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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

461 hedge funds and large institutions have $5.56B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 183 increasing their positions, 135 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+19
Holders Change %
+4.3%
% of All Funds
7.38%
Holding in Top 10
45
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.17%
% of All Funds
0.72%
New
57
Increased
183
Reduced
135
Closed
29
Calls
$567K
Puts
$6K
Net Calls
+$561K
Net Calls Change
+$163K

Top Buyers

1
OIA
OneDigital Investment Advisors
Kansas
+$30.6M
2
LPL Financial
LPL Financial
California
+$28.5M
3
Bank of America
Bank of America
North Carolina
+$15M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$14.1M
5
FCM
Family Capital Management
Michigan
+$8.37M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$57.8M
2
Ameriprise
Ameriprise
Minnesota
-$25.5M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$18.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.2M
5
CCA
Clearwater Capital Advisors
Illinois
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
226
Chicago Partners Investment Group
Illinois
$859K +$28.4K +450 +3%
V
227
Veritable
Delaware
$849K +$262K +4,200 +45%
FCAG
228
First Capital Advisors Group
New Jersey
$839K +$11.4K +183 +1%
CAM
229
Cozad Asset Management
Illinois
$832K +$392K +6,290 +89%
WDL
230
Well Done LLC
Michigan
$816K -$38.3K -616 -4%
NC
231
NewSquare Capital
Pennsylvania
$814K +$37.1K +595 +5%
RA
232
RFG Advisory
Alabama
$813K +$6.8K +109 +0.8%
SWM
233
Silverlake Wealth Management
Vermont
$809K -$20.8K -333 -3%
US Bancorp
234
US Bancorp
Minnesota
$786K -$12.5K -200 -2%
HH
235
Hilltop Holdings
Texas
$780K -$22.8K -365 -3%
ST
236
Smithfield Trust
Pennsylvania
$775K – – –
BCA
237
Bay Colony Advisors
Massachusetts
$768K -$21.5K -350 -3%
FPAS
238
Focus Partners Advisor Solutions
Missouri
$760K +$389K +6,244 +105%
MA
239
MONECO Advisors
Connecticut
$758K +$4.36K +70 +0.6%
HI
240
Harbour Investments
Wisconsin
$739K -$8.42K -135 -1%
SWM
241
SeaCrest Wealth Management
New York
$733K +$21.8K +349 +3%
GT
242
Glenview Trust
Kentucky
$723K +$332K +5,323 +85%
PIA
243
Perennial Investment Advisors
California
$722K +$722K +11,586 New
ACA
244
Aptus Capital Advisors
Alabama
$716K -$1.04M -16,712 -59%
GWANC
245
Guardian Wealth Advisors (North Carolina)
North Carolina
$716K -$1.04M -16,660 -59%
LNC
246
Lincoln National Corp
Pennsylvania
$712K -$2.58M -41,315 -78%
YIH
247
Y-Intercept (HK)
Hong Kong
$708K +$361K +5,790 +104%
CFO
248
CVA Family Office
Colorado
$704K -$70.4K -1,130 -9%
Koshinski Asset Management
249
Koshinski Asset Management
Illinois
$697K +$9.48K +152 +1%
MCC
250
Money Concepts Capital
Florida
$679K -$100K -1,537 -13%
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