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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
$5.61B
2
LPL Financial
LPL Financial
California
$314M
3
AWA
Amplius Wealth Advisors
Pennsylvania
$56.7M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$740M
5
GWSG
GPS Wealth Strategies Group
Colorado
$25.1M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
2
Morgan Stanley
Morgan Stanley
New York
$294M
3
Truist Financial
Truist Financial
North Carolina
$9.57M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$24.6M
5
OWA
Outlook Wealth Advisors
Texas
$428K
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
351
Bigelow Investment Advisors
Maine
$226K – – –
OPPS
352
Obsidian Personal Planning Solutions
Maryland
$223K -$20.8K -344 -9%
Cerity Partners
353
Cerity Partners
New York
$222K +$222K +3,678 New
CPO
354
Cerity Partners OCIO
New York
$220K -$19.2K -317 -8%
NWMG
355
National Wealth Management Group
Ohio
$220K -$57.8K -957 -21%
NFG
356
Nations Financial Group
Iowa
$217K -$56.1K -930 -21%
Carson Wealth (CWM LLC)
357
Carson Wealth (CWM LLC)
Nebraska
$216K -$48.5K -805 -18%
COCM
358
Charter Oak Capital Management
New Hampshire
$215K +$215K +3,569 New
WAG
359
Wallace Advisory Group
California
$215K +$215K +3,555 New
BTWM
360
Baker Tilly Wealth Management
Wisconsin
$207K +$207K +3,424 New
RRCM
361
Rappaport Reiches Capital Management
Illinois
$205K +$205K +3,391 New
SM
362
Sensible Money
Arizona
$201K +$201K +3,337 New
PPC
363
Park Place Capital
Alabama
$196K +$196K +3,254 New
PTC
364
Private Trust Company
Ohio
$186K +$1.94K +32 +1%
HBW
365
Hazlett, Burt & Watson
West Virginia
$181K +$44.2K +726 +32%
Jones Financial Companies
366
Jones Financial Companies
Missouri
$175K – – –
TFGT
367
TS Financial Group (TSFG)
Illinois
$172K – – –
OSAM
368
O'Shaughnessy Asset Management
Connecticut
$169K -$302 -5 -0.2%
CA
369
Clearstead Advisors
Ohio
$160K -$2.05K -34 -1%
JGCM
370
Joseph Group Capital Management
Ohio
$155K -$55K -913 -26%
HIA
371
Harbor Investment Advisory
Maryland
$155K – – –
LWCFA
372
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$151K – – –
Citadel Advisors
373
Citadel Advisors
Florida
$133K +$133K +2,200 New
CSPIA
374
Cary Street Partners Investment Advisory
Virginia
$132K +$132K +2,180 New
TWM
375
Tradition Wealth Management
Minnesota
$130K +$363 +6 +0.3%
13 14
15
16 17