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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 %
QC
301
Quadrature Capital
United Kingdom
$954K +$954K +12,528 New
LA
302
LM Advisors
California
$954K +$505K +6,634 +113%
FAIM
303
Financial Advocates Investment Management
Washington
$937K +$762 +10 +0.1%
RA
304
Ruggaard & Associates
Ohio
$935K +$86.6K +1,136 +10%
FNWA
305
Financial Network Wealth Advisors
Utah
$921K +$2.36K +31 +0.3%
SWM
306
Silverlake Wealth Management
Vermont
$917K -$56.3K -739 -6%
TWP
307
Tempus Wealth Planning
California
$917K -$153K -2,014 -14%
AWM
308
Apollon Wealth Management
South Carolina
$913K -$195K -2,556 -18%
MBT
309
Montecito Bank & Trust
California
$913K -$233K -3,064 -20%
US Bancorp
310
US Bancorp
Minnesota
$904K -$222K -2,912 -20%
SIAS
311
Summit Investment Advisory Services
Minnesota
$901K +$87.3K +1,146 +11%
GT
312
Glenview Trust
Kentucky
$899K +$15.4K +202 +2%
CWM
313
Collaborative Wealth Management
Florida
$887K -$60.4K -793 -6%
ACM
314
Advance Capital Management
Michigan
$881K +$284K +3,733 +48%
PFGIA
315
Patriot Financial Group Insurance Agency
Massachusetts
$877K +$914 +12 +0.1%
CA
316
CoreCap Advisors
Michigan
$851K +$155K +2,028 +22%
GFP
317
Gryphon Financial Partners
Ohio
$851K +$851K +11,166 New
PIA
318
Perennial Investment Advisors
California
$849K -$12.7K -167 -1%
DAS
319
Diversify Advisory Services
Utah
$847K +$847K +11,161 New
CFCI
320
Comprehensive Financial Consultants Institutional
Indiana
$836K +$113K +1,488 +16%
IFA
321
Interactive Financial Advisors
Illinois
$834K +$114K +1,500 +16%
MWM
322
Mission Wealth Management
California
$833K +$833K +10,930 New
VP
323
Verum Partners
North Carolina
$829K -$1.1M -14,483 -57%
Bank of Montreal
324
Bank of Montreal
Ontario, Canada
$822K +$31.7K +416 +4%
SWM
325
Solano Wealth Management
California
$816K -$1.17M -15,294 -59%
11 12
13
14 15