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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.

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

Top Sellers

1
TC
TownSquare Capital
Utah
$1.89M
2
RVPG
Relative Value Partners Group
$0
3
Ameriprise
Ameriprise
Minnesota
$467M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$36.8M
5
SMG
Smart Money Group
Texas
$2.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFWC
476
Strategic Family Wealth Counselors
New Jersey
$285K -$66.5K -852 -19%
PWMAG
477
Pinnacle Wealth Management Advisory Group
New Jersey
$282K +$282K +3,612 New
P
478
&Partners
Tennessee
$278K +$278K +3,560 New
NCFG
479
New Century Financial Group
New Jersey
$278K +$278K +3,556 New
ACA
480
Aptus Capital Advisors
Alabama
$274K +$94.3K +1,208 +53%
SAM
481
Seelaus Asset Management
New Jersey
$266K +$28.4K +364 +12%
FCP
482
Fidelis Capital Partners
Florida
$266K – – –
Allianz Asset Management
483
Allianz Asset Management
Germany
$265K -$254K -3,250 -49%
RRCM
484
Rappaport Reiches Capital Management
Illinois
$265K – – –
FA
485
Fountainhead AM
New Jersey
$262K -$172K -2,199 -40%
OLA
486
Oliver Luxxe Assets
New Jersey
$262K +$262K +3,352 New
SM
487
Sensible Money
Arizona
$260K – – –
W
488
WPWealth
Texas
$260K – – –
WCG
489
Weaver Consulting Group
California
$260K – – –
CIBC Private Wealth Group
490
CIBC Private Wealth Group
Georgia
$254K +$316 +4 +0.1%
BRWA
491
B. Riley Wealth Advisors
Florida
$252K -$230K -2,944 -48%
TC
492
Tenret Company
Florida
$252K – – –
LSA
493
Lion Street Advisors
Texas
$251K -$41.2K -528 -14%
SOS
494
Silver Oak Securities
Tennessee
$251K +$251K +3,215 New
FTDI
495
First Trust Direct Indexing
Massachusetts
$251K +$251K +3,214 New
HHGA
496
Halbert Hargrove Global Advisors
California
$248K – – –
DA
497
Detalus Advisors
Missouri
$247K +$11.2K +144 +5%
TCOT
498
Trust Company of Toledo
Ohio
$247K – – –
MOS
499
MGO One Seven
Ohio
$246K -$91.3K -1,169 -27%
RWA
500
Rooted Wealth Advisors
Illinois
$244K -$76.6K -959 -24%
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