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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

442 hedge funds and large institutions have $10.9B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 190 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+47
Holders Change %
+11.9%
% of All Funds
7.13%
Holding in Top 10
46
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.78%
% of All Funds
0.74%
New
77
Increased
190
Reduced
94
Closed
23
Calls
$525K
Puts
$127K
Net Calls
+$398K
Net Calls Change
-$324K

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$5.61B
2
LPL Financial
LPL Financial
California
$314M
3
AWA
Amplius Wealth Advisors
Pennsylvania
$56.7M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$740M
5
GWSG
GPS Wealth Strategies Group
Colorado
$25.1M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
2
Morgan Stanley
Morgan Stanley
New York
$294M
3
Truist Financial
Truist Financial
North Carolina
$9.57M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$24.6M
5
OWA
Outlook Wealth Advisors
Texas
$428K
Name Holding Trade Value Shares
Change 		Shares
Change %
FCIM
301
Fairview Capital Investment Management
California
$337K – – –
CAM
302
Covenant Asset Management
New Jersey
$337K +$14.5K +240 +4%
YIH
303
Y-Intercept (HK)
Hong Kong
$336K +$336K +5,572 New
PCM
304
Parsons Capital Management
Rhode Island
$328K +$68.8K +1,139 +27%
Qube Research & Technologies (QRT)
305
Qube Research & Technologies (QRT)
United Kingdom
$327K +$14.5K +240 +5%
WP
306
WealthSource Partners
California
$325K +$325K +5,391 New
RIL
307
Rothschild Investment LLC
Illinois
$323K +$1.81K +30 +0.6%
PPP
308
Private Portfolio Partners
New Jersey
$320K +$21.5K +357 +7%
VWA
309
V Wealth Advisors
Kansas
$319K +$362 +6 +0.1%
SS
310
Sunbelt Securities
Texas
$314K +$8.93K +148 +3%
MIH
311
Meitav Investment House
Israel
$313K +$11.9K +198 +4%
BAM
312
Belpointe Asset Management
Nevada
$312K +$140K +2,312 +81%
NCM
313
Novare Capital Management
North Carolina
$311K -$5.55K -92 -2%
SG
314
Stonnington Group
California
$308K +$308K +5,025 New
MOS
315
MGO One Seven
Ohio
$306K +$306K +5,068 New
APP
316
Avantax Planning Partners
Iowa
$305K +$305K +5,050 New
GSIS
317
Global Strategic Investment Solutions
Arizona
$304K – – –
LPT
318
Legacy Private Trust
Wisconsin
$300K – – –
MIFH
319
Migdal Insurance & Financial Holdings
Israel
$300K +$300K +4,963 New
ICG
320
InterOcean Capital Group
Tennessee
$299K – – –
AWA
321
Arkadios Wealth Advisors
Georgia
$298K +$34.2K +566 +13%
PA
322
PFG Advisors
Arizona
$298K +$36.5K +605 +14%
SIAS
323
Summit Investment Advisory Services
Minnesota
$297K +$297K +4,916 New
TFCP
324
Twin Focus Capital Partners
Massachusetts
$292K -$36.2K -600 -11%
SCA
325
Snowden Capital Advisors
New York
$290K -$24.6K -408 -8%
11 12
13
14 15