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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 %
Jane Street
176
Jane Street
New York
$3.51M +$2.57M +36,552 +273%
EFA
177
Evernest Financial Advisors
Indiana
$3.5M +$3.5M +49,810 New
OC
178
Oppenheimer & Co
New York
$3.45M +$281K +3,999 +9%
9WM
179
9258 Wealth Management
Ohio
$3.43M -$1.24M -17,644 -27%
BCM
180
Brookstone Capital Management
Illinois
$3.4M +$3.08M +43,793 +948%
GT
181
Glenmede Trust
Pennsylvania
$3.36M +$2.02M +28,729 +151%
LF
182
Lantz Financial
Illinois
$3.34M -$179K -2,540 -5%
GI
183
GLOBALT Investments
Georgia
$3.33M +$3.33M +47,399 New
HAS
184
HBW Advisory Services
California
$3.3M -$215K -3,065 -6%
SOS
185
Silver Oak Securities
Tennessee
$3.28M +$1.57M +22,301 +92%
DW
186
Durante & Waters
New York
$3.18M +$3.18M +45,216 New
AFP
187
Ausdal Financial Partners
Iowa
$3.07M +$29.2K +416 +1%
SAM
188
Smartleaf Asset Management
Massachusetts
$3.07M +$3.07M +43,639 New
RGF
189
Retirement Guys Formula
Ohio
$3.06M +$719K +10,227 +31%
Comerica Bank
190
Comerica Bank
Texas
$2.98M +$814K +11,589 +38%
DAS
191
Dynamic Advisor Solutions
Arizona
$2.97M +$1.43M +20,515 +93%
Susquehanna International Group
192
Susquehanna International Group
Pennsylvania
$2.96M +$2.54M +36,202 +608%
PAS
193
Park Avenue Securities
New York
$2.93M +$179K +2,541 +6%
NA
194
NewEdge Advisors
Louisiana
$2.86M +$727K +10,294 +34%
WAP
195
Wealthcare Advisory Partners
Pennsylvania
$2.79M +$251K +3,574 +10%
SFP
196
Sweet Financial Partners
Minnesota
$2.76M – – –
MFP
197
Meridian Financial Partners
Virginia
$2.74M +$15.6K +221 +0.6%
RA
198
RFG Advisory
Alabama
$2.73M +$252K +3,582 +10%
BWM
199
Bulltick Wealth Management
Florida
$2.71M -$153K -2,181 -5%
Brown Advisory
200
Brown Advisory
Maryland
$2.7M +$17.4K +248 +0.6%
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