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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

570 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, 229 increasing their positions, 157 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 25

73% more call options, than puts

Call options by funds: $682K | Put options by funds: $394K

46% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 157

29% more capital invested

Capital invested by funds: $6.89B → $8.86B (+$1.97B)

12% more funds holding in top 10

Funds holding in top 10: 57 → 64 (+7)

12% more funds holding

Funds holding: 508 → 570 (+62)

6.3% more ownership

Funds ownership: 71.67% → 77.97% (+6.3%)

Holders
570
Holders Change
+62
Holders Change %
+12.2%
% of All Funds
8.31%
Holding in Top 10
64
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.28%
% of All Funds
0.93%
New
94
Increased
229
Reduced
157
Closed
25
Calls
$682K
Puts
$394K
Net Calls
+$288K
Net Calls Change
-$125K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$492M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$208M
3
ERSOT
Employees Retirement System of Texas
Texas
+$93.9M
4
Bank of America
Bank of America
North Carolina
+$69.5M
5
LPL Financial
LPL Financial
California
+$53.1M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$75.9M
2
AWA
Amplius Wealth Advisors
Pennsylvania
-$22M
3
Osaic Holdings
Osaic Holdings
Arizona
-$15.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.95M
5
ACA
Aptus Capital Advisors
Alabama
-$9.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
526
Bogart Wealth LLC
Virginia
$28.7K +$26.9K +408 New
RFA
527
Resurgent Financial Advisors
Georgia
$28.4K +$198 +3 +0.7%
SWA
528
SOA Wealth Advisors
New York
$28.1K – – –
BCWM
529
Bartlett & Co Wealth Management
Ohio
$27.4K +$12.9K +195 +101%
IF
530
Integrity Financial
Wyoming
$27.1K – – –
BC
531
Bartlett & Co
Ohio
$27K +$12.9K +195 +101%
CWC
532
Carolinas Wealth Consulting
North Carolina
$26K – – –
HPC
533
HM Payson & Co
Maine
$23.8K – – –
SIS
534
Sound Income Strategies
Florida
$23.1K – – –
CTC
535
Central Trust Company
Missouri
$21.4K +$9.18K +139 +84%
EW
536
Element Wealth
Mississippi
$21.3K +$20K +303 New
GI
537
GAMMA Investing
California
$20.9K +$19.4K +294 New
SCA
538
Stuart Chaussee & Associates
California
$18.8K – – –
FFA
539
Frazier Financial Advisors
Ohio
$18.3K +$17.2K +261 New
ODG
540
O'Dell Group
Ohio
$18.3K +$17.2K +261 New
PCA
541
Providence Capital Advisors
North Carolina
$17.6K – – –
WIM
542
Westside Investment Management
California
$16.9K – – –
TCOV
543
Trust Company of Vermont
Vermont
$16.2K – – –
BSB
544
Bangor Savings Bank
Maine
$12.7K -$9.64K -146 -45%
IHWM
545
Iron Horse Wealth Management
Iowa
$11.9K – – –
WT
546
Whittier Trust
California
$11.4K +$66 +1 +0.6%
PA
547
PSI Advisors
Florida
$10.9K – – –
AIM
548
Anchor Investment Management
South Carolina
$10.5K – – –
BLC
549
Brown, Lisle/Cummings
Rhode Island
$10.5K – – –
SFA
550
Semmax Financial Advisors
North Carolina
$10.2K +$9.38K +142 New
20 21
22
23 24

DGRW Hedge Fund Activity: Q4 2023 in Review

570 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q4 2023, worth a combined $8.86B — up 29% from $6.89B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new DGRW positions and 25 closed out — a net gain of 69 holders — while 229 added to existing stakes and 157 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $492M. The largest seller was Horizon Investments, cutting an estimated $75.9M.

  • 570 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q4 2023, up from 508 in Q3 2023.
  • Funds reported $8.86B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q4 2023, up 29% quarter-over-quarter.
  • 94 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q4 2023 and 25 closed out, a net change of +69 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q4 2023 was Morgan Stanley, an estimated $492M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q4 2023 was Horizon Investments, an estimated $75.9M sold.

Based on aggregated 13F filings for Q4 2023.