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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

442 hedge funds and large institutions have $10.9B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 190 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+47
Holders Change %
+11.9%
% of All Funds
7.13%
Holding in Top 10
46
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.78%
% of All Funds
0.74%
New
77
Increased
190
Reduced
94
Closed
23
Calls
$525K
Puts
$127K
Net Calls
+$398K
Net Calls Change
-$324K

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$5.15B
2
LPL Financial
LPL Financial
California
+$101M
3
AWA
Amplius Wealth Advisors
Pennsylvania
+$56.5M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$26M
5
GWSG
GPS Wealth Strategies Group
Colorado
+$20M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$69.2M
2
Morgan Stanley
Morgan Stanley
New York
-$16.1M
3
Truist Financial
Truist Financial
North Carolina
-$13.2M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$12.4M
5
OWA
Outlook Wealth Advisors
Texas
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
226
CVA Family Office
Colorado
$750K – – –
BFS
227
Bickling Financial Services
Massachusetts
$732K +$732K +12,129 New
MA
228
MONECO Advisors
Connecticut
$730K +$2.9K +48 +0.4%
HI
229
Harbour Investments
Wisconsin
$723K +$3.92K +65 +0.5%
MCC
230
Money Concepts Capital
Florida
$721K +$450K +7,455 +166%
FFG
231
Ford Financial Group
California
$695K +$241 +4 +0%
SWM
232
SeaCrest Wealth Management
New York
$689K +$15.8K +261 +2%
Koshinski Asset Management
233
Koshinski Asset Management
Illinois
$666K +$3.56K +59 +0.5%
DWM
234
Dakota Wealth Management
Florida
$664K +$664K +10,996 New
TFA
235
Tranquilli Financial Advisor
New Jersey
$641K -$47.5K -787 -7%
FAIM
236
Financial Advocates Investment Management
Washington
$638K -$125K -2,064 -16%
WBG
237
Wharton Business Group
Pennsylvania
$624K – – –
SFM
238
Signet Financial Management
New Jersey
$605K -$50.8K -841 -8%
GHA
239
GW Henssler & Associates
Georgia
$598K -$18.5K -306 -3%
Fifth Third Bancorp
240
Fifth Third Bancorp
Ohio
$594K -$81.2K -1,345 -12%
TWC
241
TD Waterhouse Canada
Ontario, Canada
$579K +$16.6K +276 +3%
AFO
242
Allie Family Office
Florida
$578K +$83.1K +1,377 +17%
V
243
Veritable
Delaware
$568K +$568K +9,412 New
GAM
244
Garrison Asset Management
Arkansas
$564K -$6.16K -102 -1%
BFA
245
Beaumont Financial Advisors
Massachusetts
$560K +$33.7K +559 +6%
CA
246
CoreCap Advisors
Michigan
$558K -$227K -3,757 -29%
DAS
247
Dynamic Advisor Solutions
Arizona
$556K +$313K +5,192 +129%
AWAU
248
Alliance Wealth Advisors (Utah)
Utah
$553K +$553K +9,168 New
IFA
249
Interactive Financial Advisors
Illinois
$550K +$94.6K +1,567 +21%
RWB
250
RMR Wealth Builders
New Jersey
$544K +$2.9K +48 +0.5%
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