WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
598 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 68 funds opening new positions, 254 increasing their positions, 176 reducing their positions, and 30 closing their positions.
127% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 30
44% more repeat investments, than reductions
Existing positions increased: 254 | Existing positions reduced: 176
8% more capital invested
Capital invested by funds: $8.86B → $9.59B (+$735M)
5% more funds holding
Funds holding: 570 → 598 (+28)
3% more funds holding in top 10
Funds holding in top 10: 64 → 66 (+2)
2.23% less ownership
Funds ownership: 77.97% → 75.74% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$93.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$90.2M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$85.1M |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$63.1M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$42.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$439M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$73M |
| 3 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
-$26.3M |
| 4 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$15.6M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$15.1M |
DGRW Hedge Fund Activity: Q1 2024 in Review
598 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q1 2024, worth a combined $9.59B — up 8.3% from $8.86B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new DGRW positions and 30 closed out — a net gain of 38 holders — while 254 added to existing stakes and 176 trimmed.
The largest buyer was Ameriprise, adding an estimated $93.4M. The largest seller was Morgan Stanley, cutting an estimated $439M.
- 598 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q1 2024, up from 570 in Q4 2023.
- Funds reported $9.59B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q1 2024, up 8.3% quarter-over-quarter.
- 68 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q1 2024 and 30 closed out, a net change of +38 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q1 2024 was Ameriprise, an estimated $93.4M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q1 2024 was Morgan Stanley, an estimated $439M sold.
Based on aggregated 13F filings for Q1 2024.