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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 %
LNC
626
Lincoln National Corp
Pennsylvania
– -$1.52M -19,885 Closed
VF
627
Virtu Financial
New York
– -$1.39M -18,195 Closed
KV
628
Kickstand Ventures
New York
– -$1.01M -13,284 Closed
HIC
629
Hartline Investment Corp
Illinois
– -$960K -12,601 Closed
QC
630
Quadrature Capital
United Kingdom
– -$954K -12,528 Closed
SIAS
631
Summit Investment Advisory Services
Minnesota
– -$901K -11,825 Closed
DAS
632
Diversify Advisory Services
Utah
– -$847K -11,161 Closed
MWM
633
Mission Wealth Management
California
– -$833K -10,930 Closed
NG
634
Norden Group
Utah
– -$733K -9,620 Closed
PS
635
Portfolio Strategies
New York
– -$680K -8,927 Closed
AWAU
636
Alliance Wealth Advisors (Utah)
Utah
– -$555K -7,288 Closed
CWA
637
CM Wealth Advisors
Ohio
– -$471K -6,300 Closed
WA
638
Win Advisors
Florida
– -$416K -5,462 Closed
SAW
639
Signal Advisors Wealth
Michigan
– -$363K -4,764 Closed
IAA
640
Independent Advisor Alliance
North Carolina
– -$325K -4,263 Closed
RWM
641
Ritholtz Wealth Management
New York
– -$304K -3,990 Closed
BTWM
642
Baker Tilly Wealth Management
Wisconsin
– -$292K -3,837 Closed
ARC
643
Advisor Resource Council
Texas
– -$265K -3,774 Closed
WAG
644
Wallace Advisory Group
California
– -$243K -3,452 Closed
WAM
645
WealthTrust Asset Management
Florida
– -$237K -3,111 Closed
RB
646
Renasant Bank
Mississippi
– -$205K -2,693 Closed
IWA
647
Icon Wealth Advisors
Texas
– -$163K -2,135 Closed
BBHC
648
Brown Brothers Harriman & Co
New York
– -$120K -1,580 Closed
FIM
649
Fernwood Investment Management
Massachusetts
– -$104K -1,359 Closed
CFB
650
Cullen/Frost Bankers
Texas
– -$61.2K -803 Closed
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