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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 %
GGS
476
Galvin Gaustad & Stein
Arizona
$437K -$24.3K -300 -5%
FF
477
Friday Financial
Iowa
$429K +$429K +5,300 New
VWA
478
Visionary Wealth Advisors
Illinois
$427K +$3.72K +46 +0.9%
AWM
479
Avior Wealth Management
Nebraska
$426K +$162 +2 +0%
HH
480
Hilltop Holdings
Texas
$420K +$23.2K +287 +6%
DA
481
Detalus Advisors
Missouri
$419K +$127K +1,565 +43%
CQWA
482
Chokshi & Queen Wealth Advisors
California
$416K +$416K +5,141 New
ADL
483
Asset Dedication LLC
California
$416K +$97.3K +1,202 +31%
SSWM
484
Strait & Sound Wealth Management
California
$416K +$35.9K +444 +9%
AWA
485
Arete Wealth Advisors
Illinois
$414K +$81 +1 +0%
GSIS
486
Global Strategic Investment Solutions
Arizona
$414K -$1.86K -23 -0.4%
CA
487
Clearstead Advisors
Ohio
$409K – – –
CWM
488
Cornerstone Wealth Management
Missouri
$407K -$4.05K -50 -1%
LPT
489
Legacy Private Trust
Wisconsin
$407K – – –
HWA
490
HHM Wealth Advisors
Tennessee
$404K +$94.5K +1,168 +31%
ST
491
Spinnaker Trust
Maine
$403K – – –
PWMAG
492
Pinnacle Wealth Management Advisory Group
New Jersey
$399K +$12.1K +150 +3%
WW
493
Waterfront Wealth
Kansas
$398K – – –
BOSSRA
494
B.O.S.S. Retirement Advisors
Utah
$398K +$398K +4,914 New
TP
495
Tranquility Partners
Tennessee
$396K – – –
WP
496
WealthPLAN Partners
Nebraska
$394K -$193K -2,390 -33%
TSWM
497
Triangle Securities Wealth Management
North Carolina
$393K -$2.02K -25 -0.5%
CG
498
Clarus Group
Texas
$391K -$890 -11 -0.2%
OCM
499
Objective Capital Management
Ohio
$388K +$115K +1,424 +42%
TCWM
500
Total Clarity Wealth Management
Illinois
$388K -$107K -1,320 -22%
18 19
20
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