DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

507 hedge funds and large institutions have $6.89B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 229 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
8.08%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
0.91%
New
48
Increased
229
Reduced
142
Closed
35
Calls
$603K
Puts
$190K
Net Calls
+$413K
Net Calls Change
-$114K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$204M
2
HI
Horizon Investments
North Carolina
+$73.8M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$54.5M
4
LPL Financial
LPL Financial
California
+$53M
5
Bank of America
Bank of America
North Carolina
+$42.3M

Top Sellers

1
DLIC
Daido Life Insurance Company
Japan
-$19.7M
2
APA
Astoria Portfolio Advisors
New York
-$15.8M
3
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$8.52M
4
PCIA
Prime Capital Investment Advisors
Kansas
-$6.54M
5
LW
Lauer Wealth
Indiana
-$6.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
301
DFPG Investments
Utah
$581K -$874K -13,522 -60%
MWM
302
Meridian Wealth Management
Kentucky
$578K +$39.4K +621 +7%
NF
303
Nikulski Financial
Iowa
$573K +$336K +5,300 +142%
AWAU
304
Alliance Wealth Advisors (Utah)
Utah
$570K +$3.81K +60 +0.7%
NRI
305
NFP Retirement Inc
California
$569K +$38.1K +600 +7%
IFA
306
Interactive Financial Advisors
Illinois
$564K -$5.21K -82 -0.9%
Koshinski Asset Management
307
Koshinski Asset Management
Illinois
$545K -$3.05K -48 -0.6%
RWB
308
RMR Wealth Builders
New Jersey
$540K -$27K -426 -5%
AllianceBernstein
309
AllianceBernstein
Tennessee
$539K – – –
GHA
310
GW Henssler & Associates
Georgia
$537K -$53.6K -845 -9%
HNB
311
Huntington National Bank
Ohio
$535K -$414K – –
BFA
312
Beaumont Financial Advisors
Massachusetts
$529K – – –
SPC
313
Sigma Planning Corp
Michigan
$525K +$130K +2,053 +33%
SQA
314
Simon Quick Advisors
New Jersey
$525K +$525K +8,262 New
MA
315
Mutual Advisors
Nebraska
$522K +$12.2K +192 +2%
ACM
316
Advance Capital Management
Michigan
$509K -$23.4K -368 -4%
BFO
317
Biltmore Family Office
North Carolina
$508K – – –
LSIA
318
LaSalle St. Investment Advisors
Illinois
$507K +$507K +7,985 New
SFM
319
Signet Financial Management
New Jersey
$504K -$54.5K -858 -10%
SC
320
Sykon Capital
New York
$495K +$245K +3,856 +98%
SC
321
Scotia Capital
Ontario, Canada
$487K +$62.2K +980 +15%
RCAG
322
Rehmann Capital Advisory Group
Michigan
$479K -$16.1K -253 -3%
FIA
323
Foundations Investment Advisors
Arizona
$478K -$229K -3,604 -32%
FCI
324
Financial Counselors Inc
Kansas
$476K +$262K +4,123 +122%
DAM
325
Deltec Asset Management
New York
$476K – – –
11 12
13
14 15