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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 %
PI
501
PFG Investments
New York
$215K +$215K +2,821 New
CIA
502
Capital Investment Advisors
Georgia
$215K -$19K -250 -8%
EWM
503
EPG Wealth Management
Georgia
$214K +$457 +6 +0.2%
PS
504
Principal Securities
Iowa
$212K – – –
NCM
505
Northwest Capital Management
Oregon
$207K +$7.24K +95 +4%
MSA
506
McAlister Sweet & Associates
Texas
$207K +$207K +2,713 New
CM
507
Capital Management
Virginia
$206K +$206K +2,700 New
RB
508
Renasant Bank
Mississippi
$205K +$205K +2,693 New
PPC
509
Park Place Capital
Alabama
$205K -$533 -7 -0.3%
EW
510
Element Wealth
Mississippi
$198K +$175K +2,301 +759%
GWM
511
Guardian Wealth Management
Illinois
$185K -$9.37K -123 -5%
CA
512
Clearstead Advisors
Ohio
$183K – – –
HIA
513
Harbor Investment Advisory
Maryland
$179K – – –
HCA
514
Heck Capital Advisors
Wisconsin
$178K -$302K -3,961 -63%
ACA
515
Aptus Capital Advisors
Alabama
$175K -$12.3K -162 -7%
IWA
516
Icon Wealth Advisors
Texas
$163K +$163K +2,135 New
GWANC
517
Guardian Wealth Advisors (North Carolina)
North Carolina
$158K +$38.1K +500 +32%
LFG
518
Larson Financial Group
Missouri
$153K +$20.6K +271 +16%
SA
519
Scarborough Advisors
Maryland
$151K +$381 +5 +0.3%
LWANC
520
Laurel Wealth Advisors (North Carolina)
North Carolina
$139K – – –
LWCFA
521
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$133K -$49.6K -680 -27%
CTWM
522
Cherry Tree Wealth Management
Minnesota
$128K – – –
CWM
523
Cedar Wealth Management
California
$121K +$121K +1,586 New
BBHC
524
Brown Brothers Harriman & Co
New York
$120K +$120K +1,580 New
CB
525
CNB Bank
Pennsylvania
$119K – – –
19 20
21
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