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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

618 hedge funds and large institutions have $9.94B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 267 increasing their positions, 159 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
+22
Holders Change %
+3.69%
% of All Funds
8.99%
Holding in Top 10
73
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.61%
% of All Funds
1.06%
New
74
Increased
267
Reduced
159
Closed
38
Calls
$476K
Puts
–
Net Calls
+$476K
Net Calls Change
+$42K

Top Buyers

1
LPL Financial
LPL Financial
California
$809M
2
IA
IAM Advisory
Pennsylvania
$60.3M
3
Morgan Stanley
Morgan Stanley
New York
$633M
4
BFG
Bouchey Financial Group
New York
$75.4M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.46B

Top Sellers

1
TC
TownSquare Capital
Utah
$1.89M
2
RVPG
Relative Value Partners Group
$0
3
Ameriprise
Ameriprise
Minnesota
$467M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$36.8M
5
SMG
Smart Money Group
Texas
$2.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCFM
226
Clear Creek Financial Management
Washington
$2.27M +$364K +4,659 +19%
NFG
227
Nations Financial Group
Iowa
$2.27M +$343K +4,394 +18%
CAM
228
Cresset Asset Management
Illinois
$2.27M -$13.5K -173 -0.6%
FCA
229
FinTrust Capital Advisors
South Carolina
$2.24M +$222K +2,844 +11%
Focus Partners Wealth
230
Focus Partners Wealth
Massachusetts
$2.24M +$396K +5,078 +22%
KAS
231
KPP Advisory Services
Kentucky
$2.2M -$580K -7,431 -21%
MA
232
Menlo Advisors
California
$2.19M -$7.81K -100 -0.4%
NCM
233
Narwhal Capital Management
Georgia
$2.13M – – –
FFA
234
Fragasso Financial Advisors
Pennsylvania
$2.11M -$97.1K -1,244 -4%
RGF
235
Retirement Guys Formula
Ohio
$2.03M -$202K -2,586 -9%
CPIG
236
Chicago Partners Investment Group
Illinois
$1.97M +$531K +6,736 +37%
NS
237
NBC Securities
Alabama
$1.93M +$151K +1,935 +9%
TC
238
TownSquare Capital
Utah
$1.89M -$59.1M -757,830 -97%
BCM
239
Brookstone Capital Management
Illinois
$1.89M -$1.14M -14,121 -38%
LAM
240
Lifestyle Asset Management
Texas
$1.88M +$465K +5,960 +33%
ZIMP
241
Zimmermann Investment Management & Planning
Pennsylvania
$1.87M -$73.8K -946 -4%
CFP
242
Cascade Financial Partners
California
$1.84M +$1.84M +23,541 New
SSWM
243
Sheets Smith Wealth Management
North Carolina
$1.83M -$5.39K -69 -0.3%
CCB
244
Country Club Bank
Missouri
$1.82M -$97K -1,241 -5%
CAM
245
Creekmur Asset Management
Illinois
$1.77M -$9.37K -120 -0.5%
IC
246
IEQ Capital
California
$1.76M +$300K +3,838 +20%
BWM
247
Bulltick Wealth Management
Florida
$1.72M -$300K -3,843 -15%
SEP
248
Southland Equity Partners
Missouri
$1.71M +$90.2K +1,156 +6%
TWA
249
Talisman Wealth Advisors
New Jersey
$1.71M +$6.09K +78 +0.4%
ATPW
250
Ashton Thomas Private Wealth
Arizona
$1.7M +$112K +1,434 +7%
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