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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 %
KCFA
351
Key Client Fiduciary Advisors
New Jersey
$505K +$13.4K +191 +3%
Fifth Third Bancorp
352
Fifth Third Bancorp
Ohio
$503K +$5.9K +84 +1%
EA
353
Eudaimonia Advisors
Tennessee
$497K +$497K +7,072 New
HSA
354
HBK Sorce Advisory
Pennsylvania
$484K – – –
AWAU
355
Alliance Wealth Advisors (Utah)
Utah
$478K -$153K -2,179 -24%
RCA
356
Resonant Capital Advisors
Wisconsin
$474K +$474K +6,745 New
FHA
357
First Horizon Advisors
Tennessee
$471K -$13.4K -190 -3%
OWA
358
Outlook Wealth Advisors
Texas
$461K -$11.5K -163 -2%
Citigroup
359
Citigroup
New York
$455K +$437K +6,221 +2,411%
NWA
360
New World Advisors
Massachusetts
$453K +$21.6K +308 +5%
SF
361
Synovus Financial
Georgia
$451K -$4.39M -62,425 -91%
SWM
362
SeaCrest Wealth Management
New York
$448K -$345K -4,950 -43%
LA
363
Lane & Associates
New Jersey
$445K – – –
HCA
364
Heck Capital Advisors
Wisconsin
$443K +$1.62K +23 +0.4%
BTWM
365
Baker Tilly Wealth Management
Wisconsin
$432K +$188K +2,675 +77%
PTC
366
Private Trust Company
Ohio
$432K +$92.8K +1,320 +27%
PA
367
Pinnacle Associates
New York
$429K – – –
AWCI
368
Alpine Woods Capital Investors
New York
$422K – – –
SAM
369
Silvercrest Asset Management
New York
$421K – – –
LA
370
LM Advisors
California
$414K +$414K +5,891 New
TWM
371
Thrive Wealth Management
Pennsylvania
$410K – – –
EWA
372
EP Wealth Advisors
California
$404K +$21.2K +301 +6%
FA
373
Fountainhead AM
New Jersey
$402K -$57.6K -819 -13%
GGS
374
Galvin Gaustad & Stein
Arizona
$401K – – –
FW
375
FirstPurpose Wealth
Utah
$401K +$55.9K +795 +16%
13 14
15
16 17