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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 %
GPW
151
Gray Private Wealth
Massachusetts
$5.4M +$5.4M +70,897 New
GIA
152
Gladstone Institutional Advisory
Florida
$5.39M +$26.5K +348 +0.5%
AA
153
Ancora Advisors
Ohio
$5.35M -$497K -6,528 -9%
FRA
154
FFG Retirement Advisors
Colorado
$5.22M +$83K +1,089 +2%
TNB
155
Thomasville National Bank
Georgia
$5.17M +$89.4K +1,174 +2%
Renaissance Technologies
156
Renaissance Technologies
New York
$5.16M -$1.99M -26,100 -28%
LPAM
157
Lodestar Private Asset Management
California
$5.07M -$97.8K -1,283 -2%
IF
158
Intrua Financial
Texas
$5.01M -$76.4K -1,003 -2%
Corient Private Wealth
159
Corient Private Wealth
Florida
$4.98M -$617K -8,101 -11%
DC
160
Darrow Company
Massachusetts
$4.94M +$4.34M +56,920 +718%
WAP
161
Wealthcare Advisory Partners
Pennsylvania
$4.73M +$1.7M +22,351 +56%
REMPR
162
Roof Eidam Maycock Peralta (REMP)
California
$4.72M -$15.9K -209 -0.3%
Mirae Asset Global Investments
163
Mirae Asset Global Investments
South Korea
$4.62M – – –
FFA
164
Founders Financial Alliance
North Carolina
$4.6M +$4.03M +52,858 +707%
FFS
165
Founders Financial Securities
Maryland
$4.54M +$147K +1,927 +3%
VWWMG
166
Vermillion & White Wealth Management Group
Pennsylvania
$4.45M -$3.63M -47,587 -45%
FG
167
Fiduciary Group
Georgia
$4.43M -$146K -1,922 -3%
LSA
168
Lansing Street Advisors
Pennsylvania
$4.41M +$74.9K +983 +2%
JWM
169
Janiczek Wealth Management
Colorado
$4.4M +$2.51M +32,884 +132%
RPGK
170
Retirement Planning Group (Kansas)
Kansas
$4.36M -$359K -4,717 -8%
AWM
171
Aries Wealth Management
Maine
$4.36M +$149K +1,952 +4%
Comerica Bank
172
Comerica Bank
Texas
$4.34M +$1.11M +14,539 +34%
CIAS
173
Capital Investment Advisory Services
North Carolina
$4.25M -$18.4K -241 -0.4%
CNBTD
174
Citizens National Bank Trust Department
Mississippi
$4.23M +$21.7K +285 +0.5%
OC
175
Oppenheimer & Co
New York
$4.22M +$478K +6,276 +13%
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