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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 %
WA
401
Win Advisors
Florida
$416K -$16.3M -213,494 -98%
HW
402
Hancock Whitney
Mississippi
$413K – – –
TIAA Trust, National Association
403
TIAA Trust, National Association
North Carolina
$403K +$183K +2,398 +83%
TSWM
404
Triangle Securities Wealth Management
North Carolina
$397K – – –
BRWA
405
B. Riley Wealth Advisors
Florida
$392K +$38.1K +600 +11%
GSIS
406
Global Strategic Investment Solutions
Arizona
$389K +$1.3K +17 +0.3%
FA
407
Flagstar Advisors
New York
$388K +$9.53K +125 +3%
CWM
408
Cornerstone Wealth Management
Missouri
$387K +$4.11K +54 +1%
ICG
409
InterOcean Capital Group
Tennessee
$382K – – –
CFG
410
Citizens Financial Group
Rhode Island
$381K – – –
ST
411
Spinnaker Trust
Maine
$379K – – –
CF
412
Centaurus Financial
California
$376K +$27.2K +357 +8%
SS
413
Sunbelt Securities
Texas
$374K -$31K -407 -8%
LPT
414
Legacy Private Trust
Wisconsin
$374K – – –
Jones Financial Companies
415
Jones Financial Companies
Missouri
$371K +$150K +1,974 +68%
CG
416
Clarus Group
Texas
$370K +$370K +4,856 New
CSPIA
417
Cary Street Partners Investment Advisory
Virginia
$369K – – –
LSA
418
L & S Advisors
California
$367K +$990 +13 +0.3%
TP
419
Tranquility Partners
Tennessee
$366K +$229 +3 +0.1%
AWM
420
Avior Wealth Management
Nebraska
$364K +$305 +4 +0.1%
TCWM
421
Total Clarity Wealth Management
Illinois
$364K -$44.7K -587 -11%
SAW
422
Signal Advisors Wealth
Michigan
$363K +$71.2K +934 +24%
SI
423
Stephens Inc
Arkansas
$362K +$50.4K +661 +16%
Kovitz Investment Group Partners
424
Kovitz Investment Group Partners
Illinois
$361K – – –
TW
425
TritonPoint Wealth
Maryland
$358K -$123K -1,300 -26%
15 16
17
18 19