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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

461 hedge funds and large institutions have $5.56B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 183 increasing their positions, 135 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+19
Holders Change %
+4.3%
% of All Funds
7.38%
Holding in Top 10
45
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.17%
% of All Funds
0.72%
New
57
Increased
183
Reduced
135
Closed
29
Calls
$567K
Puts
$6K
Net Calls
+$561K
Net Calls Change
+$163K

Top Buyers

1
OIA
OneDigital Investment Advisors
Kansas
+$30.6M
2
LPL Financial
LPL Financial
California
+$28.5M
3
Bank of America
Bank of America
North Carolina
+$15M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$14.1M
5
FCM
Family Capital Management
Michigan
+$8.37M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$57.8M
2
Ameriprise
Ameriprise
Minnesota
-$25.5M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$18.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.2M
5
CCA
Clearwater Capital Advisors
Illinois
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
251
Colorado Capital Management
Colorado
$663K -$126K -2,027 -16%
WBG
252
Wharton Business Group
Pennsylvania
$644K – – –
RFN
253
Redwood Financial Network
Ohio
$640K +$249K +4,001 +64%
WP
254
WealthPLAN Partners
Nebraska
$639K -$771K -12,364 -55%
FFWM
255
Future Financial Wealth Management
Ohio
$635K -$499K -7,969 -44%
ACG
256
Allen Capital Group
Nebraska
$623K +$623K +9,996 New
SEP
257
Southland Equity Partners
Missouri
$614K +$94.3K +1,512 +18%
Fidelity Investments
258
Fidelity Investments
Massachusetts
$600K +$150K +2,406 +33%
GHA
259
GW Henssler & Associates
Georgia
$599K -$18.7K -300 -3%
FAIM
260
Financial Advocates Investment Management
Washington
$597K -$61.2K -981 -9%
PFGIA
261
Patriot Financial Group Insurance Agency
Massachusetts
$597K +$69.6K +1,116 +13%
MIFH
262
Migdal Insurance & Financial Holdings
Israel
$595K +$289K +4,700 +95%
RWA
263
Redhawk Wealth Advisors
Minnesota
$593K +$70.4K +1,130 +13%
NFG
264
Nations Financial Group
Iowa
$587K +$363K +5,826 +162%
IFA
265
Interactive Financial Advisors
Illinois
$582K +$14.5K +233 +3%
RMAM
266
Raab & Moskowitz Asset Management
New Jersey
$579K +$28.7K +461 +5%
Allianz Asset Management
267
Allianz Asset Management
Germany
$577K +$577K +9,250 New
AWAU
268
Alliance Wealth Advisors (Utah)
Utah
$572K +$686 +11 +0.1%
NRI
269
NFP Retirement Inc
California
$568K +$119K +1,904 +26%
TP
270
Tranquility Partners
Tennessee
$561K +$1.37K +22 +0.2%
SFM
271
Signet Financial Management
New Jersey
$557K -$67.8K -1,087 -11%
GAM
272
Garrison Asset Management
Arkansas
$556K -$26K -417 -4%
MA
273
Mutual Advisors
Nebraska
$556K -$1.31K -21 -0.2%
RA
274
Ruggaard & Associates
Ohio
$554K +$554K +8,890 New
RCAG
275
Rehmann Capital Advisory Group
Michigan
$554K -$343K -5,507 -38%
9 10
11
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