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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.

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
1
LPL Financial
California
$809M
2
IA
2
IAM Advisory
Pennsylvania
$60.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$633M
4
BFG
4
Bouchey Financial Group
New York
$75.4M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.46B

Top Sellers

1
TC
1
TownSquare Capital
Utah
$1.89M
2
RVPG
2
Relative Value Partners Group
$0
3
Ameriprise
3
Ameriprise
Minnesota
$467M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$36.8M
5
SMG
5
Smart Money Group
Texas
$2.39M
Name Market Value Shares Shares
Change 		Shares
Change %
LFA
26
Legacy Financial Advisors
Kentucky
$60.5M 774,989 -29,785 -4%
IA
27
IAM Advisory
Pennsylvania
$60.3M 772,359 +497,566 +181%
BFM
28
Boston Financial Management
Massachusetts
$57.9M 741,901 -29,797 -4%
GWS
29
Glassman Wealth Services
Virginia
$57.5M 737,089 +66,478 +10%
PWS
30
Private Wealth Strategies
Ohio
$56.4M 722,050 +12,978 +2%
PCIA
31
Prime Capital Investment Advisors
Kansas
$56.1M 718,981 -75,214 -9%
BFG
32
Beacon Financial Group
Texas
$54.7M 700,674 -4,951 -0.7%
PWMG
33
Prestige Wealth Management Group
New Jersey
$52.4M 671,769 -25,293 -4%
SIM
34
Stratos Investment Management
Ohio
$50.2M 643,667 +84,393 +15%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$50.2M 643,346 +54,581 +9%
EH
36
Equitable Holdings
New York
$49.1M 629,449 +36,652 +6%
SFG
37
SNS Financial Group
Minnesota
$47.1M 603,076 +5,475 +0.9%
SIG
38
Spinnaker Investment Group
California
$44.5M 569,993 -1,720 -0.3%
SC
39
Savant Capital
Illinois
$42.3M 542,095 -14,107 -3%
KAS
40
Kestra Advisory Services
Texas
$39.3M 503,736 +9,794 +2%
NW
41
NewEdge Wealth
Pennsylvania
$38.9M 498,965 -6,321 -1%
OIA
42
OneDigital Investment Advisors
Kansas
$38.8M 496,988 -117 -0%
SIA
43
SkyView Investment Advisors
New Jersey
$38.2M 489,367 +2,922 +0.6%
FP
44
Fiduciary Planning
Florida
$37.7M 483,617 +21,708 +5%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$36.9M 472,690 -45,940 -9%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$36.8M 471,795 -328,497 -41%
C
47
Certuity
Florida
$36.6M 468,942 +49,418 +12%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$33M 423,124 +32,717 +8%
BA
49
BCM Advisors
Louisiana
$32M 406,430 -3,870 -0.9%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$31.8M 407,276 -194,516 -32%
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