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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

381 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 78 funds opening new positions, 138 increasing their positions, 94 reducing their positions, and 15 closing their positions.

Holders
381
Holders Change
+59
Holders Change %
+18.32%
% 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
78
Increased
138
Reduced
94
Closed
15
Calls
$566K
Puts
–
Net Calls
+$566K
Net Calls Change
-$229K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$64.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$134M
3
Ameriprise
3
Ameriprise
Minnesota
$192M
4
Creative Planning
4
Creative Planning
Kansas
$24.3M
5
GWS
5
Glassman Wealth Services
Virginia
$20.6M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$41.6M
2
HI
2
Horizon Investments
North Carolina
$111M
3
Morgan Stanley
3
Morgan Stanley
New York
$276M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$138M
5
PI
5
PFS Investments
Georgia
$53.2M
Name Market Value Shares Shares
Change 		Shares
Change %
MAM
376
Meeder Asset Management
Ohio
$3K 51 +51 New
FHC
377
First Heartland Consultants
Missouri
$1.59K 24,167 +19,568 +425%
AssetMark Inc
378
AssetMark Inc
California
$1K 11 +11 New
JRFS
379
James Reed Financial Services
Ohio
$1K 23 +23 New
FFG
380
Ford Financial Group
California
$101 1,538 +1,538 New
WIM
381
Westside Investment Management
California
$15 241 – –
GM
382
GeoWealth Management
Illinois
– – -47,068 Closed
CRI
383
Colonial River Investments
Virginia
– – -41,246 Closed
CWMU
384
Caliber Wealth Management (Utah)
Utah
– – -41,246 Closed
FTUS
385
Flow Traders U.S.
New York
– – -28,785 Closed
Citadel Advisors
386
Citadel Advisors
Florida
– – -18,820 Closed
IWS
387
Insight Wealth Strategies
California
– – -11,894 Closed
TFS
388
Thoroughbred Financial Services
Tennessee
– – -4,882 Closed
CF
389
Clarity Financial
Texas
– – -4,430 Closed
CCWA
390
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– – -4,238 Closed
KPW
391
Kore Private Wealth
New York
– – -3,519 Closed
GRP
392
Global Retirement Partners
California
– – -1,635 Closed
LWM
393
Liberty Wealth Management
California
– – -1,232 Closed
GKWIM
394
Gerber Kawasaki Wealth & Investment Management
California
– – -1,100 Closed
Lido Advisors
395
Lido Advisors
California
– – -791 Closed
CWM
396
Cranbrook Wealth Management
Michigan
– – -300 Closed
BWM
397
BerganKDV Wealth Management
Minnesota
$0 6 – –
OCM
398
Orion Capital Management
California
$0 3 +3 New
12 13 14 15
16