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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

395 hedge funds and large institutions have $4.46B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 169 increasing their positions, 100 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+8
Holders Change %
+2.07%
% of All Funds
6.83%
Holding in Top 10
36
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
41
Increased
169
Reduced
100
Closed
29
Calls
$722K
Puts
–
Net Calls
+$722K
Net Calls Change
-$229K

Top Buyers

1
HC
Hamilton Capital
Ohio
+$174M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$69.2M
3
LPL Financial
LPL Financial
California
+$20.1M
4
CWA
Choice Wealth Advisors
Maine
+$19.3M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$18.1M

Top Sellers

1
AWE
Avidian Wealth Enterprises
Texas
-$20.8M
2
HWM
Horizon Wealth Management
Illinois
-$6.81M
3
ARC
Advisor Resource Council
Texas
-$4.95M
4
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
-$3.74M
5
KAS
Kestra Advisory Services
Texas
-$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
251
Thrive Wealth Management
Pennsylvania
$336K -$7.22K -134 -2%
NWA
252
New World Advisors
Massachusetts
$335K – – –
ASN
253
Advisory Services Network
Georgia
$332K +$20.6K +381 +7%
Fidelity Investments
254
Fidelity Investments
Massachusetts
$328K -$63.6K -1,182 -16%
KA
255
Klingman & Associates
New York
$328K – – –
MW
256
Marcum Wealth
Ohio
$324K +$1.83K +34 +0.6%
AWCI
257
Alpine Woods Capital Investors
New York
$323K – – –
SAM
258
Silvercrest Asset Management
New York
$323K – – –
B
259
Brightworth
Georgia
$323K +$36K +669 +13%
SFO
260
Stokes Family Office
Louisiana
$312K -$926K -17,191 -75%
Mariner
261
Mariner
Kansas
$308K +$308K +5,714 New
GGS
262
Galvin Gaustad & Stein
Arizona
$307K – – –
FCIM
263
Fairview Capital Investment Management
California
$301K – – –
PMG
264
ProVise Management Group
Florida
$297K +$47.8K +887 +19%
MA
265
MUFG Americas
New York
$294K -$51.2K -951 -15%
TFCP
266
Twin Focus Capital Partners
Massachusetts
$293K – – –
CAM
267
Covenant Asset Management
New Jersey
$288K – – –
WDL
268
Well Done LLC
Michigan
$287K – – –
RIL
269
Rothschild Investment LLC
Illinois
$287K +$1.72K +32 +0.6%
VWA
270
V Wealth Advisors
Kansas
$285K -$1.03K -19 -0.4%
NCM
271
Novare Capital Management
North Carolina
$283K – – –
Goldman Sachs
272
Goldman Sachs
New York
$282K -$830K -15,370 -75%
SCA
273
Snowden Capital Advisors
New York
$280K -$85.8K -1,595 -23%
Qube Research & Technologies (QRT)
274
Qube Research & Technologies (QRT)
United Kingdom
$279K +$137K +2,548 +97%
GSIS
275
Global Strategic Investment Solutions
Arizona
$272K – – –
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