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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.

New
Increased
Maintained
Reduced
Closed
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
Kovitz Investment Group Partners
Illinois
$106M
2
LPL Financial
LPL Financial
California
$932M
3
WIA
World Investment Advisors
California
$60.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$79.8M
5
Morgan Stanley
Morgan Stanley
New York
$697M

Top Sellers

1
ERSOT
Employees Retirement System of Texas
Texas
$0
2
RJFSA
Raymond James Financial Services Advisors
Florida
$171M
3
HC
Hamilton Capital
Ohio
$544M
4
C
Certuity
Florida
$9.8M
5
Goldman Sachs
Goldman Sachs
New York
$2.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
HBS
126
Howard Bailey Securities
Indiana
$9.31M +$9.31M +111,880 New
CPA
127
Capital Planning Advisors
California
$9.22M -$36.9K -443 -0.4%
IA
128
IFG Advisory
Georgia
$8.91M -$252K -3,029 -3%
FHA
129
Flagship Harbor Advisors
Massachusetts
$8.73M +$8.73M +104,939 New
WSFS
130
Wilmington Savings Fund Society
Delaware
$8.65M +$64.2K +772 +0.7%
AWE
131
Avidian Wealth Enterprises
Texas
$8.46M +$1.07M +12,880 +15%
IA
132
Insight Advisors
Pennsylvania
$8.39M +$1.55M +18,656 +23%
IWM
133
IHT Wealth Management
Illinois
$8.19M +$140K +1,679 +2%
Envestnet Portfolio Solutions
134
Envestnet Portfolio Solutions
Illinois
$8.19M -$488K -5,863 -6%
TWP
135
Triad Wealth Partners
Kansas
$8.18M -$3.1M -37,205 -27%
OWA
136
ORBA Wealth Advisors
Illinois
$8.15M +$174K +2,089 +2%
SAM
137
Smartleaf Asset Management
Massachusetts
$8.08M -$4.58M -55,319 -36%
MA
138
MBA Advisors
Pennsylvania
$7.93M -$4.33K -52 -0.1%
MFG
139
Merit Financial Group
Georgia
$7.88M -$1.59M -19,152 -17%
AWS
140
Atria Wealth Solutions
New York
$7.87M -$6.39M -76,744 -45%
Jones Financial Companies
141
Jones Financial Companies
Missouri
$7.81M +$5.25M +63,382 +205%
MTWM
142
Masso Torrence Wealth Management
New Jersey
$7.54M -$1.75K -21 -0%
AFG
143
Albion Financial Group
Utah
$7.4M -$15K -180 -0.2%
GLA
144
Good Life Advisors
Pennsylvania
$7.3M +$101K +1,213 +1%
AAS
145
Ameritas Advisory Services
Nebraska
$7.24M -$1.94M -23,293 -21%
IWP
146
IAG Wealth Partners
Wisconsin
$7.19M +$624K +7,496 +10%
VWWMG
147
Vermillion & White Wealth Management Group
Pennsylvania
$6.9M +$1M +12,066 +17%
CCG
148
Catalina Capital Group
California
$6.79M +$436K +5,237 +7%
UCFA
149
United Capital Financial Advisors
Texas
$6.63M -$125K -1,508 -2%
SMC
150
Smith, Moore & Co
Missouri
$6.6M +$336K +4,035 +5%
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6
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