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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

384 hedge funds and large institutions have $5.63B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 147 increasing their positions, 115 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
6.08%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.49%
New
39
Increased
147
Reduced
115
Closed
29
Calls
$987K
Puts
–
Net Calls
+$987K
Net Calls Change
+$421K

Top Buyers

1
HC
1
Hamilton Capital
Ohio
$182M
2
HI
2
Horizon Investments
North Carolina
$152M
3
SIG
3
Spinnaker Investment Group
California
$28.9M
4
AWE
4
Avidian Wealth Enterprises
Texas
$27.7M
5
CWA
5
Choice Wealth Advisors
Maine
$23.3M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.26B
2
AWM
2
AE Wealth Management
Kansas
$9.85M
3
WA
3
Win Advisors
Florida
$5.54M
4
TC
4
TownSquare Capital
Utah
$40.2M
5
TC
5
Trilogy Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
226
Glenview Trust
Kentucky
$399K – – –
NWA
227
New World Advisors
Massachusetts
$397K – – –
AWM
228
Axxcess Wealth Management
California
$394K -$94.9K -1,489 -19%
LC
229
Lavaca Capital
Texas
$386K +$386K +6,055 New
MAG
230
Mayfair Advisory Group
Alabama
$383K +$7.66K +120 +2%
AWCI
231
Alpine Woods Capital Investors
New York
$382K – – –
SAM
232
Silvercrest Asset Management
New York
$382K – – –
PFGIA
233
Patriot Financial Group Insurance Agency
Massachusetts
$380K +$32K +502 +9%
RF
234
Resolute Financial
Massachusetts
$375K +$1.4K +22 +0.4%
HBW
235
Hazlett, Burt & Watson
West Virginia
$375K +$375K +5,904 New
MAC
236
Mason & Associates (California)
California
$366K -$7.64K -120 -2%
ASN
237
Advisory Services Network
Georgia
$366K +$127 +2 +0%
AWM
238
Apollon Wealth Management
South Carolina
$364K -$147K -2,304 -29%
NCM
239
Novare Capital Management
North Carolina
$363K -$31.9K -500 -8%
GGS
240
Galvin Gaustad & Stein
Arizona
$363K – – –
MIH
241
Meitav Investment House
Israel
$363K +$44.7K +704 +14%
BRWA
242
B. Riley Wealth Advisors
Florida
$358K +$9.06K +142 +3%
MW
243
Marcum Wealth
Ohio
$357K +$4.14K +65 +1%
FCIM
244
Fairview Capital Investment Management
California
$355K – – –
HNB
245
Huntington National Bank
Ohio
$355K -$105K – –
SB
246
Strategic Blueprint
Georgia
$350K +$145K +2,276 +71%
PMG
247
ProVise Management Group
Florida
$347K +$347K +5,450 New
TFCP
248
Twin Focus Capital Partners
Massachusetts
$346K – – –
SS
249
Sunbelt Securities
Texas
$345K -$32K -498 -8%
TP
250
Tranquility Partners
Tennessee
$340K +$254 +4 +0.1%
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