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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
$921M
2
HI
Horizon Investments
North Carolina
$76.3M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$54.9M
4
LPL Financial
LPL Financial
California
$481M
5
Bank of America
Bank of America
North Carolina
$612M

Top Sellers

1
DLIC
Daido Life Insurance Company
Japan
$0
2
APA
Astoria Portfolio Advisors
New York
$11.2M
3
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
$1.85M
4
PCIA
Prime Capital Investment Advisors
Kansas
$35.4M
5
LW
Lauer Wealth
Indiana
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMA
326
Wealth Management Associates
New Jersey
$475K +$508 +8 +0.1%
PCM
327
Parsons Capital Management
Rhode Island
$471K +$72K +1,134 +18%
KA
328
Klingman & Associates
New York
$464K +$77.8K +1,226 +20%
CFCI
329
Comprehensive Financial Consultants Institutional
Indiana
$460K +$254K +4,004 +123%
TP
330
Tranquility Partners
Tennessee
$455K -$112K -1,757 -20%
RWA
331
Redhawk Wealth Advisors
Minnesota
$455K -$30.9K -486 -6%
DWM
332
Denver Wealth Management
Colorado
$451K -$26.2K -413 -5%
Fifth Third Bancorp
333
Fifth Third Bancorp
Ohio
$450K +$19.1K +301 +4%
CAM
334
Cozad Asset Management
Illinois
$448K – – –
KCFA
335
Key Client Fiduciary Advisors
New Jersey
$444K +$152K +2,401 +52%
MAG
336
Mayfair Advisory Group
Alabama
$443K +$49.2K +766 +13%
HSA
337
HBK Sorce Advisory
Pennsylvania
$438K -$141K -2,228 -24%
FHA
338
First Horizon Advisors
Tennessee
$437K -$74K -1,165 -14%
MLA
339
My Legacy Advisors
Oregon
$430K +$7.23K +114 +2%
OWA
340
Outlook Wealth Advisors
Texas
$427K -$13.4K -211 -3%
FA
341
Fountainhead AM
New Jersey
$415K +$127 +2 +0%
KW
342
KWB Wealth
California
$404K -$25.2K -378 -6%
LA
343
Lane & Associates
New Jersey
$402K – – –
HR
344
Hardy Reed
Mississippi
$399K – – –
HCA
345
Heck Capital Advisors
Wisconsin
$399K +$147K +2,319 +59%
BRWA
346
B. Riley Wealth Advisors
Florida
$392K +$2.03K +32 +0.5%
NWA
347
New World Advisors
Massachusetts
$390K -$31.8K -501 -8%
PA
348
Pinnacle Associates
New York
$388K +$171K +2,695 +79%
CWA
349
Clearview Wealth Advisors
Oregon
$387K -$68K -1,071 -15%
WWM
350
Windsor Wealth Management
Indiana
$381K -$1.52K -24 -0.4%
12 13
14
15 16