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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 %
IF
601
Integrity Financial
Wyoming
$32K – – –
CWC
602
Carolinas Wealth Consulting
North Carolina
$30.8K – – –
CTC
603
Central Trust Company
Missouri
$25.4K – – –
JPWM
604
Jamison Private Wealth Management
Georgia
$25K – – –
GI
605
GAMMA Investing
California
$24.5K – – –
WI
606
Wintrust Investments
Illinois
$24K +$24K +298 New
SCA
607
Stuart Chaussee & Associates
California
$22.3K – – –
NSIM
608
North Star Investment Management
Illinois
$22.1K – – –
Kayne Anderson Rudnick Investment Management
609
Kayne Anderson Rudnick Investment Management
California
$21.8K – – –
FFA
610
Frazier Financial Advisors
Ohio
$21.7K – – –
PCA
611
Providence Capital Advisors
North Carolina
$20.8K – – –
WIM
612
Westside Investment Management
California
$20.1K – – –
TCOV
613
Trust Company of Vermont
Vermont
$19.2K – – –
ITIM
614
Indiana Trust & Investment Management
Indiana
$18.9K +$18.9K +227 New
SIM
615
Studio Investment Management
Illinois
$17.6K +$17.6K +211 New
BSB
616
Bangor Savings Bank
Maine
$15K – – –
WT
617
Whittier Trust
California
$13.6K +$83 +1 +0.6%
C
618
Covestor
United Kingdom
$13K +$1.64K +20 +14%
PA
619
PSI Advisors
Florida
$12.9K -$11.6K -139 -47%
BLC
620
Brown, Lisle/Cummings
Rhode Island
$12.5K – – –
SIS
621
Sound Income Strategies
Florida
$11.9K -$27.3K -328 -70%
AF
622
Allworth Financial
California
$11.9K +$83 +1 +0.7%
JWA
623
JFS Wealth Advisors
Pennsylvania
$11.5K – – –
CA
624
Crewe Advisors
Utah
$11.3K -$4.16K -50 -27%
JFGIW
625
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.1K +$10.1K +121 New
23 24
25
26 27