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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

707 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, 315 increasing their positions, 168 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+64
Holders Change %
+9.95%
% of All Funds
9.41%
Holding in Top 10
83
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+20.29%
% of All Funds
1.1%
New
107
Increased
315
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
+$103M
3
IAA
Independent Advisor Alliance
North Carolina
+$70.1M
4
LPL Financial
LPL Financial
California
+$64.2M
5
Comerica Bank
Comerica Bank
Texas
+$58.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$18.1M
2
WMR
Wealth Management Resources
Rhode Island
-$9.65M
3
BFG
Bouchey Financial Group
New York
-$5.18M
4
HGA
Hobbs Group Advisors
South Carolina
-$4.61M
5
TWP
Triad Wealth Partners
Kansas
-$4.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
176
Foundations Investment Advisors
Arizona
$5.95M +$848K +10,480 +17%
AA
177
Ancora Advisors
Ohio
$5.7M +$22.3K +275 +0.4%
CCG
178
Catalina Capital Group
California
$5.55M -$1.05M -12,982 -16%
LPAM
179
Lodestar Private Asset Management
California
$5.53M +$4.29K +53 +0.1%
TNB
180
Thomasville National Bank
Georgia
$5.52M +$22K +272 +0.4%
WPIC
181
White Pine Investment Company
Michigan
$5.46M +$1.73M +21,356 +46%
PP
182
Prudential plc
United Kingdom
$5.38M -$611K -7,550 -10%
OC
183
Oppenheimer & Co
New York
$5.24M +$101K +1,245 +2%
FRA
184
FFG Retirement Advisors
Colorado
$5.22M -$71.1K -879 -1%
REMPR
185
Roof Eidam Maycock Peralta (REMP)
California
$5.16M -$81.6K -1,008 -2%
CCAM
186
Cascades Capital Asset Management
North Carolina
$4.92M +$549K +6,789 +13%
Mirae Asset Global Investments
187
Mirae Asset Global Investments
South Korea
$4.91M – – –
GT
188
Glenmede Trust
Pennsylvania
$4.87M +$450K +5,564 +10%
Corient Private Wealth
189
Corient Private Wealth
Florida
$4.82M -$298K -3,866 -6%
AWP
190
Axis Wealth Partners
Rhode Island
$4.81M +$4.81M +59,408 New
AWM
191
Aries Wealth Management
Maine
$4.79M -$20.3K -251 -0.4%
CIAS
192
Capital Investment Advisory Services
North Carolina
$4.75M -$30.3K -375 -0.6%
FFS
193
Founders Financial Securities
Maryland
$4.72M -$140K -1,729 -3%
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$4.71M +$109K +1,343 +2%
AFP
195
Ausdal Financial Partners
Iowa
$4.54M +$607K +7,499 +15%
PAS
196
Park Avenue Securities
New York
$4.53M +$251K +3,099 +6%
Fidelity Investments
197
Fidelity Investments
Massachusetts
$4.51M +$1.15M +14,261 +34%
Brown Advisory
198
Brown Advisory
Maryland
$4.49M +$645K +7,971 +17%
CNBTD
199
Citizens National Bank Trust Department
Mississippi
$4.46M -$23.5K -290 -0.5%
LSA
200
Lansing Street Advisors
Pennsylvania
$4.39M -$501K -6,186 -10%
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