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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

570 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, 229 increasing their positions, 157 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 25

73% more call options, than puts

Call options by funds: $682K | Put options by funds: $394K

46% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 157

29% more capital invested

Capital invested by funds: $6.89B → $8.86B (+$1.97B)

12% more funds holding in top 10

Funds holding in top 10: 57 → 64 (+7)

12% more funds holding

Funds holding: 508 → 570 (+62)

6.3% more ownership

Funds ownership: 71.67% → 77.97% (+6.3%)

Holders
570
Holders Change
+62
Holders Change %
+12.2%
% of All Funds
8.31%
Holding in Top 10
64
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.28%
% of All Funds
0.93%
New
94
Increased
229
Reduced
157
Closed
25
Calls
$682K
Puts
$394K
Net Calls
+$288K
Net Calls Change
-$125K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$492M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$208M
3
ERSOT
Employees Retirement System of Texas
Texas
+$93.9M
4
Bank of America
Bank of America
North Carolina
+$69.5M
5
LPL Financial
LPL Financial
California
+$53.1M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$75.9M
2
AWA
Amplius Wealth Advisors
Pennsylvania
-$22M
3
Osaic Holdings
Osaic Holdings
Arizona
-$15.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.95M
5
ACA
Aptus Capital Advisors
Alabama
-$9.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
FW
376
FirstPurpose Wealth
Utah
$401K +$52.5K +795 +16%
IA
377
Inspire Advisors
Idaho
$398K -$1.29M -19,568 -78%
KW
378
KWB Wealth
California
$394K -$29.9K -453 -7%
FCIM
379
Fairview Capital Investment Management
California
$393K – – –
CAM
380
Covenant Asset Management
New Jersey
$393K -$2.51K -38 -0.7%
BRWA
381
B. Riley Wealth Advisors
Florida
$392K -$39.6K -600 -10%
CWA
382
Clearview Wealth Advisors
Oregon
$390K -$35.3K -535 -9%
RIL
383
Rothschild Investment LLC
Illinois
$383K +$1.85K +28 +0.5%
HW
384
Hancock Whitney
Mississippi
$381K +$358K +5,416 New
TCWM
385
Total Clarity Wealth Management
Illinois
$377K +$23.2K +351 +7%
SS
386
Sunbelt Securities
Texas
$374K -$29.9K -452 -8%
LA
387
Latitude Advisors
Florida
$371K +$9.51K +144 +3%
TSWM
388
Triangle Securities Wealth Management
North Carolina
$366K -$4.56K -69 -1%
AWA
389
Arete Wealth Advisors
Illinois
$361K +$339K +5,139 New
SPC
390
Sigma Planning Corp
Michigan
$358K -$209K -3,164 -38%
CFD
391
Creative Financial Designs
Indiana
$358K +$208K +3,157 +163%
GSIS
392
Global Strategic Investment Solutions
Arizona
$358K +$1.78K +27 +0.5%
TW
393
TritonPoint Wealth
Maryland
$358K +$336K +5,089 New
APP
394
Avantax Planning Partners
Iowa
$355K – – –
CWM
395
Cornerstone Wealth Management
Missouri
$354K -$5.22K -79 -2%
ICG
396
InterOcean Capital Group
Tennessee
$353K – – –
CFG
397
Citizens Financial Group
Rhode Island
$351K +$330K +4,999 New
ST
398
Spinnaker Trust
Maine
$350K – – –
FA
399
Flagstar Advisors
New York
$349K -$132 -2 -0%
RJT
400
Raymond James Trust
Florida
$348K +$112K +1,703 +52%
14 15
16
17 18

DGRW Hedge Fund Activity: Q4 2023 in Review

570 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q4 2023, worth a combined $8.86B — up 29% from $6.89B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new DGRW positions and 25 closed out — a net gain of 69 holders — while 229 added to existing stakes and 157 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $492M. The largest seller was Horizon Investments, cutting an estimated $75.9M.

  • 570 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q4 2023, up from 508 in Q3 2023.
  • Funds reported $8.86B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q4 2023, up 29% quarter-over-quarter.
  • 94 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q4 2023 and 25 closed out, a net change of +69 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q4 2023 was Morgan Stanley, an estimated $492M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q4 2023 was Horizon Investments, an estimated $75.9M sold.

Based on aggregated 13F filings for Q4 2023.