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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

501 hedge funds and large institutions have $6.44B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 203 increasing their positions, 140 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+40
Holders Change %
+8.68%
% of All Funds
7.9%
Holding in Top 10
50
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.11%
% of All Funds
0.79%
New
64
Increased
203
Reduced
140
Closed
23
Calls
$567K
Puts
$40K
Net Calls
+$527K
Net Calls Change
-$34K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$403M
2
LPL Financial
LPL Financial
California
$450M
3
HC
Hamilton Capital
Ohio
$485M
4
LFA
Legacy Financial Advisors
Kentucky
$46.3M
5
SFG
SNS Financial Group
Minnesota
$34.3M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$753M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$25M
3
NEI
Northwest & Ethical Investments
Ontario, Canada
$0
4
RJFSA
Raymond James Financial Services Advisors
Florida
$195M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
251
Veritable
Delaware
$860K -$47.5K -712 -5%
US Bancorp
252
US Bancorp
Minnesota
$856K +$15.5K +233 +2%
SWM
253
Silverlake Wealth Management
Vermont
$851K -$13.7K -205 -2%
HH
254
Hilltop Holdings
Texas
$834K – – –
BCM
255
BlueCrest Capital Management
Jersey
$813K +$813K +12,190 New
RFN
256
Redwood Financial Network
Ohio
$809K +$125K +1,876 +18%
LNC
257
Lincoln National Corp
Pennsylvania
$782K +$20.1K +301 +3%
GT
258
Glenview Trust
Kentucky
$773K – – –
PIA
259
Perennial Investment Advisors
California
$764K -$8.8K -132 -1%
SS
260
Simplicity Solutions
Minnesota
$758K +$758K +11,378 New
SW
261
Simplicity Wealth
New Jersey
$758K +$758K +11,378 New
CFO
262
CVA Family Office
Colorado
$753K – – –
FIA
263
Foundations Investment Advisors
Arizona
$743K +$743K +11,139 New
SWM
264
SeaCrest Wealth Management
New York
$738K -$45.6K -684 -6%
Bank of Nova Scotia
265
Bank of Nova Scotia
Ontario, Canada
$733K +$733K +11,000 New
SEP
266
Southland Equity Partners
Missouri
$718K +$61.9K +929 +9%
CAL
267
Capital Analysts LLC
Pennsylvania
$716K -$251K -3,765 -26%
LFAS
268
Level Four Advisory Services
Texas
$703K -$867K -13,000 -55%
Goldman Sachs
269
Goldman Sachs
New York
$699K -$1.88M -28,135 -73%
WBG
270
Wharton Business Group
Pennsylvania
$690K – – –
PFGIA
271
Patriot Financial Group Insurance Agency
Massachusetts
$680K +$41.1K +617 +6%
FFWM
272
Future Financial Wealth Management
Ohio
$676K +$133 +2 +0%
CCM
273
Colorado Capital Management
Colorado
$675K -$33.2K -498 -5%
RA
274
Ruggaard & Associates
Ohio
$674K +$81.1K +1,217 +14%
ACG
275
Allen Capital Group
Nebraska
$666K -$467 -7 -0.1%
9 10
11
12 13