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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 %
SWM
501
Spire Wealth Management
Virginia
$90.8K -$19.7K -276 -18%
SRCM
502
Signature Resources Capital Management
California
$88.3K +$88.3K +1,257 New
SIS
503
Strategic Investment Solutions
Illinois
$85.8K -$5.32M -75,702 -98%
AA
504
Addison Advisors
Vermont
$85.4K – – –
CT
505
Cambridge Trust
Massachusetts
$85.2K – – –
TVAMP
506
Tennessee Valley Asset Management Partners
Tennessee
$78.5K +$78.5K +1,117 New
ANBT
507
American National Bank & Trust
Texas
$70.3K +$70.3K +1,000 New
T
508
Tidemark
California
$67.1K +$67.1K +955 New
Qube Research & Technologies (QRT)
509
Qube Research & Technologies (QRT)
United Kingdom
$65.4K +$34.9K +497 +115%
CFB
510
Cullen/Frost Bankers
Texas
$64.8K +$8.36K +119 +15%
JFGIW
511
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56.2K +$56.2K +800 New
OA
512
Operose Advisors
Wisconsin
$55.8K – – –
HGERS
513
Householder Group Estate & Retirement Specialist
Arizona
$55K +$55K +795 New
PAI
514
Pittenger & Anderson Inc
Nebraska
$49.2K +$49.2K +700 New
MPWT
515
MassMutual Private Wealth & Trust
Connecticut
$46.9K – – –
FFA
516
Farther Finance Advisors
California
$46.2K -$211 -3 -0.5%
S
517
SignatureFD
Georgia
$42.8K – – –
SSB
518
Sandy Spring Bank
Maryland
$42.2K – – –
PGAM
519
Princeton Global Asset Management
New Jersey
$42.2K +$42.2K +600 New
AF
520
Advisornet Financial
Minnesota
$39.6K +$14.1K +200 +55%
WWM
521
Wolff Wiese Magana
California
$37.2K -$43.2K -615 -54%
TF
522
Tompkins Financial
New York
$35.1K – – –
S
523
Sachetta
Massachusetts
$35.1K +$35.1K +500 New
RG
524
Retirement Group
California
$32.9K +$211 +3 +0.6%
BWL
525
Bogart Wealth LLC
Virginia
$28.7K +$28.7K +408 New
19 20
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