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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.

New
Increased
Maintained
Reduced
Closed
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
Morgan Stanley
New York
$961M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.24B
3
ERSOT
Employees Retirement System of Texas
Texas
$100M
4
Bank of America
Bank of America
North Carolina
$752M
5
LPL Financial
LPL Financial
California
$589M

Top Sellers

1
HI
Horizon Investments
North Carolina
$3.71M
2
AWA
Amplius Wealth Advisors
Pennsylvania
$42.5M
3
Osaic Holdings
Osaic Holdings
Arizona
$36.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$15.9M
5
ACA
Aptus Capital Advisors
Alabama
$173K
Name Holding Trade Value Shares
Change 		Shares
Change %
MSAM
151
Moloney Securities Asset Management
Missouri
$4.93M +$842K +11,985 +21%
FNT
152
First National Trust
Pennsylvania
$4.76M +$2.61M +37,097 +121%
LPAM
153
Lodestar Private Asset Management
California
$4.76M +$296K +4,206 +7%
FRA
154
FFG Retirement Advisors
Colorado
$4.74M -$47.2K -671 -1%
IF
155
Intrua Financial
Texas
$4.7M +$4.7M +66,812 New
TNB
156
Thomasville National Bank
Georgia
$4.69M +$29.1K +414 +0.6%
IWP
157
IAG Wealth Partners
Wisconsin
$4.63M +$444K +6,320 +11%
REMPR
158
Roof Eidam Maycock Peralta (REMP)
California
$4.37M +$74.1K +1,054 +2%
RPGK
159
Retirement Planning Group (Kansas)
Kansas
$4.35M -$75.5K -1,074 -2%
Mirae Asset Global Investments
160
Mirae Asset Global Investments
South Korea
$4.26M – – –
IA
161
Insight Advisors
Pennsylvania
$4.22M -$27.6K -392 -0.6%
FG
162
Fiduciary Group
Georgia
$4.22M -$99.8K -1,420 -2%
TSWM
163
Tyler-Stone Wealth Management
Ohio
$4.22M +$556K +7,915 +15%
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$4.12M +$428K +6,097 +12%
FFS
165
Founders Financial Securities
Maryland
$4.06M -$2.93M -41,625 -42%
AWE
166
Avidian Wealth Enterprises
Texas
$4.01M +$1.73M +24,655 +76%
LSA
167
Lansing Street Advisors
Pennsylvania
$4M +$4M +56,882 New
SPIA
168
Steward Partners Investment Advisory
New York
$3.95M +$1.63M +23,235 +71%
CIAS
169
Capital Investment Advisory Services
North Carolina
$3.94M +$11K +157 +0.3%
CNBTD
170
Citizens National Bank Trust Department
Mississippi
$3.88M -$77.9K -1,109 -2%
AWM
171
Aries Wealth Management
Maine
$3.88M +$364K +5,180 +10%
PWMG
172
Provence Wealth Management Group
California
$3.81M -$43K -612 -1%
VA
173
Valmark Advisers
Ohio
$3.75M +$3.37M +48,007 +886%
HI
174
Horizon Investments
North Carolina
$3.71M -$80.8M -1,149,554 -96%
ACM
175
Avalon Capital Management
California
$3.57M -$291K -4,141 -8%
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