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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
DGRW
621 hedge funds and large institutions have $9.95B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 267 increasing their positions, 161 reducing their positions, and 39 closing their positions.
New
Increased
Maintained
Reduced
Closed
92% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 39
66% more repeat investments, than reductions
Existing positions increased: 267 | Existing positions reduced: 161
11% more funds holding in top 10
Funds holding in top 10: 66 → 73 (+7)
4% more funds holding
Funds holding: 598 → 621 (+23)
4% more capital invested
Capital invested by funds: $9.59B → $9.95B (+$354M)
0.82% less ownership
Funds ownership: 75.74% → 74.92% (-0.82%)
Holders
621
Holders Change
+23
Holders Change %
+3.85%
% of All Funds
8.97%
Holding in Top 10
73
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.61%
% of All Funds
1.05%
New
75
Increased
267
Reduced
161
Closed
39
Calls
$476K
Puts
–
Net Calls
+$476K
Net Calls Change
+$42K
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$56.9M |
| 2 |
IA
IAM Advisory
Easton,
Pennsylvania
|
+$37.6M |
| 3 |
Morgan Stanley
New York
|
+$34.5M |
| 4 |
BFG
Bouchey Financial Group
Troy,
New York
|
+$34M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$33.5M |
Top Sellers
| 1 |
TC
TownSquare Capital
Provo,
Utah
|
-$57.3M |
| 2 |
RVPG
Relative Value Partners Group
|
-$53.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$27.7M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$24.8M |
| 5 |
ERSOT
Employees Retirement System of Texas
Austin,
Texas
|
-$15.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IWA
651
Icon Wealth Advisors
Houston,
Texas
| – | -$163K | -2,135 | Closed |
|
|
BBHC
652
Brown Brothers Harriman & Co
New York
| – | -$120K | -1,580 | Closed |
|
|
FIM
653
Fernwood Investment Management
Quincy,
Massachusetts
| – | -$104K | -1,359 | Closed |
|
|
CFB
654
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$61.2K | -803 | Closed |
|
|
FFA
655
Farther Finance Advisors
San Francisco,
California
| – | -$48.8K | -644 | Closed |
|
|
WIC
656
Woodmont Investment Counsel
Nashville,
Tennessee
| – | -$25.5K | -335 | Closed |
|
|
PAM
657
Palisade Asset Management
Minneapolis,
Minnesota
| – | -$22.9K | -300 | Closed |
|
|
PCMC
658
Planning Capital Management Corporation
Paoli,
Pennsylvania
| – | -$18.9K | -248 | Closed |
|
|
PCM
659
Penserra Capital Management
Orinda,
California
| – | -$7K | -102 | Closed |
|
|
HDIM
660
Hanson & Doremus Investment Management
Burlington,
Vermont
| – | -$2K | -22 | Closed |
|
661
BNP Paribas Financial Markets
Paris,
France
| – | -$229 | -3 | Closed |
|