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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.

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
1
Kovitz Investment Group Partners
Illinois
$106M
2
LPL Financial
2
LPL Financial
California
$932M
3
WIA
3
World Investment Advisors
California
$60.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$79.8M
5
SWM
5
SK Wealth Management
Rhode Island
$23.6M

Top Sellers

1
ERSOT
1
Employees Retirement System of Texas
Texas
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$171M
3
HC
3
Hamilton Capital
Ohio
$544M
4
C
4
Certuity
Florida
$9.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.78M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.57B 18,877,057 +203,773 +1%
Bank of America
2
Bank of America
North Carolina
$976M 11,729,140 +205,355 +2%
LPL Financial
3
LPL Financial
California
$932M 11,206,561 +836,512 +8%
Morgan Stanley
4
Morgan Stanley
New York
$697M 8,382,040 +273,212 +3%
HC
5
Hamilton Capital
Ohio
$544M 6,637,335 -465,267 -7%
Ameriprise
6
Ameriprise
Minnesota
$512M 6,151,081 +165,457 +3%
HighTower Advisors
7
HighTower Advisors
Illinois
$225M 2,709,658 +173,967 +7%
UBS Group
8
UBS Group
Switzerland
$199M 2,385,578 +12,835 +0.5%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$171M 2,049,616 -673,045 -25%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$164M 1,965,250 +76,768 +4%
PAG
11
Private Advisor Group
New Jersey
$122M 1,462,231 -50,995 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$121M 1,450,078 +61,698 +4%
Wells Fargo
13
Wells Fargo
California
$119M 1,425,864 -16,206 -1%
Kovitz Investment Group Partners
14
Kovitz Investment Group Partners
Illinois
$106M 1,289,612 +1,284,875 +27,124%
OCM
15
One Capital Management
California
$106M 1,271,133 +127,291 +11%
RJA
16
Raymond James & Associates
Florida
$102M 1,225,082 +7,399 +0.6%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$93.3M 1,121,185 +228,924 +26%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$90.5M 1,087,888 +234,273 +27%
SPIA
19
Steward Partners Investment Advisory
New York
$87.1M 1,047,159 -2,598 -0.2%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$79.8M 959,051 +486,361 +103%
BFG
21
Bouchey Financial Group
New York
$78.7M 946,030 -19,794 -2%
WA
22
Waddell & Associates
Tennessee
$74.8M 899,427 +18,053 +2%
CCA
23
Clearwater Capital Advisors
Illinois
$73.1M 878,346 +7,291 +0.8%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$71.9M 863,924 -7,381 -0.8%
TLIC
25
Taiyo Life Insurance Company
Japan
$70.7M 850,000 – –
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