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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 Holding Trade Value Shares
Change 		Shares
Change %
SPWG
76
Sage Private Wealth Group
Illinois
$21.3M -$647K -7,779 -3%
AI
77
Atria Investments
North Carolina
$21.1M +$7.35M +88,381 +53%
AWA
78
Amplius Wealth Advisors
Pennsylvania
$20.3M +$388K +4,657 +2%
MML Investors Services
79
MML Investors Services
Massachusetts
$19.6M -$312K -3,753 -2%
CFA
80
Cahill Financial Advisors
Minnesota
$19M -$1.33M -15,991 -7%
HCA
81
Heck Capital Advisors
Wisconsin
$18.5M +$1.59M +19,068 +9%
CA
82
CGN Advisors
Kansas
$18M +$4.17M +50,160 +30%
COI
83
Connable Office Inc
Michigan
$17.9M +$712K +8,556 +4%
CRC
84
Curi RMB Capital
Illinois
$17.6M -$47.2K -567 -0.3%
Bank of New York Mellon
85
Bank of New York Mellon
New York
$17.3M -$426K -5,123 -2%
PAWA
86
Palo Alto Wealth Advisors
California
$17.3M +$28.7K +341 +0.2%
DADC
87
D.A. Davidson & Co
Montana
$17.3M +$716K +8,604 +4%
MSFS
88
Main Street Financial Solutions
Pennsylvania
$15.3M +$215K +2,586 +1%
CA
89
Cresta Advisors
Texas
$14.7M +$774K +9,307 +6%
TAM
90
Townsend Asset Management
North Carolina
$14.4M +$204K +2,448 +1%
FFN
91
Focus Financial Network
Minnesota
$14.2M +$206K +2,475 +1%
Cerity Partners
92
Cerity Partners
New York
$13.8M +$458K +5,507 +3%
WMR
93
Wealth Management Resources
Rhode Island
$13.8M -$83.3K -1,001 -0.6%
GSEP
94
Golden State Equity Partners
California
$13.8M +$1.57M +18,799 +13%
CWA
95
Continuum Wealth Advisors
New York
$13.6M -$7.16M -86,092 -34%
HCM
96
Hengehold Capital Management
Ohio
$13.6M +$780K +9,369 +6%
GVAG
97
Great Valley Advisor Group
Delaware
$13.5M -$6.59M -79,148 -33%
IWP
98
Invenio Wealth Partners
Florida
$13.5M +$1.66M +19,967 +14%
EFH
99
Eaton Financial Holdings
Florida
$13.1M +$13.1M +157,482 New
WWM
100
Western Wealth Management
Colorado
$12.8M +$3.67M +44,064 +40%
2 3
4
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