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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 %
CA
326
Claro Advisors
Massachusetts
$811K -$243K -3,185 -23%
CFO
327
CVA Family Office
Colorado
$803K – – –
WGC
328
Watts Gwilliam & Co
Arizona
$796K +$796K +10,497 New
WBG
329
Wharton Business Group
Pennsylvania
$788K – – –
WP
330
WealthPLAN Partners
Nebraska
$775K -$76 -1 -0%
MBI
331
May Barnhard Investments
Maryland
$772K +$15.6K +205 +2%
CCM
332
Colorado Capital Management
Colorado
$757K – – –
FFWM
333
Future Financial Wealth Management
Ohio
$743K -$27.3K -358 -4%
TPI
334
Trust Point Inc
Wisconsin
$739K – – –
ACG
335
Allen Capital Group
Nebraska
$735K -$5.41K -71 -0.7%
NG
336
Norden Group
Utah
$733K +$733K +9,620 New
RWB
337
RMR Wealth Builders
New Jersey
$722K +$80K +1,050 +12%
KeyBank National Association
338
KeyBank National Association
Ohio
$713K +$143K +1,878 +25%
PCM
339
Parsons Capital Management
Rhode Island
$702K +$68.6K +901 +11%
AWM
340
Axxcess Wealth Management
California
$693K +$2.97K +39 +0.4%
MA
341
Mutual Advisors
Nebraska
$686K +$3.58K +47 +0.5%
GAM
342
Garrison Asset Management
Arkansas
$682K -$4.5K -59 -0.7%
HR
343
Hardy Reed
Mississippi
$680K +$24.8K +325 +4%
PS
344
Portfolio Strategies
New York
$680K +$680K +8,927 New
CW
345
CreativeOne Wealth
Kansas
$668K +$668K +8,774 New
AllianceBernstein
346
AllianceBernstein
Tennessee
$647K – – –
MAG
347
Mayfair Advisory Group
Alabama
$642K +$26.7K +350 +4%
GHA
348
GW Henssler & Associates
Georgia
$639K -$5.49K -72 -0.9%
BFA
349
Beaumont Financial Advisors
Massachusetts
$634K – – –
GP
350
Girard Partners
Pennsylvania
$626K +$626K +8,222 New
12 13
14
15 16