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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 %
CSPIA
401
Cary Street Partners Investment Advisory
Virginia
$340K +$185K +2,629 +119%
ADL
402
Asset Dedication LLC
California
$339K – – –
TP
403
Tranquility Partners
Tennessee
$337K -$166K -2,368 -33%
LSA
404
L & S Advisors
California
$337K +$11.9K +170 +4%
BOSSRA
405
B.O.S.S. Retirement Advisors
Utah
$337K +$337K +4,792 New
AWM
406
Avior Wealth Management
Nebraska
$336K -$3.59K -51 -1%
OPPS
407
Obsidian Personal Planning Solutions
Maryland
$336K +$5.97K +85 +2%
Kovitz Investment Group Partners
408
Kovitz Investment Group Partners
Illinois
$333K – – –
BA
409
Bluesphere Advisors
Pennsylvania
$323K – – –
CF
410
Centaurus Financial
California
$322K +$322K +4,584 New
WP
411
WealthSource Partners
California
$320K -$562 -8 -0.2%
MOS
412
MGO One Seven
Ohio
$320K -$37.9K -539 -11%
RPWA
413
Regent Peak Wealth Advisors
Georgia
$317K +$4.08K +58 +1%
PPP
414
Private Portfolio Partners
New Jersey
$315K +$1.97K +28 +0.6%
NCM
415
Novare Capital Management
North Carolina
$315K -$5.2K -74 -2%
BMCM
416
Burns Matteson Capital Management
New York
$314K +$314K +4,472 New
YIH
417
Y-Intercept (HK)
Hong Kong
$312K +$312K +4,435 New
RWA
418
Rooted Wealth Advisors
Illinois
$311K -$75.2K -1,040 -19%
WW
419
Waterfront Wealth
Kansas
$310K +$52.4K +745 +20%
SFWC
420
Strategic Family Wealth Counselors
New Jersey
$306K +$70 +1 +0%
HH
421
Hilltop Holdings
Texas
$304K -$574K -8,167 -65%
CIBC World Market
422
CIBC World Market
Ontario, Canada
$304K +$73.1K +1,040 +32%
TFCP
423
Twin Focus Capital Partners
Massachusetts
$304K – – –
IWC
424
Integrated Wealth Concepts
Massachusetts
$302K +$302K +4,301 New
FF
425
Fox Financial
Pennsylvania
$299K +$299K +4,260 New
15 16
17
18 19