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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 %
MA
276
MONECO Advisors
Connecticut
$1.03M -$66.8K -950 -6%
AWM
277
Apollon Wealth Management
South Carolina
$1.02M +$1.02M +14,534 New
FZCM
278
Flynn Zito Capital Management
New York
$990K -$255K -3,625 -20%
TTWM
279
TCV Trust & Wealth Management
Virginia
$989K -$19.9K -283 -2%
TWP
280
Tempus Wealth Planning
California
$987K -$63.5K -903 -6%
CA
281
Claro Advisors
Massachusetts
$972K -$47.2K -671 -5%
RFN
282
Redwood Financial Network
Ohio
$969K -$6.96K -99 -0.7%
GWP
283
Gateway Wealth Partners
Wisconsin
$961K +$729K +10,371 +314%
CIC
284
Carnegie Investment Counsel
Ohio
$935K -$5.62K -80 -0.6%
ITC
285
Inspire Trust Company
Nevada
$924K +$924K +13,150 New
SFC
286
Strategic Financial Concepts
Texas
$924K -$180K -2,563 -16%
HBW
287
Hazlett, Burt & Watson
West Virginia
$924K +$57.2K +812 +7%
ST
288
Smithfield Trust
Pennsylvania
$919K – – –
LA
289
LexAurum Advisors
Kansas
$910K -$10.8K -154 -1%
CAL
290
Capital Analysts LLC
Pennsylvania
$904K +$208K +2,953 +30%
PA
291
PFG Advisors
Arizona
$901K +$48.5K +690 +6%
SWM
292
Silverlake Wealth Management
Vermont
$898K +$211 +3 +0%
BCA
293
Bay Colony Advisors
Massachusetts
$894K -$66.1K -940 -7%
Prudential Financial
294
Prudential Financial
New Jersey
$893K +$116K +1,652 +15%
FA
295
FSA Advisors
Michigan
$880K +$880K +12,522 New
CWM
296
Collaborative Wealth Management
Florida
$874K -$56K -797 -6%
FAIM
297
Financial Advocates Investment Management
Washington
$864K +$164K +2,333 +23%
FNWA
298
Financial Network Wealth Advisors
Utah
$848K +$848K +12,062 New
GT
299
Glenview Trust
Kentucky
$815K – – –
PFGIA
300
Patriot Financial Group Insurance Agency
Massachusetts
$808K +$118K +1,686 +17%
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