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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

384 hedge funds and large institutions have $5.63B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 147 increasing their positions, 115 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
6.08%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.49%
New
39
Increased
147
Reduced
115
Closed
29
Calls
$987K
Puts
–
Net Calls
+$987K
Net Calls Change
+$421K

Top Buyers

1
HC
Hamilton Capital
Ohio
$182M
2
HI
Horizon Investments
North Carolina
$152M
3
SIG
Spinnaker Investment Group
California
$28.9M
4
AWE
Avidian Wealth Enterprises
Texas
$27.7M
5
CWA
Choice Wealth Advisors
Maine
$23.3M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.26B
2
AWM
AE Wealth Management
Kansas
$9.85M
3
WA
Win Advisors
Florida
$5.54M
4
TC
TownSquare Capital
Utah
$40.2M
5
TC
Trilogy Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WDL
251
Well Done LLC
Michigan
$339K – – –
RIL
252
Rothschild Investment LLC
Illinois
$335K -$10.8K -169 -3%
Renaissance Technologies
253
Renaissance Technologies
New York
$331K -$471K -7,400 -59%
KA
254
Klingman & Associates
New York
$331K +$331K +5,191 New
AWA
255
Amplius Wealth Advisors
Pennsylvania
$327K – – –
LPT
256
Legacy Private Trust
Wisconsin
$326K – – –
GSIS
257
Global Strategic Investment Solutions
Arizona
$321K – – –
5L
258
55I LLC
Massachusetts
$318K -$199K -3,124 -38%
ICG
259
InterOcean Capital Group
Tennessee
$316K – – –
B
260
Brightworth
Georgia
$315K +$24.3K +382 +8%
MA
261
MUFG Americas
New York
$308K – – –
CM
262
Capital Management
Virginia
$306K – – –
HA
263
HYA Advisors
Missouri
$304K – – –
GWM
264
Guardian Wealth Management
Illinois
$300K +$764 +12 +0.3%
CAM
265
Covenant Asset Management
New Jersey
$297K -$62.4K -980 -17%
ZAM
266
Zevin Asset Management
Massachusetts
$293K – – –
BA
267
Bluesphere Advisors
Pennsylvania
$293K – – –
FFG
268
Ford Financial Group
California
$293K +$195K +3,074 +200%
FF
269
FourThought Financial
Florida
$289K – – –
PCM
270
Parsons Capital Management
Rhode Island
$284K – – –
CIBC World Market
271
CIBC World Market
Ontario, Canada
$284K – – –
JGCM
272
Joseph Group Capital Management
Ohio
$283K -$36.3K -570 -11%
Qube Research & Technologies (QRT)
273
Qube Research & Technologies (QRT)
United Kingdom
$278K +$266K +4,182 +2,224%
CWM
274
Congress Wealth Management
Massachusetts
$276K – – –
PA
275
PFG Advisors
Arizona
$275K +$1.02K +16 +0.4%
9 10
11
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