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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 %
PFS
151
Prospera Financial Services
Texas
$6.56M +$1.34M +16,159 +26%
FG
152
Fiduciary Group
Georgia
$6.39M +$453K +5,441 +8%
GPW
153
Gray Private Wealth
Massachusetts
$6.28M +$118K +1,413 +2%
MSAM
154
Moloney Securities Asset Management
Missouri
$6.27M +$62K +745 +1%
DC
155
Darrow Company
Massachusetts
$6.26M +$828K +9,954 +15%
APA
156
Astoria Portfolio Advisors
New York
$6.19M -$2.42M -28,850 -28%
PP
157
Prudential plc
United Kingdom
$6.16M -$191K -2,300 -3%
AA
158
Ancora Advisors
Ohio
$5.83M -$15.1K -181 -0.3%
LPAM
159
Lodestar Private Asset Management
California
$5.68M +$36.7K +441 +0.7%
TNB
160
Thomasville National Bank
Georgia
$5.66M -$37.7K -453 -0.7%
Corient Private Wealth
161
Corient Private Wealth
Florida
$5.54M -$133K -1,603 -2%
Comerica Bank
162
Comerica Bank
Texas
$5.52M +$406K +4,879 +8%
FRA
163
FFG Retirement Advisors
Colorado
$5.44M -$119K -1,428 -2%
REMPR
164
Roof Eidam Maycock Peralta (REMP)
California
$5.39M +$218K +2,615 +4%
OC
165
Oppenheimer & Co
New York
$5.29M +$223K +2,681 +4%
FIA
166
Foundations Investment Advisors
Arizona
$5.25M +$2.29M +27,462 +77%
WAP
167
Wealthcare Advisory Partners
Pennsylvania
$5.06M +$28K +336 +0.6%
LSA
168
Lansing Street Advisors
Pennsylvania
$5.02M +$17.9K +215 +0.4%
Mirae Asset Global Investments
169
Mirae Asset Global Investments
South Korea
$5.02M – – –
FFS
170
Founders Financial Securities
Maryland
$4.99M -$67.5K -811 -1%
AWM
171
Aries Wealth Management
Maine
$4.95M +$4.99K +60 +0.1%
CIAS
172
Capital Investment Advisory Services
North Carolina
$4.92M +$260K +3,124 +6%
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$4.74M +$122K +1,470 +3%
CNBTD
174
Citizens National Bank Trust Department
Mississippi
$4.61M -$36.4K -437 -0.8%
PCS
175
Personal CFO Solutions
New Jersey
$4.58M +$977K +11,746 +27%
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