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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

384 hedge funds and large institutions have $5.63B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 147 increasing their positions, 115 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
6.08%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.49%
New
39
Increased
147
Reduced
115
Closed
29
Calls
$987K
Puts
–
Net Calls
+$987K
Net Calls Change
+$421K

Top Buyers

1
HC
Hamilton Capital
Ohio
$182M
2
HI
Horizon Investments
North Carolina
$152M
3
SIG
Spinnaker Investment Group
California
$28.9M
4
AWE
Avidian Wealth Enterprises
Texas
$27.7M
5
CWA
Choice Wealth Advisors
Maine
$23.3M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.26B
2
AWM
AE Wealth Management
Kansas
$9.85M
3
WA
Win Advisors
Florida
$5.54M
4
TC
TownSquare Capital
Utah
$40.2M
5
TC
Trilogy Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
376
Gradient Investments
Minnesota
$3K +$3K +41 New
SCA
377
Stonebridge Capital Advisors
Minnesota
$3K +$3K +46 New
SSB
378
Sandy Spring Bank
Maryland
$2K -$8.57K -150 -81%
HWMA
379
Heritage Wealth Management (Arizona)
Arizona
$2K +$2K +28 New
OLVIG
380
Oliver Lagore Vanvalin Investment Group
Michigan
$2K +$2K +39 New
CWP
381
Concord Wealth Partners
Virginia
$1K +$1K +13 New
CIAS
382
CFS Investment Advisory Services
New Jersey
$1K +$1K +87,992 New
WIM
383
Westside Investment Management
California
$15 – – –
TC
384
Trilogy Capital
California
– -$13M -197,029 Closed
ARC
385
Advisor Resource Council
Texas
– -$6.01M -91,249 Closed
BCM
386
BlueCrest Capital Management
Jersey
– -$3.77M -57,273 Closed
IAIM
387
International Assets Investment Management
Florida
– -$2.69M -46,394 Closed
STA
388
Summit Trail Advisors
New York
– -$1.28M -19,385 Closed
SC
389
Slow Capital
California
– -$596K -9,052 Closed
MA
390
Mutual Advisors
Nebraska
– -$555K -8,420 Closed
NWMG
391
National Wealth Management Group
Ohio
– -$478K -7,265 Closed
AWM
392
Aries Wealth Management
Maine
– -$456K -6,917 Closed
NA
393
NewEdge Advisors
Louisiana
– -$412K -6,246 Closed
JIC
394
Johnson Investment Counsel
Ohio
– -$354K -5,376 Closed
CCM
395
Crabel Capital Management
California
– -$305K -4,625 Closed
IAA
396
Independent Advisor Alliance
North Carolina
– -$259K -3,928 Closed
COF
397
Capital One Financial
Virginia
– -$256K -3,883 Closed
LG
398
Leuthold Group
Minnesota
– -$241K -3,655 Closed
RFA
399
Resurgent Financial Advisors
Georgia
– -$211K -3,200 Closed
EWM
400
EPG Wealth Management
Georgia
– -$210K -3,183 Closed
13 14 15
16
17