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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 %
TC
701
Truvestments Capital
Florida
$3.97K – – –
CPG
702
Cornerstone Planning Group
New Jersey
$3.2K – – –
WP
703
WealthShield Partners
North Carolina
$3.07K – – –
NS
704
NBC Securities
Alabama
$2.23K -$2.12M -25,721 -100%
HFS
705
Horizon Financial Services
North Carolina
$2.09K – – –
CAS
706
Coppell Advisory Solutions
Texas
$1.94K – – –
VanEck Associates
707
VanEck Associates
New York
$1K – – –
PCS
708
Personal CFO Solutions
New Jersey
– -$4.58M -55,092 Closed
Renaissance Technologies
709
Renaissance Technologies
New York
– -$4.44M -53,400 Closed
DAS
710
Dynamic Advisor Solutions
Arizona
– -$4.22M -50,709 Closed
KWA
711
Kingswood Wealth Advisors
California
– -$4.14M -49,743 Closed
DW
712
Durante & Waters
New York
– -$2.71M -32,580 Closed
ZIMP
713
Zimmermann Investment Management & Planning
Pennsylvania
– -$2.1M -25,240 Closed
Prudential Financial
714
Prudential Financial
New Jersey
– -$1.96M -23,605 Closed
CW
715
CreativeOne Wealth
Kansas
– -$1.44M -17,309 Closed
BWP
716
Baldwin Wealth Partners
Massachusetts
– -$1.41M -16,929 Closed
PIA
717
Perennial Investment Advisors
California
– -$913K -10,971 Closed
EFG
718
Ethos Financial Group
Pennsylvania
– -$721K -8,663 Closed
FHC
719
First Heartland Consultants
Missouri
– -$701K -8,430 Closed
FTDI
720
First Trust Direct Indexing
Massachusetts
– -$632K -7,590 Closed
CRWM
721
Castle Rock Wealth Management
California
– -$398K -4,800 Closed
CSPIA
722
Cary Street Partners Investment Advisory
Virginia
– -$369K -4,429 Closed
CCM
723
Carderock Capital Management
Maryland
– -$287K -3,453 Closed
Wolverine Trading
724
Wolverine Trading
Illinois
– -$247K -2,978 Closed
CCG
725
Cypress Capital Group
Florida
– -$219K -2,627 Closed
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29
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