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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
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 %
Kayne Anderson Rudnick Investment Management
676
Kayne Anderson Rudnick Investment Management
California
$21.2K – – –
FFA
677
Frazier Financial Advisors
Ohio
$21.1K – – –
WIM
678
Westside Investment Management
California
$19.5K – – –
TCOV
679
Trust Company of Vermont
Vermont
$18.7K – – –
Q1WB
680
Quest 10 Wealth Builders
Virginia
$18.5K +$18.5K +229 New
C
681
Covestor
United Kingdom
$18K +$5.05K +62 +39%
FFO
682
Fortitude Family Office
Arizona
$16.5K +$16.5K +204 New
FWM
683
FLP Wealth Management
Arkansas
$14.6K +$14.6K +180 New
BSB
684
Bangor Savings Bank
Maine
$14.6K – – –
WT
685
Whittier Trust
California
$13.4K +$81 +1 +0.6%
FDW
686
Fourth Dimension Wealth
Ohio
$12.8K +$12.8K +158 New
PA
687
PSI Advisors
Florida
$12.5K – – –
BLC
688
Brown, Lisle/Cummings
Rhode Island
$12.1K – – –
SIS
689
Sound Income Strategies
Florida
$11.6K – – –
JWA
690
JFS Wealth Advisors
Pennsylvania
$11.2K – – –
EPW
691
Endeavor Private Wealth
Kansas
$9.41K +$9.41K +116 New
ACA
692
American Capital Advisory
Idaho
$8.9K +$8.9K +110 New
FP
693
Financial Perspectives
Minnesota
$8.42K – – –
GIA
694
GHP Investment Advisors
Colorado
$8.09K – – –
VWM
695
Vermillion Wealth Management
Minnesota
$8.02K +$8.02K +99 New
PP
696
Pacifica Partners
Canada
$7.67K -$726 -9 -9%
RI
697
Ridgewood Investments
New Jersey
$7.04K – – –
IRC
698
Investors Research Corp
Georgia
$5.91K – – –
TSMHT
699
Thurston Springer Miller Herd & Titak
Indiana
$4.86K +$4.86K +60 New
AssetMark Inc
700
AssetMark Inc
California
$4.13K +$4.13K +51 New
26 27
28
29 30