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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

570 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, 229 increasing their positions, 157 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 25

73% more call options, than puts

Call options by funds: $682K | Put options by funds: $394K

46% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 157

29% more capital invested

Capital invested by funds: $6.89B → $8.86B (+$1.97B)

12% more funds holding in top 10

Funds holding in top 10: 57 → 64 (+7)

12% more funds holding

Funds holding: 508 → 570 (+62)

6.3% more ownership

Funds ownership: 71.67% → 77.97% (+6.3%)

Holders
570
Holders Change
+62
Holders Change %
+12.2%
% of All Funds
8.31%
Holding in Top 10
64
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.28%
% of All Funds
0.93%
New
94
Increased
229
Reduced
157
Closed
25
Calls
$682K
Puts
$394K
Net Calls
+$288K
Net Calls Change
-$125K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$492M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$208M
3
ERSOT
Employees Retirement System of Texas
Texas
+$93.9M
4
Bank of America
Bank of America
North Carolina
+$69.5M
5
LPL Financial
LPL Financial
California
+$53.1M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$75.9M
2
AWA
Amplius Wealth Advisors
Pennsylvania
-$22M
3
Osaic Holdings
Osaic Holdings
Arizona
-$15.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.95M
5
ACA
Aptus Capital Advisors
Alabama
-$9.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
CGFA
576
Colton Groome Financial Advisors
North Carolina
– -$706K -11,123 Closed
SFO
577
Stokes Family Office
Louisiana
– -$691K -10,877 Closed
Bank of Nova Scotia
578
Bank of Nova Scotia
Ontario, Canada
– -$660K -10,400 Closed
GCP
579
GSA Capital Partners
United Kingdom
– -$590K -9,300 Closed
TFA
580
Tranquilli Financial Advisor
New Jersey
– -$588K -9,263 Closed
LSIA
581
LaSalle St. Investment Advisors
Illinois
– -$507K -7,985 Closed
WP
582
Westmount Partners
California
– -$317K -4,995 Closed
Lido Advisors
583
Lido Advisors
California
– -$256K -4,038 Closed
USCWA
584
U.S. Capital Wealth Advisors
Texas
– -$237K -3,725 Closed
GC
585
Grimes & Company
Massachusetts
– -$204K -3,215 Closed
BAAM
586
Baker Avenue Asset Management
California
– -$42.6K -671 Closed
Franklin Resources
587
Franklin Resources
California
– -$34.3K -540 Closed
AWM
588
Angeles Wealth Management
California
– -$25.3K -398 Closed
CCP
589
Carmel Capital Partners
California
– -$21K -331 Closed
HFS
590
HBC Financial Services
Washington
– -$45K -300 Closed
Citadel Advisors
591
Citadel Advisors
Florida
– -$13.9K -210 Closed
AssetMark Inc
592
AssetMark Inc
California
– -$11.3K -178 Closed
BWP
593
Baldwin Wealth Partners
Massachusetts
– -$7.17K -113 Closed
Simplex Trading
594
Simplex Trading
Illinois
– -$6K -100 Closed
AWA
595
Authentikos Wealth Advisory
California
– -$5.65K -89 Closed
RIA
596
Realta Investment Advisors
Delaware
– -$2.07K -31 Closed
20 21 22 23
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DGRW Hedge Fund Activity: Q4 2023 in Review

570 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q4 2023, worth a combined $8.86B — up 29% from $6.89B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new DGRW positions and 25 closed out — a net gain of 69 holders — while 229 added to existing stakes and 157 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $492M. The largest seller was Horizon Investments, cutting an estimated $75.9M.

  • 570 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q4 2023, up from 508 in Q3 2023.
  • Funds reported $8.86B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q4 2023, up 29% quarter-over-quarter.
  • 94 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q4 2023 and 25 closed out, a net change of +69 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q4 2023 was Morgan Stanley, an estimated $492M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q4 2023 was Horizon Investments, an estimated $75.9M sold.

Based on aggregated 13F filings for Q4 2023.