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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

570 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, 229 increasing their positions, 157 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 25

73% more call options, than puts

Call options by funds: $682K | Put options by funds: $394K

46% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 157

29% more capital invested

Capital invested by funds: $6.89B → $8.86B (+$1.97B)

12% more funds holding in top 10

Funds holding in top 10: 57 → 64 (+7)

12% more funds holding

Funds holding: 508 → 570 (+62)

6.3% more ownership

Funds ownership: 71.67% → 77.97% (+6.3%)

Holders
570
Holders Change
+62
Holders Change %
+12.2%
% of All Funds
8.31%
Holding in Top 10
64
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.28%
% of All Funds
0.93%
New
94
Increased
229
Reduced
157
Closed
25
Calls
$682K
Puts
$394K
Net Calls
+$288K
Net Calls Change
-$125K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$492M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$208M
3
ERSOT
Employees Retirement System of Texas
Texas
+$93.9M
4
Bank of America
Bank of America
North Carolina
+$69.5M
5
LPL Financial
LPL Financial
California
+$53.1M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$75.9M
2
AWA
Amplius Wealth Advisors
Pennsylvania
-$22M
3
Osaic Holdings
Osaic Holdings
Arizona
-$15.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.95M
5
ACA
Aptus Capital Advisors
Alabama
-$9.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
TIAA Trust, National Association
476
TIAA Trust, National Association
North Carolina
$203K +$191K +2,889 New
EWM
477
EPG Wealth Management
Georgia
$202K +$185K +2,801 New
WCFA
478
Walkner Condon Financial Advisors
Wisconsin
$202K +$190K +2,870 New
DIA
479
Dana Investment Advisors
Wisconsin
$201K +$189K +2,862 New
TFGT
480
TS Financial Group (TSFG)
Illinois
$196K – – –
PS
481
Principal Securities
Iowa
$195K +$184K +2,779 New
PPC
482
Park Place Capital
Alabama
$189K +$1.12K +17 +0.6%
NCM
483
Northwest Capital Management
Oregon
$184K -$1.25K -19 -0.7%
GWMI
484
Guardian Wealth Management (Illinois)
Illinois
$180K -$13.8K -209 -8%
LWCFA
485
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$178K – – –
ACA
486
Aptus Capital Advisors
Alabama
$173K -$9.12M -138,122 -98%
CA
487
Clearstead Advisors
Ohio
$170K -$160K -2,417 -50%
HIA
488
Harbor Investment Advisory
Maryland
$165K – – –
TWM
489
Tradition Wealth Management
Minnesota
$152K +$396 +6 +0.3%
MIFH
490
Migdal Insurance & Financial Holdings
Israel
$144K -$99.1K -1,500 -42%
SA
491
Scarborough Advisors
Maryland
$139K +$131K +1,981 New
LWANC
492
Laurel Wealth Advisors (North Carolina)
North Carolina
$128K – – –
PA
493
Parallel Advisors
California
$127K +$89.8K +1,360 +300%
LFG
494
Larson Financial Group
Missouri
$122K -$7K -106 -6%
CTWM
495
Cherry Tree Wealth Management
Minnesota
$118K +$15.5K +235 +16%
TWC
496
TD Waterhouse Canada
Ontario, Canada
$115K -$8.06K -122 -7%
GWANC
497
Guardian Wealth Advisors (North Carolina)
North Carolina
$110K – – –
AAG
498
Armstrong Advisory Group
Massachusetts
$110K – – –
CB
499
CNB Bank
Pennsylvania
$110K – – –
JGCM
500
Joseph Group Capital Management
Ohio
$92.3K -$8.19K -124 -9%
18 19
20
21 22

DGRW Hedge Fund Activity: Q4 2023 in Review

570 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q4 2023, worth a combined $8.86B — up 29% from $6.89B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new DGRW positions and 25 closed out — a net gain of 69 holders — while 229 added to existing stakes and 157 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $492M. The largest seller was Horizon Investments, cutting an estimated $75.9M.

  • 570 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q4 2023, up from 508 in Q3 2023.
  • Funds reported $8.86B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q4 2023, up 29% quarter-over-quarter.
  • 94 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q4 2023 and 25 closed out, a net change of +69 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q4 2023 was Morgan Stanley, an estimated $492M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q4 2023 was Horizon Investments, an estimated $75.9M sold.

Based on aggregated 13F filings for Q4 2023.