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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

706 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, 314 increasing their positions, 168 reducing their positions, and 33 closing their positions.

Holders
706
Holders Change
+63
Holders Change %
+9.8%
% of All Funds
9.4%
Holding in Top 10
83
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+20.29%
% of All Funds
1.11%
New
107
Increased
314
Reduced
168
Closed
33
Calls
$672K
Puts
$194K
Net Calls
+$478K
Net Calls Change
-$878K

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$115M
2
PAG
2
Private Advisor Group
New Jersey
$221M
3
IAA
3
Independent Advisor Alliance
North Carolina
$70.1M
4
LPL Financial
4
LPL Financial
California
$971M
5
Comerica Bank
5
Comerica Bank
Texas
$63.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$59.5M
2
WMR
2
Wealth Management Resources
Rhode Island
$3.75M
3
BFG
3
Bouchey Financial Group
New York
$71.4M
4
HGA
4
Hobbs Group Advisors
South Carolina
$7.35M
5
TWP
5
Triad Wealth Partners
Kansas
$3.36M
Name Market Value Shares Shares
Change 		Shares
Change %
CCA
26
Clearwater Capital Advisors
Illinois
$68.7M 849,266 -29,080 -3%
RW
27
RVW Wealth
California
$67.9M 839,339 +9,062 +1%
SIM
28
Stratos Investment Management
Ohio
$67.8M 837,901 +144,665 +21%
IA
29
IAM Advisory
Pennsylvania
$63.7M 787,686 +7,013 +0.9%
GWS
30
Glassman Wealth Services
Virginia
$63.7M 787,372 +18,477 +2%
LFA
31
Legacy Financial Advisors
Kentucky
$63.5M 784,774 -272 -0%
Comerica Bank
32
Comerica Bank
Texas
$63.5M 784,589 +718,200 +1,082%
BFM
33
Boston Financial Management
Massachusetts
$63.4M 782,957 +14,223 +2%
WIA
34
World Investment Advisors
California
$60M 740,867 +14,754 +2%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$59.5M 734,846 -224,205 -23%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$58.3M 721,087 +52,891 +8%
PCIA
37
Prime Capital Investment Advisors
Kansas
$57M 704,125 -3,707 -0.5%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$56.2M 693,989 +74,821 +12%
BFG
39
Beacon Financial Group
Texas
$54.9M 678,803 -8,445 -1%
EH
40
Equitable Holdings
New York
$54.5M 673,801 +13,623 +2%
SFG
41
SNS Financial Group
Minnesota
$53.5M 661,111 +20,750 +3%
HWM
42
Horizon Wealth Management
Illinois
$53.5M 661,047 +142,470 +27%
PWMG
43
Prestige Wealth Management Group
New Jersey
$52.4M 646,560 -8,933 -1%
SIG
44
Spinnaker Investment Group
California
$46.3M 571,519 -253 -0%
FP
45
Fiduciary Planning
Florida
$42.7M 527,667 +25,573 +5%
NA
46
NewEdge Advisors
Louisiana
$42.6M 526,825 +17,139 +3%
KAS
47
Kestra Advisory Services
Texas
$42.1M 520,499 +48,547 +10%
SIA
48
SkyView Investment Advisors
New Jersey
$41.9M 517,287 +8,896 +2%
NW
49
NewEdge Wealth
Pennsylvania
$41.7M 515,312 +10,449 +2%
Cerity Partners
50
Cerity Partners
New York
$41.2M 508,947 +343,207 +207%
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