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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

501 hedge funds and large institutions have $6.44B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 203 increasing their positions, 140 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+40
Holders Change %
+8.68%
% of All Funds
7.9%
Holding in Top 10
50
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.11%
% of All Funds
0.79%
New
64
Increased
203
Reduced
140
Closed
23
Calls
$567K
Puts
$40K
Net Calls
+$527K
Net Calls Change
-$34K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$403M
2
LPL Financial
LPL Financial
California
$450M
3
HC
Hamilton Capital
Ohio
$485M
4
LFA
Legacy Financial Advisors
Kentucky
$46.3M
5
SFG
SNS Financial Group
Minnesota
$34.3M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$753M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$25M
3
NEI
Northwest & Ethical Investments
Ontario, Canada
$0
4
RJFSA
Raymond James Financial Services Advisors
Florida
$195M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
276
Financial Advocates Investment Management
Washington
$642K +$2.93K +44 +0.5%
Prudential Financial
277
Prudential Financial
New Jersey
$624K +$260K +3,907 +72%
GAM
278
Garrison Asset Management
Arkansas
$621K +$25.9K +389 +4%
GHA
279
GW Henssler & Associates
Georgia
$620K -$20.6K -309 -3%
Allianz Asset Management
280
Allianz Asset Management
Germany
$617K – – –
HSA
281
HBK Sorce Advisory
Pennsylvania
$608K +$608K +9,121 New
PA
282
PFG Advisors
Arizona
$601K +$57.1K +857 +10%
IFA
283
Interactive Financial Advisors
Illinois
$598K -$25.1K -377 -4%
RWB
284
RMR Wealth Builders
New Jersey
$596K +$8.13K +122 +1%
TP
285
Tranquility Partners
Tennessee
$595K -$4.73K -71 -0.8%
AWAU
286
Alliance Wealth Advisors (Utah)
Utah
$595K -$17.1K -256 -3%
SFM
287
Signet Financial Management
New Jersey
$587K -$9.33K -140 -2%
LA
288
Latitude Advisors
Florida
$582K +$189K +2,838 +48%
Bank of Montreal
289
Bank of Montreal
Ontario, Canada
$581K -$1.09M -16,347 -65%
Koshinski Asset Management
290
Koshinski Asset Management
Illinois
$575K -$170K -2,554 -23%
YIH
291
Y-Intercept (HK)
Hong Kong
$573K -$184K -2,761 -24%
WP
292
WealthPLAN Partners
Nebraska
$567K -$116K -1,747 -17%
AllianceBernstein
293
AllianceBernstein
Tennessee
$566K – – –
MWM
294
Meridian Wealth Management
Kentucky
$565K +$90.9K +1,363 +19%
ACM
295
Advance Capital Management
Michigan
$559K +$467 +7 +0.1%
NRI
296
NFP Retirement Inc
California
$558K -$50.1K -751 -8%
BFA
297
Beaumont Financial Advisors
Massachusetts
$555K -$25.7K -386 -4%
MWM
298
Maripau Wealth Management
Indiana
$553K +$553K +8,291 New
Cerity Partners
299
Cerity Partners
New York
$551K +$253K +3,793 +85%
FHA
300
First Horizon Advisors
Tennessee
$537K +$8.67K +130 +2%
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