DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
326
Arete Wealth Advisors
Illinois
$313K -$5.48M -87,992 -95%
NCM
327
Novare Capital Management
North Carolina
$310K -$10.9K -175 -3%
SIAS
328
Summit Investment Advisory Services
Minnesota
$310K +$3.18K +51 +1%
ICG
329
InterOcean Capital Group
Tennessee
$309K
AWA
330
Arkadios Wealth Advisors
Georgia
$307K -$810 -13 -0.3%
LPT
331
Legacy Private Trust
Wisconsin
$306K -$4.36K -70 -1%
AWMNH
332
Arcadia Wealth Management (New Hampshire)
New Hampshire
$305K -$55.7K -893 -15%
Kovitz Investment Group Partners
333
Kovitz Investment Group Partners
Illinois
$302K -$87.2K -1,400 -22%
TFCP
334
Twin Focus Capital Partners
Massachusetts
$301K
SCA
335
Snowden Capital Advisors
New York
$297K -$1.93K -31 -0.6%
BTWM
336
Baker Tilly Wealth Management
Wisconsin
$289K +$75.3K +1,208 +35%
CCG
337
Chatham Capital Group
Georgia
$287K -$62.3K -1,000 -18%
BA
338
Bluesphere Advisors
Pennsylvania
$287K
WP
339
WealthSource Partners
California
$286K -$50.2K -805 -15%
CIC
340
Carnegie Investment Counsel
Ohio
$281K +$23.4K +376 +9%
Cerity Partners
341
Cerity Partners
New York
$279K +$50.1K +804 +22%
SFWC
342
Strategic Family Wealth Counselors
New Jersey
$271K +$62 +1 +0%
CWM
343
Congress Wealth Management
Massachusetts
$270K
CA
344
Calton & Associates
Florida
$265K +$265K +4,257 New
SWAG
345
Spectrum Wealth Advisory Group
California
$265K
CAG
346
Crestwood Advisors Group
Massachusetts
$263K +$263K +4,215 New
DFA
347
DHK Financial Advisors
New Hampshire
$262K +$262K +4,195 New
FFS
348
Founders Financial Securities
Maryland
$257K -$3.21M -51,545 -93%
MLA
349
My Legacy Advisors
Oregon
$256K +$256K +4,102 New
ADL
350
Asset Dedication LLC
California
$256K