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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

507 hedge funds and large institutions have $6.89B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 229 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
8.08%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
0.91%
New
48
Increased
229
Reduced
142
Closed
35
Calls
$603K
Puts
$190K
Net Calls
+$413K
Net Calls Change
-$114K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$204M
2
HI
Horizon Investments
North Carolina
+$73.8M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$54.5M
4
LPL Financial
LPL Financial
California
+$53M
5
Bank of America
Bank of America
North Carolina
+$42.3M

Top Sellers

1
DLIC
Daido Life Insurance Company
Japan
-$19.7M
2
APA
Astoria Portfolio Advisors
New York
-$15.8M
3
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$8.52M
4
PCIA
Prime Capital Investment Advisors
Kansas
-$6.54M
5
LW
Lauer Wealth
Indiana
-$6.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
251
Level Four Advisory Services
Texas
$961K +$291K +4,582 +43%
DFA
252
DHJJ Financial Advisors
Illinois
$957K +$16.1K +253 +2%
TWP
253
Tempus Wealth Planning
California
$949K -$8.76K -138 -0.9%
NS
254
NBC Securities
Alabama
$943K +$943K +14,856 New
ASN
255
Advisory Services Network
Georgia
$933K +$933K +14,688 New
RMAM
256
Raab & Moskowitz Asset Management
New Jersey
$924K +$86.8K +1,367 +10%
CA
257
Claro Advisors
Massachusetts
$921K -$128K -2,022 -12%
TTWM
258
TCV Trust & Wealth Management
Virginia
$911K – – –
RFN
259
Redwood Financial Network
Ohio
$882K +$111K +1,751 +14%
BCA
260
Bay Colony Advisors
Massachusetts
$868K +$46.5K +733 +6%
US Bancorp
261
US Bancorp
Minnesota
$855K +$39.4K +621 +5%
Cerity Partners
262
Cerity Partners
New York
$851K +$325K +5,122 +62%
CIC
263
Carnegie Investment Counsel
Ohio
$850K +$564K +8,880 +197%
Jane Street
264
Jane Street
New York
$849K +$849K +13,365 New
CWM
265
Collaborative Wealth Management
Florida
$840K -$150K -2,370 -15%
SEP
266
Southland Equity Partners
Missouri
$836K +$153K +2,402 +22%
NC
267
NewSquare Capital
Pennsylvania
$835K +$3.18K +50 +0.4%
LA
268
LexAurum Advisors
Kansas
$832K +$832K +13,100 New
ST
269
Smithfield Trust
Pennsylvania
$830K -$152K -2,400 -15%
SWM
270
Silverlake Wealth Management
Vermont
$811K +$254 +4 +0%
WDL
271
Well Done LLC
Michigan
$805K -$19.2K -303 -2%
HH
272
Hilltop Holdings
Texas
$793K -$952 -15 -0.1%
CA
273
CoreCap Advisors
Michigan
$789K -$55.9K -880 -7%
HBW
274
Hazlett, Burt & Watson
West Virginia
$781K +$579K +9,111 +286%
PA
275
PFG Advisors
Arizona
$771K +$198K +3,118 +35%
9 10
11
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