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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 %
DW
201
Durante & Waters
New York
$3.1M -$380K -4,868 -11%
NF
202
Nikulski Financial
Iowa
$3.09M +$455K +5,831 +17%
Brown Advisory
203
Brown Advisory
Maryland
$3.01M -$7.73K -99 -0.3%
SFP
204
Sweet Financial Partners
Minnesota
$3M – – –
FPAS
205
Focus Partners Advisor Solutions
Missouri
$2.88M +$358K +4,593 +14%
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$2.83M +$6.32K +81 +0.2%
HTC
207
Haverford Trust Company
Pennsylvania
$2.81M – – –
HCM
208
Howard Capital Management
Georgia
$2.79M +$187K +2,396 +7%
FIA
209
Foundations Investment Advisors
Arizona
$2.78M +$913K +11,701 +49%
HA
210
Herold Advisors
New York
$2.67M +$85.9K +1,101 +3%
MF
211
Meridian Financial
Massachusetts
$2.66M +$99.5K +1,275 +4%
HIS
212
Harvest Investment Services
Illinois
$2.62M +$2.62M +33,630 New
TAM
213
Titleist Asset Management
Texas
$2.61M +$24K +308 +0.9%
SA
214
Shilanski & Associates
Alaska
$2.61M +$2.61M +33,382 New
SPA
215
Sentinel Pension Advisors
Massachusetts
$2.58M +$19K +243 +0.7%
WPIC
216
White Pine Investment Company
Michigan
$2.58M +$197K +2,522 +8%
SFS
217
Symphony Financial Services
Ohio
$2.57M +$2.57M +28,203 New
BMA
218
Brooks Moore & Associates
Tennessee
$2.54M +$3.51K +45 +0.1%
TFS
219
Thoroughbred Financial Services
Tennessee
$2.5M +$344K +4,412 +16%
Jones Financial Companies
220
Jones Financial Companies
Missouri
$2.41M +$2.03M +25,996 +533%
Fidelity Investments
221
Fidelity Investments
Massachusetts
$2.39M +$926K +11,859 +63%
SMG
222
Smart Money Group
Texas
$2.39M -$15.8M -198,696 -87%
PCA
223
Pallas Capital Advisors
Massachusetts
$2.35M -$53.8K -674 -2%
GF
224
GGM Financials
Ohio
$2.34M +$2.34M +29,985 New
AIP
225
Almanack Investment Partners
Pennsylvania
$2.3M – – –
7 8
9
10 11