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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 %
LW
101
Lauer Wealth
Indiana
$12.6M 151,614 -15,947 -10%
KDA
102
Kraft Davis & Associates
Missouri
$12.6M 153,575 +2,870 +2%
DWAM
103
Duncan Williams Asset Management
Tennessee
$12.4M 149,126 +34,830 +30%
HFS
104
Howard Financial Services
Texas
$12.4M 148,877 +44,159 +42%
FCM
105
Family Capital Management
Michigan
$12.3M 148,402 -1,747 -1%
HGA
106
Hobbs Group Advisors
South Carolina
$12.3M 147,804 +8,684 +6%
FNT
107
First National Trust
Pennsylvania
$12.2M 147,096 +7,030 +5%
SFA
108
Sequoia Financial Advisors
Ohio
$11.6M 139,869 -19,648 -12%
WANY
109
Wealthspire Advisors (New York)
New York
$11.6M 139,480 +7,571 +6%
UAG
110
United Advisor Group
Ohio
$11.1M 133,936 +23,419 +21%
CFS
111
CRA Financial Services
New Jersey
$10.7M 129,142 +23,958 +23%
BAWC
112
Boyce & Associates Wealth Consulting
Texas
$10.5M 126,071 +5,838 +5%
VVP
113
Venture Visionary Partners
Ohio
$10.5M 126,009 +9,352 +8%
RPGK
114
Retirement Planning Group (Kansas)
Kansas
$10.4M 125,531 +69,598 +124%
MPW
115
Monterey Private Wealth
California
$10.4M 124,782 +4,262 +4%
JAG
116
Journey Advisory Group
Kentucky
$10.3M 132,360 -2,380 -2%
MPW
117
Melone Private Wealth
Michigan
$10.3M 124,092 +3,046 +3%
IF
118
Intrua Financial
Texas
$10.3M 123,590 -2,144 -2%
SWP
119
Stratos Wealth Partners
Ohio
$10.3M 123,316 +23,255 +23%
OPWM
120
Oxinas Partners Wealth Management
Indiana
$9.82M 117,993 +12,886 +12%
C
121
Certuity
Florida
$9.8M 117,813 -351,129 -75%
TCM
122
TD Capital Management
Tennessee
$9.77M 117,466 +7,112 +6%
PCG
123
Prosperity Consulting Group
Maryland
$9.54M 114,708 -4,179 -4%
JWCA
124
J.W. Cole Advisors
Florida
$9.43M 113,299 -674 -0.6%
Creative Planning
125
Creative Planning
Kansas
$9.41M 113,079 +11,221 +11%
3 4
5
6 7