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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
+$5.15B
2
LPL Financial
LPL Financial
California
+$101M
3
AWA
Amplius Wealth Advisors
Pennsylvania
+$56.5M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$26M
5
GWSG
GPS Wealth Strategies Group
Colorado
+$20M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$69.2M
2
Morgan Stanley
Morgan Stanley
New York
-$16.1M
3
Truist Financial
Truist Financial
North Carolina
-$13.2M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$12.4M
5
OWA
Outlook Wealth Advisors
Texas
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
326
Prudential Financial
New Jersey
$288K +$288K +4,764 New
BRWA
327
B. Riley Wealth Advisors
Florida
$286K +$286K +4,733 New
BA
328
Bridge Advisory
California
$282K +$282K +4,671 New
BA
329
Bluesphere Advisors
Pennsylvania
$278K – – –
FA
330
Flagstar Advisors
New York
$276K +$250K +4,139 +939%
LCWP
331
Legacy Capital Wealth Partners
Arkansas
$274K +$1.63K +27 +0.6%
SFWC
332
Strategic Family Wealth Counselors
New Jersey
$262K +$121 +2 +0%
CWM
333
Congress Wealth Management
Massachusetts
$262K – – –
SWAG
334
Spectrum Wealth Advisory Group
California
$257K – – –
USCWA
335
U.S. Capital Wealth Advisors
Texas
$256K +$12.8K +212 +5%
EWA
336
EP Wealth Advisors
California
$254K +$254K +4,200 New
CIC
337
Carnegie Investment Counsel
Ohio
$249K +$249K +4,125 New
ADL
338
Asset Dedication LLC
California
$248K – – –
MCM
339
Monument Capital Management
Virginia
$248K +$248K +4,108 New
ZAM
340
Zevin Asset Management
Massachusetts
$247K – – –
CAL
341
Capital Advisors Ltd
Ohio
$246K – – –
KeyBank National Association
342
KeyBank National Association
Ohio
$240K – – –
PA
343
Pinnacle Associates
New York
$238K +$238K +3,937 New
FMII
344
Farmers & Merchants Investments Inc
Nebraska
$233K – – –
BWM
345
Bulltick Wealth Management
Florida
$232K +$232K +3,850 New
SFG
346
StrategIQ Financial Group
Indiana
$232K -$18.1K -300 -7%
WSTAM
347
Wilbanks Smith & Thomas Asset Management
Virginia
$228K – – –
NA
348
NewEdge Advisors
Louisiana
$228K +$228K +5,861 New
WW
349
Waterfront Wealth
Kansas
$227K +$227K +3,660 New
GWM
350
Guardian Wealth Management
Illinois
$226K -$27K -447 -11%
12 13
14
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