42.3M 508,391 +19,024 +4%
NW
45
NewEdge Wealth
Pennsylvania
$42M 504,863 +5,898 +1%
FP
46
Fiduciary Planning
Florida
$41.8M 502,094 +18,477 +4%
OIA
47
OneDigital Investment Advisors
Kansas
$41.5M 498,520 +1,532 +0.3%
KAS
48
Kestra Advisory Services
Texas
$39.3M 471,952 -31,784 -6%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$36.5M 439,003 +31,727 +8%
GEA
50
Glen Eagle Advisors
New Jersey
$35.3M 423,897 +22,531 +6%
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