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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 Market Value Shares Shares
Change 		Shares
Change %
SFA
101
Sequoia Financial Advisors
Ohio
$12.5M 159,517 -11,078 -6%
HCM
102
Hengehold Capital Management
Ohio
$12M 153,717 +2,737 +2%
SAM
103
Smartleaf Asset Management
Massachusetts
$11.9M 152,817 +35,245 +30%
KDA
104
Kraft Davis & Associates
Missouri
$11.9M 150,705 +3,794 +3%
FCM
105
Family Capital Management
Michigan
$11.7M 150,149 -3,676 -2%
GSEP
106
Golden State Equity Partners
California
$11.4M 146,637 +146,637 New
IWP
107
Invenio Wealth Partners
Florida
$11.1M 142,071 +5,181 +4%
FNT
108
First National Trust
Pennsylvania
$10.9M 140,066 +10,573 +8%
HGA
109
Hobbs Group Advisors
South Carolina
$10.9M 139,120 +139,120 New
TWP
110
Triad Wealth Partners
Kansas
$10.6M 135,522 +20,192 +18%
JAG
111
Journey Advisory Group
Kentucky
$10.5M 134,740 +3,408 +3%
WANY
112
Wealthspire Advisors (New York)
New York
$10.3M 131,909 -39,699 -23%
IF
113
Intrua Financial
Texas
$9.81M 125,734 +59,925 +91%
MPW
114
Melone Private Wealth
Michigan
$9.45M 121,046 +1,075 +0.9%
MPW
115
Monterey Private Wealth
California
$9.41M 120,520 +494 +0.4%
BAWC
116
Boyce & Associates Wealth Consulting
Texas
$9.38M 120,233 +15,464 +15%
PCG
117
Prosperity Consulting Group
Maryland
$9.28M 118,887 -20,694 -15%
TSWM
118
Tyler-Stone Wealth Management
Ohio
$9.17M 117,487 +25,149 +27%
VVP
119
Venture Visionary Partners
Ohio
$9.11M 116,657 +3,413 +3%
DWAM
120
Duncan Williams Asset Management
Tennessee
$8.92M 114,296 +11,267 +11%
JWCA
121
J.W. Cole Advisors
Florida
$8.9M 113,973 +330 +0.3%
MFG
122
Merit Financial Group
Georgia
$8.89M 113,845 +2,308 +2%
CPA
123
Capital Planning Advisors
California
$8.69M 111,294 +4,624 +4%
UAG
124
United Advisor Group
Ohio
$8.63M 110,517 +22,121 +25%
TCM
125
TD Capital Management
Tennessee
$8.61M 110,354 +1,911 +2%
3 4
5
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