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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

706 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, 314 increasing their positions, 168 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
+63
Holders Change %
+9.8%
% of All Funds
9.4%
Holding in Top 10
83
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+20.29%
% of All Funds
1.11%
New
107
Increased
314
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
$221M
3
IAA
Independent Advisor Alliance
North Carolina
$70.1M
4
LPL Financial
LPL Financial
California
$971M
5
Comerica Bank
Comerica Bank
Texas
$63.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$59.5M
2
WMR
Wealth Management Resources
Rhode Island
$3.75M
3
BFG
Bouchey Financial Group
New York
$71.4M
4
HGA
Hobbs Group Advisors
South Carolina
$7.35M
5
TWP
Triad Wealth Partners
Kansas
$3.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
MW
576
Marcum Wealth
Ohio
$239K +$239K +2,952 New
EW
577
Element Wealth
Mississippi
$238K -$9.87K -122 -4%
WMWM
578
Whitaker-Myers Wealth Managers
Ohio
$237K -$1.05K -13 -0.4%
EIA
579
Edgemoor Investment Advisors
Maryland
$237K – – –
EC
580
EdgeRock Capital
Colorado
$237K – – –
LWM
581
LongView Wealth Management
Georgia
$232K +$232K +2,870 New
AW
582
Apricus Wealth
South Carolina
$231K +$231K +2,850 New
CF
583
Centaurus Financial
California
$229K +$1.7K +21 +0.7%
TC
584
Tenret Company
Florida
$229K -$32.7K -404 -13%
EWM
585
EPG Wealth Management
Georgia
$229K +$566 +7 +0.2%
FA
586
Fountainhead AM
New Jersey
$226K +$16.7K +206 +8%
RWA
587
Rooted Wealth Advisors
Illinois
$224K -$9.5K -117 -4%
TRCT
588
Tower Research Capital (TRC)
New York
$223K +$218K +2,698 +4,573%
BIA
589
Bigelow Investment Advisors
Maine
$222K -$80.9K -1,000 -27%
CM
590
Capital Management
Virginia
$219K – – –
MSA
591
McAlister Sweet & Associates
Texas
$219K – – –
TC
592
TAP Consulting
Missouri
$216K +$216K +2,667 New
First Manhattan
593
First Manhattan
New York
$216K +$216K +2,662 New
GC
594
Grimes & Company
Massachusetts
$215K +$890 +11 +0.4%
SCA
595
Snowden Capital Advisors
New York
$213K +$213K +2,631 New
CIC
596
Carnegie Investment Counsel
Ohio
$212K -$235K -2,907 -53%
HSWM
597
Hubbell Strickland Wealth Management
Louisiana
$212K +$890 +11 +0.4%
SAW
598
Signal Advisors Wealth
Michigan
$211K -$38.4K -474 -15%
TWM
599
Tradition Wealth Management
Minnesota
$206K +$206K +2,549 New
FBFS
600
First Business Financial Services
Wisconsin
$206K – – –
22 23
24
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