WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
623 hedge funds and large institutions have $9.96B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 267 increasing their positions, 162 reducing their positions, and 39 closing their positions.
92% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 39
65% more repeat investments, than reductions
Existing positions increased: 267 | Existing positions reduced: 162
10% more funds holding in top 10
Funds holding in top 10: 67 → 74 (+7)
4% more funds holding
Funds holding: 600 → 623 (+23)
4% more capital invested
Capital invested by funds: $9.6B → $9.96B (+$356M)
0.91% less ownership
Funds ownership: 75.82% → 74.91% (-0.91%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$56.9M |
| 2 |
IA
IAM Advisory
Easton,
Pennsylvania
|
+$37.6M |
| 3 |
Morgan Stanley
New York
|
+$34.5M |
| 4 |
BFG
Bouchey Financial Group
Troy,
New York
|
+$34M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$33.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TownSquare Capital
Provo,
Utah
|
-$57.3M |
| 2 |
RVPG
Relative Value Partners Group
|
-$53.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$27.7M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$24.8M |
| 5 |
ERSOT
Employees Retirement System of Texas
Austin,
Texas
|
-$15.1M |
DGRW Hedge Fund Activity: Q2 2024 in Review
623 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q2 2024, worth a combined $9.96B — up 3.7% from $9.6B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new DGRW positions and 39 closed out — a net gain of 36 holders — while 267 added to existing stakes and 162 trimmed.
The largest buyer was LPL Financial, adding an estimated $56.9M. The largest seller was TownSquare Capital, cutting an estimated $57.3M.
- 623 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q2 2024, up from 600 in Q1 2024.
- Funds reported $9.96B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q2 2024, up 3.7% quarter-over-quarter.
- 75 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q2 2024 and 39 closed out, a net change of +36 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q2 2024 was LPL Financial, an estimated $56.9M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q2 2024 was TownSquare Capital, an estimated $57.3M sold.
Based on aggregated 13F filings for Q2 2024.