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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 %
CWA
76
Continuum Wealth Advisors
New York
$15.8M 224,441 +7,815 +4%
WA
77
Win Advisors
Florida
$15.4M 218,956 +218,956 New
AWM
78
AE Wealth Management
Kansas
$15.4M 214,084 -35,699 -14%
CRC
79
Curi RMB Capital
Illinois
$15M 213,231 -9,979 -4%
PAWA
80
Palo Alto Wealth Advisors
California
$14.7M 208,679 -1,883 -0.9%
FCM
81
Family Capital Management
Michigan
$14.2M 202,679 -15,237 -7%
TWM
82
TMD Wealth Management
Arizona
$14.1M 200,464 +178,910 +830%
KPWS
83
Kestra Private Wealth Services
Texas
$14M 199,204 +47,272 +31%
HGA
84
Hobbs Group Advisors
South Carolina
$14M 198,878 +198,878 New
C
85
Certuity
Florida
$14M 198,598 -10,702 -5%
FC
86
Forte Capital
New York
$13.9M 197,592 +197,592 New
MML Investors Services
87
MML Investors Services
Massachusetts
$13.9M 197,450 +23,558 +14%
GM
88
GeoWealth Management
Illinois
$13.8M 195,829 +161,383 +469%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$13.7M 195,429 +64,039 +49%
AWS
90
Atria Wealth Solutions
New York
$13.4M 191,127 +2,367 +1%
SPWG
91
Sage Private Wealth Group
Illinois
$13.4M 190,836 +190,836 New
FFN
92
Focus Financial Network
Minnesota
$12.8M 181,762 -3,308 -2%
WMR
93
Wealth Management Resources
Rhode Island
$12.7M 180,478 -1,919 -1%
DADC
94
D.A. Davidson & Co
Montana
$12.7M 180,149 +3,830 +2%
WANY
95
Wealthspire Advisors (New York)
New York
$12.5M 177,306 -4,880 -3%
SFA
96
Sequoia Financial Advisors
Ohio
$12.5M 177,195 -8,217 -4%
LW
97
Lauer Wealth
Indiana
$12.1M 169,387 +5,411 +3%
TAM
98
Titleist Asset Management
Texas
$12.1M 172,212 +2,532 +1%
1832 Asset Management
99
1832 Asset Management
Ontario, Canada
$12M 171,420 -5,150 -3%
TAM
100
Townsend Asset Management
North Carolina
$11.4M 162,206 +7,501 +5%
2 3
4
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