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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 %
GWANC
526
Guardian Wealth Advisors (North Carolina)
North Carolina
$162K – – –
SA
527
Scarborough Advisors
Maryland
$154K -$937 -12 -0.6%
BFEC
528
Benjamin F. Edwards & Company
Missouri
$152K +$152K +1,946 New
LWCFA
529
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$147K – – –
CTWM
530
Cherry Tree Wealth Management
Minnesota
$146K +$15.5K +198 +12%
LWANC
531
Laurel Wealth Advisors (North Carolina)
North Carolina
$142K – – –
KFI
532
Key Financial Inc
Pennsylvania
$123K +$87.9K +1,126 +250%
AAG
533
Armstrong Advisory Group
Massachusetts
$123K – – –
CB
534
CNB Bank
Pennsylvania
$122K – – –
CWM
535
Cedar Wealth Management
California
$112K -$11.6K -149 -9%
IAIM
536
International Assets Investment Management
Florida
$103K +$103K +1,316 New
PSB
537
Piscataqua Savings Bank
New Hampshire
$101K – – –
SWM
538
Spire Wealth Management
Virginia
$98.6K – – –
SRCM
539
Signature Resources Capital Management
California
$98.5K +$390 +5 +0.4%
SIS
540
Strategic Investment Solutions
Illinois
$97.4K +$97.4K +1,221 New
AA
541
Addison Advisors
Vermont
$94.8K – – –
RIA
542
Realta Investment Advisors
Delaware
$87K +$18K +230 +26%
ANBT
543
American National Bank & Trust
Texas
$78.1K – – –
HGERS
544
Householder Group Estate & Retirement Specialist
Arizona
$71K +$9.18K +118 +15%
PMFA
545
Plante Moran Financial Advisors
Michigan
$65K +$65K +833 New
TPCW
546
TD Private Client Wealth
New York
$62.9K +$62.9K +806 New
OA
547
Operose Advisors
Wisconsin
$62K – – –
T
548
Tidemark
California
$58.9K – – –
BIM
549
Breakwater Investment Management
Washington
$58.4K – – –
SIC
550
Salem Investment Counselors
North Carolina
$54.9K +$54.9K +703 New
20 21
22
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