WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
600 hedge funds and large institutions have $9.6B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2024 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 255 increasing their positions, 176 reducing their positions, and 30 closing their positions.
130% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 30
45% more repeat investments, than reductions
Existing positions increased: 255 | Existing positions reduced: 176
14% more capital invested
Capital invested by funds: $8.39B → $9.6B (+$1.21B)
5% more funds holding
Funds holding: 571 → 600 (+29)
3% more funds holding in top 10
Funds holding in top 10: 65 → 67 (+2)
1.97% more ownership
Funds ownership: 73.86% → 75.82% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$93.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$90.2M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$85.1M |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$63.1M |
| 5 |
Morgan Stanley
New York
|
+$59.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$73M |
| 2 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
-$26.3M |
| 3 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$15.6M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$15.1M |
| 5 |
AWM
Avaii Wealth Management
Appleton,
Wisconsin
|
-$11.5M |
DGRW Hedge Fund Activity: Q1 2024 in Review
600 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q1 2024, worth a combined $9.6B — up 14% from $8.39B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new DGRW positions and 30 closed out — a net gain of 39 holders — while 255 added to existing stakes and 176 trimmed.
The largest buyer was Ameriprise, adding an estimated $93.4M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $73M.
- 600 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q1 2024, up from 571 in Q4 2023.
- Funds reported $9.6B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q1 2024, up 14% quarter-over-quarter.
- 69 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q1 2024 and 30 closed out, a net change of +39 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q1 2024 was Ameriprise, an estimated $93.4M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q1 2024 was Raymond James Financial Services Advisors, an estimated $73M sold.
Based on aggregated 13F filings for Q1 2024.