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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 %
CWM
351
Cornerstone Wealth Management
Missouri
$340K +$100K +1,500 +42%
APP
352
Avantax Planning Partners
Iowa
$337K – – –
GSIS
353
Global Strategic Investment Solutions
Arizona
$336K – – –
ICG
354
InterOcean Capital Group
Tennessee
$335K +$4.13K +62 +1%
FA
355
Flagstar Advisors
New York
$333K -$9.53K -143 -3%
BTWM
356
Baker Tilly Wealth Management
Wisconsin
$331K +$22.5K +338 +7%
MIFH
357
Migdal Insurance & Financial Holdings
Israel
$328K -$311K -4,700 -49%
LPT
358
Legacy Private Trust
Wisconsin
$327K – – –
PTC
359
Private Trust Company
Ohio
$326K +$60.1K +901 +23%
ADL
360
Asset Dedication LLC
California
$323K +$48.7K +729 +18%
TFCP
361
Twin Focus Capital Partners
Massachusetts
$322K – – –
Kovitz Investment Group Partners
362
Kovitz Investment Group Partners
Illinois
$316K -$7.6K -114 -2%
SS
363
Sunbelt Securities
Texas
$314K -$26.3K -394 -8%
OPPS
364
Obsidian Personal Planning Solutions
Maryland
$313K +$66.5K +997 +27%
SCA
365
Snowden Capital Advisors
New York
$312K -$6.07K -91 -2%
BA
366
Bluesphere Advisors
Pennsylvania
$307K – – –
KCFA
367
Key Client Fiduciary Advisors
New Jersey
$306K +$306K +4,587 New
WP
368
WealthSource Partners
California
$304K -$1.33K -20 -0.4%
FW
369
FirstPurpose Wealth
Utah
$304K +$47.5K +713 +19%
NCM
370
Novare Capital Management
North Carolina
$304K -$28.3K -425 -9%
LAS
371
LWM Advisory Services
Florida
$301K -$4.96M -74,479 -94%
CGFA
372
Colton Groome Financial Advisors
North Carolina
$300K +$300K +4,504 New
CIC
373
Carnegie Investment Counsel
Ohio
$300K – – –
AC
374
AWM Capital
Arizona
$294K -$1.82M -27,336 -86%
SFWC
375
Strategic Family Wealth Counselors
New Jersey
$290K +$67 +1 +0%
13 14
15
16 17