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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

507 hedge funds and large institutions have $6.89B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 229 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
8.08%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
0.91%
New
48
Increased
229
Reduced
142
Closed
35
Calls
$603K
Puts
$190K
Net Calls
+$413K
Net Calls Change
-$114K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$204M
2
HI
Horizon Investments
North Carolina
+$73.8M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$54.5M
4
LPL Financial
LPL Financial
California
+$53M
5
Bank of America
Bank of America
North Carolina
+$42.3M

Top Sellers

1
DLIC
Daido Life Insurance Company
Japan
-$19.7M
2
APA
Astoria Portfolio Advisors
New York
-$15.8M
3
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$8.52M
4
PCIA
Prime Capital Investment Advisors
Kansas
-$6.54M
5
LW
Lauer Wealth
Indiana
-$6.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
276
Glenview Trust
Kentucky
$736K – – –
CWM
277
Congress Wealth Management
Massachusetts
$724K +$448K +7,060 +163%
SWM
278
SeaCrest Wealth Management
New York
$723K +$19.7K +311 +3%
PIA
279
Perennial Investment Advisors
California
$710K -$17K -268 -2%
CGFA
280
Colton Groome Financial Advisors
North Carolina
$706K +$420K +6,619 +147%
Prudential Financial
281
Prudential Financial
New Jersey
$702K +$107K +1,693 +18%
SFO
282
Stokes Family Office
Louisiana
$691K +$218K +3,436 +46%
CFO
283
CVA Family Office
Colorado
$669K -$48.3K -760 -7%
Bank of Nova Scotia
284
Bank of Nova Scotia
Ontario, Canada
$660K -$38.1K -600 -5%
RA
285
Ruggaard & Associates
Ohio
$659K +$17.4K +274 +3%
WBG
286
Wharton Business Group
Pennsylvania
$657K – – –
Bank of Montreal
287
Bank of Montreal
Ontario, Canada
$647K +$73.2K +1,110 +13%
CCM
288
Colorado Capital Management
Colorado
$644K – – –
FFWM
289
Future Financial Wealth Management
Ohio
$641K -$2.73K -43 -0.4%
WP
290
WealthPLAN Partners
Nebraska
$637K +$96.8K +1,525 +18%
PIA
291
Panoramic Investment Advisors
Colorado
$634K +$634K +9,987 New
FAIM
292
Financial Advocates Investment Management
Washington
$632K +$21.4K +337 +4%
ACG
293
Allen Capital Group
Nebraska
$630K -$2.85K -45 -0.5%
CAL
294
Capital Analysts LLC
Pennsylvania
$629K -$53.7K -845 -8%
PFGIA
295
Patriot Financial Group Insurance Agency
Massachusetts
$623K -$24.4K -384 -4%
MWM
296
Maripau Wealth Management
Indiana
$613K +$86.7K +1,365 +16%
GCP
297
GSA Capital Partners
United Kingdom
$590K +$144K +2,276 +32%
TFA
298
Tranquilli Financial Advisor
New Jersey
$588K +$588K +9,263 New
Allianz Asset Management
299
Allianz Asset Management
Germany
$587K – – –
GAM
300
Garrison Asset Management
Arkansas
$582K -$9.27K -146 -2%
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