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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 %
MWM
601
Maripau Wealth Management
Indiana
$205K +$205K +2,531 New
S
602
SignatureFD
Georgia
$204K +$65.4K +808 +47%
PPC
603
Park Place Capital
Alabama
$203K +$648 +8 +0.3%
TAM
604
Tucker Asset Management
Colorado
$201K – – –
HIA
605
Harbor Investment Advisory
Maryland
$190K – – –
CTWM
606
Cherry Tree Wealth Management
Minnesota
$189K +$8.82K +109 +5%
GWANC
607
Guardian Wealth Advisors (North Carolina)
North Carolina
$178K -$9.47K -117 -5%
KBFS
608
Kohmann Bosshard Financial Services
Ohio
$175K +$175K +2,160 New
LWCFA
609
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$152K – – –
IWA
610
Icon Wealth Advisors
Texas
$141K +$2.02K +25 +1%
GWM
611
Guardian Wealth Management
Illinois
$136K -$49K -605 -27%
T
612
Transce3nd
Texas
$132K +$132K +1,637 New
KFI
613
Key Financial Inc
Pennsylvania
$128K – – –
AAG
614
Armstrong Advisory Group
Massachusetts
$127K – – –
CB
615
CNB Bank
Pennsylvania
$126K – – –
BIM
616
Breakwater Investment Management
Washington
$115K +$54.4K +672 +90%
LWANC
617
Laurel Wealth Advisors (North Carolina)
North Carolina
$115K -$24.3K -300 -17%
BOJHT
618
Bank of Jackson Hole Trust
Wyoming
$108K +$108K +1,330 New
DWM
619
Darwin Wealth Management
Florida
$108K +$405 +5 +0.4%
PSB
620
Piscataqua Savings Bank
New Hampshire
$105K – – –
WOC
621
West Oak Capital
California
$105K – – –
Qube Research & Technologies (QRT)
622
Qube Research & Technologies (QRT)
United Kingdom
$104K -$95.1K -1,175 -48%
SRCM
623
Signature Resources Capital Management
California
$103K +$243 +3 +0.2%
SWM
624
Spire Wealth Management
Virginia
$102K – – –
SIS
625
Strategic Investment Solutions
Illinois
$98.8K – – –
23 24
25
26 27