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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.

New
Increased
Maintained
Reduced
Closed
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
Ameriprise
Minnesota
+$97.2M
2
LPL Financial
LPL Financial
California
+$94.2M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$88.8M
4
SPIA
Steward Partners Investment Advisory
New York
+$65.9M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$44.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$459M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$76.3M
3
AWA
Amplius Wealth Advisors
Pennsylvania
-$27.5M
4
WA
Win Advisors
Florida
-$16.3M
5
AWM
AE Wealth Management
Kansas
-$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARC
476
Advisor Resource Council
Texas
$265K -$7.12M -101,266 -96%
LA
477
Latitude Advisors
Florida
$263K -$139K -1,820 -34%
LSA
478
Lion Street Advisors
Texas
$263K – – –
Fisher Asset Management
479
Fisher Asset Management
Washington
$259K +$259K +3,393 New
RRCM
480
Rappaport Reiches Capital Management
Illinois
$258K – – –
SM
481
Sensible Money
Arizona
$254K – – –
W
482
WPWealth
Texas
$254K – – –
WCG
483
Weaver Consulting Group
California
$254K – – –
TC
484
Tenret Company
Florida
$246K – – –
WCFA
485
Walkner Condon Financial Advisors
Wisconsin
$244K +$25K +328 +11%
CIBC Private Wealth Group
486
CIBC Private Wealth Group
Georgia
$243K -$1.67K -22 -0.7%
OCM
487
Objective Capital Management
Ohio
$243K +$243K +3,193 New
WAG
488
Wallace Advisory Group
California
$243K -$1.34K -19 -0.5%
HHGA
489
Halbert Hargrove Global Advisors
California
$242K – – –
TCOT
490
Trust Company of Toledo
Ohio
$241K – – –
Qube Research & Technologies (QRT)
491
Qube Research & Technologies (QRT)
United Kingdom
$238K +$167K +2,191 +236%
TAM
492
Tucker Asset Management
Colorado
$238K +$230K +3,015 +2,844%
SA
493
SpiderRock Advisors
Delaware
$237K +$237K +3,175 New
WAM
494
WealthTrust Asset Management
Florida
$237K -$26.1K -343 -10%
SAM
495
Seelaus Asset Management
New Jersey
$232K -$3.43K -45 -1%
EFG
496
Everhart Financial Group
Ohio
$231K – – –
DA
497
Detalus Advisors
Missouri
$230K +$230K +3,025 New
EC
498
EdgeRock Capital
Colorado
$223K +$76 +1 +0%
PTC
499
Philadelphia Trust Company
Pennsylvania
$216K +$216K +2,840 New
ZAM
500
Zevin Asset Management
Massachusetts
$215K -$35.9K -472 -14%
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