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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

596 hedge funds and large institutions have $9.59B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 253 increasing their positions, 176 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
+27
Holders Change %
+4.75%
% of All Funds
8.64%
Holding in Top 10
66
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.13%
% of All Funds
0.96%
New
67
Increased
253
Reduced
176
Closed
30
Calls
$434K
Puts
–
Net Calls
+$434K
Net Calls Change
+$146K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$483M
2
LPL Financial
LPL Financial
California
$733M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$139M
4
SPIA
Steward Partners Investment Advisory
New York
$70.2M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.39B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$583M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$204M
3
AWA
Amplius Wealth Advisors
Pennsylvania
$18.6M
4
WA
Win Advisors
Florida
$416K
5
AWM
AE Wealth Management
Kansas
$584K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
626
Arax Advisory Partners
Colorado
– -$3.66K -52 Closed
FWM
627
Focused Wealth Management
New York
– -$3.66K -52 Closed
GWSA
628
Global Wealth Strategies & Associates
Colorado
– -$60 -1 Closed
22 23 24 25
26