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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.

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
1
LPL Financial
California
$809M
2
IA
2
IAM Advisory
Pennsylvania
$60.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$633M
4
BFG
4
Bouchey Financial Group
New York
$75.4M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.46B

Top Sellers

1
TC
1
TownSquare Capital
Utah
$1.89M
2
RVPG
2
Relative Value Partners Group
$0
3
Ameriprise
3
Ameriprise
Minnesota
$467M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$36.8M
5
SMG
5
Smart Money Group
Texas
$2.39M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.46B 18,673,284 +442,734 +2%
Bank of America
2
Bank of America
North Carolina
$899M 11,523,785 +298,711 +3%
LPL Financial
3
LPL Financial
California
$809M 10,370,049 +752,378 +8%
Morgan Stanley
4
Morgan Stanley
New York
$633M 8,108,828 +456,200 +6%
HC
5
Hamilton Capital
Ohio
$554M 7,102,602 -64,621 -0.9%
Ameriprise
6
Ameriprise
Minnesota
$467M 5,985,624 -366,375 -6%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$213M 2,722,661 +43,970 +2%
HighTower Advisors
8
HighTower Advisors
Illinois
$198M 2,535,691 +62,404 +3%
UBS Group
9
UBS Group
Switzerland
$185M 2,372,743 -33,539 -1%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$147M 1,888,482 +62,514 +3%
PAG
11
Private Advisor Group
New Jersey
$118M 1,513,226 -87,783 -5%
Wells Fargo
12
Wells Fargo
California
$113M 1,442,070 +94,354 +7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$108M 1,388,380 +108,886 +9%
ERSOT
14
Employees Retirement System of Texas
Texas
$95.4M 1,222,300 -200,000 -14%
RJA
15
Raymond James & Associates
Florida
$95M 1,217,683 -190,560 -14%
OCM
16
One Capital Management
California
$89.3M 1,143,842 -83,008 -7%
SPIA
17
Steward Partners Investment Advisory
New York
$81.9M 1,049,757 +128,329 +14%
BFG
18
Bouchey Financial Group
New York
$75.4M 965,824 +450,179 +87%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$69.6M 892,261 +110,984 +14%
WA
20
Waddell & Associates
Tennessee
$68.8M 881,374 +12,388 +1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$68M 871,305 +87,209 +11%
CCA
22
Clearwater Capital Advisors
Illinois
$68M 871,055 -5,468 -0.6%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$66.6M 853,615 +23,153 +3%
TLIC
24
Taiyo Life Insurance Company
Japan
$66.3M 850,000 – –
RW
25
RVW Wealth
California
$64.1M 821,579 +25,022 +3%
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