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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 Market Value Shares Shares
Change 		Shares
Change %
SWMG
76
Sanchez Wealth Management Group
Florida
$19.1M 250,224 +3,606 +1%
CFA
77
Cahill Financial Advisors
Minnesota
$18.7M 246,083 -37,175 -13%
AWA
78
Amplius Wealth Advisors
Pennsylvania
$18.6M 244,559 -360,741 -60%
CWA
79
Continuum Wealth Advisors
New York
$17.6M 231,090 +6,649 +3%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$17.3M 227,245 +31,816 +16%
MML Investors Services
81
MML Investors Services
Massachusetts
$16.7M 219,283 +21,833 +11%
SMG
82
Smart Money Group
Texas
$16.7M 228,667 +228,667 New
Bank of New York Mellon
83
Bank of New York Mellon
New York
$16.3M 214,346 -11,532 -5%
CRC
84
Curi RMB Capital
Illinois
$16.2M 212,752 -479 -0.2%
TWM
85
TMD Wealth Management
Arizona
$15.7M 206,617 +6,153 +3%
FC
86
Forte Capital
New York
$15.6M 204,766 +7,174 +4%
PAWA
87
Palo Alto Wealth Advisors
California
$15.5M 203,887 -4,792 -2%
SPWG
88
Sage Private Wealth Group
Illinois
$15.4M 202,082 +11,246 +6%
AWS
89
Atria Wealth Solutions
New York
$15.1M 198,578 +7,451 +4%
DADC
90
D.A. Davidson & Co
Montana
$14.5M 189,725 +9,576 +5%
WMR
91
Wealth Management Resources
Rhode Island
$13.6M 178,368 -2,110 -1%
LW
92
Lauer Wealth
Indiana
$13.3M 178,770 +9,383 +6%
MSFS
93
Main Street Financial Solutions
Pennsylvania
$13.2M 172,755 +39,592 +30%
WANY
94
Wealthspire Advisors (New York)
New York
$13.1M 171,608 -5,698 -3%
SFA
95
Sequoia Financial Advisors
Ohio
$13M 170,595 -6,600 -4%
TAM
96
Townsend Asset Management
North Carolina
$12.8M 168,247 +6,041 +4%
CA
97
Cresta Advisors
Texas
$12.8M 168,059 +6,627 +4%
FFN
98
Focus Financial Network
Minnesota
$12.2M 168,975 -12,787 -7%
COI
99
Connable Office Inc
Michigan
$11.8M 154,825 -210 -0.1%
CA
100
CGN Advisors
Kansas
$11.7M 154,214 +184 +0.1%
2 3
4
5 6