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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

381 hedge funds and large institutions have $5.78B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 138 increasing their positions, 94 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+59
Holders Change %
+18.32%
% of All Funds
5.88%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.43%
New
78
Increased
138
Reduced
94
Closed
15
Calls
$566K
Puts
–
Net Calls
+$566K
Net Calls Change
-$229K

Top Buyers

1
AWM
AE Wealth Management
Kansas
$64.4M
2
HighTower Advisors
HighTower Advisors
Illinois
$134M
3
Ameriprise
Ameriprise
Minnesota
$192M
4
Creative Planning
Creative Planning
Kansas
$24.3M
5
GWS
Glassman Wealth Services
Virginia
$20.6M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$41.6M
2
HI
Horizon Investments
North Carolina
$111M
3
Morgan Stanley
Morgan Stanley
New York
$276M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$138M
5
PI
PFS Investments
Georgia
$53.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWA
226
New World Advisors
Massachusetts
$409K +$330 +5 +0.1%
NCM
227
Novare Capital Management
North Carolina
$408K -$112K -1,695 -21%
AWCI
228
Alpine Woods Capital Investors
New York
$395K – – –
SAM
229
Silvercrest Asset Management
New York
$395K +$19.8K +300 +5%
MAC
230
Mason & Associates (California)
California
$387K +$387K +5,871 New
RF
231
Resolute Financial
Massachusetts
$386K +$386K +5,866 New
MAG
232
Mayfair Advisory Group
Alabama
$385K +$25.3K +387 +7%
VWA
233
V Wealth Advisors
Kansas
$383K +$62.1K +942 +19%
ASN
234
Advisory Services Network
Georgia
$378K +$378K +5,740 New
TRCT
235
Tower Research Capital (TRC)
New York
$376K -$595K -9,038 -61%
GGS
236
Galvin Gaustad & Stein
Arizona
$375K -$60.9K -925 -14%
SS
237
Sunbelt Securities
Texas
$374K +$374K +5,860 New
CAM
238
Covenant Asset Management
New Jersey
$372K -$9.36K -142 -2%
FCIM
239
Fairview Capital Investment Management
California
$368K – – –
MW
240
Marcum Wealth
Ohio
$365K +$461 +7 +0.1%
BRWA
241
B. Riley Wealth Advisors
Florida
$361K +$2.64K +40 +0.7%
PFGIA
242
Patriot Financial Group Insurance Agency
Massachusetts
$360K +$10K +152 +3%
TFCP
243
Twin Focus Capital Partners
Massachusetts
$358K -$33K -500 -8%
RIL
244
Rothschild Investment LLC
Illinois
$358K +$33.9K +515 +10%
JIC
245
Johnson Investment Counsel
Ohio
$354K – – –
TP
246
Tranquility Partners
Tennessee
$352K +$329 +5 +0.1%
WDL
247
Well Done LLC
Michigan
$350K – – –
FPCP
248
Fort Point Capital Partners
California
$344K -$5.99K -91 -2%
LPT
249
Legacy Private Trust
Wisconsin
$338K – – –
AWA
250
Amplius Wealth Advisors
Pennsylvania
$338K +$338K +5,145 New
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