WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
712 hedge funds and large institutions have $11.5B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 317 increasing their positions, 168 reducing their positions, and 34 closing their positions.
246% more call options, than puts
Call options by funds: $672K | Put options by funds: $194K
224% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 34
89% more repeat investments, than reductions
Existing positions increased: 317 | Existing positions reduced: 168
21% more funds holding in top 10
Funds holding in top 10: 70 → 85 (+15)
10% more funds holding
Funds holding: 646 → 712 (+66)
6% more capital invested
Capital invested by funds: $10.8B → $11.5B (+$629M)
3.81% more ownership
Funds ownership: 74.27% → 78.08% (+3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
+$119M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$106M |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$72.4M |
| 4 |
LPL Financial
San Diego,
California
|
+$66.3M |
| 5 |
Comerica Bank
Dallas,
Texas
|
+$60.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$18.7M |
| 2 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
-$15.7M |
| 3 |
WMR
Wealth Management Resources
Smithfield,
Rhode Island
|
-$9.97M |
| 4 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$5.36M |
| 5 |
HGA
Hobbs Group Advisors
Columbia,
South Carolina
|
-$4.76M |
DGRW Hedge Fund Activity: Q4 2024 in Review
712 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q4 2024, worth a combined $11.5B — up 5.8% from $10.8B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new DGRW positions and 34 closed out — a net gain of 76 holders — while 317 added to existing stakes and 168 trimmed.
The largest buyer was Lido Advisors, opening a new position worth an estimated $119M. The largest seller was JP Morgan Chase, cutting an estimated $18.7M.
- 712 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q4 2024, up from 646 in Q3 2024.
- Funds reported $11.5B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q4 2024, up 5.8% quarter-over-quarter.
- 110 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q4 2024 and 34 closed out, a net change of +76 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q4 2024 was Lido Advisors, an estimated $119M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q4 2024 was JP Morgan Chase, an estimated $18.7M sold.
Based on aggregated 13F filings for Q4 2024.