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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
$932M
3
WIA
World Investment Advisors
California
$60.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$79.8M
5
Morgan Stanley
Morgan Stanley
New York
$697M

Top Sellers

1
ERSOT
Employees Retirement System of Texas
Texas
$0
2
RJFSA
Raymond James Financial Services Advisors
Florida
$171M
3
HC
Hamilton Capital
Ohio
$544M
4
C
Certuity
Florida
$9.8M
5
Goldman Sachs
Goldman Sachs
New York
$2.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
526
PFG Investments
New York
$260K +$583 +7 +0.2%
SAW
527
Signal Advisors Wealth
Michigan
$256K +$256K +3,082 New
BRWA
528
B. Riley Wealth Advisors
Florida
$255K -$12.8K -155 -5%
EW
529
Element Wealth
Mississippi
$254K – – –
MGIA
530
Moneta Group Investment Advisors
Missouri
$253K +$253K +3,036 New
EFG
531
Everhart Financial Group
Ohio
$252K – – –
CGPCS
532
Capital Group Private Client Services
California
$250K – – –
Wolverine Trading
533
Wolverine Trading
Illinois
$247K +$247K +2,978 New
WMWM
534
Whitaker-Myers Wealth Managers
Ohio
$245K +$915 +11 +0.4%
EIA
535
Edgemoor Investment Advisors
Maryland
$244K -$12.5K -150 -5%
EC
536
EdgeRock Capital
Colorado
$243K – – –
RWA
537
Rooted Wealth Advisors
Illinois
$237K -$14.5K -176 -6%
EWM
538
EPG Wealth Management
Georgia
$235K +$235K +2,820 New
CF
539
Centaurus Financial
California
$233K +$5.07K +61 +2%
CM
540
Capital Management
Virginia
$225K – – –
MSA
541
McAlister Sweet & Associates
Texas
$225K – – –
EAM
542
Empirical Asset Management
Massachusetts
$222K +$222K +9,502 New
GC
543
Grimes & Company
Massachusetts
$220K +$3.91K +47 +2%
CCG
544
Cypress Capital Group
Florida
$219K – – –
HSWM
545
Hubbell Strickland Wealth Management
Louisiana
$217K +$832 +10 +0.4%
FA
546
Fountainhead AM
New Jersey
$216K -$63.9K -768 -23%
FBFS
547
First Business Financial Services
Wisconsin
$212K +$212K +2,543 New
SPWM
548
Schrum Private Wealth Management
Florida
$210K +$210K +2,526 New
PPC
549
Park Place Capital
Alabama
$208K +$666 +8 +0.3%
BC
550
Burney Company
Virginia
$207K +$207K +2,492 New
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