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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.

New
Increased
Maintained
Reduced
Closed
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
LPL Financial
California
$809M
2
IA
IAM Advisory
Pennsylvania
$60.3M
3
Morgan Stanley
Morgan Stanley
New York
$633M
4
BFG
Bouchey Financial Group
New York
$75.4M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.46B

Top Sellers

1
TC
TownSquare Capital
Utah
$1.89M
2
RVPG
Relative Value Partners Group
$0
3
Ameriprise
Ameriprise
Minnesota
$467M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$36.8M
5
SMG
Smart Money Group
Texas
$2.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
126
Ameritas Advisory Services
Nebraska
$8.61M -$171K -2,190 -2%
RIA
127
Regal Investment Advisors
Michigan
$8.61M +$21.9K +281 +0.3%
IA
128
IFG Advisory
Georgia
$8.6M -$599K -7,672 -7%
WWM
129
Western Wealth Management
Colorado
$8.58M +$306K +3,921 +4%
CFS
130
CRA Financial Services
New Jersey
$8.21M +$1.06M +13,547 +15%
OPWM
131
Oxinas Partners Wealth Management
Indiana
$8.2M -$314K -4,026 -4%
HFS
132
Howard Financial Services
Texas
$8.17M +$783K +10,033 +11%
Envestnet Portfolio Solutions
133
Envestnet Portfolio Solutions
Illinois
$8.14M +$246K +3,157 +3%
WSFS
134
Wilmington Savings Fund Society
Delaware
$8.05M +$6.71K +86 +0.1%
APA
135
Astoria Portfolio Advisors
New York
$8M +$1.68M +21,579 +27%
Creative Planning
136
Creative Planning
Kansas
$7.95M +$233K +2,985 +3%
SWP
137
Stratos Wealth Partners
Ohio
$7.81M -$84K -1,076 -1%
IWM
138
IHT Wealth Management
Illinois
$7.56M +$221K +2,833 +3%
OWA
139
ORBA Wealth Advisors
Illinois
$7.48M +$390K +4,993 +5%
MA
140
MBA Advisors
Pennsylvania
$7.44M -$33.2K -425 -0.4%
MTWM
141
Masso Torrence Wealth Management
New Jersey
$7.07M +$521K +6,679 +8%
AFG
142
Albion Financial Group
Utah
$6.96M -$8.2K -105 -0.1%
AWE
143
Avidian Wealth Enterprises
Texas
$6.93M +$616K +7,897 +10%
EFG
144
Ethos Financial Group
Pennsylvania
$6.81M +$6.81M +87,276 New
GLA
145
Good Life Advisors
Pennsylvania
$6.76M +$136K +1,741 +2%
IA
146
Insight Advisors
Pennsylvania
$6.42M +$703K +9,011 +12%
UCFA
147
United Capital Financial Advisors
Texas
$6.34M -$520K -6,662 -8%
VA
148
Valmark Advisers
Ohio
$6.21M +$1.95M +24,965 +46%
IWP
149
IAG Wealth Partners
Wisconsin
$6.16M +$599K +7,670 +11%
CCG
150
Catalina Capital Group
California
$5.96M +$367K +4,703 +7%
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