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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
+$58.7M
2
IA
IAM Advisory
Pennsylvania
+$38.8M
3
Morgan Stanley
Morgan Stanley
New York
+$35.6M
4
BFG
Bouchey Financial Group
New York
+$35.1M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$34.6M

Top Sellers

1
TC
TownSquare Capital
Utah
-$59.1M
2
RVPG
Relative Value Partners Group
-$53.9M
3
Ameriprise
Ameriprise
Minnesota
-$28.6M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$25.6M
5
SMG
Smart Money Group
Texas
-$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWP
251
Gateway Wealth Partners
Wisconsin
$1.68M +$160K +2,046 +10%
ICP
252
Interchange Capital Partners
Pennsylvania
$1.68M -$281K -3,601 -14%
GWM
253
Geneos Wealth Management
Colorado
$1.67M +$33.9K +434 +2%
DFA
254
DHK Financial Advisors
New Hampshire
$1.65M -$327K -4,195 -17%
ASN
255
Advisory Services Network
Georgia
$1.64M +$2.89K +37 +0.2%
DFA
256
DHJJ Financial Advisors
Illinois
$1.62M +$147K +1,883 +10%
Baird Financial Group
257
Baird Financial Group
Wisconsin
$1.61M -$58.7K -752 -4%
HCM
258
Hollencrest Capital Management
California
$1.57M +$5.93K +76 +0.4%
SWM
259
SeaCrest Wealth Management
New York
$1.56M +$321K +4,114 +26%
GRP
260
Global Retirement Partners
California
$1.53M +$49.6K +635 +3%
PA
261
PFG Advisors
Arizona
$1.49M +$381K +4,879 +34%
RMAM
262
Raab & Moskowitz Asset Management
New Jersey
$1.48M +$41K +525 +3%
GWM
263
GSB Wealth Management
Connecticut
$1.47M +$201K +2,574 +16%
Franklin Resources
264
Franklin Resources
California
$1.44M +$1.44M +18,496 New
NFC
265
Northeast Financial Consultants
Connecticut
$1.44M – – –
Renaissance Technologies
266
Renaissance Technologies
New York
$1.44M -$3.85M -49,300 -73%
FPCP
267
Fort Point Capital Partners
California
$1.43M +$27.1K +347 +2%
AFO
268
Allie Family Office
Florida
$1.41M – – –
HI
269
Harbour Investments
Wisconsin
$1.41M +$122K +1,560 +9%
AWM
270
Apollon Wealth Management
South Carolina
$1.4M +$461K +5,900 +49%
Northern Trust
271
Northern Trust
Illinois
$1.39M -$79K -1,012 -5%
CL
272
Choreo LLC
Illinois
$1.38M +$1.38M +17,720 New
STA
273
Summit Trail Advisors
New York
$1.36M +$48.3K +619 +4%
BCP
274
Blackhawk Capital Partners
Wisconsin
$1.33M -$626K -8,019 -32%
FA
275
FSA Advisors
Michigan
$1.31M – – –
9 10
11
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