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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
Ameriprise
Minnesota
$483M
2
LPL Financial
LPL Financial
California
$733M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$139M
4
SPIA
Steward Partners Investment Advisory
New York
$70.2M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.39B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$583M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$204M
3
AWA
Amplius Wealth Advisors
Pennsylvania
$18.6M
4
WA
Win Advisors
Florida
$416K
5
AWM
AE Wealth Management
Kansas
$584K
Name Holding Trade Value Shares
Change 		Shares
Change %
WSFS
126
Wilmington Savings Fund Society
Delaware
$7.85M +$7.85M +103,078 New
DWAM
127
Duncan Williams Asset Management
Tennessee
$7.85M +$7.85M +103,029 New
SWP
128
Stratos Wealth Partners
Ohio
$7.71M -$3.37M -44,216 -30%
Envestnet Portfolio Solutions
129
Envestnet Portfolio Solutions
Illinois
$7.7M +$478K +6,272 +7%
Creative Planning
130
Creative Planning
Kansas
$7.53M +$1.65M +21,699 +28%
MA
131
MBA Advisors
Pennsylvania
$7.3M +$1.07K +14 +0%
HFS
132
Howard Financial Services
Texas
$7.21M +$158K +2,068 +2%
IWM
133
IHT Wealth Management
Illinois
$7.16M +$195K +2,561 +3%
TSWM
134
Tyler-Stone Wealth Management
Ohio
$7.04M +$2.46M +32,327 +54%
CFS
135
CRA Financial Services
New Jersey
$6.98M +$964K +12,656 +16%
OWA
136
ORBA Wealth Advisors
Illinois
$6.92M +$169K +2,221 +3%
AFG
137
Albion Financial Group
Utah
$6.8M -$10.7K -140 -0.2%
UAG
138
United Advisor Group
Ohio
$6.73M +$6.73M +88,396 New
UCFA
139
United Capital Financial Advisors
Texas
$6.69M -$493K -6,473 -7%
GM
140
GeoWealth Management
Illinois
$6.56M -$8.36M -109,700 -56%
GLA
141
Good Life Advisors
Pennsylvania
$6.46M -$45.2K -593 -0.7%
MTWM
142
Masso Torrence Wealth Management
New Jersey
$6.4M +$633K +8,311 +11%
PP
143
Prudential plc
United Kingdom
$6.2M -$953K -12,510 -13%
AWE
144
Avidian Wealth Enterprises
Texas
$6.16M +$1.82M +23,870 +42%
MSAM
145
Moloney Securities Asset Management
Missouri
$5.98M +$632K +8,294 +12%
APA
146
Astoria Portfolio Advisors
New York
$5.91M -$3.26M -44,727 -36%
IA
147
Insight Advisors
Pennsylvania
$5.58M +$1M +13,141 +22%
AWM
148
Avaii Wealth Management
Wisconsin
$5.55M -$12M -157,848 -68%
CCG
149
Catalina Capital Group
California
$5.46M +$3.05K +40 +0.1%
IWP
150
IAG Wealth Partners
Wisconsin
$5.43M +$409K +5,371 +8%
4 5
6
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