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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.

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
1
LPL Financial
California
$809M
2
IA
2
IAM Advisory
Pennsylvania
$60.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$633M
4
BFG
4
Bouchey Financial Group
New York
$75.4M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.46B

Top Sellers

1
TC
1
TownSquare Capital
Utah
$1.89M
2
RVPG
2
Relative Value Partners Group
$0
3
Ameriprise
3
Ameriprise
Minnesota
$467M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$36.8M
5
SMG
5
Smart Money Group
Texas
$2.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$31.5M -$4.23M -54,160 -12%
GEA
52
Glen Eagle Advisors
New Jersey
$31.3M +$1.62M +20,818 +5%
Osaic Holdings
53
Osaic Holdings
Arizona
$30.8M -$2.82M -36,124 -8%
GWSG
54
GPS Wealth Strategies Group
Colorado
$30.5M +$126K +1,610 +0.4%
PSCM
55
Per Stirling Capital Management
Texas
$30.2M -$1.9M -24,337 -6%
NA
56
NewEdge Advisors
Louisiana
$29.9M +$3.88M +49,648 +15%
ACA
57
Aspire Capital Advisors
Washington
$29M +$694K +8,895 +2%
TWM
58
TMD Wealth Management
Arizona
$29M +$12.8M +164,509 +80%
AAS
59
Avantax Advisory Services
Texas
$28.2M +$2.58M +33,083 +10%
Stifel Financial
60
Stifel Financial
Missouri
$27M +$771K +9,879 +3%
TFG
61
Team Financial Group
California
$26M +$1.58M +20,307 +6%
CWA
62
Choice Wealth Advisors
Maine
$26M +$149K +1,907 +0.6%
Mariner
63
Mariner
Kansas
$25.8M -$553K -7,088 -2%
JWM
64
Janiczek Wealth Management
Colorado
$24.2M +$19.7M +252,919 +438%
KPWS
65
Kestra Private Wealth Services
Texas
$23.9M +$1.64M +20,989 +7%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$23.5M -$10.7M -137,391 -31%
SWMG
67
Sanchez Wealth Management Group
Florida
$23.1M +$3.58M +45,848 +18%
LCM
68
LVM Capital Management
Michigan
$22.9M +$879K +11,260 +4%
Truist Financial
69
Truist Financial
North Carolina
$22.1M +$534K +6,846 +2%
FC
70
Forte Capital
New York
$22M +$6.02M +77,084 +38%
AA
71
ACT Advisors
North Carolina
$21.1M +$24.5K +314 +0.1%
HWM
72
Horizon Wealth Management
Illinois
$20.7M +$20.7M +264,717 New
SPWG
73
Sage Private Wealth Group
Illinois
$20.6M +$4.82M +61,726 +31%
HWM
74
HB Wealth Management
Georgia
$20.4M -$440K -5,634 -2%
CIA
75
Concurrent Investment Advisors
Florida
$20.1M +$179K +2,289 +0.9%
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3
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