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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

569 hedge funds and large institutions have $8.86B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 228 increasing their positions, 157 reducing their positions, and 25 closing their positions.

Holders
569
Holders Change
+62
Holders Change %
+12.23%
% of All Funds
8.34%
Holding in Top 10
64
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.28%
% of All Funds
0.94%
New
94
Increased
228
Reduced
157
Closed
25
Calls
$682K
Puts
$394K
Net Calls
+$288K
Net Calls Change
-$125K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$961M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.24B
3
ERSOT
3
Employees Retirement System of Texas
Texas
$100M
4
Bank of America
4
Bank of America
North Carolina
$752M
5
LPL Financial
5
LPL Financial
California
$589M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$3.71M
2
AWA
2
Amplius Wealth Advisors
Pennsylvania
$42.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$36.6M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$15.9M
5
ACA
5
Aptus Capital Advisors
Alabama
$173K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
51
SkyView Investment Advisors
New Jersey
$30.6M 434,788 +349,935 +412%
GWSG
52
GPS Wealth Strategies Group
Colorado
$30.3M 430,557 -59,862 -12%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$30M 427,425 -15,592 -4%
BA
54
BCM Advisors
Louisiana
$30M 416,309 +23,604 +6%
CA
55
Cetera Advisors
Colorado
$28.7M 409,005 +153,213 +60%
PSCM
56
Per Stirling Capital Management
Texas
$28.4M 403,648 -25,390 -6%
ACA
57
Aspire Capital Advisors
Washington
$26.2M 372,845 -192 -0.1%
GEA
58
Glen Eagle Advisors
New Jersey
$24.4M 346,835 +64,761 +23%
CWA
59
Choice Wealth Advisors
Maine
$23.8M 338,142 +1,432 +0.4%
Stifel Financial
60
Stifel Financial
Missouri
$22.9M 326,418 +101,020 +45%
Mariner
61
Mariner
Kansas
$22.2M 315,837 -13,770 -4%
AAS
62
Avantax Advisory Services
Texas
$20.4M 290,686 +32,490 +13%
CFA
63
Cahill Financial Advisors
Minnesota
$19.9M 283,258 +13,377 +5%
IA
64
IAM Advisory
Pennsylvania
$19.5M 276,989 +2,092 +0.8%
TFG
65
Team Financial Group
California
$19.4M 276,572 +21,191 +8%
HWM
66
HB Wealth Management
Georgia
$19.4M 275,494 -2,592 -0.9%
LCM
67
LVM Capital Management
Michigan
$19.4M 275,332 +1,616 +0.6%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$19.2M 273,537 +4,627 +2%
GVAG
69
Great Valley Advisor Group
Delaware
$19.2M 273,008 +206,204 +309%
CIA
70
Concurrent Investment Advisors
Florida
$18.6M 264,102 +264,102 New
EFH
71
Eaton Financial Holdings
Florida
$17.9M 255,231 +23,253 +10%
Truist Financial
72
Truist Financial
North Carolina
$17.8M 253,380 +17,250 +7%
SWMG
73
Sanchez Wealth Management Group
Florida
$17.3M 246,618 +83,648 +51%
AWM
74
Avaii Wealth Management
Wisconsin
$16.2M 230,641 +25,270 +12%
Bank of New York Mellon
75
Bank of New York Mellon
New York
$15.9M 225,878 -150,735 -40%
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