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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 %
RCA
376
Resonant Capital Advisors
Wisconsin
$514K – – –
Allianz Asset Management
377
Allianz Asset Management
Germany
$507K -$198K -2,600 -28%
FHA
378
First Horizon Advisors
Tennessee
$498K -$12.2K -160 -2%
PA
379
Pinnacle Associates
New York
$493K +$27.5K +361 +6%
LA
380
Lane & Associates
New Jersey
$483K – – –
SF
381
Synovus Financial
Georgia
$480K -$9.52K -125 -2%
RCAG
382
Rehmann Capital Advisory Group
Michigan
$475K -$88.8K -1,166 -16%
Citigroup
383
Citigroup
New York
$475K -$19K -249 -4%
CWA
384
CM Wealth Advisors
Ohio
$471K +$471K +6,300 New
SAM
385
Silvercrest Asset Management
New York
$457K – – –
CFD
386
Creative Financial Designs
Indiana
$451K +$62.9K +825 +16%
CWM
387
Congress Wealth Management
Massachusetts
$451K -$153K -2,010 -25%
CAM
388
Covenant Asset Management
New Jersey
$449K +$23.8K +313 +6%
Pathstone Holdings
389
Pathstone Holdings
New Jersey
$444K +$444K +5,827 New
EWA
390
EP Wealth Advisors
California
$438K – – –
AWCI
391
Alpine Woods Capital Investors
New York
$438K – – –
NWA
392
New World Advisors
Massachusetts
$437K -$54.5K -715 -11%
GGS
393
Galvin Gaustad & Stein
Arizona
$434K – – –
FW
394
FirstPurpose Wealth
Utah
$430K +$6.68K +90 +2%
FCIM
395
Fairview Capital Investment Management
California
$426K – – –
FA
396
Fountainhead AM
New Jersey
$424K -$12.3K -162 -3%
MAM
397
MWA Asset Management
Massachusetts
$420K +$130K +1,705 +45%
IA
398
Inspire Advisors
Idaho
$418K -$13.2K -173 -3%
MCM
399
MAI Capital Management
Ohio
$417K +$417K +5,474 New
RIL
400
Rothschild Investment LLC
Illinois
$417K +$1.37K +18 +0.3%
14 15
16
17 18