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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 %
LAM
251
Lifestyle Asset Management
Texas
$1.3M +$1.3M +18,483 New
NFC
252
Northeast Financial Consultants
Connecticut
$1.29M – – –
SEP
253
Southland Equity Partners
Missouri
$1.29M +$367K +5,228 +40%
NF
254
Nikulski Financial
Iowa
$1.29M +$656K +9,340 +103%
CPIG
255
Chicago Partners Investment Group
Illinois
$1.28M -$5.79K -81 -0.5%
AFO
256
Allie Family Office
Florida
$1.27M – – –
KIA
257
KLR Investment Advisors
Rhode Island
$1.26M +$1.26M +17,945 New
FPCP
258
Fort Point Capital Partners
California
$1.19M -$7.8K -111 -0.6%
WCM
259
WealthBridge Capital Management
Ohio
$1.19M -$70 -1 -0%
LNC
260
Lincoln National Corp
Pennsylvania
$1.18M +$56.5K +804 +5%
DFA
261
DHJJ Financial Advisors
Illinois
$1.17M +$107K +1,519 +10%
NS
262
NBC Securities
Alabama
$1.16M +$115K +1,636 +11%
RFC
263
Regions Financial Corp
Alabama
$1.15M – – –
WIM
264
WealthPlan Investment Management
Nebraska
$1.15M +$70.2K +999 +7%
KV
265
Kickstand Ventures
New York
$1.14M +$65.3K +929 +6%
RMAM
266
Raab & Moskowitz Asset Management
New Jersey
$1.09M +$70.1K +997 +7%
OSAM
267
O'Shaughnessy Asset Management
Connecticut
$1.09M -$92.3K -1,314 -8%
Fidelity Investments
268
Fidelity Investments
Massachusetts
$1.08M -$74.3K -1,057 -6%
DWM
269
Denver Wealth Management
Colorado
$1.08M +$580K +8,259 +116%
SMC
270
Smith, Moore & Co
Missouri
$1.08M +$1.08M +15,347 New
WDL
271
Well Done LLC
Michigan
$1.06M +$172K +2,443 +19%
HI
272
Harbour Investments
Wisconsin
$1.06M -$159K -2,264 -13%
MBT
273
Montecito Bank & Trust
California
$1.06M -$11.9K -169 -1%
PIA
274
Panoramic Investment Advisors
Colorado
$1.05M +$351K +5,000 +50%
US Bancorp
275
US Bancorp
Minnesota
$1.04M +$91.7K +1,305 +10%
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