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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.

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
Raymond James Financial
1
Raymond James Financial
Florida
$293M
2
Lido Advisors
2
Lido Advisors
California
$115M
3
PAG
3
Private Advisor Group
New Jersey
$221M
4
IAA
4
Independent Advisor Alliance
North Carolina
$70.1M
5
LPL Financial
5
LPL Financial
California
$971M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$59.5M
2
WMR
2
Wealth Management Resources
Rhode Island
$3.75M
3
BFG
3
Bouchey Financial Group
New York
$71.4M
4
HGA
4
Hobbs Group Advisors
South Carolina
$7.35M
5
TWP
5
Triad Wealth Partners
Kansas
$3.36M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.54B 19,089,313 +212,256 +1%
LPL Financial
2
LPL Financial
California
$971M 11,999,767 +793,206 +7%
Bank of America
3
Bank of America
North Carolina
$945M 11,682,247 -46,893 -0.4%
Morgan Stanley
4
Morgan Stanley
New York
$697M 8,611,165 +229,125 +3%
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$673M 8,312 +12 +0.1%
HC
6
Hamilton Capital
Ohio
$533M 6,585,865 -51,470 -0.8%
Ameriprise
7
Ameriprise
Minnesota
$513M 6,333,811 +182,730 +3%
Raymond James Financial
8
Raymond James Financial
Florida
$293M 3,614,481 +3,614,481 New
PAG
9
Private Advisor Group
New Jersey
$221M 2,732,198 +1,269,967 +87%
HighTower Advisors
10
HighTower Advisors
Illinois
$220M 2,724,218 +14,560 +0.5%
UBS Group
11
UBS Group
Switzerland
$191M 2,361,298 -24,280 -1%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$170M 2,105,625 +140,375 +7%
Wells Fargo
13
Wells Fargo
California
$128M 1,578,181 +152,317 +11%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$121M 1,494,601 +44,523 +3%
Lido Advisors
15
Lido Advisors
California
$115M 1,419,968 +1,419,968 New
Kovitz Investment Group Partners
16
Kovitz Investment Group Partners
Illinois
$107M 1,319,938 +30,326 +2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$104M 1,285,267 +164,082 +15%
OCM
18
One Capital Management
California
$103M 1,276,622 +5,489 +0.4%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$96.4M 1,191,119 +103,231 +9%
SPIA
20
Steward Partners Investment Advisory
New York
$86.2M 1,064,985 +17,826 +2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$79.2M 979,107 +115,183 +13%
WA
22
Waddell & Associates
Tennessee
$74.2M 916,723 +17,296 +2%
BFG
23
Bouchey Financial Group
New York
$71.4M 881,975 -64,055 -7%
IAA
24
Independent Advisor Alliance
North Carolina
$70.1M 865,645 +865,645 New
TLIC
25
Taiyo Life Insurance Company
Japan
$68.8M 850,000 – –
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