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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 %
NRI
351
NFP Retirement Inc
California
$626K +$15.2K +200 +2%
Koshinski Asset Management
352
Koshinski Asset Management
Illinois
$619K +$317K +4,166 +105%
FCI
353
Financial Counselors Inc
Kansas
$612K +$7.77K +102 +1%
BFO
354
Biltmore Family Office
North Carolina
$610K – – –
SFM
355
Signet Financial Management
New Jersey
$603K -$13.3K -175 -2%
WS
356
Wedbush Securities
California
$602K +$29.9K +393 +5%
RWA
357
Redhawk Wealth Advisors
Minnesota
$599K -$14.8K -194 -2%
SQA
358
Simon Quick Advisors
New Jersey
$599K -$30.5K -400 -5%
SC
359
Scotia Capital
Ontario, Canada
$599K +$14.9K +196 +3%
PTC
360
Private Trust Company
Ohio
$593K +$125K +1,639 +27%
WMA
361
Wealth Management Associates
New Jersey
$586K +$1.02K +13 +0.2%
Fifth Third Bancorp
362
Fifth Third Bancorp
Ohio
$586K +$40.4K +530 +7%
AWM
363
AE Wealth Management
Kansas
$584K -$15.7M -206,423 -96%
SC
364
Sykon Capital
New York
$583K +$9.83K +129 +2%
KCFA
365
Key Client Fiduciary Advisors
New Jersey
$578K +$31.1K +408 +6%
RJT
366
Raymond James Trust
Florida
$569K +$192K +2,515 +51%
OWA
367
Outlook Wealth Advisors
Texas
$564K +$63.9K +839 +13%
KA
368
Klingman & Associates
New York
$557K – – –
AWAU
369
Alliance Wealth Advisors (Utah)
Utah
$555K +$36.9K +484 +7%
TWC
370
TD Waterhouse Canada
Ontario, Canada
$554K +$429K +5,660 +343%
GCM
371
Gallacher Capital Management
Colorado
$547K +$278K +3,646 +103%
JIC
372
Johnson Investment Counsel
Ohio
$539K +$229K +3,000 +74%
TWM
373
Thrive Wealth Management
Pennsylvania
$531K +$86.7K +1,138 +20%
DAM
374
Deltec Asset Management
New York
$526K -$45.7K -600 -8%
HSA
375
HBK Sorce Advisory
Pennsylvania
$525K – – –
13 14
15
16 17