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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

501 hedge funds and large institutions have $6.44B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 203 increasing their positions, 140 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+40
Holders Change %
+8.68%
% of All Funds
7.9%
Holding in Top 10
50
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.11%
% of All Funds
0.79%
New
64
Increased
203
Reduced
140
Closed
23
Calls
$567K
Puts
$40K
Net Calls
+$527K
Net Calls Change
-$34K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$403M
2
LPL Financial
LPL Financial
California
$450M
3
HC
Hamilton Capital
Ohio
$485M
4
LFA
Legacy Financial Advisors
Kentucky
$46.3M
5
SFG
SNS Financial Group
Minnesota
$34.3M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$753M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$25M
3
NEI
Northwest & Ethical Investments
Ontario, Canada
$0
4
RJFSA
Raymond James Financial Services Advisors
Florida
$195M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
301
Mutual Advisors
Nebraska
$535K -$59.3K -890 -10%
PP
302
Prudential plc
United Kingdom
$535K +$535K +8,030 New
BFO
303
Biltmore Family Office
North Carolina
$533K – – –
RCAG
304
Rehmann Capital Advisory Group
Michigan
$519K -$72.9K -1,093 -12%
RWA
305
Redhawk Wealth Advisors
Minnesota
$510K -$124K -1,865 -20%
DWM
306
Denver Wealth Management
Colorado
$501K +$133K +1,999 +36%
DAM
307
Deltec Asset Management
New York
$500K – – –
WMA
308
Wealth Management Associates
New Jersey
$499K +$13.9K +208 +3%
SFO
309
Stokes Family Office
Louisiana
$496K -$36.1K -541 -7%
CWA
310
Clearview Wealth Advisors
Oregon
$477K -$30.6K -459 -6%
CAM
311
Cozad Asset Management
Illinois
$471K -$419K -6,290 -47%
GCP
312
GSA Capital Partners
United Kingdom
$468K -$671K -10,076 -59%
OWA
313
Outlook Wealth Advisors
Texas
$462K -$2.87K -43 -0.6%
Fifth Third Bancorp
314
Fifth Third Bancorp
Ohio
$452K -$132K -1,980 -23%
MLA
315
My Legacy Advisors
Oregon
$446K +$172K +2,563 +62%
SC
316
Scotia Capital
Ontario, Canada
$446K – – –
NWA
317
New World Advisors
Massachusetts
$443K +$29.3K +440 +7%
RWM
318
Ritholtz Wealth Management
New York
$439K +$439K +6,585 New
KeyBank National Association
319
KeyBank National Association
Ohio
$439K +$33.9K +509 +8%
WIM
320
WealthPlan Investment Management
Nebraska
$437K -$502K -7,538 -53%
FA
321
Fountainhead AM
New Jersey
$436K +$178K +2,674 +69%
CWA
322
CM Wealth Advisors
Ohio
$431K +$431K +6,300 New
LSA
323
L & S Advisors
California
$431K -$645K -9,673 -60%
KW
324
KWB Wealth
California
$429K +$429K +6,438 New
LA
325
Lane & Associates
New Jersey
$422K – – –
11 12
13
14 15