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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.

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
1
Kovitz Investment Group Partners
Illinois
$106M
2
LPL Financial
2
LPL Financial
California
$932M
3
WIA
3
World Investment Advisors
California
$60.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$79.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$697M

Top Sellers

1
ERSOT
1
Employees Retirement System of Texas
Texas
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$171M
3
HC
3
Hamilton Capital
Ohio
$544M
4
C
4
Certuity
Florida
$9.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.78M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$34.9M 419,770 +24,619 +6%
IA
52
IFP Advisors
Florida
$33.3M 399,656 -3,744 -0.9%
BA
53
BCM Advisors
Louisiana
$33M 401,652 -4,778 -1%
ACA
54
Aspire Capital Advisors
Washington
$32M 384,025 +12,743 +3%
AAS
55
Avantax Advisory Services
Texas
$31.7M 381,400 +20,343 +6%
PSCM
56
Per Stirling Capital Management
Texas
$31.6M 379,527 -7,830 -2%
Stifel Financial
57
Stifel Financial
Missouri
$31.2M 374,531 +28,865 +8%
GWSG
58
GPS Wealth Strategies Group
Colorado
$31.1M 373,962 -17,443 -4%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$29.2M 350,476 -121,319 -26%
TFG
60
Team Financial Group
California
$28.4M 341,102 +7,553 +2%
Mariner
61
Mariner
Kansas
$28.1M 338,008 +7,538 +2%
CWA
62
Choice Wealth Advisors
Maine
$27.6M 331,267 -1,815 -0.5%
KPWS
63
Kestra Private Wealth Services
Texas
$25.6M 307,844 +1,103 +0.4%
SA
64
Sanctuary Advisors
Indiana
$24.8M 293,590 +102,472 +54%
SWMG
65
Sanchez Wealth Management Group
Florida
$24.4M 293,207 -2,865 -1%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$24.4M 293,046 +52,194 +22%
Truist Financial
67
Truist Financial
North Carolina
$24.3M 291,967 +9,228 +3%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$24.2M 290,961 -10,493 -3%
FC
69
Forte Capital
New York
$23.9M 287,234 +5,384 +2%
SWM
70
SK Wealth Management
Rhode Island
$23.6M 288,221 +288,221 New
LCM
71
LVM Capital Management
Michigan
$22.9M 293,297 – –
AA
72
ACT Advisors
North Carolina
$22.8M 273,789 +2,998 +1%
CIA
73
Concurrent Investment Advisors
Florida
$21.7M 260,912 +2,756 +1%
TSWM
74
Tyler-Stone Wealth Management
Ohio
$21.5M 258,928 +141,441 +120%
HWM
75
HB Wealth Management
Georgia
$21.3M 256,251 -4,843 -2%
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