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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 %
RSWM
276
Robertson Stephens Wealth Management
California
$1.2M +$1.2M +15,762 New
WIM
277
WealthPlan Investment Management
Nebraska
$1.2M -$45.3K -595 -4%
DWM
278
Denver Wealth Management
Colorado
$1.19M +$22.9K +300 +2%
SFC
279
Strategic Financial Concepts
Texas
$1.16M +$153K +2,012 +15%
SPC
280
Sigma Planning Corp
Michigan
$1.15M +$766K +10,047 +197%
WDL
281
Well Done LLC
Michigan
$1.15M -$4.04K -53 -0.4%
RFC
282
Regions Financial Corp
Alabama
$1.14M -$102K -1,333 -8%
KIA
283
KLR Investment Advisors
Rhode Island
$1.11M -$196K -2,688 -15%
PA
284
PFG Advisors
Arizona
$1.08M +$104K +1,359 +11%
TTWM
285
TCV Trust & Wealth Management
Virginia
$1.07M – – –
RFN
286
Redwood Financial Network
Ohio
$1.07M +$14.9K +195 +1%
FZCM
287
Flynn Zito Capital Management
New York
$1.06M -$12.5K -164 -1%
MA
288
MONECO Advisors
Connecticut
$1.05M -$63.9K -839 -6%
HBW
289
Hazlett, Burt & Watson
West Virginia
$1.05M +$53.5K +707 +5%
NC
290
NewSquare Capital
Pennsylvania
$1.04M +$238K +3,120 +30%
CAL
291
Capital Analysts LLC
Pennsylvania
$1.02M +$37.2K +488 +4%
KV
292
Kickstand Ventures
New York
$1.01M -$226K -2,964 -18%
CIC
293
Carnegie Investment Counsel
Ohio
$1.01M -$4.95K -65 -0.5%
Prudential Financial
294
Prudential Financial
New Jersey
$1M +$34.1K +448 +4%
ITC
295
Inspire Trust Company
Nevada
$1M – – –
ST
296
Smithfield Trust
Pennsylvania
$998K – – –
LA
297
LexAurum Advisors
Kansas
$988K +$2.06K +27 +0.2%
OSAM
298
O'Shaughnessy Asset Management
Connecticut
$966K -$219K -2,875 -18%
BCA
299
Bay Colony Advisors
Massachusetts
$960K -$9.45K -124 -1%
HIC
300
Hartline Investment Corp
Illinois
$960K +$960K +12,601 New
10 11
12
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