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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 %
CWA
451
Clearview Wealth Advisors
Oregon
$337K -$27.9K -358 -8%
IWC
452
Integrated Wealth Concepts
Massachusetts
$333K -$1.64K -21 -0.5%
NCM
453
Novare Capital Management
North Carolina
$332K – – –
SWAG
454
Spectrum Wealth Advisory Group
California
$332K – – –
HH
455
Hilltop Holdings
Texas
$328K -$12.5K -160 -4%
CAG
456
Crestwood Advisors Group
Massachusetts
$326K +$234 +3 +0.1%
CAL
457
Capital Advisors Ltd
Ohio
$318K – – –
GT
458
Greenleaf Trust
Michigan
$313K +$313K +4,005 New
WWM
459
WJ Wealth Management
Arizona
$312K +$312K +4,000 New
I
460
INVST
Indiana
$311K +$311K +3,980 New
CIBC World Market
461
CIBC World Market
Ontario, Canada
$310K +$17.2K +220 +6%
SXL
462
Summit X LLC
Missouri
$310K +$310K +3,970 New
ADL
463
Asset Dedication LLC
California
$307K – – –
BW
464
Bison Wealth
Georgia
$303K – – –
CAM
465
Cidel Asset Management
Ontario, Canada
$303K – – –
PS
466
Principal Securities
Iowa
$303K +$85.9K +1,100 +40%
FMII
467
Farmers & Merchants Investments Inc
Nebraska
$302K – – –
BMCM
468
Bryn Mawr Capital Management
Pennsylvania
$297K – – –
SFWA
469
Summit Financial Wealth Advisors
Louisiana
$296K +$296K +3,796 New
TW
470
TritonPoint Wealth
Maryland
$296K – – –
CA
471
Calton & Associates
Florida
$293K -$13.3K -171 -4%
BIA
472
Bigelow Investment Advisors
Maine
$292K – – –
CAM
473
Cozad Asset Management
Illinois
$291K – – –
WCFA
474
Walkner Condon Financial Advisors
Wisconsin
$290K +$40.5K +519 +16%
COCM
475
Charter Oak Capital Management
New Hampshire
$286K +$78 +1 +0%
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