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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.

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
1
Ameriprise
Minnesota
$483M
2
LPL Financial
2
LPL Financial
California
$733M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$139M
4
SPIA
4
Steward Partners Investment Advisory
New York
$70.2M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.39B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$583M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$204M
3
AWA
3
Amplius Wealth Advisors
Pennsylvania
$18.6M
4
WA
4
Win Advisors
Florida
$416K
5
AWM
5
AE Wealth Management
Kansas
$584K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$59.7M 784,096 +3,515 +0.5%
TC
27
TownSquare Capital
Utah
$59.6M 782,080 +32,399 +4%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$59.5M 781,277 +100,574 +15%
BFM
29
Boston Financial Management
Massachusetts
$58.8M 771,698 +14,999 +2%
CAN
30
Cetera Advisor Networks
California
$54.9M 721,066 +19,598 +3%
PWS
31
Private Wealth Strategies
Ohio
$54M 709,072 +5,674 +0.8%
RVPG
32
Relative Value Partners Group
$53.9M 757,541 -8,493 -1%
BFG
33
Beacon Financial Group
Texas
$53.8M 705,625 -74,415 -10%
PWMG
34
Prestige Wealth Management Group
New Jersey
$53.1M 697,062 -53,065 -7%
GWS
35
Glassman Wealth Services
Virginia
$51.1M 670,611 +30,604 +5%
CA
36
Cetera Advisors
Colorado
$50.9M 668,590 +259,585 +63%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$45.9M 601,792 +22,928 +4%
SFG
38
SNS Financial Group
Minnesota
$45.5M 597,601 +12,165 +2%
EH
39
Equitable Holdings
New York
$45.2M 592,797 -58,590 -9%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$44.9M 588,765 +36,465 +7%
SIG
41
Spinnaker Investment Group
California
$43.6M 571,713 -643 -0.1%
SIM
42
Stratos Investment Management
Ohio
$42.6M 559,274 -15,707 -3%
SC
43
Savant Capital
Illinois
$42.4M 556,202 -22,017 -4%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$39.5M 518,630 -98,893 -16%
BFG
45
Bouchey Financial Group
New York
$39.3M 515,645 +292 +0.1%
OIA
46
OneDigital Investment Advisors
Kansas
$37.9M 497,105 +20,173 +4%
KAS
47
Kestra Advisory Services
Texas
$37.6M 493,942 +19,067 +4%
SIA
48
SkyView Investment Advisors
New Jersey
$37.1M 486,445 +51,657 +12%
NW
49
NewEdge Wealth
Pennsylvania
$37M 505,286 +26,229 +5%
FP
50
Fiduciary Planning
Florida
$35.2M 461,909 +14,802 +3%
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