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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
+$97.2M
2
LPL Financial
LPL Financial
California
+$94.2M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$88.8M
4
SPIA
Steward Partners Investment Advisory
New York
+$65.9M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$44.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$459M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$76.3M
3
AWA
Amplius Wealth Advisors
Pennsylvania
-$27.5M
4
WA
Win Advisors
Florida
-$16.3M
5
AWM
AE Wealth Management
Kansas
-$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATPW
251
Ashton Thomas Private Wealth
Arizona
$1.55M +$35.1K +461 +2%
HCM
252
Hollencrest Capital Management
California
$1.53M +$4.8K +63 +0.3%
Susquehanna International Group
253
Susquehanna International Group
Pennsylvania
$1.52M -$1.69M -22,165 -53%
LNC
254
Lincoln National Corp
Pennsylvania
$1.52M +$230K +3,025 +18%
GWP
255
Gateway Wealth Partners
Wisconsin
$1.48M +$443K +5,820 +43%
CVA
256
Central Valley Advisors
California
$1.46M -$610 -8 -0%
GRP
257
Global Retirement Partners
California
$1.45M -$129K -1,689 -8%
DFA
258
DHJJ Financial Advisors
Illinois
$1.44M +$174K +2,286 +14%
Northern Trust
259
Northern Trust
Illinois
$1.44M +$1.6K +21 +0.1%
Fidelity Investments
260
Fidelity Investments
Massachusetts
$1.43M +$258K +3,387 +22%
IC
261
IEQ Capital
California
$1.43M +$762 +10 +0.1%
RMAM
262
Raab & Moskowitz Asset Management
New Jersey
$1.41M +$221K +2,901 +19%
NFC
263
Northeast Financial Consultants
Connecticut
$1.4M – – –
VF
264
Virtu Financial
New York
$1.39M +$1.39M +18,195 New
LAM
265
Lifestyle Asset Management
Texas
$1.39M -$23.2K -304 -2%
AFO
266
Allie Family Office
Florida
$1.38M – – –
PIA
267
Panoramic Investment Advisors
Colorado
$1.37M +$225K +2,959 +20%
FPCP
268
Fort Point Capital Partners
California
$1.37M +$71.8K +942 +6%
CPIG
269
Chicago Partners Investment Group
Illinois
$1.34M +$28.7K +390 +2%
FA
270
FSA Advisors
Michigan
$1.31M +$360K +4,723 +38%
WCM
271
WealthBridge Capital Management
Ohio
$1.29M -$1.22K -16 -0.1%
STA
272
Summit Trail Advisors
New York
$1.28M +$1.28M +16,810 New
HI
273
Harbour Investments
Wisconsin
$1.26M +$106K +1,389 +9%
GWM
274
GSB Wealth Management
Connecticut
$1.24M +$1.24M +16,278 New
SWM
275
SeaCrest Wealth Management
New York
$1.21M +$716K +9,401 +146%
9 10
11
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