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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

461 hedge funds and large institutions have $5.56B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 183 increasing their positions, 135 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+19
Holders Change %
+4.3%
% of All Funds
7.38%
Holding in Top 10
45
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.17%
% of All Funds
0.72%
New
57
Increased
183
Reduced
135
Closed
29
Calls
$567K
Puts
$6K
Net Calls
+$561K
Net Calls Change
+$163K

Top Buyers

1
OIA
OneDigital Investment Advisors
Kansas
+$30.6M
2
LPL Financial
LPL Financial
California
+$28.5M
3
Bank of America
Bank of America
North Carolina
+$15M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$14.1M
5
FCM
Family Capital Management
Michigan
+$8.37M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$57.8M
2
Ameriprise
Ameriprise
Minnesota
-$25.5M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$18.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.2M
5
CCA
Clearwater Capital Advisors
Illinois
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWB
276
RMR Wealth Builders
New Jersey
$549K -$12.4K -199 -2%
Fifth Third Bancorp
277
Fifth Third Bancorp
Ohio
$546K -$67.9K -1,089 -11%
CIBC World Market
278
CIBC World Market
Ontario, Canada
$546K +$17.2K +275 +3%
BFA
279
Beaumont Financial Advisors
Massachusetts
$543K -$34.8K -558 -6%
AllianceBernstein
280
AllianceBernstein
Tennessee
$530K – – –
ACM
281
Advance Capital Management
Michigan
$522K +$55K +882 +12%
PA
282
PFG Advisors
Arizona
$509K +$201K +3,225 +65%
BFO
283
Biltmore Family Office
North Carolina
$499K – – –
Carson Wealth (CWM LLC)
284
Carson Wealth (CWM LLC)
Nebraska
$498K +$274K +4,402 +123%
SFO
285
Stokes Family Office
Louisiana
$498K +$127K +2,031 +34%
DADC
286
D.A. Davidson & Co
Montana
$495K +$495K +7,942 New
FHA
287
First Horizon Advisors
Tennessee
$494K -$12.1K -194 -2%
Wealth Enhancement Advisory Services
288
Wealth Enhancement Advisory Services
Minnesota
$478K +$478K +7,660 New
CWA
289
Clearview Wealth Advisors
Oregon
$475K +$28.6K +459 +6%
DAM
290
Deltec Asset Management
New York
$468K – – –
WMA
291
Wealth Management Associates
New Jersey
$453K +$19.2K +308 +4%
CF
292
Centaurus Financial
California
$447K +$447K +7,171 New
MWM
293
Meridian Wealth Management
Kentucky
$444K +$444K +7,119 New
OWA
294
Outlook Wealth Advisors
Texas
$435K -$7.23K -116 -2%
RPWA
295
Regent Peak Wealth Advisors
Georgia
$434K +$12.2K +195 +3%
SPC
296
Sigma Planning Corp
Michigan
$434K +$623 +10 +0.1%
SC
297
Scotia Capital
Ontario, Canada
$417K – – –
HNB
298
Huntington National Bank
Ohio
$414K -$415K – –
LA
299
Lane & Associates
New Jersey
$395K +$395K +6,338 New
PCM
300
Parsons Capital Management
Rhode Island
$392K +$53.1K +851 +16%
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