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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.

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
1
Morgan Stanley
New York
$961M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.24B
3
ERSOT
3
Employees Retirement System of Texas
Texas
$100M
4
Bank of America
4
Bank of America
North Carolina
$752M
5
LPL Financial
5
LPL Financial
California
$589M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$3.71M
2
AWA
2
Amplius Wealth Advisors
Pennsylvania
$42.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$36.6M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$15.9M
5
ACA
5
Aptus Capital Advisors
Alabama
$173K
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
26
TownSquare Capital
Utah
$52.7M +$2.5M +35,610 +5%
LFA
27
Legacy Financial Advisors
Kentucky
$50.6M -$38.2K -544 -0.1%
PWS
28
Private Wealth Strategies
Ohio
$49.4M +$511K +7,274 +1%
CAN
29
Cetera Advisor Networks
California
$49.3M -$551K -7,847 -1%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$47.8M -$1.56M -22,225 -3%
PCIA
31
Prime Capital Investment Advisors
Kansas
$46.9M +$7.64M +108,707 +19%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$46.4M +$345K +4,916 +0.8%
EH
33
Equitable Holdings
New York
$45.8M +$82.4K +1,173 +0.2%
GWS
34
Glassman Wealth Services
Virginia
$45M +$5.75M +81,829 +15%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$43.4M +$25.6M +364,620 +144%
AWA
36
Amplius Wealth Advisors
Pennsylvania
$42.5M -$23.4M -332,398 -35%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$41.7M +$7.03M +100,017 +20%
SFG
38
SNS Financial Group
Minnesota
$41.1M +$73.8K +1,050 +0.2%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$40.7M +$533K +7,580 +1%
SC
40
Savant Capital
Illinois
$40.6M -$1.33M -18,895 -3%
SIM
41
Stratos Investment Management
Ohio
$40.4M +$1.14M +16,259 +3%
SIG
42
Spinnaker Investment Group
California
$40.2M -$710K -10,097 -2%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$38.8M +$3.88M +55,259 +11%
Osaic Holdings
44
Osaic Holdings
Arizona
$36.6M -$16.3M -231,594 -31%
BFG
45
Bouchey Financial Group
New York
$36.2M +$258K +3,670 +0.7%
NW
46
NewEdge Wealth
Pennsylvania
$33.7M -$118K -1,674 -0.3%
OIA
47
OneDigital Investment Advisors
Kansas
$33.5M -$729K -10,368 -2%
KAS
48
Kestra Advisory Services
Texas
$33.4M +$27K +384 +0.1%
IA
49
IFP Advisors
Florida
$31.5M -$1.19M -16,921 -4%
FP
50
Fiduciary Planning
Florida
$31.4M +$21.2M +301,805 +208%
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