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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 %
CAL
476
Capital Advisors Ltd
Ohio
$339K – – –
WWM
477
WJ Wealth Management
Arizona
$333K – – –
ACA
478
Aptus Capital Advisors
Alabama
$332K +$40K +481 +14%
National Bank of Canada
479
National Bank of Canada
Quebec, Canada
$332K -$328K -3,947 -50%
OPPS
480
Obsidian Personal Planning Solutions
Maryland
$331K -$50K -610 -13%
AWA
481
Arkadios Wealth Advisors
Georgia
$330K +$330K +3,969 New
ADL
482
Asset Dedication LLC
California
$328K – – –
BW
483
Bison Wealth
Georgia
$328K -$4K -48 -1%
PS
484
Principal Securities
Iowa
$327K +$3.83K +46 +1%
CAM
485
Cidel Asset Management
Ontario, Canada
$323K – – –
FMII
486
Farmers & Merchants Investments Inc
Nebraska
$322K – – –
UF
487
Univest Financial
Pennsylvania
$319K +$319K +3,828 New
HWA
488
HHM Wealth Advisors
Tennessee
$318K +$318K +3,824 New
SFWA
489
Summit Financial Wealth Advisors
Louisiana
$316K – – –
AF
490
Apollon Financial
South Carolina
$315K +$315K +3,785 New
TW
491
TritonPoint Wealth
Maryland
$314K – – –
Fisher Asset Management
492
Fisher Asset Management
Washington
$313K -$282K -3,389 -47%
BIA
493
Bigelow Investment Advisors
Maine
$312K – – –
CAM
494
Cozad Asset Management
Illinois
$310K – – –
SXL
495
Summit X LLC
Missouri
$310K – – –
COCM
496
Charter Oak Capital Management
New Hampshire
$304K +$83 +1 +0%
SFWC
497
Strategic Family Wealth Counselors
New Jersey
$304K – – –
LWMI
498
Legacy Wealth Management (Idaho)
Idaho
$304K +$304K +3,588 New
LIS
499
Legacy Investment Solutions
Idaho
$304K +$304K +3,588 New
CAG
500
Crestwood Advisors Group
Massachusetts
$303K -$45K -541 -13%
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