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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 %
RFA
526
Resurgent Financial Advisors
Georgia
$28.4K +$211 +3 +0.7%
SWA
527
SOA Wealth Advisors
New York
$28.1K – – –
BCWM
528
Bartlett & Co Wealth Management
Ohio
$27.4K +$13.7K +195 +101%
IF
529
Integrity Financial
Wyoming
$27.1K – – –
BC
530
Bartlett & Co
Ohio
$27K +$13.5K +195 +101%
CWC
531
Carolinas Wealth Consulting
North Carolina
$26K – – –
HPC
532
HM Payson & Co
Maine
$23.8K – – –
SIS
533
Sound Income Strategies
Florida
$23.1K – – –
CTC
534
Central Trust Company
Missouri
$21.4K +$9.77K +139 +84%
EW
535
Element Wealth
Mississippi
$21.3K +$21.3K +303 New
GI
536
GAMMA Investing
California
$20.9K +$20.9K +294 New
SCA
537
Stuart Chaussee & Associates
California
$18.8K – – –
FFA
538
Frazier Financial Advisors
Ohio
$18.3K +$18.3K +261 New
ODG
539
O'Dell Group
Ohio
$18.3K +$18.3K +261 New
PCA
540
Providence Capital Advisors
North Carolina
$17.6K – – –
WIM
541
Westside Investment Management
California
$16.9K – – –
TCOV
542
Trust Company of Vermont
Vermont
$16.2K – – –
BSB
543
Bangor Savings Bank
Maine
$12.7K -$10.3K -146 -45%
IHWM
544
Iron Horse Wealth Management
Iowa
$11.9K – – –
WT
545
Whittier Trust
California
$11.4K +$70 +1 +0.6%
PA
546
PSI Advisors
Florida
$10.9K – – –
BLC
547
Brown, Lisle/Cummings
Rhode Island
$10.5K – – –
AIM
548
Anchor Investment Management
South Carolina
$10.5K – – –
SFA
549
Semmax Financial Advisors
North Carolina
$10.2K +$10.2K +142 New
BTI
550
Blue Trust Inc
Georgia
$10K +$10K +151 New
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