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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 %
JWA
601
JFS Wealth Advisors
Pennsylvania
$10.8K – – –
JGIA
602
Jackson Grant Investment Advisers
Connecticut
$10.5K +$10.5K +135 New
WOC
603
West Oak Capital
California
$10.1K – – –
SFA
604
Semmax Financial Advisors
North Carolina
$8.56K +$79 +1 +0.9%
PP
605
Pacifica Partners
Canada
$8.17K – – –
FP
606
Financial Perspectives
Minnesota
$8.12K – – –
GIA
607
GHP Investment Advisors
Colorado
$7.81K – – –
OLVIG
608
Oliver Lagore Vanvalin Investment Group
Michigan
$7.81K +$7.81K +100 New
MIFH
609
Migdal Insurance & Financial Holdings
Israel
$7K – – –
RI
610
Ridgewood Investments
New Jersey
$6.79K +$6.79K +87 New
IRC
611
Investors Research Corp
Georgia
$5.7K +$5.7K +73 New
FGAM
612
Financial Gravity Asset Management
Texas
$3.98K +$3.98K +51 New
EDRH
613
Edmond de Rothschild Holding
Switzerland
$3.75K – – –
GI
614
Gradient Investments
Minnesota
$3.75K +$3.67K +47 +4,700%
HT
615
Headlands Technologies
Illinois
$3.2K +$3.2K +41 New
WP
616
WealthShield Partners
North Carolina
$2.96K – – –
FHC
617
First Heartland Consultants
Missouri
$2.37K +$106 +1,359 +5%
HFS
618
Horizon Financial Services
North Carolina
$2K +$2K +26 New
CAS
619
Coppell Advisory Solutions
Texas
$1.87K +$1.87K +24 New
PCWA
620
Pacific Capital Wealth Advisors
California
$546 +$546 +7 New
RVPG
621
Relative Value Partners Group
– -$53.9M -757,541 Closed
WAS
622
Wealth Advisory Solutions
Indiana
– -$3.59M -49,709 Closed
1832 Asset Management
623
1832 Asset Management
Ontario, Canada
– -$2.82M -37,060 Closed
PWG
624
Portside Wealth Group
Utah
– -$2.49M -32,694 Closed
BEC
625
Blue Edge Capital
Virginia
– -$1.6M -21,000 Closed
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