WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
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.
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%)
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 |
|
DGRW Hedge Fund Activity: Q2 2024 in Review
621 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q2 2024, worth a combined $9.95B — up 3.7% from $9.59B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new DGRW positions and 39 closed out — a net gain of 36 holders — while 267 added to existing stakes and 161 trimmed.
The largest buyer was LPL Financial, adding an estimated $56.9M. The largest seller was TownSquare Capital, cutting an estimated $57.3M.
- 621 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q2 2024, up from 598 in Q1 2024.
- Funds reported $9.95B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q2 2024, up 3.7% quarter-over-quarter.
- 75 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q2 2024 and 39 closed out, a net change of +36 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q2 2024 was LPL Financial, an estimated $56.9M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q2 2024 was TownSquare Capital, an estimated $57.3M sold.
Based on aggregated 13F filings for Q2 2024.