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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 %
NFA
626
Northwest Financial Advisors
Virginia
$9.45K +$9.45K +114 New
FFA
627
Farther Finance Advisors
California
$9.32K +$9.32K +112 New
FP
628
Financial Perspectives
Minnesota
$8.65K – – –
PP
629
Pacifica Partners
Canada
$8.65K – – –
GIA
630
GHP Investment Advisors
Colorado
$8.32K – – –
JIP
631
Jaffetilchin Investment Partners
Florida
$7.28K +$7.28K +87 New
RI
632
Ridgewood Investments
New Jersey
$7.24K – – –
DCM
633
Davis Capital Management
Florida
$6.91K +$6.91K +83 New
IRC
634
Investors Research Corp
Georgia
$6.07K – – –
TRCT
635
Tower Research Capital (TRC)
New York
$4.91K -$21.2K -255 -81%
TC
636
Truvestments Capital
Florida
$4.08K +$4.08K +49 New
EDRH
637
Edmond de Rothschild Holding
Switzerland
$3.99K – – –
CPG
638
Cornerstone Planning Group
New Jersey
$3.17K -$54K -647 -94%
WP
639
WealthShield Partners
North Carolina
$3.15K – – –
ATS
640
Ashton Thomas Securities
New York
$2.5K +$2.5K +30 New
HFS
641
Horizon Financial Services
North Carolina
$2.14K – – –
CAS
642
Coppell Advisory Solutions
Texas
$1.99K – – –
VanEck Associates
643
VanEck Associates
New York
$1K -$24.1K -409 -96%
WOC
644
West Oak Capital
California
$108 – – –
ERSOT
645
Employees Retirement System of Texas
Texas
– -$95.4M -1,222,300 Closed
SFC
646
Strategic Financial Concepts
Texas
– -$1.02M -171,889 Closed
RIA
647
Regal Investment Advisors
Michigan
– -$8.61M -110,328 Closed
GS
648
GTS Securities
New York
– -$1.25M -16,072 Closed
FTUS
649
Flow Traders U.S.
New York
– -$1.24M -15,820 Closed
ITC
650
Inspire Trust Company
Nevada
– -$1.03M -13,150 Closed
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