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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 %
FCP
551
Fidelis Capital Partners
Florida
$290K – – –
TCOT
552
Trust Company of Toledo
Ohio
$288K +$6.07K +75 +2%
NCFG
553
New Century Financial Group
New Jersey
$288K -$813 -10 -0.3%
CCWM
554
Cassaday & Co Wealth Management
Virginia
$286K +$286K +3,535 New
BW
555
Bison Wealth
Georgia
$284K -$35K -432 -11%
SAM
556
Seelaus Asset Management
New Jersey
$283K -$647 -8 -0.2%
LA
557
Latitude Advisors
Florida
$281K -$180K -2,228 -39%
Allianz Asset Management
558
Allianz Asset Management
Germany
$275K – – –
RRCM
559
Rappaport Reiches Capital Management
Illinois
$274K – – –
LCWP
560
Legacy Capital Wealth Partners
Arkansas
$272K +$272K +3,367 New
SM
561
Sensible Money
Arizona
$270K – – –
W
562
WPWealth
Texas
$270K – – –
WCG
563
Weaver Consulting Group
California
$270K – – –
QC
564
Quadrature Capital
United Kingdom
$267K +$267K +3,296 New
MGIA
565
Moneta Group Investment Advisors
Missouri
$258K +$12.6K +156 +5%
HHGA
566
Halbert Hargrove Global Advisors
California
$257K – – –
PI
567
PFG Investments
New York
$253K +$567 +7 +0.2%
LSA
568
Lion Street Advisors
Texas
$253K -$7.85K -97 -3%
LWA
569
Lantern Wealth Advisors
New York
$251K +$251K +3,103 New
CIBC Private Wealth Group
570
CIBC Private Wealth Group
Georgia
$249K -$12.3K -152 -5%
MOS
571
MGO One Seven
Ohio
$247K -$15.9K -197 -6%
LIM
572
Leavell Investment Management
Alabama
$243K +$243K +3,000 New
CGPCS
573
Capital Group Private Client Services
California
$243K – – –
EWM
574
Executive Wealth Management
Michigan
$242K +$242K +2,994 New
KA
575
Kovack Advisors
Florida
$242K +$46.4K +573 +24%
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