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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
FCM
101
Family Capital Management
Michigan
$11.7M -$3.72M -48,854 -24%
HCM
102
Hengehold Capital Management
Ohio
$11.5M +$90.6K +1,189 +0.8%
KDA
103
Kraft Davis & Associates
Missouri
$11.1M +$518K +6,870 +5%
PCG
104
Prosperity Consulting Group
Maryland
$10.6M +$10.6M +139,581 New
IWP
105
Invenio Wealth Partners
Florida
$10.4M +$2.34M +30,659 +29%
JAG
106
Journey Advisory Group
Kentucky
$10M -$141K -1,850 -1%
FNT
107
First National Trust
Pennsylvania
$9.87M +$4.7M +61,704 +91%
Cerity Partners
108
Cerity Partners
New York
$9.55M +$1M +13,146 +12%
AI
109
Atria Investments
North Carolina
$9.44M -$249K -3,274 -3%
MPW
110
Monterey Private Wealth
California
$9.14M +$30.9K +405 +0.3%
MPW
111
Melone Private Wealth
Michigan
$9.14M +$61.6K +809 +0.7%
IA
112
IFG Advisory
Georgia
$8.98M -$34.1K -447 -0.4%
SAM
113
Smartleaf Asset Management
Massachusetts
$8.95M +$5.63M +73,933 +169%
TWP
114
Triad Wealth Partners
Kansas
$8.79M +$8.79M +115,330 New
FHA
115
Flagship Harbor Advisors
Massachusetts
$8.68M -$812K -10,661 -9%
JWCA
116
J.W. Cole Advisors
Florida
$8.66M -$52.3K -687 -0.6%
VVP
117
Venture Visionary Partners
Ohio
$8.63M +$1.06M +13,969 +14%
AAS
118
Ameritas Advisory Services
Nebraska
$8.57M +$2.59M +34,005 +43%
RIA
119
Regal Investment Advisors
Michigan
$8.38M +$226K +2,970 +3%
OPWM
120
Oxinas Partners Wealth Management
Indiana
$8.31M +$46.7K +613 +0.6%
MFG
121
Merit Financial Group
Georgia
$8.26M +$171K +2,301 +2%
TCM
122
TD Capital Management
Tennessee
$8.26M -$134K -1,761 -2%
CPA
123
Capital Planning Advisors
California
$8.13M -$132K -1,739 -2%
WWM
124
Western Wealth Management
Colorado
$8.08M +$191K +2,505 +2%
BAWC
125
Boyce & Associates Wealth Consulting
Texas
$7.98M +$882K +11,578 +12%
3 4
5
6 7