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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 %
VA
176
Valmark Advisers
Ohio
$4.16M +$92.9K +1,219 +2%
HI
177
Horizon Investments
North Carolina
$4.01M -$3.58K -47 -0.1%
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$4M -$468K -6,147 -10%
GT
179
Glenmede Trust
Pennsylvania
$3.87M +$233K +3,062 +6%
ACM
180
Avalon Capital Management
California
$3.83M -$41.2K -541 -1%
9WM
181
9258 Wealth Management
Ohio
$3.66M -$58.4K -766 -2%
EFA
182
Evernest Financial Advisors
Indiana
$3.59M -$7.3K -101 -0.2%
WAS
183
Wealth Advisory Solutions
Indiana
$3.59M +$3.59M +49,709 New
RA
184
RFG Advisory
Alabama
$3.56M +$590K +7,748 +20%
AFP
185
Ausdal Financial Partners
Iowa
$3.47M +$143K +1,877 +4%
DW
186
Durante & Waters
New York
$3.4M -$43.5K -571 -1%
GI
187
GLOBALT Investments
Georgia
$3.4M -$211K -2,764 -6%
LF
188
Lantz Financial
Illinois
$3.39M -$233K -3,056 -6%
PAS
189
Park Avenue Securities
New York
$3.38M +$198K +2,593 +6%
DAS
190
Dynamic Advisor Solutions
Arizona
$3.36M +$114K +1,500 +4%
EA
191
Eudaimonia Advisors
Tennessee
$3.36M +$2.82M +36,991 +523%
HAS
192
HBW Advisory Services
California
$3.3M – – –
PFS
193
Prospera Financial Services
Texas
$3.28M +$509K +6,679 +18%
MCC
194
Money Concepts Capital
Florida
$3.23M -$2.65M -34,818 -45%
JSL
195
JT Stratford LLC
Georgia
$3.04M +$298K +3,911 +11%
HNB
196
Huntington National Bank
Ohio
$3.02M -$1.8M – –
Brown Advisory
197
Brown Advisory
Maryland
$2.95M +$16.6K +218 +0.6%
SFP
198
Sweet Financial Partners
Minnesota
$2.93M -$66.3K -870 -2%
BCM
199
Brookstone Capital Management
Illinois
$2.86M -$825K -10,829 -22%
1832 Asset Management
200
1832 Asset Management
Ontario, Canada
$2.82M -$10.2M -134,360 -78%
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