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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 %
CIA
501
Capital Investment Advisors
Georgia
$244K +$23.4K +300 +11%
PI
502
PFG Investments
New York
$243K +$23.1K +296 +10%
EIA
503
Edgemoor Investment Advisors
Maryland
$240K -$33.2K -425 -12%
EW
504
Element Wealth
Mississippi
$239K +$35.4K +454 +17%
JWCA
505
J.W. Coons Advisors
Ohio
$237K +$237K +3,035 New
EFG
506
Everhart Financial Group
Ohio
$237K – – –
KW
507
KWB Wealth
California
$234K -$31.3K -411 -12%
CGPCS
508
Capital Group Private Client Services
California
$234K +$234K +3,000 New
WMWM
509
Whitaker-Myers Wealth Managers
Ohio
$229K +$229K +2,932 New
EC
510
EdgeRock Capital
Colorado
$228K -$78 -1 -0%
PTC
511
Philadelphia Trust Company
Pennsylvania
$222K – – –
ZAM
512
Zevin Asset Management
Massachusetts
$221K – – –
EWM
513
EPG Wealth Management
Georgia
$220K -$214K -2,807 Closed
CF
514
Centaurus Financial
California
$214K -$171K -2,197 -44%
MSA
515
McAlister Sweet & Associates
Texas
$211K -$1.02K -13 -0.5%
CM
516
Capital Management
Virginia
$211K – – –
MWM
517
Maripau Wealth Management
Indiana
$211K -$155K -1,990 -42%
CCG
518
Cypress Capital Group
Florida
$205K +$205K +2,627 New
HSWM
519
Hubbell Strickland Wealth Management
Louisiana
$203K +$203K +2,595 New
GC
520
Grimes & Company
Massachusetts
$202K +$202K +2,593 New
PPC
521
Park Place Capital
Alabama
$195K -$14.9K -191 -7%
TAM
522
Tucker Asset Management
Colorado
$194K -$50K -640 -21%
HIA
523
Harbor Investment Advisory
Maryland
$183K – – –
NCM
524
Northwest Capital Management
Oregon
$180K -$32K -410 -15%
GWM
525
Guardian Wealth Management
Illinois
$178K -$11.6K -149 -6%
19 20
21
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