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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

461 hedge funds and large institutions have $5.56B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 183 increasing their positions, 135 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+19
Holders Change %
+4.3%
% of All Funds
7.38%
Holding in Top 10
45
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.17%
% of All Funds
0.72%
New
57
Increased
183
Reduced
135
Closed
29
Calls
$567K
Puts
$6K
Net Calls
+$561K
Net Calls Change
+$163K

Top Buyers

1
OIA
OneDigital Investment Advisors
Kansas
+$30.6M
2
LPL Financial
LPL Financial
California
+$28.5M
3
Bank of America
Bank of America
North Carolina
+$15M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$14.1M
5
FCM
Family Capital Management
Michigan
+$8.37M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$57.8M
2
Ameriprise
Ameriprise
Minnesota
-$25.5M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$18.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.2M
5
CCA
Clearwater Capital Advisors
Illinois
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
301
Hardy Reed
Mississippi
$391K -$2.18K -35 -0.6%
TSWM
302
Triangle Securities Wealth Management
North Carolina
$389K -$1.87K -30 -0.5%
TWM
303
Thrive Wealth Management
Pennsylvania
$388K -$312 -5 -0.1%
NWA
304
New World Advisors
Massachusetts
$387K – – –
KA
305
Klingman & Associates
New York
$379K – – –
KeyBank National Association
306
KeyBank National Association
Ohio
$379K +$131K +2,100 +53%
AWCI
307
Alpine Woods Capital Investors
New York
$374K – – –
MAG
308
Mayfair Advisory Group
Alabama
$374K +$5.52K +88 +1%
SAM
309
Silvercrest Asset Management
New York
$374K – – –
LA
310
Latitude Advisors
Florida
$367K -$30.9K -496 -8%
WWM
311
Windsor Wealth Management
Indiana
$360K +$187 +3 +0.1%
ASN
312
Advisory Services Network
Georgia
$359K -$9.29K -149 -3%
BRWA
313
B. Riley Wealth Advisors
Florida
$357K +$61.6K +988 +21%
GGS
314
Galvin Gaustad & Stein
Arizona
$355K – – –
FCIM
315
Fairview Capital Investment Management
California
$349K – – –
CAM
316
Covenant Asset Management
New Jersey
$348K – – –
PPP
317
Private Portfolio Partners
New Jersey
$344K +$14.2K +227 +4%
DWM
318
Denver Wealth Management
Colorado
$344K +$344K +5,522 New
Prudential Financial
319
Prudential Financial
New Jersey
$340K +$43.1K +692 +15%
RIL
320
Rothschild Investment LLC
Illinois
$335K +$1.37K +22 +0.4%
VWA
321
V Wealth Advisors
Kansas
$330K +$249 +4 +0.1%
FA
322
Flagstar Advisors
New York
$320K +$34.4K +552 +12%
APP
323
Avantax Planning Partners
Iowa
$315K – – –
GSIS
324
Global Strategic Investment Solutions
Arizona
$314K – – –
SS
325
Sunbelt Securities
Texas
$314K -$6.09K -99 -2%
11 12
13
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