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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

596 hedge funds and large institutions have $9.59B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 253 increasing their positions, 176 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
+27
Holders Change %
+4.75%
% of All Funds
8.64%
Holding in Top 10
66
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.13%
% of All Funds
0.96%
New
67
Increased
253
Reduced
176
Closed
30
Calls
$434K
Puts
–
Net Calls
+$434K
Net Calls Change
+$146K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$483M
2
LPL Financial
LPL Financial
California
$733M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$139M
4
SPIA
Steward Partners Investment Advisory
New York
$70.2M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.39B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$583M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$204M
3
AWA
Amplius Wealth Advisors
Pennsylvania
$18.6M
4
WA
Win Advisors
Florida
$416K
5
AWM
AE Wealth Management
Kansas
$584K
Name Holding Trade Value Shares
Change 		Shares
Change %
SMC
226
Smith, Moore & Co
Missouri
$2.09M +$917K +12,032 +78%
NCM
227
Narwhal Capital Management
Georgia
$2.08M – – –
BMCM
228
Burns Matteson Capital Management
New York
$1.97M +$1.63M +21,422 +479%
FCA
229
FinTrust Capital Advisors
South Carolina
$1.97M +$78.2K +1,026 +4%
BWM
230
Bulltick Wealth Management
Florida
$1.97M -$969K -12,715 -33%
DFA
231
DHK Financial Advisors
New Hampshire
$1.93M – – –
BCP
232
Blackhawk Capital Partners
Wisconsin
$1.91M -$302K -3,964 -14%
ICP
233
Interchange Capital Partners
Pennsylvania
$1.9M -$91.7K -1,212 -5%
ZIMP
234
Zimmermann Investment Management & Planning
Pennsylvania
$1.9M +$187K +2,458 +11%
NFG
235
Nations Financial Group
Iowa
$1.88M +$120K +1,577 +7%
CCB
236
Country Club Bank
Missouri
$1.87M -$159K -2,091 -8%
CCFM
237
Clear Creek Financial Management
Washington
$1.86M +$1.86M +24,429 New
FIA
238
Foundations Investment Advisors
Arizona
$1.82M +$1.55M +20,405 +581%
Focus Partners Wealth
239
Focus Partners Wealth
Massachusetts
$1.8M – – –
SSWM
240
Sheets Smith Wealth Management
North Carolina
$1.79M +$38.1K +500 +2%
LFAS
241
Level Four Advisory Services
Texas
$1.77M – – –
CAM
242
Creekmur Asset Management
Illinois
$1.73M -$34.2K -449 -2%
NS
243
NBC Securities
Alabama
$1.73M +$476K +6,242 +38%
TWA
244
Talisman Wealth Advisors
New Jersey
$1.66M +$4.19K +55 +0.3%
Baird Financial Group
245
Baird Financial Group
Wisconsin
$1.63M +$78.5K +1,030 +5%
ASN
246
Advisory Services Network
Georgia
$1.6M +$189K +2,475 +13%
GWM
247
Geneos Wealth Management
Colorado
$1.6M +$82.4K +1,081 +5%
BEC
248
Blue Edge Capital
Virginia
$1.6M +$83.7K +1,099 +6%
MLA
249
My Legacy Advisors
Oregon
$1.58M -$140K -1,844 -8%
SEP
250
Southland Equity Partners
Missouri
$1.58M +$176K +2,315 +13%
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