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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 %
CNBTD
176
Citizens National Bank Trust Department
Mississippi
$4.36M +$24K +308 +0.6%
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$4.33M +$233K +2,987 +6%
GT
178
Glenmede Trust
Pennsylvania
$4.28M +$308K +3,947 +8%
Susquehanna International Group
179
Susquehanna International Group
Pennsylvania
$4.25M +$2.69M +34,500 +173%
EFA
180
Evernest Financial Advisors
Indiana
$4.05M +$165K +2,117 +4%
PAS
181
Park Avenue Securities
New York
$4.01M +$545K +6,988 +16%
HI
182
Horizon Investments
North Carolina
$3.99M -$120K -1,539 -3%
FFA
183
Founders Financial Alliance
North Carolina
$3.95M -$760K -9,738 -16%
ACM
184
Avalon Capital Management
California
$3.77M -$154K -1,970 -4%
DAS
185
Dynamic Advisor Solutions
Arizona
$3.74M +$297K +3,809 +9%
AFP
186
Ausdal Financial Partners
Iowa
$3.65M +$93.8K +1,202 +3%
RA
187
RFG Advisory
Alabama
$3.64M -$312 -4 -0%
9WM
188
9258 Wealth Management
Ohio
$3.59M -$156K -1,993 -4%
HNB
189
Huntington National Bank
Ohio
$3.58M -$3.02M – –
HAS
190
HBW Advisory Services
California
$3.56M -$104K -1,333 -3%
LF
191
Lantz Financial
Illinois
$3.44M -$28K -359 -0.8%
PCS
192
Personal CFO Solutions
New Jersey
$3.38M +$1.02M +13,061 +43%
JSL
193
JT Stratford LLC
Georgia
$3.3M +$189K +2,416 +6%
KWM
194
Kingsview Wealth Management
Oregon
$3.26M +$3.26M +41,713 New
AWM
195
Avaii Wealth Management
Wisconsin
$3.23M -$2.45M -31,450 -43%
MFP
196
Meridian Financial Partners
Virginia
$3.23M +$168K +2,110 +6%
MCC
197
Money Concepts Capital
Florida
$3.19M -$118K -1,507 -4%
SWA
198
Stratos Wealth Advisors
Ohio
$3.19M +$446K +5,712 +16%
GI
199
GLOBALT Investments
Georgia
$3.14M -$347K -4,447 -10%
BMCM
200
Burns Matteson Capital Management
New York
$3.13M +$1.11M +14,243 +55%
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