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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

382 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 79 funds opening new positions, 138 increasing their positions, 94 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

427% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 15

47% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 94

27% more funds holding in top 10

Funds holding in top 10: 22 → 28 (+6)

19% more funds holding

Funds holding: 322 → 382 (+60)

17% more capital invested

Capital invested by funds: $4.94B → $5.78B (+$833M)

1.31% more ownership

Funds ownership: 79.48% → 80.79% (+1.3%)

Holders
382
Holders Change
+60
Holders Change %
+18.63%
% 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
79
Increased
138
Reduced
94
Closed
15
Calls
$566K
Puts
–
Net Calls
+$566K
Net Calls Change
-$229K

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$59.1M
2
HighTower Advisors
HighTower Advisors
Illinois
+$47M
3
Ameriprise
Ameriprise
Minnesota
+$44.2M
4
Creative Planning
Creative Planning
Kansas
+$22.3M
5
GWS
Glassman Wealth Services
Virginia
+$18.3M

Top Sellers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
-$25.2M
2
Morgan Stanley
Morgan Stanley
New York
-$21.9M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$20.7M
4
PI
PFS Investments
Georgia
-$10.8M
5
MIAN
Mariner Independent Advisor Network
Kansas
-$7.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
226
New World Advisors
Massachusetts
$409K +$314 +5 +0.1%
NCM
227
Novare Capital Management
North Carolina
$408K -$106K -1,695 -21%
AWCI
228
Alpine Woods Capital Investors
New York
$395K – – –
SAM
229
Silvercrest Asset Management
New York
$395K +$18.8K +300 +5%
MAC
230
Mason & Associates (California)
California
$387K +$369K +5,871 New
RF
231
Resolute Financial
Massachusetts
$386K +$368K +5,866 New
MAG
232
Mayfair Advisory Group
Alabama
$385K +$24.3K +387 +7%
VWA
233
V Wealth Advisors
Kansas
$383K +$59.2K +942 +19%
ASN
234
Advisory Services Network
Georgia
$378K +$360K +5,740 New
TRCT
235
Tower Research Capital (TRC)
New York
$376K -$568K -9,038 -61%
GGS
236
Galvin Gaustad & Stein
Arizona
$375K -$58.1K -925 -14%
SS
237
Sunbelt Securities
Texas
$374K +$368K +5,860 New
CAM
238
Covenant Asset Management
New Jersey
$372K -$8.92K -142 -2%
FCIM
239
Fairview Capital Investment Management
California
$368K – – –
MW
240
Marcum Wealth
Ohio
$365K +$440 +7 +0.1%
BRWA
241
B. Riley Wealth Advisors
Florida
$361K +$2.51K +40 +0.7%
PFGIA
242
Patriot Financial Group Insurance Agency
Massachusetts
$360K +$9.55K +152 +3%
TFCP
243
Twin Focus Capital Partners
Massachusetts
$358K -$31.4K -500 -8%
RIL
244
Rothschild Investment LLC
Illinois
$358K +$32.3K +515 +10%
JIC
245
Johnson Investment Counsel
Ohio
$354K – – –
TP
246
Tranquility Partners
Tennessee
$352K +$314 +5 +0.1%
WDL
247
Well Done LLC
Michigan
$350K – – –
FPCP
248
Fort Point Capital Partners
California
$344K -$5.71K -91 -2%
LPT
249
Legacy Private Trust
Wisconsin
$338K – – –
AWA
250
Amplius Wealth Advisors
Pennsylvania
$338K +$323K +5,145 New
8 9
10
11 12

DGRW Hedge Fund Activity: Q4 2021 in Review

382 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q4 2021, worth a combined $5.78B — up 17% from $4.94B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new DGRW positions and 15 closed out — a net gain of 64 holders — while 138 added to existing stakes and 94 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $59.1M. The largest seller was Horizon Investments, cutting an estimated $25.2M.

  • 382 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q4 2021, up from 322 in Q3 2021.
  • Funds reported $5.78B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q4 2021, up 17% quarter-over-quarter.
  • 79 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q4 2021 and 15 closed out, a net change of +64 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q4 2021 was AE Wealth Management, an estimated $59.1M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q4 2021 was Horizon Investments, an estimated $25.2M sold.

Based on aggregated 13F filings for Q4 2021.