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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
FF
426
Fox Financial
Pennsylvania
$299K +$281K +4,260 New
CA
427
Calton & Associates
Florida
$299K +$281K +4,257 New
SWAG
428
Spectrum Wealth Advisory Group
California
$299K – – –
National Bank of Canada
429
National Bank of Canada
Quebec, Canada
$296K – – –
VWA
430
Visionary Wealth Advisors
Illinois
$295K +$277K +4,200 New
CAG
431
Crestwood Advisors Group
Massachusetts
$293K +$264 +4 +0.1%
SI
432
Stephens Inc
Arkansas
$288K +$396 +6 +0.1%
CAL
433
Capital Advisors Ltd
Ohio
$287K – – –
JIC
434
Johnson Investment Counsel
Ohio
$286K +$269K +4,070 New
Koshinski Asset Management
435
Koshinski Asset Management
Illinois
$278K -$305K -4,621 -54%
CRWM
436
Castle Rock Wealth Management
California
$274K +$260K +3,941 New
FMII
437
Farmers & Merchants Investments Inc
Nebraska
$272K – – –
SAW
438
Signal Advisors Wealth
Michigan
$269K +$253K +3,830 New
MAM
439
MWA Asset Management
Massachusetts
$268K +$252K +3,809 New
BMCM
440
Bryn Mawr Capital Management
Pennsylvania
$267K +$251K +3,803 New
WSTAM
441
Wilbanks Smith & Thomas Asset Management
Virginia
$266K – – –
SFG
442
StrategIQ Financial Group
Indiana
$265K -$3.76K -57 -1%
MIH
443
Meitav Investment House
Israel
$265K -$1.65K -25 -0.7%
AWA
444
Alta Wealth Advisors
Massachusetts
$263K -$53.6K -812 -18%
BIA
445
Bigelow Investment Advisors
Maine
$263K – – –
LSA
446
Lion Street Advisors
Texas
$263K -$8.92K -135 -3%
MWA
447
Muirfield Wealth Advisors
North Carolina
$262K +$246K +3,728 New
DWMG
448
DB Wealth Management Group
California
$262K +$132 +2 +0.1%
CAM
449
Cozad Asset Management
Illinois
$262K -$220K -3,335 -47%
COCM
450
Charter Oak Capital Management
New Hampshire
$257K +$66 +1 +0%
16 17
18
19 20

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.