DGRW icon

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
+$97.2M
2
LPL Financial
LPL Financial
California
+$94.2M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$88.8M
4
SPIA
Steward Partners Investment Advisory
New York
+$65.9M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$44.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$459M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$76.3M
3
AWA
Amplius Wealth Advisors
Pennsylvania
-$27.5M
4
WA
Win Advisors
Florida
-$16.3M
5
AWM
AE Wealth Management
Kansas
-$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFP
201
Meridian Financial Partners
Virginia
$2.79M -$39.4K -540 -1%
Mercer Global Advisors
202
Mercer Global Advisors
Colorado
$2.76M -$25.5K -335 -0.9%
Goldman Sachs
203
Goldman Sachs
New York
$2.75M -$5.52M -72,421 -67%
HTC
204
Haverford Trust Company
Pennsylvania
$2.74M – – –
KAS
205
KPP Advisory Services
Kentucky
$2.72M +$2.72M +35,669 New
SWA
206
Stratos Wealth Advisors
Ohio
$2.67M +$334K +4,382 +14%
NF
207
Nikulski Financial
Iowa
$2.58M +$1.18M +15,441 +84%
HCM
208
Howard Capital Management
Georgia
$2.54M +$206K +2,704 +9%
HA
209
Herold Advisors
New York
$2.53M -$280K -3,675 -10%
TAM
210
Titleist Asset Management
Texas
$2.52M -$10.6M -139,132 -81%
SPA
211
Sentinel Pension Advisors
Massachusetts
$2.5M -$11.3K -148 -0.4%
MF
212
Meridian Financial
Massachusetts
$2.5M +$68K +892 +3%
PWG
213
Portside Wealth Group
Utah
$2.49M +$181K +2,382 +8%
BMA
214
Brooks Moore & Associates
Tennessee
$2.48M -$154K -2,023 -6%
FPAS
215
Focus Partners Advisor Solutions
Missouri
$2.46M +$570K +7,480 +30%
WPIC
216
White Pine Investment Company
Michigan
$2.33M +$179K +2,347 +8%
PCS
217
Personal CFO Solutions
New Jersey
$2.31M +$419K +5,500 +22%
PCA
218
Pallas Capital Advisors
Massachusetts
$2.29M -$28K -367 -1%
AIP
219
Almanack Investment Partners
Pennsylvania
$2.24M – – –
CAM
220
Cresset Asset Management
Illinois
$2.23M -$173K -2,266 -7%
FHC
221
First Heartland Consultants
Missouri
$2.21M -$52K -683 -2%
RGF
222
Retirement Guys Formula
Ohio
$2.18M -$1.14M -14,914 -34%
FFA
223
Fragasso Financial Advisors
Pennsylvania
$2.15M +$221K +2,895 +11%
MA
224
Menlo Advisors
California
$2.15M -$7.62K -100 -0.4%
TFS
225
Thoroughbred Financial Services
Tennessee
$2.11M +$16.3K +214 +0.8%
7 8
9
10 11