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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 %
JWA
551
JFS Wealth Advisors
Pennsylvania
$9.7K -$10.3K -147 -52%
NL
552
NVWM LLC
Pennsylvania
$9.63K -$7.03K -100 -42%
WOC
553
West Oak Capital
California
$9K – – –
PP
554
Pacifica Partners
Canada
$8.79K – – –
NFA
555
Northwest Financial Advisors
Virginia
$7.89K +$7.89K +112 New
KFI
556
Key Financial Inc
Pennsylvania
$7.73K – – –
TAM
557
Tucker Asset Management
Colorado
$7.45K – – –
FP
558
Financial Perspectives
Minnesota
$7.31K – – –
GIA
559
GHP Investment Advisors
Colorado
$7.03K – – –
BFEC
560
Benjamin F. Edwards & Company
Missouri
$7K – – –
RFG
561
REAP Financial Group
Texas
$6.47K +$6.47K +92 New
TFM
562
TFC Financial Management
Massachusetts
$5.27K -$5.27K -75 -50%
C
563
Covestor
United Kingdom
$5K -$5.91K -78 -54%
CFGS
564
Concourse Financial Group Securities
Alabama
$4.57K -$4.92K -70 -52%
FWM
565
Focused Wealth Management
New York
$3.66K – – –
AAP
566
Arax Advisory Partners
Colorado
$3.66K +$3.66K +52 New
GI
567
Gradient Investments
Minnesota
$3.51K +$3.51K +50 New
WP
568
WealthShield Partners
North Carolina
$2.66K – – –
BNP Paribas Financial Markets
569
BNP Paribas Financial Markets
France
$281 +$281 +4 New
GWSA
570
Global Wealth Strategies & Associates
Colorado
$60 – – –
SIM
571
Seaview Investment Managers
Florida
– -$3.29M -51,867 Closed
KAS
572
KPP Advisory Services
Kentucky
– -$3.24M -51,072 Closed
OWM
573
OneAscent Wealth Management
Alabama
– -$1.67M -26,308 Closed
VF
574
Virtu Financial
New York
– -$1.11M -17,485 Closed
CGFA
575
Colton Groome Financial Advisors
North Carolina
– -$706K -11,123 Closed
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