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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 %
Wealth Enhancement Advisory Services
326
Wealth Enhancement Advisory Services
Minnesota
$420K -$90.5K -1,357 -18%
PCM
327
Parsons Capital Management
Rhode Island
$419K +$67 +1 +0%
HR
328
Hardy Reed
Mississippi
$419K – – –
SPC
329
Sigma Planning Corp
Michigan
$414K -$49.5K -743 -11%
HNB
330
Huntington National Bank
Ohio
$414K -$414K – –
RPWA
331
Regent Peak Wealth Advisors
Georgia
$413K -$50.3K -755 -11%
BRWA
332
B. Riley Wealth Advisors
Florida
$410K +$28.3K +424 +7%
KA
333
Klingman & Associates
New York
$405K – – –
TSWM
334
Triangle Securities Wealth Management
North Carolina
$403K -$13K -195 -3%
TWM
335
Thrive Wealth Management
Pennsylvania
$402K -$13.3K -199 -3%
WWM
336
Windsor Wealth Management
Indiana
$402K +$17.5K +262 +5%
MAG
337
Mayfair Advisory Group
Alabama
$402K +$11K +168 +3%
VWA
338
V Wealth Advisors
Kansas
$402K +$49K +735 +14%
AWCI
339
Alpine Woods Capital Investors
New York
$400K – – –
SAM
340
Silvercrest Asset Management
New York
$400K – – –
CAM
341
Covenant Asset Management
New Jersey
$399K +$27K +405 +7%
GGS
342
Galvin Gaustad & Stein
Arizona
$380K – – –
FCIM
343
Fairview Capital Investment Management
California
$373K – – –
AWA
344
Arete Wealth Advisors
Illinois
$366K +$30.6K +459 +9%
EWA
345
EP Wealth Advisors
California
$363K – – –
RIL
346
Rothschild Investment LLC
Illinois
$360K +$1.53K +23 +0.4%
PPP
347
Private Portfolio Partners
New Jersey
$355K -$13.1K -196 -4%
MOS
348
MGO One Seven
Ohio
$349K -$2.23M -33,522 -86%
GSEP
349
Golden State Equity Partners
California
$348K -$1.99M -29,879 -85%
RWA
350
Rooted Wealth Advisors
Illinois
$342K -$1.96M -29,495 -85%
12 13
14
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