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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

618 hedge funds and large institutions have $9.94B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 267 increasing their positions, 159 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
618
Holders Change
+22
Holders Change %
+3.69%
% of All Funds
8.99%
Holding in Top 10
73
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.61%
% of All Funds
1.06%
New
74
Increased
267
Reduced
159
Closed
38
Calls
$476K
Puts
–
Net Calls
+$476K
Net Calls Change
+$42K

Top Buyers

1
LPL Financial
LPL Financial
California
+$58.7M
2
IA
IAM Advisory
Pennsylvania
+$38.8M
3
Morgan Stanley
Morgan Stanley
New York
+$35.6M
4
BFG
Bouchey Financial Group
New York
+$35.1M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$34.6M

Top Sellers

1
TC
TownSquare Capital
Utah
-$59.1M
2
RVPG
Relative Value Partners Group
-$53.9M
3
Ameriprise
Ameriprise
Minnesota
-$28.6M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$25.6M
5
SMG
Smart Money Group
Texas
-$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPP
401
Private Portfolio Partners
New Jersey
$442K +$105K +1,347 +31%
FCIM
402
Fairview Capital Investment Management
California
$436K – – –
CIC
403
Carnegie Investment Counsel
Ohio
$436K -$597K -7,648 -58%
RCAG
404
Rehmann Capital Advisory Group
Michigan
$436K -$50.5K -647 -10%
MCM
405
MAI Capital Management
Ohio
$433K +$5.54K +71 +1%
RIL
406
Rothschild Investment LLC
Illinois
$429K +$1.72K +22 +0.4%
SF
407
Synovus Financial
Georgia
$427K -$64.5K -827 -13%
CWM
408
Congress Wealth Management
Massachusetts
$423K -$38.5K -493 -8%
HW
409
Hancock Whitney
Mississippi
$423K – – –
SS
410
Sunbelt Securities
Texas
$420K +$36.8K +471 +10%
FA
411
Flagstar Advisors
New York
$415K +$17.5K +224 +4%
GP
412
Girard Partners
Pennsylvania
$415K -$227K -2,904 -35%
TIAA Trust, National Association
413
TIAA Trust, National Association
North Carolina
$411K -$2.11K -27 -0.5%
BFA
414
Beacon Financial Advisory
Ohio
$408K +$408K +5,230 New
GSIS
415
Global Strategic Investment Solutions
Arizona
$400K +$1.64K +21 +0.4%
AWA
416
Arete Wealth Advisors
Illinois
$399K +$399K +5,113 New
SI
417
Stephens Inc
Arkansas
$398K +$27K +346 +7%
IGWM
418
ICA Group Wealth Management
Colorado
$397K +$58.6K +751 +17%
CWM
419
Cornerstone Wealth Management
Missouri
$397K – – –
TBC
420
Ted Buchan & Co
California
$397K +$397K +5,082 New
CA
421
Clearstead Advisors
Ohio
$394K +$205K +2,631 +109%
CFG
422
Citizens Financial Group
Rhode Island
$390K – – –
Citigroup
423
Citigroup
New York
$389K -$97.3K -1,247 -20%
ST
424
Spinnaker Trust
Maine
$389K – – –
VWA
425
Visionary Wealth Advisors
Illinois
$387K +$47K +602 +14%
15 16
17
18 19