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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 %
CWA
76
Continuum Wealth Advisors
New York
$19.5M +$1.45M +18,565 +8%
CFA
77
Cahill Financial Advisors
Minnesota
$19.1M -$91.6K -1,173 -0.5%
Goldman Sachs
78
Goldman Sachs
New York
$19M +$16.1M +206,833 +574%
GVAG
79
Great Valley Advisor Group
Delaware
$18.8M -$3.84M -49,159 -17%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$18.8M +$1.06M +13,607 +6%
MML Investors Services
81
MML Investors Services
Massachusetts
$18.7M +$1.56M +20,051 +9%
AWA
82
Amplius Wealth Advisors
Pennsylvania
$18.7M -$420K -5,381 -2%
Bank of New York Mellon
83
Bank of New York Mellon
New York
$16.7M -$67.5K -865 -0.4%
CRC
84
Curi RMB Capital
Illinois
$16.5M -$83.5K -1,070 -0.5%
COI
85
Connable Office Inc
Michigan
$16.1M +$4.04M +51,722 +33%
PAWA
86
Palo Alto Wealth Advisors
California
$16M +$128K +1,643 +0.8%
HCA
87
Heck Capital Advisors
Wisconsin
$15.8M +$15.6M +200,464 +8,571%
VFPI
88
Vantage Financial Partners (Illinois)
Illinois
$15.7M +$15.7M +201,537 New
DADC
89
D.A. Davidson & Co
Montana
$15.5M +$711K +9,105 +5%
MSFS
90
Main Street Financial Solutions
Pennsylvania
$14.1M +$661K +8,474 +5%
SA
91
Sanctuary Advisors
Indiana
$14.1M +$14.1M +191,118 New
FFN
92
Focus Financial Network
Minnesota
$13.5M -$62.7K -779 -0.5%
AWS
93
Atria Wealth Solutions
New York
$13.4M -$2.13M -27,230 -14%
LW
94
Lauer Wealth
Indiana
$13.3M -$892K -11,209 -6%
TAM
95
Townsend Asset Management
North Carolina
$13.3M +$174K +2,234 +1%
CA
96
Cresta Advisors
Texas
$13M -$73.4K -941 -0.6%
WMR
97
Wealth Management Resources
Rhode Island
$13M -$923K -11,825 -7%
CA
98
CGN Advisors
Kansas
$12.9M +$899K +11,515 +7%
AI
99
Atria Investments
North Carolina
$12.9M +$3.24M +41,552 +34%
Cerity Partners
100
Cerity Partners
New York
$12.5M +$2.73M +34,947 +28%
2 3
4
5 6