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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.

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
1
Ameriprise
Minnesota
$483M
2
LPL Financial
2
LPL Financial
California
$733M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$139M
4
SPIA
4
Steward Partners Investment Advisory
New York
$70.2M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.39B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$583M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$204M
3
AWA
3
Amplius Wealth Advisors
Pennsylvania
$18.6M
4
WA
4
Win Advisors
Florida
$416K
5
AWM
5
AE Wealth Management
Kansas
$584K
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.39B 18,230,550 +582,741 +3%
Bank of America
2
Bank of America
North Carolina
$855M 11,225,074 +530,960 +5%
LPL Financial
3
LPL Financial
California
$733M 9,617,671 +1,236,274 +15%
Morgan Stanley
4
Morgan Stanley
New York
$583M 7,652,628 -6,018,228 -44%
HC
5
Hamilton Capital
Ohio
$546M 7,167,223 -7,339 -0.1%
Ameriprise
6
Ameriprise
Minnesota
$483M 6,351,999 +1,279,577 +25%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$204M 2,678,691 -1,001,031 -27%
HighTower Advisors
8
HighTower Advisors
Illinois
$188M 2,473,287 +33,004 +1%
UBS Group
9
UBS Group
Switzerland
$183M 2,406,282 +45,069 +2%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$139M 1,825,968 +1,166,061 +177%
PAG
11
Private Advisor Group
New Jersey
$122M 1,601,009 +4,331 +0.3%
ERSOT
12
Employees Retirement System of Texas
Texas
$108M 1,422,300 – –
RJA
13
Raymond James & Associates
Florida
$107M 1,408,243 +86,387 +7%
Wells Fargo
14
Wells Fargo
California
$103M 1,347,716 +107,338 +9%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$97.5M 1,279,494 +43,870 +4%
OCM
16
One Capital Management
California
$93.5M 1,226,850 +32,787 +3%
SPIA
17
Steward Partners Investment Advisory
New York
$70.2M 921,428 +865,239 +1,540%
CCA
18
Clearwater Capital Advisors
Illinois
$66.8M 876,523 -15,576 -2%
WA
19
Waddell & Associates
Tennessee
$66.2M 868,986 -1,620 -0.2%
TLIC
20
Taiyo Life Insurance Company
Japan
$64.8M 850,000 – –
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$63.3M 830,462 -156,733 -16%
LFA
22
Legacy Financial Advisors
Kentucky
$61.3M 804,774 +85,158 +12%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$61M 800,292 +207,160 +35%
RW
24
RVW Wealth
California
$60.7M 796,557 +36,693 +5%
PCIA
25
Prime Capital Investment Advisors
Kansas
$60.5M 794,195 +127,213 +19%
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