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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

501 hedge funds and large institutions have $6.44B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 203 increasing their positions, 140 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+40
Holders Change %
+8.68%
% of All Funds
7.9%
Holding in Top 10
50
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.11%
% of All Funds
0.79%
New
64
Increased
203
Reduced
140
Closed
23
Calls
$567K
Puts
$40K
Net Calls
+$527K
Net Calls Change
-$34K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$403M
2
LPL Financial
LPL Financial
California
$450M
3
HC
Hamilton Capital
Ohio
$485M
4
LFA
Legacy Financial Advisors
Kentucky
$46.3M
5
SFG
SNS Financial Group
Minnesota
$34.3M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$753M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$25M
3
NEI
Northwest & Ethical Investments
Ontario, Canada
$0
4
RJFSA
Raymond James Financial Services Advisors
Florida
$195M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
Claro Advisors
Massachusetts
$1.1M -$254K -3,814 -19%
FCA
227
FinTrust Capital Advisors
South Carolina
$1.09M – – –
RFC
228
Regions Financial Corp
Alabama
$1.09M – – –
OSAM
229
O'Shaughnessy Asset Management
Connecticut
$1.07M -$64.1K -961 -6%
CPIG
230
Chicago Partners Investment Group
Illinois
$1.06M +$139K +2,061 +15%
IC
231
IEQ Capital
California
$1.05M – – –
Northern Trust
232
Northern Trust
Illinois
$1.04M +$81.4K +1,221 +8%
CWM
233
Collaborative Wealth Management
Florida
$1.04M -$25.7K -386 -2%
ST
234
Smithfield Trust
Pennsylvania
$1.03M +$203K +3,050 +25%
SFC
235
Strategic Financial Concepts
Texas
$1.03M -$78.4K -1,176 -7%
MBT
236
Montecito Bank & Trust
California
$1.01M -$5.13K -77 -0.5%
NFG
237
Nations Financial Group
Iowa
$1.01M +$382K +5,726 +61%
TWP
238
Tempus Wealth Planning
California
$1.01M +$1.01M +15,085 New
DFA
239
DHJJ Financial Advisors
Illinois
$988K +$33.3K +500 +3%
TTWM
240
TCV Trust & Wealth Management
Virginia
$957K – – –
MA
241
MONECO Advisors
Connecticut
$952K +$142K +2,127 +17%
HI
242
Harbour Investments
Wisconsin
$925K +$135K +2,032 +17%
FCAG
243
First Capital Advisors Group
New Jersey
$915K +$18.1K +271 +2%
OAM
244
Occidental Asset Management
California
$903K -$689K -10,334 -43%
CA
245
CoreCap Advisors
Michigan
$887K +$887K +13,304 New
Fidelity Investments
246
Fidelity Investments
Massachusetts
$881K +$239K +3,591 +37%
RMAM
247
Raab & Moskowitz Asset Management
New Jersey
$879K +$260K +3,898 +42%
NC
248
NewSquare Capital
Pennsylvania
$873K +$2.67K +40 +0.3%
WDL
249
Well Done LLC
Michigan
$866K -$10.5K -157 -1%
BCA
250
Bay Colony Advisors
Massachusetts
$862K +$30.3K +455 +4%
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