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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

387 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
Holders
387
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
1
Ameriprise
Minnesota
$244M
2
WA
2
Waddell & Associates
Tennessee
$51.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$297M
4
HC
4
Hamilton Capital
Ohio
$181M
5
LPL Financial
5
LPL Financial
California
$180M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$26.6M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$679M
3
HI
3
Horizon Investments
North Carolina
$54.6M
4
PI
4
PFS Investments
Georgia
$11.7M
5
CWA
5
Choice Wealth Advisors
Maine
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$172 +3 +0.1%
PCM
280
Parsons Capital Management
Rhode Island
$246K -$9.98K -174 -4%
SFWC
281
Strategic Family Wealth Counselors
New Jersey
$245K +$15.1K +264 +7%
SWAG
282
Spectrum Wealth Advisory Group
California
$244K – – –
SFG
283
StrategIQ Financial Group
Indiana
$237K +$172 +3 +0.1%
COCM
284
Charter Oak Capital Management
New Hampshire
$237K +$1.49K +26 +0.6%
JGCM
285
Joseph Group Capital Management
Ohio
$235K -$19.2K -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 +$231K +4,039 New
EWA
289
EP Wealth Advisors
California
$229K +$3.55K +62 +2%
KeyBank National Association
290
KeyBank National Association
Ohio
$228K -$115 -2 -0.1%
AWA
291
Amplius Wealth Advisors
Pennsylvania
$222K -$72.2K -1,262 -25%
HNB
292
Huntington National Bank
Ohio
$221K -$355K – –
WSTAM
293
Wilbanks Smith & Thomas Asset Management
Virginia
$220K +$3.55K +62 +2%
CPO
294
Cerity Partners OCIO
New York
$217K +$32.1K +559 +17%
BIA
295
Bigelow Investment Advisors
Maine
$215K – – –
MCC
296
Money Concepts Capital
Florida
$211K -$465K -8,025 -69%
EFG
297
Everhart Financial Group
Ohio
$209K +$12.3K +215 +6%
PA
298
Pinnacle Associates
New York
$205K – – –
WAP
299
Wealthcare Advisory Partners
Pennsylvania
$204K -$33.3K -580 -14%
SPC
300
Sigma Planning Corp
Michigan
$201K +$9.06K +158 +5%
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