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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

381 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 78 funds opening new positions, 138 increasing their positions, 94 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+59
Holders Change %
+18.32%
% 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
78
Increased
138
Reduced
94
Closed
15
Calls
$566K
Puts
–
Net Calls
+$566K
Net Calls Change
-$229K

Top Buyers

1
AWM
AE Wealth Management
Kansas
$64.4M
2
HighTower Advisors
HighTower Advisors
Illinois
$134M
3
Ameriprise
Ameriprise
Minnesota
$192M
4
Creative Planning
Creative Planning
Kansas
$24.3M
5
GWS
Glassman Wealth Services
Virginia
$20.6M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$41.6M
2
HI
Horizon Investments
North Carolina
$111M
3
Morgan Stanley
Morgan Stanley
New York
$276M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$138M
5
PI
PFS Investments
Georgia
$53.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
301
First Horizon Advisors
Tennessee
$187K -$37.6K -570 -17%
TFGT
302
TS Financial Group (TSFG)
Illinois
$186K – – –
CA
303
Clearstead Advisors
Ohio
$176K – – –
US Bancorp
304
US Bancorp
Minnesota
$176K +$55.4K +841 +46%
FFA
305
Founders Financial Alliance
North Carolina
$170K – – –
HIA
306
Harbor Investment Advisory
Maryland
$169K – – –
Bank of Montreal
307
Bank of Montreal
Ontario, Canada
$165K -$238K -3,600 -59%
LWCFA
308
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$165K -$6.34K -96 -4%
TWM
309
Tradition Wealth Management
Minnesota
$144K +$395 +6 +0.3%
ERWM
310
Elk River Wealth Management
Colorado
$138K +$138K +2,100 New
OSAM
311
O'Shaughnessy Asset Management
Connecticut
$135K – – –
CFD
312
Creative Financial Designs
Indiana
$122K +$656 +10 +0.5%
LWANC
313
Laurel Wealth Advisors (North Carolina)
North Carolina
$120K – – –
SQA
314
Simon Quick Advisors
New Jersey
$115K – – –
EIP
315
Ellis Investment Partners
Pennsylvania
$114K +$13.7K +209 +14%
FAG
316
Fortitude Advisory Group
Washington
$113K +$113K +1,710 New
CB
317
CNB Bank
Pennsylvania
$109K +$6.49K +99 +6%
HNB
318
Huntington National Bank
Ohio
$105K -$85K – –
SWM
319
Spire Wealth Management
Virginia
$104K +$30.1K +456 +41%
ACA
320
Aptus Capital Advisors
Alabama
$103K – – –
PSB
321
Piscataqua Savings Bank
New Hampshire
$101K – – –
AIP
322
Ahrens Investment Partners
Louisiana
$101K +$101K +1,535 New
FCA
323
FinTrust Capital Advisors
South Carolina
$98K – – –
Citigroup
324
Citigroup
New York
$87K +$15.5K +235 +22%
GT
325
Glenmede Trust
Pennsylvania
$84K +$84K +1,289 New
11 12
13
14 15