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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

569 hedge funds and large institutions have $8.86B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 228 increasing their positions, 157 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
569
Holders Change
+62
Holders Change %
+12.23%
% of All Funds
8.34%
Holding in Top 10
64
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.28%
% of All Funds
0.94%
New
94
Increased
228
Reduced
157
Closed
25
Calls
$682K
Puts
$394K
Net Calls
+$288K
Net Calls Change
-$125K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$524M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$221M
3
ERSOT
Employees Retirement System of Texas
Texas
+$100M
4
Bank of America
Bank of America
North Carolina
+$74M
5
LPL Financial
LPL Financial
California
+$56.5M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$80.8M
2
AWA
Amplius Wealth Advisors
Pennsylvania
-$23.4M
3
Osaic Holdings
Osaic Holdings
Arizona
-$16.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$10.6M
5
ACA
Aptus Capital Advisors
Alabama
-$9.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
226
Fragasso Financial Advisors
Pennsylvania
$1.78M -$3.87K -55 -0.2%
DFA
227
DHK Financial Advisors
New Hampshire
$1.78M – – –
LFAS
228
Level Four Advisory Services
Texas
$1.77M +$706K +10,045 +66%
JWM
229
Janiczek Wealth Management
Colorado
$1.75M +$1.75M +24,886 New
FCA
230
FinTrust Capital Advisors
South Carolina
$1.75M +$84.5K +1,203 +5%
PCS
231
Personal CFO Solutions
New Jersey
$1.74M +$146K +2,072 +9%
FPAS
232
Focus Partners Advisor Solutions
Missouri
$1.74M +$147K +2,093 +9%
Focus Partners Wealth
233
Focus Partners Wealth
Massachusetts
$1.66M +$1.66M +23,566 New
CAM
234
Creekmur Asset Management
Illinois
$1.63M +$1.63M +23,212 New
NFG
235
Nations Financial Group
Iowa
$1.62M +$88.5K +1,259 +6%
SSWM
236
Sheets Smith Wealth Management
North Carolina
$1.62M -$11K -156 -0.7%
MLA
237
My Legacy Advisors
Oregon
$1.6M +$1.12M +15,861 +234%
ZIMP
238
Zimmermann Investment Management & Planning
Pennsylvania
$1.58M -$473K -6,725 -23%
FA
239
FDx Advisors
Illinois
$1.54M -$515K -7,327 -25%
TWA
240
Talisman Wealth Advisors
New Jersey
$1.53M +$6.04K +86 +0.4%
GRP
241
Global Retirement Partners
California
$1.45M -$121K -1,722 -8%
Baird Financial Group
242
Baird Financial Group
Wisconsin
$1.43M -$104K -1,474 -7%
HCM
243
Hollencrest Capital Management
California
$1.41M +$1.33M +18,957 +1,755%
GWM
244
Geneos Wealth Management
Colorado
$1.4M +$17.2K +245 +1%
BEC
245
Blue Edge Capital
Virginia
$1.4M +$47.9K +681 +4%
ATPW
246
Ashton Thomas Private Wealth
Arizona
$1.39M +$25.7K +365 +2%
CVA
247
Central Valley Advisors
California
$1.35M +$1.35M +19,179 New
Northern Trust
248
Northern Trust
Illinois
$1.32M +$251K +3,567 +23%
IC
249
IEQ Capital
California
$1.32M +$211K +3,009 +19%
ASN
250
Advisory Services Network
Georgia
$1.3M +$271K +3,849 +26%
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