We are live on ! Find out more
DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

388 hedge funds and large institutions have $4.25B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 103

22% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 32

1% more funds holding

Funds holding: 385388 (+3)

3% less funds holding in top 10

Funds holding in top 10: 3130 (-1)

10.64% less ownership

Funds ownership: 80.94%70.3% (-11%)

24% less capital invested

Capital invested by funds: $5.63B → $4.25B (-$1.38B)

Holders
388
Holders Change
+3
Holders Change %
+0.78%
% of All Funds
6.54%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.51%
New
39
Increased
156
Reduced
103
Closed
32
Calls
$951K
Puts
Net Calls
+$951K
Net Calls Change
-$36K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
226
Fidelity Investments
Massachusetts
$417K +$60.1K +991 +16%
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$416K +$300K +4,950 +215%
RB
228
Renasant Bank
Mississippi
$413K +$2.55K +42 +0.6%
LC
229
Lavaca Capital
Texas
$413K +$69.3K +1,144 +19%
Kovitz Investment Group Partners
230
Kovitz Investment Group Partners
Illinois
$406K -$15.2K -250 -3%
LA
231
Latitude Advisors
Florida
$402K -$1.13M -18,683 -73%
WMA
232
Wealth Management Associates
New Jersey
$398K -$17K -280 -4%
PFGIA
233
Patriot Financial Group Insurance Agency
Massachusetts
$397K +$58.4K +963 +16%
TSWM
234
Triangle Securities Wealth Management
North Carolina
$391K -$13.6K -225 -3%
MAG
235
Mayfair Advisory Group
Alabama
$390K +$25K +412 +7%
SCA
236
Snowden Capital Advisors
New York
$389K -$33.9K -559 -8%
FFG
237
Ford Financial Group
California
$389K +$132K +2,181 +47%
CWA
238
Clearview Wealth Advisors
Oregon
$384K -$85.4K -1,409 -17%
MA
239
MUFG Americas
New York
$367K +$95K +1,568 +32%
NRI
240
NFP Retirement Inc
California
$366K +$303 +5 +0.1%
TWM
241
Thrive Wealth Management
Pennsylvania
$365K +$386K +6,369 New
GT
242
Glenview Trust
Kentucky
$360K
NWA
243
New World Advisors
Massachusetts
$356K
AWA
244
Arkadios Wealth Advisors
Georgia
$348K -$62.5K -1,031 -15%
KA
245
Klingman & Associates
New York
$348K +$53.9K +889 +17%
AWCI
246
Alpine Woods Capital Investors
New York
$344K
SAM
247
Silvercrest Asset Management
New York
$344K
MW
248
Marcum Wealth
Ohio
$342K +$22.6K +372 +7%
ASN
249
Advisory Services Network
Georgia
$331K +$1.64K +27 +0.5%
NA
250
NewEdge Advisors
Louisiana
$329K +$348K +5,747 New

DGRW Hedge Fund Activity: Q2 2022 in Review

388 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q2 2022, worth a combined $4.25B — down 24% from $5.63B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DGRW positions and 32 closed out — a net gain of 7 holders — while 156 added to existing stakes and 103 trimmed.

The largest buyer was Ameriprise, adding an estimated $73.6M. The largest seller was Envestnet Asset Management, cutting an estimated $497M.

  • 388 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q2 2022, up from 385 in Q1 2022.
  • Funds reported $4.25B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q2 2022, down 24% quarter-over-quarter.
  • 39 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q2 2022 and 32 closed out, a net change of +7 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q2 2022 was Ameriprise, an estimated $73.6M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q2 2022 was Envestnet Asset Management, an estimated $497M sold.

Based on aggregated 13F filings for Q2 2022.