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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 %
CAL
451
Capital Advisors Ltd
Ohio
$311K – – –
CMS
452
Capital Market Strategies
Florida
$306K +$42.2K +554 +16%
RWM
453
Ritholtz Wealth Management
New York
$304K +$304K +3,990 New
BW
454
Bison Wealth
Georgia
$303K +$303K +3,983 New
RWA
455
Rooted Wealth Advisors
Illinois
$302K -$21.7K -288 -7%
APWA
456
Atlas Private Wealth Advisors
New Jersey
$302K +$302K +3,961 New
ADL
457
Asset Dedication LLC
California
$300K -$68.6K -900 -19%
CA
458
Calton & Associates
Florida
$299K -$25.8K -338 -8%
National Bank of Canada
459
National Bank of Canada
Quebec, Canada
$297K – – –
CAM
460
Cidel Asset Management
Ontario, Canada
$296K +$36.2K +475 +14%
FMII
461
Farmers & Merchants Investments Inc
Nebraska
$295K – – –
BTWM
462
Baker Tilly Wealth Management
Wisconsin
$292K -$176K -2,314 -38%
FA
463
Fermata Advisors
California
$292K +$292K +3,827 New
BMCM
464
Bryn Mawr Capital Management
Pennsylvania
$290K – – –
WSTAM
465
Wilbanks Smith & Thomas Asset Management
Virginia
$288K – – –
WA
466
Waverly Advisors
Alabama
$287K +$287K +3,765 New
CIBC World Market
467
CIBC World Market
Ontario, Canada
$286K -$43.7K -574 -13%
Luther King Capital Management (LKCM)
468
Luther King Capital Management (LKCM)
Texas
$285K – – –
BIA
469
Bigelow Investment Advisors
Maine
$285K – – –
MWA
470
Muirfield Wealth Advisors
North Carolina
$285K +$914 +12 +0.3%
CAM
471
Cozad Asset Management
Illinois
$284K – – –
COCM
472
Charter Oak Capital Management
New Hampshire
$279K – – –
EIA
473
Edgemoor Investment Advisors
Maryland
$267K +$267K +3,504 New
FCP
474
Fidelis Capital Partners
Florida
$267K – – –
KW
475
KWB Wealth
California
$266K -$162K -2,120 -38%
17 18
19
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