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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

382 hedge funds and large institutions have $5.78B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 138 increasing their positions, 94 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

427% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 15

47% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 94

27% more funds holding in top 10

Funds holding in top 10: 22 → 28 (+6)

19% more funds holding

Funds holding: 322 → 382 (+60)

17% more capital invested

Capital invested by funds: $4.94B → $5.78B (+$833M)

1.31% more ownership

Funds ownership: 79.48% → 80.79% (+1.3%)

Holders
382
Holders Change
+60
Holders Change %
+18.63%
% of All Funds
5.88%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.43%
New
79
Increased
138
Reduced
94
Closed
15
Calls
$566K
Puts
–
Net Calls
+$566K
Net Calls Change
-$229K

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$59.1M
2
HighTower Advisors
HighTower Advisors
Illinois
+$47M
3
Ameriprise
Ameriprise
Minnesota
+$44.2M
4
Creative Planning
Creative Planning
Kansas
+$22.3M
5
GWS
Glassman Wealth Services
Virginia
+$18.3M

Top Sellers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
-$25.2M
2
Morgan Stanley
Morgan Stanley
New York
-$21.9M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$20.7M
4
PI
PFS Investments
Georgia
-$10.8M
5
MIAN
Mariner Independent Advisor Network
Kansas
-$7.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jones Financial Companies
301
Jones Financial Companies
Missouri
$191K +$182K +2,900 New
FHA
302
First Horizon Advisors
Tennessee
$187K -$35.8K -570 -17%
TFGT
303
TS Financial Group (TSFG)
Illinois
$186K – – –
CA
304
Clearstead Advisors
Ohio
$176K – – –
US Bancorp
305
US Bancorp
Minnesota
$176K +$52.8K +841 +46%
FFA
306
Founders Financial Alliance
North Carolina
$170K – – –
HIA
307
Harbor Investment Advisory
Maryland
$169K – – –
Bank of Montreal
308
Bank of Montreal
Ontario, Canada
$165K -$226K -3,600 -59%
LWCFA
309
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$165K -$6.03K -96 -4%
TWM
310
Tradition Wealth Management
Minnesota
$144K +$377 +6 +0.3%
ERWM
311
Elk River Wealth Management
Colorado
$138K +$132K +2,100 New
OSAM
312
O'Shaughnessy Asset Management
Connecticut
$135K – – –
CFD
313
Creative Financial Designs
Indiana
$122K +$628 +10 +0.5%
LWANC
314
Laurel Wealth Advisors (North Carolina)
North Carolina
$120K – – –
SQA
315
Simon Quick Advisors
New Jersey
$115K – – –
EIP
316
Ellis Investment Partners
Pennsylvania
$114K +$13.1K +209 +14%
FAG
317
Fortitude Advisory Group
Washington
$113K +$107K +1,710 New
CB
318
CNB Bank
Pennsylvania
$109K +$6.22K +99 +6%
HNB
319
Huntington National Bank
Ohio
$105K – – –
SWM
320
Spire Wealth Management
Virginia
$104K +$28.6K +456 +41%
ACA
321
Aptus Capital Advisors
Alabama
$103K – – –
PSB
322
Piscataqua Savings Bank
New Hampshire
$101K – – –
AIP
323
Ahrens Investment Partners
Louisiana
$101K +$96.4K +1,535 New
FCA
324
FinTrust Capital Advisors
South Carolina
$98K – – –
Citigroup
325
Citigroup
New York
$87K +$14.8K +235 +22%
11 12
13
14 15

DGRW Hedge Fund Activity: Q4 2021 in Review

382 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q4 2021, worth a combined $5.78B — up 17% from $4.94B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new DGRW positions and 15 closed out — a net gain of 64 holders — while 138 added to existing stakes and 94 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $59.1M. The largest seller was Horizon Investments, cutting an estimated $25.2M.

  • 382 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q4 2021, up from 322 in Q3 2021.
  • Funds reported $5.78B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q4 2021, up 17% quarter-over-quarter.
  • 79 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q4 2021 and 15 closed out, a net change of +64 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q4 2021 was AE Wealth Management, an estimated $59.1M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q4 2021 was Horizon Investments, an estimated $25.2M sold.

Based on aggregated 13F filings for Q4 2021.