DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

384 hedge funds and large institutions have $5.63B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 147 increasing their positions, 115 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
6.08%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.49%
New
39
Increased
147
Reduced
115
Closed
29
Calls
$987K
Puts
–
Net Calls
+$987K
Net Calls Change
+$421K

Top Buyers

1
HC
Hamilton Capital
Ohio
$182M
2
HI
Horizon Investments
North Carolina
$152M
3
SIG
Spinnaker Investment Group
California
$28.9M
4
AWE
Avidian Wealth Enterprises
Texas
$27.7M
5
CWA
Choice Wealth Advisors
Maine
$23.3M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.26B
2
AWM
AE Wealth Management
Kansas
$9.85M
3
WA
Win Advisors
Florida
$5.54M
4
TC
TownSquare Capital
Utah
$40.2M
5
TC
Trilogy Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
351
Sound Income Strategies
Florida
$21K – – –
C
352
Covestor
United Kingdom
$17K -$1.06K -17 -6%
ODG
353
O'Dell Group
Ohio
$17K – – –
PCA
354
Providence Capital Advisors
North Carolina
$16K – – –
PA
355
PSI Advisors
Florida
$14K -$575 -9 -4%
BCWM
356
Bartlett & Co Wealth Management
Ohio
$12.4K +$12.4K +194 New
LFG
357
Larson Financial Group
Missouri
$12K -$3.4K -53 -22%
WOC
358
West Oak Capital
California
$12K – – –
OIA
359
Optimum Investment Advisors
Illinois
$12K – – –
BC
360
Bartlett & Co
Ohio
$12K +$12K +194 New
WT
361
Whittier Trust
California
$11K +$11K +173 New
CFN
362
Cordasco Financial Network
Florida
$10K – – –
AP
363
Arlington Partners
Alabama
$10K – – –
AF
364
Advisornet Financial
Minnesota
$10K – – –
MAM
365
Meeder Asset Management
Ohio
$10K +$6.65K +101 +198%
BLC
366
Brown, Lisle/Cummings
Rhode Island
$9.55K +$9.55K +150 New
JWA
367
JFS Wealth Advisors
Pennsylvania
$9K – – –
PP
368
Pacifica Partners
Canada
$8K – – –
National Bank of Canada
369
National Bank of Canada
Quebec, Canada
$8K – – –
BCMLT
370
Beacon Capital Management LLC (Tennessee)
Tennessee
$8K +$8K +124 New
LAS
371
Lloyd Advisory Services
Georgia
$7K -$3.67M -55,569 -100%
TRCT
372
Tower Research Capital (TRC)
New York
$7K -$360K -5,606 -98%
CFGS
373
Concourse Financial Group Securities
Alabama
$7K -$23.3K -350 -77%
BFEC
374
Benjamin F. Edwards & Company
Missouri
$6K – – –
FWM
375
Focused Wealth Management
New York
$3K – – –
13 14
15
16 17