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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 %
CA
426
Calton & Associates
Florida
$299K +$299K +4,257 New
SWAG
427
Spectrum Wealth Advisory Group
California
$299K – – –
National Bank of Canada
428
National Bank of Canada
Quebec, Canada
$296K – – –
VWA
429
Visionary Wealth Advisors
Illinois
$295K +$295K +4,200 New
CAG
430
Crestwood Advisors Group
Massachusetts
$293K +$281 +4 +0.1%
SI
431
Stephens Inc
Arkansas
$288K +$422 +6 +0.1%
CAL
432
Capital Advisors Ltd
Ohio
$287K – – –
JIC
433
Johnson Investment Counsel
Ohio
$286K +$286K +4,070 New
Koshinski Asset Management
434
Koshinski Asset Management
Illinois
$278K -$325K -4,621 -54%
CRWM
435
Castle Rock Wealth Management
California
$274K +$274K +3,941 New
FMII
436
Farmers & Merchants Investments Inc
Nebraska
$272K – – –
SAW
437
Signal Advisors Wealth
Michigan
$269K +$269K +3,830 New
MAM
438
MWA Asset Management
Massachusetts
$268K +$268K +3,809 New
BMCM
439
Bryn Mawr Capital Management
Pennsylvania
$267K +$267K +3,803 New
WSTAM
440
Wilbanks Smith & Thomas Asset Management
Virginia
$266K – – –
SFG
441
StrategIQ Financial Group
Indiana
$265K -$4.01K -57 -1%
MIH
442
Meitav Investment House
Israel
$265K -$1.75K -25 -0.7%
AWA
443
Alta Wealth Advisors
Massachusetts
$263K -$57.1K -812 -18%
BIA
444
Bigelow Investment Advisors
Maine
$263K – – –
LSA
445
Lion Street Advisors
Texas
$263K -$9.49K -135 -3%
MWA
446
Muirfield Wealth Advisors
North Carolina
$262K +$262K +3,728 New
DWMG
447
DB Wealth Management Group
California
$262K +$141 +2 +0.1%
CAM
448
Cozad Asset Management
Illinois
$262K -$234K -3,335 -47%
COCM
449
Charter Oak Capital Management
New Hampshire
$257K +$70 +1 +0%
FIA
450
Foundations Investment Advisors
Arizona
$253K -$289K -4,020 -53%
16 17
18
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