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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 %
AWA
501
Alta Wealth Advisors
Massachusetts
$388K +$28K +346 +8%
FDCP
502
Foster Dykema Cabot & Partners
Massachusetts
$387K – – –
RPWA
503
Regent Peak Wealth Advisors
Georgia
$387K +$21.2K +262 +6%
CMS
504
Capital Market Strategies
Florida
$386K +$27.1K +335 +8%
TIAA Trust, National Association
505
TIAA Trust, National Association
North Carolina
$382K -$21.5K -266 -5%
MIH
506
Meitav Investment House
Israel
$381K – – –
Fisher Asset Management
507
Fisher Asset Management
Washington
$375K +$70.9K +876 +23%
LSA
508
L & S Advisors
California
$375K -$15.9K -197 -4%
BA
509
Bluesphere Advisors
Pennsylvania
$372K – – –
HCM
510
Hall Capital Management
Rhode Island
$369K +$369K +4,560 New
EAM
511
Empirical Asset Management
Massachusetts
$368K +$61K +1,886 +20%
AWA
512
Arkadios Wealth Advisors
Georgia
$366K +$44.6K +551 +14%
SG
513
StoneX Group
New York
$366K +$8.58K +106 +2%
SI
514
Stephens Inc
Arkansas
$364K -$23.3K -288 -6%
DC
515
Davenport & Co
Virginia
$363K +$363K +4,481 New
NWM
516
Nova Wealth Management
Florida
$361K +$361K +4,457 New
RIA
517
Retirement Investment Advisors
Oklahoma
$360K +$360K +4,451 New
FNBSF
518
First National Bank Sioux Falls
South Dakota
$360K +$84.4K +1,043 +31%
CSP
519
Cary Street Partners
Virginia
$358K +$358K +4,429 New
TFCP
520
Twin Focus Capital Partners
Massachusetts
$350K – – –
NCM
521
Novare Capital Management
North Carolina
$344K – – –
SWAG
522
Spectrum Wealth Advisory Group
California
$344K – – –
BBHC
523
Brown Brothers Harriman & Co
New York
$342K +$342K +4,224 New
KG
524
Kilter Group
New York
$341K +$341K +4,211 New
CAM
525
Cidel Asset Management
Ontario, Canada
$337K +$22K +272 +7%
19 20
21
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