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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 Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
76
Truist Financial
North Carolina
$23.5M 290,069 -1,898 -0.7%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$23.4M 289,402 -1,559 -0.5%
SWM
78
SK Wealth Management
Rhode Island
$23.4M 289,022 +801 +0.3%
FC
79
Forte Capital
New York
$23.2M 286,197 -1,037 -0.4%
TSWM
80
Tyler-Stone Wealth Management
Ohio
$22.9M 282,916 +23,988 +9%
AA
81
ACT Advisors
North Carolina
$22.4M 276,841 +3,052 +1%
CIA
82
Concurrent Investment Advisors
Florida
$21.7M 267,566 +6,654 +3%
MML Investors Services
83
MML Investors Services
Massachusetts
$21.3M 262,860 +27,279 +12%
AWA
84
Amplius Wealth Advisors
Pennsylvania
$20.8M 257,129 +13,294 +5%
MWM
85
Modern Wealth Management
Kansas
$20.5M 252,855 +252,855 New
HWM
86
HB Wealth Management
Georgia
$20.2M 249,300 -6,951 -3%
SPWG
87
Sage Private Wealth Group
Illinois
$19.7M 243,275 -12,754 -5%
CFA
88
Cahill Financial Advisors
Minnesota
$19.3M 238,645 +9,726 +4%
HFS
89
Howard Financial Services
Texas
$17.8M 220,374 +71,497 +48%
DADC
90
D.A. Davidson & Co
Montana
$17.7M 218,647 +11,213 +5%
CA
91
CGN Advisors
Kansas
$17.6M 217,889 +2,000 +0.9%
PAWA
92
Palo Alto Wealth Advisors
California
$17.4M 214,866 +8,995 +4%
COI
93
Connable Office Inc
Michigan
$17.4M 214,530 -573 -0.3%
HCA
94
Heck Capital Advisors
Wisconsin
$17.3M 214,269 -7,602 -3%
CRC
95
Curi RMB Capital
Illinois
$16.9M 208,275 -2,840 -1%
Bank of New York Mellon
96
Bank of New York Mellon
New York
$16.8M 207,861 -497 -0.2%
CAP
97
Columbia Advisory Partners
Washington
$15.4M 189,978 +189,978 New
MSFS
98
Main Street Financial Solutions
Pennsylvania
$15M 184,779 +964 +0.5%
CA
99
Cresta Advisors
Texas
$14.7M 176,425 – –
TAM
100
Townsend Asset Management
North Carolina
$14M 173,113 +184 +0.1%
2 3
4
5 6