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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 %
IF
576
Integrity Financial
Wyoming
$30K – – –
CWC
577
Carolinas Wealth Consulting
North Carolina
$28.9K – – –
HPC
578
HM Payson & Co
Maine
$26.4K – – –
TRCT
579
Tower Research Capital (TRC)
New York
$24.5K -$309K -3,957 -93%
CTC
580
Central Trust Company
Missouri
$23.8K – – –
JPWM
581
Jamison Private Wealth Management
Georgia
$23.4K – – –
GI
582
GAMMA Investing
California
$22.9K – – –
PA
583
PSI Advisors
Florida
$22.9K – – –
SCA
584
Stuart Chaussee & Associates
California
$20.9K – – –
NSIM
585
North Star Investment Management
Illinois
$20.8K – – –
Kayne Anderson Rudnick Investment Management
586
Kayne Anderson Rudnick Investment Management
California
$20.4K – – –
FFA
587
Frazier Financial Advisors
Ohio
$20.4K – – –
PCA
588
Providence Capital Advisors
North Carolina
$19.5K – – –
WIM
589
Westside Investment Management
California
$18.8K – – –
TCOV
590
Trust Company of Vermont
Vermont
$18K – – –
CA
591
Crewe Advisors
Utah
$14.5K -$468 -6 -3%
BSB
592
Bangor Savings Bank
Maine
$14K -$7.73K -99 -35%
PAI
593
Pittenger & Anderson Inc
Nebraska
$13.8K +$13.8K +177 New
HFA
594
Hershey Financial Advisers
Pennsylvania
$12.7K +$12.7K +163 New
WT
595
Whittier Trust
California
$12.7K – – –
FNWA
596
Financial Network Wealth Advisors
Utah
$11.7K -$935K -11,943 -99%
BLC
597
Brown, Lisle/Cummings
Rhode Island
$11.7K – – –
AIM
598
Anchor Investment Management
South Carolina
$11.7K – – –
AF
599
Allworth Financial
California
$11.3K +$11.3K +142 New
C
600
Covestor
United Kingdom
$11K +$2.14K +27 +24%
22 23
24
25 26