DGRW icon

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 %
GHA
326
GW Henssler & Associates
Georgia
$594K -$141 -2 -0%
RWB
327
RMR Wealth Builders
New Jersey
$592K -$5.76K -82 -1%
DI
328
DFPG Investments
Utah
$589K -$37.8K -542 -6%
BFA
329
Beaumont Financial Advisors
Massachusetts
$585K – – –
PCM
330
Parsons Capital Management
Rhode Island
$585K +$63.3K +901 +12%
SQA
331
Simon Quick Advisors
New Jersey
$581K – – –
SW
332
SteelPeak Wealth
California
$573K +$573K +8,158 New
SFM
333
Signet Financial Management
New Jersey
$569K +$10.5K +149 +2%
MAG
334
Mayfair Advisory Group
Alabama
$567K +$83.5K +1,190 +17%
RWA
335
Redhawk Wealth Advisors
Minnesota
$567K +$63.3K +901 +13%
NRI
336
NFP Retirement Inc
California
$563K -$66.8K -950 -11%
BFO
337
Biltmore Family Office
North Carolina
$562K – – –
FCI
338
Financial Counselors Inc
Kansas
$557K +$30.1K +428 +6%
DC
339
Darrow Company
Massachusetts
$557K +$557K +7,927 New
CWM
340
Congress Wealth Management
Massachusetts
$557K -$244K -3,472 -30%
ACM
341
Advance Capital Management
Michigan
$550K -$12.9K -183 -2%
SC
342
Scotia Capital
Ontario, Canada
$539K – – –
SC
343
Sykon Capital
New York
$528K -$19.4K -276 -4%
WS
344
Wedbush Securities
California
$528K +$276K +3,929 +110%
DAM
345
Deltec Asset Management
New York
$527K – – –
WMA
346
Wealth Management Associates
New Jersey
$527K +$703 +10 +0.1%
KeyBank National Association
347
KeyBank National Association
Ohio
$526K +$105K +1,500 +25%
FFA
348
Founders Financial Alliance
North Carolina
$525K +$525K +7,474 New
RCAG
349
Rehmann Capital Advisory Group
Michigan
$520K -$9.77K -139 -2%
KA
350
Klingman & Associates
New York
$513K – – –
12 13
14
15 16