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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.

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

Top Sellers

1
HI
Horizon Investments
North Carolina
$3.71M
2
AWA
Amplius Wealth Advisors
Pennsylvania
$42.5M
3
Osaic Holdings
Osaic Holdings
Arizona
$36.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$15.9M
5
ACA
Aptus Capital Advisors
Alabama
$173K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
476
EPG Wealth Management
Georgia
$202K +$202K +2,801 New
WCFA
477
Walkner Condon Financial Advisors
Wisconsin
$202K +$202K +2,870 New
DIA
478
Dana Investment Advisors
Wisconsin
$201K +$201K +2,862 New
TFGT
479
TS Financial Group (TSFG)
Illinois
$196K – – –
PS
480
Principal Securities
Iowa
$195K +$195K +2,779 New
PPC
481
Park Place Capital
Alabama
$189K +$1.2K +17 +0.6%
NCM
482
Northwest Capital Management
Oregon
$184K -$1.34K -19 -0.7%
GWM
483
Guardian Wealth Management
Illinois
$180K -$14.7K -209 -8%
LWCFA
484
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$178K – – –
ACA
485
Aptus Capital Advisors
Alabama
$173K -$9.71M -138,122 -98%
CA
486
Clearstead Advisors
Ohio
$170K -$170K -2,417 -50%
HIA
487
Harbor Investment Advisory
Maryland
$165K – – –
TWM
488
Tradition Wealth Management
Minnesota
$152K +$421 +6 +0.3%
MIFH
489
Migdal Insurance & Financial Holdings
Israel
$144K -$106K -1,500 -42%
SA
490
Scarborough Advisors
Maryland
$139K +$139K +1,981 New
LWANC
491
Laurel Wealth Advisors (North Carolina)
North Carolina
$128K – – –
PA
492
Parallel Advisors
California
$127K +$95.6K +1,360 +300%
LFG
493
Larson Financial Group
Missouri
$122K -$7.45K -106 -6%
CTWM
494
Cherry Tree Wealth Management
Minnesota
$118K +$16.5K +235 +16%
TWC
495
TD Waterhouse Canada
Ontario, Canada
$115K -$8.48K -122 -7%
GWANC
496
Guardian Wealth Advisors (North Carolina)
North Carolina
$110K – – –
AAG
497
Armstrong Advisory Group
Massachusetts
$110K – – –
CB
498
CNB Bank
Pennsylvania
$110K – – –
JGCM
499
Joseph Group Capital Management
Ohio
$92.3K -$8.72K -124 -9%
PSB
500
Piscataqua Savings Bank
New Hampshire
$91.4K – – –
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