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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

442 hedge funds and large institutions have $10.9B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 190 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+47
Holders Change %
+11.9%
% of All Funds
7.13%
Holding in Top 10
46
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.78%
% of All Funds
0.74%
New
77
Increased
190
Reduced
94
Closed
23
Calls
$525K
Puts
$127K
Net Calls
+$398K
Net Calls Change
-$324K

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$5.61B
2
LPL Financial
LPL Financial
California
$314M
3
AWA
Amplius Wealth Advisors
Pennsylvania
$56.7M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$740M
5
GWSG
GPS Wealth Strategies Group
Colorado
$25.1M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
2
Morgan Stanley
Morgan Stanley
New York
$294M
3
Truist Financial
Truist Financial
North Carolina
$9.57M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$24.6M
5
OWA
Outlook Wealth Advisors
Texas
$428K
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
276
Huntington National Bank
Ohio
$415K -$247K – –
RPWA
277
Regent Peak Wealth Advisors
Georgia
$408K +$13.5K +223 +3%
SC
278
Scotia Capital
Ontario, Canada
$403K -$60.4K -1,000 -13%
LA
279
Latitude Advisors
Florida
$386K -$74.4K -1,233 -16%
HR
280
Hardy Reed
Mississippi
$381K +$381K +6,315 New
CM
281
Capital Management
Virginia
$380K – – –
TSWM
282
Triangle Securities Wealth Management
North Carolina
$378K -$785 -13 -0.2%
GT
283
Glenview Trust
Kentucky
$378K – – –
RFN
284
Redwood Financial Network
Ohio
$378K +$378K +6,259 New
Kovitz Investment Group Partners
285
Kovitz Investment Group Partners
Illinois
$377K – – –
TWM
286
Thrive Wealth Management
Pennsylvania
$376K – – –
NWA
287
New World Advisors
Massachusetts
$375K – – –
KA
288
Klingman & Associates
New York
$367K – – –
PMG
289
ProVise Management Group
Florida
$363K +$30.5K +505 +9%
AWCI
290
Alpine Woods Capital Investors
New York
$362K – – –
SAM
291
Silvercrest Asset Management
New York
$362K – – –
SFO
292
Stokes Family Office
Louisiana
$359K +$9.48K +157 +3%
FPAS
293
Focus Partners Advisor Solutions
Missouri
$359K +$359K +5,947 New
MAG
294
Mayfair Advisory Group
Alabama
$358K -$27.8K -456 -7%
ASN
295
Advisory Services Network
Georgia
$356K -$15K -249 -4%
WWM
296
Windsor Wealth Management
Indiana
$353K +$353K +5,766 New
AWMNH
297
Arcadia Wealth Management (New Hampshire)
New Hampshire
$349K +$349K +5,779 New
GGS
298
Galvin Gaustad & Stein
Arizona
$344K – – –
MW
299
Marcum Wealth
Ohio
$343K -$20.2K -334 -6%
CCG
300
Chatham Capital Group
Georgia
$338K +$338K +5,600 New
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12
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