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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 %
MWM
426
Maripau Wealth Management
Indiana
$357K +$123K +1,620 +53%
CWA
427
Clearview Wealth Advisors
Oregon
$356K -$67.3K -884 -16%
CRWM
428
Castle Rock Wealth Management
California
$351K +$64.5K +887 +23%
BA
429
Bluesphere Advisors
Pennsylvania
$350K – – –
RPWA
430
Regent Peak Wealth Advisors
Georgia
$345K +$1.14K +15 +0.3%
SFWC
431
Strategic Family Wealth Counselors
New Jersey
$343K +$11.9K +156 +4%
MFG
432
Mosaic Financial Group
Illinois
$342K +$342K +4,483 New
OPPS
433
Obsidian Personal Planning Solutions
Maryland
$339K -$9.49K -130 -3%
AWA
434
Alta Wealth Advisors
Massachusetts
$339K +$53.3K +700 +19%
MIH
435
Meitav Investment House
Israel
$338K +$50.3K +661 +18%
SG
436
StoneX Group
New York
$334K +$64.3K +844 +24%
HH
437
Hilltop Holdings
Texas
$333K +$2.67K +35 +0.8%
VWA
438
Visionary Wealth Advisors
Illinois
$332K +$11.8K +155 +4%
IGWM
439
ICA Group Wealth Management
Colorado
$330K +$66.4K +872 +25%
TFCP
440
Twin Focus Capital Partners
Massachusetts
$329K – – –
MOS
441
MGO One Seven
Ohio
$329K -$18.3K -240 -5%
PPP
442
Private Portfolio Partners
New Jersey
$329K -$12.9K -169 -4%
IWC
443
Integrated Wealth Concepts
Massachusetts
$327K -$762 -10 -0.2%
TRCT
444
Tower Research Capital (TRC)
New York
$325K +$325K +4,271 New
FF
445
Fox Financial
Pennsylvania
$325K +$610 +8 +0.2%
IAA
446
Independent Advisor Alliance
North Carolina
$325K +$325K +4,263 New
NCM
447
Novare Capital Management
North Carolina
$324K -$17.1K -224 -5%
WW
448
Waterfront Wealth
Kansas
$324K – – –
SWAG
449
Spectrum Wealth Advisory Group
California
$324K – – –
CAG
450
Crestwood Advisors Group
Massachusetts
$318K +$152 +2 +0%
16 17
18
19 20