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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 %
PIA
301
Perennial Investment Advisors
California
$795K +$8.72K +124 +1%
FTUS
302
Flow Traders U.S.
New York
$793K +$793K +11,279 New
RA
303
Ruggaard & Associates
Ohio
$783K +$53.5K +761 +7%
SIAS
304
Summit Investment Advisory Services
Minnesota
$750K +$463K +6,590 +161%
CFO
305
CVA Family Office
Colorado
$741K – – –
NC
306
NewSquare Capital
Pennsylvania
$740K -$184K -2,620 -20%
Bank of Montreal
307
Bank of Montreal
Ontario, Canada
$729K +$38.7K +550 +6%
WBG
308
Wharton Business Group
Pennsylvania
$727K – – –
WP
309
WealthPLAN Partners
Nebraska
$715K +$10.3K +146 +1%
FFWM
310
Future Financial Wealth Management
Ohio
$710K +$914 +13 +0.1%
MBI
311
May Barnhard Investments
Maryland
$698K +$698K +9,932 New
CCM
312
Colorado Capital Management
Colorado
$698K -$14.3K -203 -2%
ACG
313
Allen Capital Group
Nebraska
$683K -$16K -228 -2%
TPI
314
Trust Point Inc
Wisconsin
$682K +$682K +9,697 New
MWM
315
Meridian Wealth Management
Kentucky
$668K +$28.5K +405 +4%
CFCI
316
Comprehensive Financial Consultants Institutional
Indiana
$667K +$157K +2,238 +31%
IFA
317
Interactive Financial Advisors
Illinois
$663K +$39K +555 +6%
LCM
318
Lunt Capital Management
Utah
$655K +$655K +9,321 New
Allianz Asset Management
319
Allianz Asset Management
Germany
$650K – – –
CA
320
CoreCap Advisors
Michigan
$642K -$231K -3,285 -26%
AWM
321
Axxcess Wealth Management
California
$637K +$637K +9,061 New
GAM
322
Garrison Asset Management
Arkansas
$634K -$10.8K -154 -2%
MA
323
Mutual Advisors
Nebraska
$630K +$51.7K +736 +9%
HR
324
Hardy Reed
Mississippi
$605K +$163K +2,322 +37%
AllianceBernstein
325
AllianceBernstein
Tennessee
$597K – – –
11 12
13
14 15