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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.

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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$583M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$204M
3
AWA
3
Amplius Wealth Advisors
Pennsylvania
$18.6M
4
WA
4
Win Advisors
Florida
$416K
5
AWM
5
AE Wealth Management
Kansas
$584K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$34.9M +$678K +8,895 +2%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$33.4M +$870K +11,420 +3%
Osaic Holdings
53
Osaic Holdings
Arizona
$32.9M -$6.85M -89,888 -17%
C
54
Certuity
Florida
$32M +$16.8M +220,926 +111%
PSCM
55
Per Stirling Capital Management
Texas
$31.4M +$613K +8,046 +2%
BA
56
BCM Advisors
Louisiana
$30.2M -$442K -6,009 -1%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$29.7M +$8.9M +116,870 +43%
GWSG
58
GPS Wealth Strategies Group
Colorado
$29.7M -$3.11M -40,762 -9%
GEA
59
Glen Eagle Advisors
New Jersey
$29M +$2.57M +33,713 +10%
ACA
60
Aspire Capital Advisors
Washington
$27.6M -$797K -10,458 -3%
Mariner
61
Mariner
Kansas
$25.7M +$1.65M +21,721 +7%
Stifel Financial
62
Stifel Financial
Missouri
$25.6M +$714K +9,369 +3%
NA
63
NewEdge Advisors
Louisiana
$25.4M +$22.3M +292,516 +722%
CWA
64
Choice Wealth Advisors
Maine
$25.2M -$531K -6,967 -2%
AAS
65
Avantax Advisory Services
Texas
$25M +$2.84M +37,288 +13%
TFG
66
Team Financial Group
California
$23.9M +$2.79M +36,670 +13%
GVAG
67
Great Valley Advisor Group
Delaware
$22.1M +$1.34M +17,591 +6%
KPWS
68
Kestra Private Wealth Services
Texas
$21.8M +$6.59M +86,548 +43%
LCM
69
LVM Capital Management
Michigan
$21.5M +$511K +6,705 +2%
Truist Financial
70
Truist Financial
North Carolina
$21M +$1.72M +22,513 +9%
IA
71
IAM Advisory
Pennsylvania
$20.9M -$167K -2,196 -0.8%
AA
72
ACT Advisors
North Carolina
$20.6M +$20.6M +270,477 New
HWM
73
HB Wealth Management
Georgia
$20.3M -$668K -8,766 -3%
CIA
74
Concurrent Investment Advisors
Florida
$19.5M -$627K -8,235 -3%
EFH
75
Eaton Financial Holdings
Florida
$19.3M -$138K -1,813 -0.7%
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