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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.

New
Increased
Maintained
Reduced
Closed
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
Lido Advisors
California
$115M
2
PAG
Private Advisor Group
New Jersey
$221M
3
IAA
Independent Advisor Alliance
North Carolina
$70.1M
4
LPL Financial
LPL Financial
California
$971M
5
Comerica Bank
Comerica Bank
Texas
$63.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$59.5M
2
WMR
Wealth Management Resources
Rhode Island
$3.75M
3
BFG
Bouchey Financial Group
New York
$71.4M
4
HGA
Hobbs Group Advisors
South Carolina
$7.35M
5
TWP
Triad Wealth Partners
Kansas
$3.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPW
126
Monterey Private Wealth
California
$10.3M +$169K +2,092 +2%
OPWM
127
Oxinas Partners Wealth Management
Indiana
$10.1M +$556K +6,870 +6%
BRWM
128
Blue Rock Wealth Management
North Carolina
$9.75M +$9.75M +120,432 New
RPGK
129
Retirement Planning Group (Kansas)
Kansas
$9.67M -$485K -5,995 -5%
MPW
130
Melone Private Wealth
Michigan
$9.5M -$541K -6,688 -5%
TCM
131
TD Capital Management
Tennessee
$9.37M -$134K -1,661 -1%
HBS
132
Howard Bailey Securities
Indiana
$9.37M +$312K +3,860 +3%
AIM
133
Archer Investment Management
Texas
$9.34M +$9.34M +115,404 New
AWE
134
Avidian Wealth Enterprises
Texas
$9.3M +$1.07M +13,268 +13%
MSWA
135
Marshall & Sterling Wealth Advisors
New York
$9.26M +$9.26M +114,445 New
CPA
136
Capital Planning Advisors
California
$9.25M +$280K +3,460 +3%
IA
137
IFG Advisory
Georgia
$9.09M +$416K +5,138 +5%
FHA
138
Flagship Harbor Advisors
Massachusetts
$9.04M +$549K +6,779 +6%
WWM
139
Western Wealth Management
Colorado
$8.96M -$3.5M -43,303 -28%
Creative Planning
140
Creative Planning
Kansas
$8.96M -$193K -2,385 -2%
GSEP
141
Golden State Equity Partners
California
$8.88M -$4.5M -55,652 -34%
IA
142
Insight Advisors
Pennsylvania
$8.88M +$716K +8,842 +9%
PCG
143
Prosperity Consulting Group
Maryland
$8.83M -$455K -5,623 -5%
GSWM
144
Golden State Wealth Management
California
$8.79M +$8.79M +108,634 New
JWCA
145
J.W. Cole Advisors
Florida
$8.79M -$382K -4,716 -4%
LFG
146
Larson Financial Group
Missouri
$8.59M +$4.55M +56,182 +113%
IWM
147
IHT Wealth Management
Illinois
$8.26M +$289K +3,574 +4%
SAM
148
Smartleaf Asset Management
Massachusetts
$8.15M +$258K +3,185 +3%
Envestnet Portfolio Solutions
149
Envestnet Portfolio Solutions
Illinois
$8.14M +$180K +2,225 +2%
WAP
150
Wealthcare Advisory Partners
Pennsylvania
$7.94M +$3.02M +37,268 +61%
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