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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

381 hedge funds and large institutions have $5.78B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 138 increasing their positions, 94 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+59
Holders Change %
+18.32%
% of All Funds
5.88%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.43%
New
78
Increased
138
Reduced
94
Closed
15
Calls
$566K
Puts
–
Net Calls
+$566K
Net Calls Change
-$229K

Top Buyers

1
AWM
AE Wealth Management
Kansas
$64.4M
2
HighTower Advisors
HighTower Advisors
Illinois
$134M
3
Ameriprise
Ameriprise
Minnesota
$192M
4
Creative Planning
Creative Planning
Kansas
$24.3M
5
GWS
Glassman Wealth Services
Virginia
$20.6M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$41.6M
2
HI
Horizon Investments
North Carolina
$111M
3
Morgan Stanley
Morgan Stanley
New York
$276M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$138M
5
PI
PFS Investments
Georgia
$53.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSIS
251
Global Strategic Investment Solutions
Arizona
$332K – – –
MIH
252
Meitav Investment House
Israel
$330K -$25.3K -384 -7%
JGCM
253
Joseph Group Capital Management
Ohio
$330K +$330K +5,015 New
ICG
254
InterOcean Capital Group
Tennessee
$326K – – –
Fidelity Investments
255
Fidelity Investments
Massachusetts
$324K +$53.7K +816 +20%
MA
256
MUFG Americas
New York
$319K -$54.7K -830 -15%
CM
257
Capital Management
Virginia
$316K – – –
HA
258
HYA Advisors
Missouri
$314K – – –
GWM
259
Guardian Wealth Management
Illinois
$310K +$310K +4,702 New
CCM
260
Crabel Capital Management
California
$305K +$305K +4,625 New
BA
261
Bluesphere Advisors
Pennsylvania
$303K – – –
ZAM
262
Zevin Asset Management
Massachusetts
$303K – – –
USCWA
263
U.S. Capital Wealth Advisors
Texas
$302K -$99.5K -1,511 -25%
B
264
Brightworth
Georgia
$300K +$14.9K +227 +5%
FF
265
FourThought Financial
Florida
$299K +$299K +4,546 New
CIBC World Market
266
CIBC World Market
Ontario, Canada
$294K -$69.2K -1,050 -19%
PCM
267
Parsons Capital Management
Rhode Island
$294K -$15.8K -240 -5%
CWM
268
Congress Wealth Management
Massachusetts
$286K +$286K +4,337 New
PA
269
PFG Advisors
Arizona
$284K – – –
SWAG
270
Spectrum Wealth Advisory Group
California
$280K – – –
WAP
271
Wealthcare Advisory Partners
Pennsylvania
$279K -$20.3K -308 -7%
SPC
272
Sigma Planning Corp
Michigan
$275K – – –
COCM
273
Charter Oak Capital Management
New Hampshire
$271K +$224K +3,401 +479%
CAL
274
Capital Advisors Ltd
Ohio
$269K – – –
SFG
275
StrategIQ Financial Group
Indiana
$265K +$11.5K +175 +5%
9 10
11
12 13