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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 %
IWP
101
Invenio Wealth Partners
Florida
$13.9M 172,135 +10,097 +6%
CWA
102
Continuum Wealth Advisors
New York
$13.9M 171,201 +7,638 +5%
FFN
103
Focus Financial Network
Minnesota
$13.8M 169,913 -758 -0.4%
DWAM
104
Duncan Williams Asset Management
Tennessee
$13.8M 169,970 +20,844 +14%
C
105
Certuity
Florida
$13.4M 166,080 +48,267 +41%
GVAG
106
Great Valley Advisor Group
Delaware
$13.4M 165,542 +3,250 +2%
HCM
107
Hengehold Capital Management
Ohio
$13.4M 165,191 +2,105 +1%
KDA
108
Kraft Davis & Associates
Missouri
$13.3M 159,851 +6,276 +4%
LW
109
Lauer Wealth
Indiana
$12.9M 159,985 +8,371 +6%
EFH
110
Eaton Financial Holdings
Florida
$12.2M 150,865 -6,617 -4%
Jones Financial Companies
111
Jones Financial Companies
Missouri
$11.9M 147,424 +53,172 +56%
FNT
112
First National Trust
Pennsylvania
$11.9M 146,746 -350 -0.2%
FCM
113
Family Capital Management
Michigan
$11.8M 145,545 -2,857 -2%
BAWC
114
Boyce & Associates Wealth Consulting
Texas
$11.8M 145,367 +19,296 +15%
CFS
115
CRA Financial Services
New Jersey
$11.7M 144,779 +15,637 +12%
UAG
116
United Advisor Group
Ohio
$11.7M 144,250 +10,314 +8%
SWP
117
Stratos Wealth Partners
Ohio
$11.4M 140,488 +17,172 +14%
WANY
118
Wealthspire Advisors (New York)
New York
$11.3M 139,479 -1 -0%
VVP
119
Venture Visionary Partners
Ohio
$11.2M 137,973 +11,964 +9%
WAG
120
Winthrop Advisory Group
Massachusetts
$11.1M 137,110 +137,110 New
IF
121
Intrua Financial
Texas
$10.8M 133,621 +10,031 +8%
MFG
122
Merit Financial Group
Georgia
$10.8M 133,380 +38,687 +41%
SFA
123
Sequoia Financial Advisors
Ohio
$10.7M 132,545 -7,324 -5%
JAG
124
Journey Advisory Group
Kentucky
$10.3M 132,360 – –
SWIA
125
Solano Wealth Investment Advisors
California
$10.3M 127,247 +127,247 New
3 4
5
6 7