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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

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

Top Buyers

1
OIA
OneDigital Investment Advisors
Kansas
$30.6M
2
LPL Financial
LPL Financial
California
$352M
3
Bank of America
Bank of America
North Carolina
$540M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$193M
5
FCM
Family Capital Management
Michigan
$12.8M

Top Sellers

1
HI
Horizon Investments
North Carolina
$56.9K
2
Ameriprise
Ameriprise
Minnesota
$276M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$746M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.5M
5
CCA
Clearwater Capital Advisors
Illinois
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
351
Capital Advisors Ltd
Ohio
$254K – – –
USCWA
352
U.S. Capital Wealth Advisors
Texas
$251K -$13.5K -216 -5%
BAM
353
Belpointe Asset Management
Nevada
$250K -$72.9K -1,170 -23%
PTC
354
Private Trust Company
Ohio
$248K +$56.7K +910 +30%
PA
355
Pinnacle Associates
New York
$245K – – –
MIH
356
Meitav Investment House
Israel
$243K -$88.7K -1,390 -27%
FMII
357
Farmers & Merchants Investments Inc
Nebraska
$241K – – –
FA
358
Fountainhead AM
New Jersey
$241K +$241K +3,864 New
FW
359
FirstPurpose Wealth
Utah
$240K +$240K +3,846 New
ZAM
360
Zevin Asset Management
Massachusetts
$237K -$18.7K -300 -7%
SFG
361
StrategIQ Financial Group
Indiana
$237K -$2.87K -46 -1%
WSTAM
362
Wilbanks Smith & Thomas Asset Management
Virginia
$236K – – –
BIA
363
Bigelow Investment Advisors
Maine
$233K – – –
OPPS
364
Obsidian Personal Planning Solutions
Maryland
$230K – – –
WW
365
Waterfront Wealth
Kansas
$228K – – –
DIM
366
Delta Investment Management
California
$225K +$225K +3,604 New
CWM
367
Cornerstone Wealth Management
Missouri
$224K +$224K +3,595 New
WAG
368
Wallace Advisory Group
California
$223K +$1.12K +18 +0.5%
COCM
369
Charter Oak Capital Management
New Hampshire
$223K – – –
Qube Research & Technologies (QRT)
370
Qube Research & Technologies (QRT)
United Kingdom
$222K -$116K -1,859 -34%
GWM
371
Guardian Wealth Management
Illinois
$218K -$15.1K -243 -6%
LSA
372
Lion Street Advisors
Texas
$216K +$216K +3,458 New
WEG
373
World Equity Group
Illinois
$215K +$215K +567 New
TWC
374
TD Waterhouse Canada
Ontario, Canada
$211K -$391K -6,239 -65%
RRCM
375
Rappaport Reiches Capital Management
Illinois
$211K – – –
13 14
15
16 17