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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

507 hedge funds and large institutions have $6.89B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 229 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
8.08%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
0.91%
New
48
Increased
229
Reduced
142
Closed
35
Calls
$603K
Puts
$190K
Net Calls
+$413K
Net Calls Change
-$114K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$204M
2
HI
Horizon Investments
North Carolina
+$73.8M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$54.5M
4
LPL Financial
LPL Financial
California
+$53M
5
Bank of America
Bank of America
North Carolina
+$42.3M

Top Sellers

1
DLIC
Daido Life Insurance Company
Japan
-$19.7M
2
APA
Astoria Portfolio Advisors
New York
-$15.8M
3
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$8.52M
4
PCIA
Prime Capital Investment Advisors
Kansas
-$6.54M
5
LW
Lauer Wealth
Indiana
-$6.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
226
Geneos Wealth Management
Colorado
$1.25M +$24.1K +380 +2%
ATPW
227
Ashton Thomas Private Wealth
Arizona
$1.24M +$103K +1,617 +9%
BEC
228
Blue Edge Capital
Virginia
$1.22M +$1.22M +19,220 New
GT
229
Glenmede Trust
Pennsylvania
$1.21M -$17.5K -276 -1%
NFC
230
Northeast Financial Consultants
Connecticut
$1.17M – – –
AFO
231
Allie Family Office
Florida
$1.15M +$82.3K +1,297 +8%
FZCM
232
Flynn Zito Capital Management
New York
$1.12M -$3.17K -50 -0.3%
CPIG
233
Chicago Partners Investment Group
Illinois
$1.12M +$140K +2,238 +14%
VF
234
Virtu Financial
New York
$1.11M +$1.11M +17,485 New
HI
235
Harbour Investments
Wisconsin
$1.1M +$223K +3,506 +25%
FPCP
236
Fort Point Capital Partners
California
$1.09M +$23.1K +364 +2%
PCA
237
Pallas Capital Advisors
Massachusetts
$1.09M +$1.09M +17,465 New
WCM
238
WealthBridge Capital Management
Ohio
$1.07M +$19.2K +302 +2%
OSAM
239
O'Shaughnessy Asset Management
Connecticut
$1.07M +$51.5K +811 +5%
Fidelity Investments
240
Fidelity Investments
Massachusetts
$1.04M +$205K +3,230 +24%
RFC
241
Regions Financial Corp
Alabama
$1.04M – – –
LNC
242
Lincoln National Corp
Pennsylvania
$1.02M +$275K +4,327 +37%
SFC
243
Strategic Financial Concepts
Texas
$998K +$18K +284 +2%
IC
244
IEQ Capital
California
$997K – – –
MA
245
MONECO Advisors
Connecticut
$993K +$85.6K +1,349 +9%
Renaissance Technologies
246
Renaissance Technologies
New York
$984K -$2.48M -39,000 -72%
KV
247
Kickstand Ventures
New York
$973K +$973K +15,319 New
WIM
248
WealthPlan Investment Management
Nebraska
$971K +$555K +8,739 +133%
Northern Trust
249
Northern Trust
Illinois
$970K -$22K -346 -2%
MBT
250
Montecito Bank & Trust
California
$966K – – –
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10
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