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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 %
AF
551
Advisornet Financial
Minnesota
$54.9K +$10.9K +140 +25%
MPWT
552
MassMutual Private Wealth & Trust
Connecticut
$52.1K – – –
CPG
553
Cornerstone Planning Group
New Jersey
$52K +$52K +685 New
SSB
554
Sandy Spring Bank
Maryland
$51.9K +$5.07K +65 +11%
BCWM
555
Bartlett & Co Wealth Management
Ohio
$49.7K – – –
LIA
556
Lynx Investment Advisory
District of Columbia
$47.6K +$47.6K +610 New
PGAM
557
Princeton Global Asset Management
New Jersey
$46.8K – – –
JGCM
558
Joseph Group Capital Management
Ohio
$43.4K -$50.7K -649 -54%
WWM
559
Wolff Wiese Magana
California
$43.3K +$1.95K +25 +5%
S
560
SignatureFD
Georgia
$41.1K – – –
BFA
561
BBJS Financial Advisors
Washington
$41K -$31.2K -400 -43%
CFGS
562
Concourse Financial Group Securities
Alabama
$39.9K +$35.2K +451 +752%
S
563
Sachetta
Massachusetts
$39.4K – – –
TF
564
Tompkins Financial
New York
$39K – – –
FG
565
Fairman Group
Pennsylvania
$39K +$39K +500 New
EWP
566
Elevation Wealth Partners
California
$36.9K +$156 +2 +0.4%
SIS
567
Sound Income Strategies
Florida
$36.8K -$4.76K -61 -11%
OWA
568
Opal Wealth Advisors
New York
$36.5K – – –
PA
569
Parallel Advisors
California
$35.4K – – –
BWL
570
Bogart Wealth LLC
Virginia
$33.5K +$156 +2 +0.5%
VanEck Associates
571
VanEck Associates
New York
$33K – – –
TFGT
572
TS Financial Group (TSFG)
Illinois
$33K – – –
HWP
573
Highline Wealth Partners
California
$32.2K +$32.2K +413 New
SWA
574
SOA Wealth Advisors
New York
$31.2K – – –
FLPIM
575
F.L. Putnam Investment Management
Massachusetts
$31.2K +$31.2K +400 New
21 22
23
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