WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
443 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 78 funds opening new positions, 190 increasing their positions, 94 reducing their positions, and 23 closing their positions.
313% more call options, than puts
Call options by funds: $525K | Put options by funds: $127K
239% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 23
146% more capital invested
Capital invested by funds: $4.46B → $10.9B (+$6.49B)
102% more repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 94
28% more funds holding in top 10
Funds holding in top 10: 36 → 46 (+10)
12% more funds holding
Funds holding: 395 → 443 (+48)
1.76% more ownership
Funds ownership: 70.84% → 72.61% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$99.9M |
| 2 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
+$55.8M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$25.7M |
| 4 |
GWSG
GPS Wealth Strategies Group
Centennial,
Colorado
|
+$19.8M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$18.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$69.2M |
| 2 |
Morgan Stanley
New York
|
-$15.9M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$13M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$12.3M |
| 5 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
-$10.1M |
DGRW Hedge Fund Activity: Q4 2022 in Review
443 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q4 2022, worth a combined $10.9B — up 146% from $4.46B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new DGRW positions and 23 closed out — a net gain of 55 holders — while 190 added to existing stakes and 94 trimmed.
The largest buyer was LPL Financial, adding an estimated $99.9M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $69.2M sold.
- 443 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q4 2022, up from 395 in Q3 2022.
- Funds reported $10.9B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q4 2022, up 146% quarter-over-quarter.
- 78 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q4 2022 and 23 closed out, a net change of +55 holders.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q4 2022 was LPL Financial, an estimated $99.9M added.
- The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q4 2022 was Bank of Nova Scotia, an estimated $69.2M sold.
Based on aggregated 13F filings for Q4 2022.