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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 %
WSFS
151
Wilmington Savings Fund Society
Delaware
$7.93M -$485K -5,995 -6%
AWS
152
Atria Wealth Solutions
New York
$7.91M +$252K +3,116 +3%
MA
153
MBA Advisors
Pennsylvania
$7.88M +$168K +2,070 +2%
IWP
154
IAG Wealth Partners
Wisconsin
$7.83M +$844K +10,432 +12%
SNWA
155
Siligmueller & Norvid Wealth Advisors
Illinois
$7.67M +$7.67M +94,791 New
AC
156
Avant Capital
Louisiana
$7.65M +$7.65M +94,510 New
MTWM
157
Masso Torrence Wealth Management
New Jersey
$7.62M +$287K +3,549 +4%
OWA
158
ORBA Wealth Advisors
Illinois
$7.58M -$346K -4,275 -4%
HGA
159
Hobbs Group Advisors
South Carolina
$7.35M -$4.61M -56,959 -39%
GLA
160
Good Life Advisors
Pennsylvania
$7.29M +$184K +2,278 +3%
AFG
161
Albion Financial Group
Utah
$7.2M -$1.86K -23 -0%
DFP
162
Defined Financial Planning
California
$7.05M +$7.05M +87,140 New
SMC
163
Smith, Moore & Co
Missouri
$6.93M +$509K +6,291 +8%
UCFA
164
United Capital Financial Advisors
Texas
$6.85M +$398K +4,913 +6%
AAS
165
Ameritas Advisory Services
Nebraska
$6.65M -$392K -4,848 -6%
PWM
166
PMG Wealth Management
Illinois
$6.58M +$6.58M +81,251 New
KAS
167
KPP Advisory Services
Kentucky
$6.57M +$2.51M +30,961 +62%
DC
168
Darrow Company
Massachusetts
$6.47M +$373K +4,615 +6%
CWA
169
Crux Wealth Advisors
California
$6.43M +$6.43M +79,407 New
FG
170
Fiduciary Group
Georgia
$6.34M +$118K +1,458 +2%
PFS
171
Prospera Financial Services
Texas
$6.31M -$73K -902 -1%
MSAM
172
Moloney Securities Asset Management
Missouri
$6.26M +$164K +2,025 +3%
Goldman Sachs
173
Goldman Sachs
New York
$6.2M +$3.49M +43,179 +129%
RWM
174
Riverbend Wealth Management
South Carolina
$6.18M +$6.18M +76,297 New
GPW
175
Gray Private Wealth
Massachusetts
$6.17M +$55.6K +687 +0.9%
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