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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 %
CA
101
Cresta Advisors
Texas
$11.3M 161,432 +7,695 +5%
COI
102
Connable Office Inc
Michigan
$10.9M 155,035 +76,900 +98%
CA
103
CGN Advisors
Kansas
$10.8M 154,030 -13,592 -8%
HCM
104
Hengehold Capital Management
Ohio
$10.5M 149,791 +7,335 +5%
SWP
105
Stratos Wealth Partners
Ohio
$10.2M 145,353 +44,332 +44%
EWMCB
106
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$10.2M 145,223 -9,292 -6%
KDA
107
Kraft Davis & Associates
Missouri
$10M 140,041 +56,636 +68%
GSEP
108
Golden State Equity Partners
California
$9.95M 141,517 +57,987 +69%
JAG
109
Journey Advisory Group
Kentucky
$9.36M 133,182 +761 +0.6%
MSFS
110
Main Street Financial Solutions
Pennsylvania
$9.36M 133,163 -2,770 -2%
APA
111
Astoria Portfolio Advisors
New York
$9.08M 125,687 -55,118 -30%
AI
112
Atria Investments
North Carolina
$8.94M 127,184 +48,410 +61%
FHA
113
Flagship Harbor Advisors
Massachusetts
$8.75M 124,549 +6,780 +6%
MPW
114
Monterey Private Wealth
California
$8.41M 119,621 +638 +0.5%
MPW
115
Melone Private Wealth
Michigan
$8.37M 119,162 -65,832 -36%
IA
116
IFG Advisory
Georgia
$8.31M 118,273 -714 -0.6%
JWCA
117
J.W. Cole Advisors
Florida
$8.04M 114,330 +61,649 +117%
Cerity Partners
118
Cerity Partners
New York
$7.88M 112,140 +98,743 +737%
TCM
119
TD Capital Management
Tennessee
$7.75M 110,204 +4,928 +5%
MFG
120
Merit Financial Group
Georgia
$7.68M 109,236 +1,462 +1%
OPWM
121
Oxinas Partners Wealth Management
Indiana
$7.63M 108,520 +601 +0.6%
Goldman Sachs
122
Goldman Sachs
New York
$7.62M 108,452 +78,638 +264%
CPA
123
Capital Planning Advisors
California
$7.62M 108,409 +2,061 +2%
RIA
124
Regal Investment Advisors
Michigan
$7.53M 107,077 -717 -0.7%
IWP
125
Invenio Wealth Partners
Florida
$7.47M 106,231 +17,528 +20%
3 4
5
6 7