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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.

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
1
Lido Advisors
California
$115M
2
PAG
2
Private Advisor Group
New Jersey
$221M
3
IAA
3
Independent Advisor Alliance
North Carolina
$70.1M
4
LPL Financial
4
LPL Financial
California
$971M
5
Comerica Bank
5
Comerica Bank
Texas
$63.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$59.5M
2
WMR
2
Wealth Management Resources
Rhode Island
$3.75M
3
BFG
3
Bouchey Financial Group
New York
$71.4M
4
HGA
4
Hobbs Group Advisors
South Carolina
$7.35M
5
TWP
5
Triad Wealth Partners
Kansas
$3.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
651
Bogart Wealth LLC
Virginia
$39.9K +$162 +2 +0.4%
JFGIW
652
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39.2K +$29.2K +350 +289%
EWP
653
Elevation Wealth Partners
California
$38.6K +$162 +2 +0.4%
FFA
654
Farther Finance Advisors
California
$38.4K +$29.3K +362 +323%
SIC
655
Salem Investment Counselors
North Carolina
$37.3K -$3.97K -49 -10%
CA
656
Crewe Advisors
Utah
$37.3K +$26.3K +325 +239%
PA
657
Parallel Advisors
California
$36.7K – – –
JGCM
658
Joseph Group Capital Management
Ohio
$36.3K -$5.99K -74 -14%
TFGT
659
TS Financial Group (TSFG)
Illinois
$34K – – –
HWP
660
Highline Wealth Partners
California
$33.4K – – –
SWA
661
SOA Wealth Advisors
New York
$32.4K – – –
MAS
662
MPWM Advisory Solutions
Georgia
$32K +$32K +395 New
IF
663
Integrity Financial
Wyoming
$31.2K – – –
VCM
664
Versant Capital Management
Arizona
$30.8K +$30.8K +381 New
CWC
665
Carolinas Wealth Consulting
North Carolina
$30K – – –
VWM
666
Venturi Wealth Management
Texas
$28.7K +$28.7K +355 New
UCB
667
United Community Bank
South Carolina
$28.6K +$28.6K +354 New
WI
668
Wintrust Investments
Illinois
$28K +$4.02K +50 +17%
HFM
669
Hartford Financial Management
Connecticut
$26.5K +$26.5K +327 New
STB
670
S&T Bank
Pennsylvania
$25.6K +$25.6K +316 New
ITIM
671
Indiana Trust & Investment Management
Indiana
$25.1K +$6.72K +83 +37%
CTC
672
Central Trust Company
Missouri
$24.7K – – –
GI
673
GAMMA Investing
California
$23.8K – – –
SCA
674
Stuart Chaussee & Associates
California
$21.7K – – –
NSIM
675
North Star Investment Management
Illinois
$21.5K – – –
25 26
27
28 29