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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
$809M
2
IA
IAM Advisory
Pennsylvania
$60.3M
3
Morgan Stanley
Morgan Stanley
New York
$633M
4
BFG
Bouchey Financial Group
New York
$75.4M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.46B

Top Sellers

1
TC
TownSquare Capital
Utah
$1.89M
2
RVPG
Relative Value Partners Group
$0
3
Ameriprise
Ameriprise
Minnesota
$467M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$36.8M
5
SMG
Smart Money Group
Texas
$2.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWM
426
Total Clarity Wealth Management
Illinois
$386K +$13.8K +177 +4%
SG
427
StoneX Group
New York
$383K +$41.3K +529 +12%
TSWM
428
Triangle Securities Wealth Management
North Carolina
$383K -$23.4K -300 -6%
LPT
429
Legacy Private Trust
Wisconsin
$383K – – –
TP
430
Tranquility Partners
Tennessee
$382K +$6.48K +83 +2%
CG
431
Clarus Group
Texas
$379K – – –
CSPIA
432
Cary Street Partners Investment Advisory
Virginia
$378K – – –
CRWM
433
Castle Rock Wealth Management
California
$377K +$156 +2 +0%
AWM
434
Avior Wealth Management
Nebraska
$374K +$234 +3 +0.1%
FB
435
Fulton Bank
Pennsylvania
$371K +$371K +4,758 New
Kovitz Investment Group Partners
436
Kovitz Investment Group Partners
Illinois
$370K – – –
OPPS
437
Obsidian Personal Planning Solutions
Maryland
$363K – – –
MWA
438
Muirfield Wealth Advisors
North Carolina
$362K +$70.2K +900 +24%
BA
439
Bluesphere Advisors
Pennsylvania
$359K – – –
Tudor Investment Corp
440
Tudor Investment Corp
Connecticut
$355K +$355K +4,554 New
LA
441
Latitude Advisors
Florida
$354K +$83.8K +1,074 +31%
RPWA
442
Regent Peak Wealth Advisors
Georgia
$354K +$312 +4 +0.1%
MIH
443
Meitav Investment House
Israel
$353K +$7.02K +90 +2%
LSA
444
L & S Advisors
California
$352K -$23.9K -306 -6%
WA
445
Waverly Advisors
Alabama
$349K +$54.8K +702 +19%
AWA
446
Alta Wealth Advisors
Massachusetts
$347K -$546 -7 -0.2%
WW
447
Waterfront Wealth
Kansas
$344K – – –
CMS
448
Capital Market Strategies
Florida
$344K +$29.7K +381 +9%
FF
449
Fox Financial
Pennsylvania
$338K +$4.68K +60 +1%
TFCP
450
Twin Focus Capital Partners
Massachusetts
$337K – – –
16 17
18
19 20