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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

382 hedge funds and large institutions have $5.78B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 138 increasing their positions, 94 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

427% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 15

47% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 94

27% more funds holding in top 10

Funds holding in top 10: 22 → 28 (+6)

19% more funds holding

Funds holding: 322 → 382 (+60)

17% more capital invested

Capital invested by funds: $4.94B → $5.78B (+$833M)

1.31% more ownership

Funds ownership: 79.48% → 80.79% (+1.3%)

Holders
382
Holders Change
+60
Holders Change %
+18.63%
% of All Funds
5.88%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.43%
New
79
Increased
138
Reduced
94
Closed
15
Calls
$566K
Puts
–
Net Calls
+$566K
Net Calls Change
-$229K

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$59.1M
2
HighTower Advisors
HighTower Advisors
Illinois
+$47M
3
Ameriprise
Ameriprise
Minnesota
+$44.2M
4
Creative Planning
Creative Planning
Kansas
+$22.3M
5
GWS
Glassman Wealth Services
Virginia
+$18.3M

Top Sellers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
-$25.2M
2
Morgan Stanley
Morgan Stanley
New York
-$21.9M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$20.7M
4
PI
PFS Investments
Georgia
-$10.8M
5
MIAN
Mariner Independent Advisor Network
Kansas
-$7.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
376
Focused Wealth Management
New York
$3K – – –
MAM
377
Meeder Asset Management
Ohio
$3K +$3.2K +51 New
FHC
378
First Heartland Consultants
Missouri
$1.59K +$1.23M +19,568 +425%
AssetMark Inc
379
AssetMark Inc
California
$1K +$691 +11 New
JRFS
380
James Reed Financial Services
Ohio
$1K +$1.44K +23 New
FFG
381
Ford Financial Group
California
$101 +$96.6K +1,538 New
WIM
382
Westside Investment Management
California
$15 – – –
GM
383
GeoWealth Management
Illinois
– -$2.77M -47,068 Closed
CWMU
384
Caliber Wealth Management (Utah)
Utah
– -$2.51M -41,246 Closed
CRI
385
Colonial River Investments
Virginia
– -$2.51M -41,246 Closed
FTUS
386
Flow Traders U.S.
New York
– -$1.69M -28,785 Closed
Citadel Advisors
387
Citadel Advisors
Florida
– -$1.11M -18,820 Closed
IWS
388
Insight Wealth Strategies
California
– -$700K -11,894 Closed
TFS
389
Thoroughbred Financial Services
Tennessee
– -$287K -4,882 Closed
CF
390
Clarity Financial
Texas
– -$261K -4,430 Closed
CCWA
391
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$249K -4,238 Closed
KPW
392
Kore Private Wealth
New York
– -$207K -3,519 Closed
GRP
393
Global Retirement Partners
California
– -$96K -1,635 Closed
LWM
394
Liberty Wealth Management
California
– -$72K -1,232 Closed
GKWIM
395
Gerber Kawasaki Wealth & Investment Management
California
– -$64K -1,100 Closed
Lido Advisors
396
Lido Advisors
California
– -$47K -791 Closed
CWM
397
Cranbrook Wealth Management
Michigan
– -$18K -300 Closed
OCM
398
Orion Capital Management
California
– +$188 +3 New
12 13 14 15
16

DGRW Hedge Fund Activity: Q4 2021 in Review

382 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q4 2021, worth a combined $5.78B — up 17% from $4.94B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new DGRW positions and 15 closed out — a net gain of 64 holders — while 138 added to existing stakes and 94 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $59.1M. The largest seller was Horizon Investments, cutting an estimated $25.2M.

  • 382 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q4 2021, up from 322 in Q3 2021.
  • Funds reported $5.78B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q4 2021, up 17% quarter-over-quarter.
  • 79 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q4 2021 and 15 closed out, a net change of +64 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q4 2021 was AE Wealth Management, an estimated $59.1M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q4 2021 was Horizon Investments, an estimated $25.2M sold.

Based on aggregated 13F filings for Q4 2021.