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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 %
WCM
276
WealthBridge Capital Management
Ohio
$1.3M -$22.2K -285 -2%
BCI
277
Brinker Capital Investments
Pennsylvania
$1.27M +$1.27M +16,246 New
OPS
278
Orion Portfolio Solutions
Nebraska
$1.27M +$1.27M +16,246 New
FFA
279
Florida Financial Advisors
Florida
$1.27M +$1.27M +16,234 New
GS
280
GTS Securities
New York
$1.25M +$1.25M +16,072 New
WIM
281
WealthPlan Investment Management
Nebraska
$1.24M +$11.6K +149 +0.9%
FTUS
282
Flow Traders U.S.
New York
$1.24M +$1.24M +15,820 New
DWM
283
Denver Wealth Management
Colorado
$1.23M +$7.65K +98 +0.6%
RSWM
284
Robertson Stephens Wealth Management
California
$1.23M -$1.8K -23 -0.1%
SPC
285
Sigma Planning Corp
Michigan
$1.21M +$27.6K +353 +2%
LA
286
LM Advisors
California
$1.21M +$229K +2,938 +23%
WDL
287
Well Done LLC
Michigan
$1.19M +$9.68K +124 +0.8%
MLA
288
My Legacy Advisors
Oregon
$1.19M -$438K -5,608 -27%
GC
289
Guidance Capital
Kentucky
$1.18M +$1.18M +14,770 New
RFC
290
Regions Financial Corp
Alabama
$1.17M – – –
CVA
291
Central Valley Advisors
California
$1.16M -$9.13K -150 -0.8%
EGM
292
Engineers Gate Manager
New York
$1.13M +$1.13M +14,520 New
HBW
293
Hazlett, Burt & Watson
West Virginia
$1.09M +$13K +167 +1%
TTWM
294
TCV Trust & Wealth Management
Virginia
$1.08M -$14.3K -183 -1%
MA
295
MONECO Advisors
Connecticut
$1.08M +$2.73K +35 +0.3%
RFN
296
Redwood Financial Network
Ohio
$1.08M -$10.5K -135 -1%
NC
297
NewSquare Capital
Pennsylvania
$1.08M +$14.8K +190 +1%
APWA
298
Atlas Private Wealth Advisors
New Jersey
$1.06M +$750K +9,605 +242%
Prudential Financial
299
Prudential Financial
New Jersey
$1.05M +$24K +308 +2%
LA
300
LexAurum Advisors
Kansas
$1.04M +$30.2K +387 +3%
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