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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

381 hedge funds and large institutions have $5.78B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 138 increasing their positions, 94 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+59
Holders Change %
+18.32%
% of All Funds
5.88%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.43%
New
78
Increased
138
Reduced
94
Closed
15
Calls
$566K
Puts
–
Net Calls
+$566K
Net Calls Change
-$229K

Top Buyers

1
AWM
AE Wealth Management
Kansas
$64.4M
2
HighTower Advisors
HighTower Advisors
Illinois
$134M
3
Ameriprise
Ameriprise
Minnesota
$192M
4
Creative Planning
Creative Planning
Kansas
$24.3M
5
GWS
Glassman Wealth Services
Virginia
$20.6M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$41.6M
2
HI
Horizon Investments
North Carolina
$111M
3
Morgan Stanley
Morgan Stanley
New York
$276M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$138M
5
PI
PFS Investments
Georgia
$53.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
276
KeyBank National Association
Ohio
$262K +$262K +3,974 New
IAA
277
Independent Advisor Alliance
North Carolina
$259K +$259K +3,928 New
EWA
278
EP Wealth Advisors
California
$257K – – –
COF
279
Capital One Financial
Virginia
$256K -$25.1K -381 -9%
MCC
280
Money Concepts Capital
Florida
$250K +$250K +3,794 New
WSTAM
281
Wilbanks Smith & Thomas Asset Management
Virginia
$249K – – –
SFWC
282
Strategic Family Wealth Counselors
New Jersey
$248K +$1.65K +25 +0.7%
ASW
283
Astoria Strategic Wealth
Texas
$247K -$158K -2,408 -39%
BIA
284
Bigelow Investment Advisors
Maine
$247K – – –
LG
285
Leuthold Group
Minnesota
$241K +$8.11K +123 +3%
PA
286
Pinnacle Associates
New York
$238K +$1.91K +29 +0.8%
LNC
287
Lincoln National Corp
Pennsylvania
$234K -$571K -8,654 -71%
NFG
288
Nations Financial Group
Iowa
$229K +$229K +3,470 New
IAN
289
Integrated Advisors Network
Texas
$222K +$222K +3,377 New
EWM
290
Empirical Wealth Management
Washington
$221K +$221K +3,353 New
PPP
291
Private Portfolio Partners
New Jersey
$220K +$220K +3,335 New
TC
292
Tenret Company
Florida
$213K +$213K +3,232 New
SB
293
Strategic Blueprint
Georgia
$212K -$19.3K -292 -8%
CPO
294
Cerity Partners OCIO
New York
$212K +$212K +3,225 New
RWA
295
Redhawk Wealth Advisors
Minnesota
$211K +$211K +3,200 New
RFA
296
Resurgent Financial Advisors
Georgia
$211K +$211K +3,200 New
EWM
297
EPG Wealth Management
Georgia
$210K +$264 +4 +0.1%
LSA
298
Lion Street Advisors
Texas
$203K +$203K +3,087 New
ST
299
Smithfield Trust
Pennsylvania
$201K +$1.58K +24 +0.8%
Jones Financial Companies
300
Jones Financial Companies
Missouri
$191K +$191K +2,900 New
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