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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

384 hedge funds and large institutions have $5.63B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 147 increasing their positions, 115 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
6.08%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.49%
New
39
Increased
147
Reduced
115
Closed
29
Calls
$987K
Puts
–
Net Calls
+$987K
Net Calls Change
+$421K

Top Buyers

1
HC
Hamilton Capital
Ohio
$182M
2
HI
Horizon Investments
North Carolina
$152M
3
SIG
Spinnaker Investment Group
California
$28.9M
4
AWE
Avidian Wealth Enterprises
Texas
$27.7M
5
CWA
Choice Wealth Advisors
Maine
$23.3M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.26B
2
AWM
AE Wealth Management
Kansas
$9.85M
3
WA
Win Advisors
Florida
$5.54M
4
TC
TownSquare Capital
Utah
$40.2M
5
TC
Trilogy Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWAG
276
Spectrum Wealth Advisory Group
California
$271K – – –
WAP
277
Wealthcare Advisory Partners
Pennsylvania
$263K -$6.75K -106 -3%
SFG
278
StrategIQ Financial Group
Indiana
$263K +$7.06K +111 +3%
COCM
279
Charter Oak Capital Management
New Hampshire
$262K +$64 +1 +0%
USCWA
280
U.S. Capital Wealth Advisors
Texas
$260K -$32.2K -505 -11%
CAL
281
Capital Advisors Ltd
Ohio
$260K – – –
PPP
282
Private Portfolio Partners
New Jersey
$255K +$43.1K +677 +20%
SFWC
283
Strategic Family Wealth Counselors
New Jersey
$255K +$15.7K +247 +7%
KeyBank National Association
284
KeyBank National Association
Ohio
$253K – – –
EWA
285
EP Wealth Advisors
California
$251K +$2.3K +36 +0.9%
BIA
286
Bigelow Investment Advisors
Maine
$238K – – –
LNC
287
Lincoln National Corp
Pennsylvania
$235K +$8.99K +141 +4%
WSTAM
288
Wilbanks Smith & Thomas Asset Management
Virginia
$232K – – –
PA
289
Pinnacle Associates
New York
$228K -$1.85K -29 -0.8%
YIH
290
Y-Intercept (HK)
Hong Kong
$227K +$227K +3,567 New
HAS
291
HBW Advisory Services
California
$222K -$3.37M -52,932 -94%
CWM
292
Cornerstone Wealth Management
Missouri
$219K -$558K -8,759 -72%
EFG
293
Everhart Financial Group
Ohio
$219K +$219K +3,432 New
IAN
294
Integrated Advisors Network
Texas
$216K +$828 +13 +0.4%
ADL
295
Asset Dedication LLC
California
$214K +$157K +2,478 +275%
SPC
296
Sigma Planning Corp
Michigan
$213K -$53.2K -835 -20%
EWM
297
Empirical Wealth Management
Washington
$213K – – –
FCA
298
FinTrust Capital Advisors
South Carolina
$212K +$118K +1,849 +125%
ASW
299
Astoria Strategic Wealth
Texas
$210K -$28.8K -452 -12%
NFG
300
Nations Financial Group
Iowa
$210K -$10.8K -169 -5%
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