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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.

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
1
Morgan Stanley
New York
$961M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.24B
3
ERSOT
3
Employees Retirement System of Texas
Texas
$100M
4
Bank of America
4
Bank of America
North Carolina
$752M
5
LPL Financial
5
LPL Financial
California
$589M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$3.71M
2
AWA
2
Amplius Wealth Advisors
Pennsylvania
$42.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$36.6M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$15.9M
5
ACA
5
Aptus Capital Advisors
Alabama
$173K
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.24B 17,647,809 +3,143,031 +22%
Morgan Stanley
2
Morgan Stanley
New York
$961M 13,670,856 +7,456,913 +120%
Bank of America
3
Bank of America
North Carolina
$752M 10,694,114 +1,052,300 +11%
LPL Financial
4
LPL Financial
California
$589M 8,381,397 +803,415 +11%
HC
5
Hamilton Capital
Ohio
$504M 7,174,562 -74,253 -1%
Ameriprise
6
Ameriprise
Minnesota
$357M 5,072,422 -81,663 -2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$259M 3,679,722 +254,238 +7%
HighTower Advisors
8
HighTower Advisors
Illinois
$171M 2,440,283 +68,433 +3%
UBS Group
9
UBS Group
Switzerland
$166M 2,361,213 +380,946 +19%
PAG
10
Private Advisor Group
New Jersey
$112M 1,596,678 +136,960 +9%
ERSOT
11
Employees Retirement System of Texas
Texas
$100M 1,422,300 +1,422,300 New
RJA
12
Raymond James & Associates
Florida
$92.9M 1,321,856 +57,114 +5%
Wells Fargo
13
Wells Fargo
California
$87.2M 1,240,378 +13,305 +1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$86.8M 1,235,624 +189,898 +18%
OCM
15
One Capital Management
California
$83.9M 1,194,063 -1,988 -0.2%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$69.4M 987,195 +121,898 +14%
CCA
17
Clearwater Capital Advisors
Illinois
$62.7M 892,099 +7,011 +0.8%
WA
18
Waddell & Associates
Tennessee
$61.2M 870,606 +13,871 +2%
TLIC
19
Taiyo Life Insurance Company
Japan
$59.7M 850,000 – –
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$54.9M 780,581 +39,974 +5%
BFG
21
Beacon Financial Group
Texas
$54.8M 780,040 +152,521 +24%
RVPG
22
Relative Value Partners Group
$53.8M 766,034 +10,969 +1%
RW
23
RVW Wealth
California
$53.4M 759,864 +37,429 +5%
BFM
24
Boston Financial Management
Massachusetts
$53.2M 756,699 +3,586 +0.5%
PWMG
25
Prestige Wealth Management Group
New Jersey
$52.7M 750,127 -8,898 -1%
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