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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

384 hedge funds and large institutions have $5.63B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 147 increasing their positions, 115 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
6.08%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.49%
New
39
Increased
147
Reduced
115
Closed
29
Calls
$987K
Puts
–
Net Calls
+$987K
Net Calls Change
+$421K

Top Buyers

1
HC
Hamilton Capital
Ohio
$182M
2
HI
Horizon Investments
North Carolina
$152M
3
SIG
Spinnaker Investment Group
California
$28.9M
4
AWE
Avidian Wealth Enterprises
Texas
$27.7M
5
CWA
Choice Wealth Advisors
Maine
$23.3M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.26B
2
AWM
AE Wealth Management
Kansas
$9.85M
3
WA
Win Advisors
Florida
$5.54M
4
TC
TownSquare Capital
Utah
$40.2M
5
TC
Trilogy Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
301
Tenret Company
Florida
$206K – – –
CPO
302
Cerity Partners OCIO
New York
$205K – – –
RWA
303
Redhawk Wealth Advisors
Minnesota
$204K – – –
ST
304
Smithfield Trust
Pennsylvania
$195K – – –
Jones Financial Companies
305
Jones Financial Companies
Missouri
$185K – – –
TFGT
306
TS Financial Group (TSFG)
Illinois
$178K -$1.85K -29 -1%
OSAM
307
O'Shaughnessy Asset Management
Connecticut
$178K +$47.7K +750 +37%
CA
308
Clearstead Advisors
Ohio
$171K – – –
AssetMark Inc
309
AssetMark Inc
California
$167K +$166K +2,617 +23,791%
HIA
310
Harbor Investment Advisory
Maryland
$163K – – –
Bank of Montreal
311
Bank of Montreal
Ontario, Canada
$161K – – –
FHA
312
First Horizon Advisors
Tennessee
$160K -$20.6K -324 -11%
LWCFA
313
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$159K – – –
EIP
314
Ellis Investment Partners
Pennsylvania
$152K +$41.7K +658 +38%
Carson Wealth (CWM LLC)
315
Carson Wealth (CWM LLC)
Nebraska
$147K +$79.6K +1,247 +118%
TWM
316
Tradition Wealth Management
Minnesota
$139K +$254 +4 +0.2%
CFD
317
Creative Financial Designs
Indiana
$120K +$1.28K +20 +1%
LWANC
318
Laurel Wealth Advisors (North Carolina)
North Carolina
$116K – – –
CB
319
CNB Bank
Pennsylvania
$114K +$7.86K +123 +7%
SQA
320
Simon Quick Advisors
New Jersey
$111K – – –
FAG
321
Fortitude Advisory Group
Washington
$109K – – –
ACA
322
Aptus Capital Advisors
Alabama
$100K – – –
PSB
323
Piscataqua Savings Bank
New Hampshire
$98K – – –
AIP
324
Ahrens Investment Partners
Louisiana
$85K -$12.7K -200 -13%
SBL
325
Sargent Bickham Lagudis
Colorado
$78K – – –
11 12
13
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