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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
+$204M
2
HI
Horizon Investments
North Carolina
+$73.8M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$54.5M
4
LPL Financial
LPL Financial
California
+$53M
5
Bank of America
Bank of America
North Carolina
+$42.3M

Top Sellers

1
DLIC
Daido Life Insurance Company
Japan
-$19.7M
2
APA
Astoria Portfolio Advisors
New York
-$15.8M
3
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$8.52M
4
PCIA
Prime Capital Investment Advisors
Kansas
-$6.54M
5
LW
Lauer Wealth
Indiana
-$6.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWCI
351
Alpine Woods Capital Investors
New York
$381K – – –
SAM
352
Silvercrest Asset Management
New York
$381K – – –
KeyBank National Association
353
KeyBank National Association
Ohio
$380K -$38.2K -602 -9%
Susquehanna International Group
354
Susquehanna International Group
Pennsylvania
$378K -$2.77M -43,575 -88%
TWM
355
Thrive Wealth Management
Pennsylvania
$370K -$12.6K -199 -3%
SS
356
Sunbelt Securities
Texas
$366K +$67.8K +1,068 +23%
GGS
357
Galvin Gaustad & Stein
Arizona
$362K – – –
CAM
358
Covenant Asset Management
New Jersey
$357K -$23.5K -370 -6%
RWA
359
Rooted Wealth Advisors
Illinois
$356K +$12.6K +189 +4%
FCIM
360
Fairview Capital Investment Management
California
$355K – – –
EWA
361
EP Wealth Advisors
California
$346K -$3.67M -57,852 -91%
RIL
362
Rothschild Investment LLC
Illinois
$345K +$1.59K +25 +0.5%
VA
363
Valmark Advisers
Ohio
$344K -$805K -12,687 -70%
TSWM
364
Triangle Securities Wealth Management
North Carolina
$335K -$48.9K -770 -13%
LA
365
Latitude Advisors
Florida
$326K -$228K -3,596 -41%
CWM
366
Cornerstone Wealth Management
Missouri
$324K +$952 +15 +0.3%
MOS
367
MGO One Seven
Ohio
$324K -$8.7K -137 -3%
GSIS
368
Global Strategic Investment Solutions
Arizona
$321K +$1.59K +25 +0.5%
APP
369
Avantax Planning Partners
Iowa
$321K – – –
ICG
370
InterOcean Capital Group
Tennessee
$319K – – –
TCWM
371
Total Clarity Wealth Management
Illinois
$318K +$95.1K +1,498 +43%
WP
372
Westmount Partners
California
$317K +$317K +4,995 New
ST
373
Spinnaker Trust
Maine
$316K +$316K +4,980 New
FA
374
Flagstar Advisors
New York
$316K -$1.02K -16 -0.3%
LPT
375
Legacy Private Trust
Wisconsin
$311K – – –
13 14
15
16 17