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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 %
PP
151
Prudential plc
United Kingdom
$5.96M -$389K -4,980 -6%
SMC
152
Smith, Moore & Co
Missouri
$5.88M +$3.74M +47,900 +175%
MSAM
153
Moloney Securities Asset Management
Missouri
$5.82M -$300K -3,840 -5%
GPW
154
Gray Private Wealth
Massachusetts
$5.78M +$251K +3,214 +5%
GIA
155
Gladstone Institutional Advisory
Florida
$5.64M +$125K +1,600 +2%
FG
156
Fiduciary Group
Georgia
$5.57M +$1.04M +13,291 +23%
VWWMG
157
Vermillion & White Wealth Management Group
Pennsylvania
$5.53M +$965K +12,365 +21%
AA
158
Ancora Advisors
Ohio
$5.49M +$9.83K +126 +0.2%
TNB
159
Thomasville National Bank
Georgia
$5.34M +$40.5K +519 +0.8%
Corient Private Wealth
160
Corient Private Wealth
Florida
$5.32M +$217K +2,778 +4%
LPAM
161
Lodestar Private Asset Management
California
$5.29M +$102K +1,303 +2%
FRA
162
FFG Retirement Advisors
Colorado
$5.21M -$137K -1,759 -3%
DC
163
Darrow Company
Massachusetts
$5.1M +$37.6K +482 +0.7%
PFS
164
Prospera Financial Services
Texas
$4.9M +$1.54M +19,698 +46%
REMPR
165
Roof Eidam Maycock Peralta (REMP)
California
$4.85M +$15.8K +203 +0.3%
Comerica Bank
166
Comerica Bank
Texas
$4.8M +$352K +4,508 +8%
OC
167
Oppenheimer & Co
New York
$4.75M +$428K +5,490 +10%
FFS
168
Founders Financial Securities
Maryland
$4.75M +$91.4K +1,171 +2%
Mirae Asset Global Investments
169
Mirae Asset Global Investments
South Korea
$4.74M – – –
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$4.72M -$122K -1,567 -3%
LSA
171
Lansing Street Advisors
Pennsylvania
$4.7M +$180K +2,304 +4%
AWM
172
Aries Wealth Management
Maine
$4.64M +$174K +2,226 +4%
GM
173
GeoWealth Management
Illinois
$4.63M -$2.09M -26,769 -31%
CIAS
174
Capital Investment Advisory Services
North Carolina
$4.37M +$11.6K +148 +0.3%
RPGK
175
Retirement Planning Group (Kansas)
Kansas
$4.37M -$99.9K -1,280 -2%
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7
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