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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 %
OIA
51
OneDigital Investment Advisors
Kansas
$40.7M +$385K +4,755 +1%
SC
52
Savant Capital
Illinois
$40.5M -$1.98M -24,437 -5%
Osaic Holdings
53
Osaic Holdings
Arizona
$37.8M +$3.8M +47,000 +11%
GEA
54
Glen Eagle Advisors
New Jersey
$35.8M +$1.54M +19,050 +4%
AAS
55
Avantax Advisory Services
Texas
$33.9M +$3.03M +37,411 +10%
BA
56
BCM Advisors
Louisiana
$33.5M +$4.75K +57 +0%
SWA
57
Serenus Wealth Advisors
California
$32.7M +$32.7M +403,901 New
ACA
58
Aspire Capital Advisors
Washington
$32.2M +$1.1M +13,627 +4%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$32.1M -$3.43M -42,355 -10%
Stifel Financial
60
Stifel Financial
Missouri
$32.1M +$1.75M +21,590 +6%
IA
61
IFP Advisors
Florida
$31.6M -$765K -9,456 -2%
PSCM
62
Per Stirling Capital Management
Texas
$31.1M +$380K +4,700 +1%
GWSG
63
GPS Wealth Strategies Group
Colorado
$29.5M -$751K -9,274 -2%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$28.9M -$141K -1,702 -0.5%
TFG
65
Team Financial Group
California
$28.4M +$822K +10,153 +3%
Mariner
66
Mariner
Kansas
$28.4M +$1.03M +12,785 +4%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$27.5M +$3.83M +47,284 +16%
CWA
68
Choice Wealth Advisors
Maine
$26.8M -$24.4K -301 -0.1%
KPWS
69
Kestra Private Wealth Services
Texas
$25.9M +$986K +12,187 +4%
CFS
70
Compass Financial Services
Iowa
$25.2M +$25.2M +310,800 New
SWMG
71
Sanchez Wealth Management Group
Florida
$24.8M +$1.09M +13,459 +5%
SA
72
Sanctuary Advisors
Indiana
$24.8M +$102K +1,216 +0.4%
AI
73
Atria Investments
North Carolina
$24.2M +$3.69M +45,590 +18%
TM
74
TigerOak Management
New Mexico
$24M +$24M +296,687 New
LCM
75
LVM Capital Management
Michigan
$23.7M -$7.69K -95 -0%
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