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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 %
OPPS
526
Obsidian Personal Planning Solutions
Maryland
$336K – – –
SXL
527
Summit X LLC
Missouri
$336K +$14.6K +180 +5%
WCFA
528
Walkner Condon Financial Advisors
Wisconsin
$332K -$1.78K -22 -0.5%
CAL
529
Capital Advisors Ltd
Ohio
$330K – – –
PS
530
Principal Securities
Iowa
$327K +$8.9K +110 +3%
WWM
531
WJ Wealth Management
Arizona
$324K – – –
CWA
532
Clearview Wealth Advisors
Oregon
$319K -$30.3K -375 -9%
SFWA
533
Summit Financial Wealth Advisors
Louisiana
$315K – – –
FMII
534
Farmers & Merchants Investments Inc
Nebraska
$313K – – –
VT
535
Vise Technologies
New York
$312K +$312K +3,854 New
UF
536
Univest Financial
Pennsylvania
$310K – – –
KW
537
KWB Wealth
California
$308K -$12.1K -146 -4%
TW
538
TritonPoint Wealth
Maryland
$307K – – –
TC
539
Trilogy Capital
California
$305K +$305K +3,768 New
PTC
540
Philadelphia Trust Company
Pennsylvania
$304K +$37.1K +459 +14%
EFG
541
Everhart Financial Group
Ohio
$304K +$58.4K +721 +24%
CA
542
Calton & Associates
Florida
$303K +$303K +3,748 New
CIBC World Market
543
CIBC World Market
Ontario, Canada
$302K +$38.4K +475 +15%
CAM
544
Cozad Asset Management
Illinois
$301K – – –
OC
545
Optima Capital
Oregon
$299K +$299K +3,698 New
SFWC
546
Strategic Family Wealth Counselors
New Jersey
$299K +$3.64K +45 +1%
NCM
547
Northwest Capital Management
Oregon
$297K +$3.16K +39 +1%
COCM
548
Charter Oak Capital Management
New Hampshire
$296K – – –
CAG
549
Crestwood Advisors Group
Massachusetts
$295K +$162 +2 +0.1%
CIA
550
Capital Investment Advisors
Georgia
$294K +$8.09K +100 +3%
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