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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

442 hedge funds and large institutions have $10.9B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 190 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+47
Holders Change %
+11.9%
% of All Funds
7.13%
Holding in Top 10
46
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.78%
% of All Funds
0.74%
New
77
Increased
190
Reduced
94
Closed
23
Calls
$525K
Puts
$127K
Net Calls
+$398K
Net Calls Change
-$324K

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$5.15B
2
LPL Financial
LPL Financial
California
+$101M
3
AWA
Amplius Wealth Advisors
Pennsylvania
+$56.5M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$26M
5
GWSG
GPS Wealth Strategies Group
Colorado
+$20M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$69.2M
2
Morgan Stanley
Morgan Stanley
New York
-$16.1M
3
Truist Financial
Truist Financial
North Carolina
-$13.2M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$12.4M
5
OWA
Outlook Wealth Advisors
Texas
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TP
251
Tranquility Partners
Tennessee
$542K +$5.19K +86 +1%
MA
252
Mutual Advisors
Nebraska
$540K +$8.33K +138 +2%
RMAM
253
Raab & Moskowitz Asset Management
New Jersey
$533K +$133K +2,202 +33%
AllianceBernstein
254
AllianceBernstein
Tennessee
$513K – – –
CIBC World Market
255
CIBC World Market
Ontario, Canada
$512K +$512K +8,480 New
PFGIA
256
Patriot Financial Group Insurance Agency
Massachusetts
$511K +$95.7K +1,586 +23%
RWA
257
Redhawk Wealth Advisors
Minnesota
$506K +$506K +8,381 New
SEP
258
Southland Equity Partners
Missouri
$503K +$503K +8,330 New
Renaissance Technologies
259
Renaissance Technologies
New York
$495K +$495K +8,200 New
FHA
260
First Horizon Advisors
Tennessee
$490K +$330K +5,464 +206%
BFO
261
Biltmore Family Office
North Carolina
$483K – – –
Bank of Montreal
262
Bank of Montreal
Ontario, Canada
$465K +$57.6K +939 +14%
HCM
263
Howland Capital Management
Massachusetts
$460K – – –
DAM
264
Deltec Asset Management
New York
$453K – – –
ACM
265
Advance Capital Management
Michigan
$452K +$34.9K +579 +8%
BWL
266
Bogart Wealth LLC
Virginia
$439K +$2.6K +43 +0.6%
Fidelity Investments
267
Fidelity Investments
Massachusetts
$436K +$68K +1,127 +18%
NRI
268
NFP Retirement Inc
California
$435K +$170K +2,815 +64%
CWA
269
Clearview Wealth Advisors
Oregon
$432K +$39.7K +658 +10%
EFG
270
Everhart Financial Group
Ohio
$432K +$432K +7,155 New
OWA
271
Outlook Wealth Advisors
Texas
$428K -$10.3M -169,845 -96%
CAM
272
Cozad Asset Management
Illinois
$426K – – –
GRP
273
Global Retirement Partners
California
$425K -$6.58K -109 -2%
WMA
274
Wealth Management Associates
New Jersey
$420K +$604 +10 +0.1%
SPC
275
Sigma Planning Corp
Michigan
$419K +$419K +6,945 New
9 10
11
12 13