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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
+$69.6M
3
WIA
World Investment Advisors
California
+$60.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$40.5M
5
Morgan Stanley
Morgan Stanley
New York
+$22.7M

Top Sellers

1
ERSOT
Employees Retirement System of Texas
Texas
-$95.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$56M
3
HC
Hamilton Capital
Ohio
-$38.2M
4
C
Certuity
Florida
-$29.2M
5
Goldman Sachs
Goldman Sachs
New York
-$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
201
Stratos Wealth Advisors
Ohio
$3.52M +$122K +1,472 +4%
HCM
202
Howard Capital Management
Georgia
$3.48M +$507K +6,088 +17%
Fidelity Investments
203
Fidelity Investments
Massachusetts
$3.45M +$897K +10,776 +35%
NF
204
Nikulski Financial
Iowa
$3.4M +$106K +1,278 +3%
MFP
205
Meridian Financial Partners
Virginia
$3.3M -$64.7K -778 -2%
GI
206
GLOBALT Investments
Georgia
$3.26M -$85.1K -1,023 -3%
SFP
207
Sweet Financial Partners
Minnesota
$3.2M – – –
Mercer Global Advisors
208
Mercer Global Advisors
Colorado
$3.06M +$65.5K +793 +2%
HTC
209
Haverford Trust Company
Pennsylvania
$3.06M +$64.1K +770 +2%
HIS
210
Harvest Investment Services
Illinois
$3M +$202K +2,433 +7%
HA
211
Herold Advisors
New York
$2.91M +$58.6K +704 +2%
MF
212
Meridian Financial
Massachusetts
$2.91M +$75.7K +910 +3%
SA
213
Shilanski & Associates
Alaska
$2.89M +$116K +1,397 +4%
TFS
214
Thoroughbred Financial Services
Tennessee
$2.87M +$197K +2,373 +7%
Goldman Sachs
215
Goldman Sachs
New York
$2.78M -$17.4M -209,404 -86%
TAM
216
Titleist Asset Management
Texas
$2.78M +$2.66K +32 +0.1%
BMA
217
Brooks Moore & Associates
Tennessee
$2.73M +$17.6K +212 +0.7%
DW
218
Durante & Waters
New York
$2.71M -$599K -7,197 -18%
CCFM
219
Clear Creek Financial Management
Washington
$2.66M +$241K +2,902 +10%
Susquehanna International Group
220
Susquehanna International Group
Pennsylvania
$2.65M -$1.88M -22,624 -42%
Focus Partners Wealth
221
Focus Partners Wealth
Massachusetts
$2.6M +$216K +2,596 +9%
FCA
222
FinTrust Capital Advisors
South Carolina
$2.58M +$195K +2,340 +8%
GIA
223
Gladstone Institutional Advisory
Florida
$2.56M -$3.45M -41,515 -57%
NFG
224
Nations Financial Group
Iowa
$2.55M +$137K +1,644 +6%
SMG
225
Smart Money Group
Texas
$2.51M +$50.2K +612 +2%
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