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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

388 hedge funds and large institutions have $4.25B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 103

22% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 32

1% more funds holding

Funds holding: 385 → 388 (+3)

3% less funds holding in top 10

Funds holding in top 10: 31 → 30 (-1)

10.64% less ownership

Funds ownership: 80.94% → 70.3% (-11%)

24% less capital invested

Capital invested by funds: $5.63B → $4.25B (-$1.38B)

Holders
388
Holders Change
+3
Holders Change %
+0.78%
% of All Funds
6.54%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.51%
New
39
Increased
156
Reduced
103
Closed
32
Calls
$951K
Puts
–
Net Calls
+$951K
Net Calls Change
-$36K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$73.6M
2
WA
Waddell & Associates
Tennessee
+$54.2M
3
Morgan Stanley
Morgan Stanley
New York
+$52M
4
HC
Hamilton Capital
Ohio
+$18.3M
5
LPL Financial
LPL Financial
California
+$12M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$497M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$483M
3
HI
Horizon Investments
North Carolina
-$87.4M
4
PI
PFS Investments
Georgia
-$52.7M
5
CWA
Choice Wealth Advisors
Maine
-$23.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
FF
276
FourThought Financial
Florida
$261K – – –
CIBC World Market
277
CIBC World Market
Ontario, Canada
$256K – – –
CWM
278
Congress Wealth Management
Massachusetts
$249K – – –
PA
279
PFG Advisors
Arizona
$248K +$182 +3 +0.1%
PCM
280
Parsons Capital Management
Rhode Island
$246K -$10.5K -174 -4%
SFWC
281
Strategic Family Wealth Counselors
New Jersey
$245K +$16K +264 +7%
SWAG
282
Spectrum Wealth Advisory Group
California
$244K – – –
SFG
283
StrategIQ Financial Group
Indiana
$237K +$182 +3 +0.1%
COCM
284
Charter Oak Capital Management
New Hampshire
$237K +$1.58K +26 +0.6%
JGCM
285
Joseph Group Capital Management
Ohio
$235K -$20.4K -336 -8%
CAL
286
Capital Advisors Ltd
Ohio
$234K – – –
USCWA
287
U.S. Capital Wealth Advisors
Texas
$234K – – –
OPPS
288
Obsidian Personal Planning Solutions
Maryland
$231K +$245K +4,039 New
EWA
289
EP Wealth Advisors
California
$229K +$3.76K +62 +2%
KeyBank National Association
290
KeyBank National Association
Ohio
$228K -$121 -2 -0.1%
AWA
291
Amplius Wealth Advisors
Pennsylvania
$222K -$76.5K -1,262 -25%
HNB
292
Huntington National Bank
Ohio
$221K – – –
WSTAM
293
Wilbanks Smith & Thomas Asset Management
Virginia
$220K +$3.76K +62 +2%
CPO
294
Cerity Partners OCIO
New York
$217K +$33.9K +559 +17%
BIA
295
Bigelow Investment Advisors
Maine
$215K – – –
MCC
296
Money Concepts Capital
Florida
$211K -$486K -8,025 -69%
EFG
297
Everhart Financial Group
Ohio
$209K +$13K +215 +6%
IFG
298
Independent Financial Group
California
$206K – – –
PA
299
Pinnacle Associates
New York
$205K – – –
WAP
300
Wealthcare Advisory Partners
Pennsylvania
$204K -$35.2K -580 -14%
10 11
12
13 14

DGRW Hedge Fund Activity: Q2 2022 in Review

388 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q2 2022, worth a combined $4.25B — down 24% from $5.63B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DGRW positions and 32 closed out — a net gain of 7 holders — while 156 added to existing stakes and 103 trimmed.

The largest buyer was Ameriprise, adding an estimated $73.6M. The largest seller was Envestnet Asset Management, cutting an estimated $497M.

  • 388 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q2 2022, up from 385 in Q1 2022.
  • Funds reported $4.25B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q2 2022, down 24% quarter-over-quarter.
  • 39 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q2 2022 and 32 closed out, a net change of +7 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q2 2022 was Ameriprise, an estimated $73.6M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q2 2022 was Envestnet Asset Management, an estimated $497M sold.

Based on aggregated 13F filings for Q2 2022.