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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

395 hedge funds and large institutions have $4.46B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 169 increasing their positions, 100 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+8
Holders Change %
+2.07%
% of All Funds
6.83%
Holding in Top 10
36
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
41
Increased
169
Reduced
100
Closed
29
Calls
$722K
Puts
–
Net Calls
+$722K
Net Calls Change
-$229K

Top Buyers

1
HC
Hamilton Capital
Ohio
+$174M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$69.2M
3
LPL Financial
LPL Financial
California
+$20.1M
4
CWA
Choice Wealth Advisors
Maine
+$19.3M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$18.1M

Top Sellers

1
AWE
Avidian Wealth Enterprises
Texas
-$20.8M
2
HWM
Horizon Wealth Management
Illinois
-$6.81M
3
ARC
Advisor Resource Council
Texas
-$4.95M
4
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
-$3.74M
5
KAS
Kestra Advisory Services
Texas
-$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFO
226
Allie Family Office
Florida
$442K +$152K +2,819 +52%
BFO
227
Biltmore Family Office
North Carolina
$431K – – –
GRP
228
Global Retirement Partners
California
$428K -$8.38K -140 -2%
BW
229
Bison Wealth
Georgia
$419K +$419K +7,774 New
SC
230
Scotia Capital
Ontario, Canada
$414K -$14.9K -276 -3%
AWA
231
Arete Wealth Advisors
Illinois
$412K -$443K -8,228 -52%
HCM
232
Howland Capital Management
Massachusetts
$411K – – –
LA
233
Latitude Advisors
Florida
$411K +$32.3K +599 +9%
HIC
234
Hartline Investment Corp
Illinois
$411K +$411K +7,620 New
IFA
235
Interactive Financial Advisors
Illinois
$407K -$36.6K -679 -8%
DAM
236
Deltec Asset Management
New York
$404K – – –
BWL
237
Bogart Wealth LLC
Virginia
$390K +$390K +7,226 New
CAM
238
Cozad Asset Management
Illinois
$381K -$22.1K -410 -5%
WMA
239
Wealth Management Associates
New Jersey
$375K +$593 +11 +0.2%
ACM
240
Advance Capital Management
Michigan
$373K +$373K +6,916 New
PFGIA
241
Patriot Financial Group Insurance Agency
Massachusetts
$371K -$2.59K -48 -0.7%
RMAM
242
Raab & Moskowitz Asset Management
New Jersey
$357K +$357K +6,626 New
TFS
243
Thoroughbred Financial Services
Tennessee
$356K +$356K +6,612 New
RPWA
244
Regent Peak Wealth Advisors
Georgia
$352K -$106K -1,967 -23%
CWA
245
Clearview Wealth Advisors
Oregon
$351K -$10.9K -202 -3%
MAG
246
Mayfair Advisory Group
Alabama
$349K -$4.8K -87 -1%
CM
247
Capital Management
Virginia
$340K +$81K +1,500 +31%
TSWM
248
Triangle Securities Wealth Management
North Carolina
$339K -$29.1K -540 -8%
GT
249
Glenview Trust
Kentucky
$338K – – –
Kovitz Investment Group Partners
250
Kovitz Investment Group Partners
Illinois
$337K -$44.6K -828 -12%
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