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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 %
IA
376
Inspire Advisors
Idaho
$398K -$1.38M -19,568 -78%
KW
377
KWB Wealth
California
$394K -$31.8K -453 -7%
FCIM
378
Fairview Capital Investment Management
California
$393K – – –
CAM
379
Covenant Asset Management
New Jersey
$393K -$2.67K -38 -0.7%
BRWA
380
B. Riley Wealth Advisors
Florida
$392K -$42.2K -600 -10%
CWA
381
Clearview Wealth Advisors
Oregon
$390K -$37.6K -535 -9%
RIL
382
Rothschild Investment LLC
Illinois
$383K +$1.97K +28 +0.5%
HW
383
Hancock Whitney
Mississippi
$381K +$381K +5,416 New
TCWM
384
Total Clarity Wealth Management
Illinois
$377K +$24.7K +351 +7%
SS
385
Sunbelt Securities
Texas
$374K -$31.8K -452 -8%
LA
386
Latitude Advisors
Florida
$371K +$10.1K +144 +3%
TSWM
387
Triangle Securities Wealth Management
North Carolina
$366K -$4.85K -69 -1%
AWA
388
Arete Wealth Advisors
Illinois
$361K +$361K +5,139 New
SPC
389
Sigma Planning Corp
Michigan
$358K -$222K -3,164 -38%
CFD
390
Creative Financial Designs
Indiana
$358K +$222K +3,157 +163%
GSIS
391
Global Strategic Investment Solutions
Arizona
$358K +$1.9K +27 +0.5%
TW
392
TritonPoint Wealth
Maryland
$358K +$358K +5,089 New
APP
393
Avantax Planning Partners
Iowa
$355K – – –
CWM
394
Cornerstone Wealth Management
Missouri
$354K -$5.55K -79 -2%
ICG
395
InterOcean Capital Group
Tennessee
$353K – – –
CFG
396
Citizens Financial Group
Rhode Island
$351K +$351K +4,999 New
ST
397
Spinnaker Trust
Maine
$350K – – –
FA
398
Flagstar Advisors
New York
$349K -$141 -2 -0%
RJT
399
Raymond James Trust
Florida
$348K +$120K +1,703 +52%
LPT
400
Legacy Private Trust
Wisconsin
$345K – – –
14 15
16
17 18