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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.

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
1
Morgan Stanley
New York
$961M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.24B
3
ERSOT
3
Employees Retirement System of Texas
Texas
$100M
4
Bank of America
4
Bank of America
North Carolina
$752M
5
LPL Financial
5
LPL Financial
California
$589M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$3.71M
2
AWA
2
Amplius Wealth Advisors
Pennsylvania
$42.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$36.6M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$15.9M
5
ACA
5
Aptus Capital Advisors
Alabama
$173K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFO
576
Stokes Family Office
Louisiana
– -$691K -10,877 Closed
Bank of Nova Scotia
577
Bank of Nova Scotia
Ontario, Canada
– -$660K -10,400 Closed
GCP
578
GSA Capital Partners
United Kingdom
– -$590K -9,300 Closed
TFA
579
Tranquilli Financial Advisor
New Jersey
– -$588K -9,263 Closed
LSIA
580
LaSalle St. Investment Advisors
Illinois
– -$507K -7,985 Closed
WP
581
Westmount Partners
California
– -$317K -4,995 Closed
Lido Advisors
582
Lido Advisors
California
– -$256K -4,038 Closed
USCWA
583
U.S. Capital Wealth Advisors
Texas
– -$237K -3,725 Closed
GC
584
Grimes & Company
Massachusetts
– -$204K -3,215 Closed
BAAM
585
Baker Avenue Asset Management
California
– -$42.6K -671 Closed
Franklin Resources
586
Franklin Resources
California
– -$34.3K -540 Closed
AWM
587
Angeles Wealth Management
California
– -$25.3K -398 Closed
CCP
588
Carmel Capital Partners
California
– -$21K -331 Closed
HFS
589
HBC Financial Services
Washington
– -$45K -300 Closed
Citadel Advisors
590
Citadel Advisors
Florida
– -$13.3K -210 Closed
AssetMark Inc
591
AssetMark Inc
California
– -$11.3K -178 Closed
BWP
592
Baldwin Wealth Partners
Massachusetts
– -$7.17K -113 Closed
Simplex Trading
593
Simplex Trading
Illinois
– -$6K -100 Closed
AWA
594
Authentikos Wealth Advisory
California
– -$5.65K -89 Closed
RIA
595
Realta Investment Advisors
Delaware
– -$2.07K -31 Closed
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