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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 %
HGERS
576
Householder Group Estate & Retirement Specialist
Arizona
$76K – – –
CFGS
577
Concourse Financial Group Securities
Alabama
$72.6K +$30K +361 +71%
PMFA
578
Plante Moran Financial Advisors
Michigan
$69.3K – – –
CT
579
Coastline Trust
Rhode Island
$66.4K +$66.4K +798 New
OA
580
Operose Advisors
Wisconsin
$66.1K – – –
T
581
Tidemark
California
$62.8K – – –
BIM
582
Breakwater Investment Management
Washington
$62.2K – – –
AF
583
Advisornet Financial
Minnesota
$58.5K – – –
BCWM
584
Bartlett & Co Wealth Management
Ohio
$53K – – –
WWM
585
Wolff Wiese Magana
California
$51.6K +$5.41K +65 +12%
SSB
586
Sandy Spring Bank
Maryland
$49.9K -$5.41K -65 -10%
PGAM
587
Princeton Global Asset Management
New Jersey
$49.9K – – –
BFA
588
BBJS Financial Advisors
Washington
$43.7K – – –
JGCM
589
Joseph Group Capital Management
Ohio
$43.5K -$2.75K -33 -6%
SIC
590
Salem Investment Counselors
North Carolina
$42.4K -$16.1K -193 -27%
S
591
Sachetta
Massachusetts
$41.6K – – –
FG
592
Fairman Group
Pennsylvania
$41.6K – – –
TF
593
Tompkins Financial
New York
$41.6K – – –
CWM
594
Cedar Wealth Management
California
$41.4K -$78.2K -940 -65%
BWL
595
Bogart Wealth LLC
Virginia
$40.9K +$5.24K +63 +15%
EWP
596
Elevation Wealth Partners
California
$39.5K +$166 +2 +0.4%
PA
597
Parallel Advisors
California
$37.7K – – –
TFGT
598
TS Financial Group (TSFG)
Illinois
$35K +$83 +1 +0.2%
HWP
599
Highline Wealth Partners
California
$34.4K – – –
SWA
600
SOA Wealth Advisors
New York
$33.3K – – –
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