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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

385 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

34% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 29

28% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 115

11% more funds holding in top 10

Funds holding in top 10: 28 → 31 (+3)

1% more funds holding

Funds holding: 382 → 385 (+3)

0.16% more ownership

Funds ownership: 80.79% → 80.94% (+0.16%)

3% less capital invested

Capital invested by funds: $5.78B → $5.63B (-$146M)

Holders
385
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
6.07%
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

Rank Fund Capital Flow
1
HC
Hamilton Capital
Ohio
+$180M
2
HI
Horizon Investments
North Carolina
+$44.8M
3
AWE
Avidian Wealth Enterprises
Texas
+$26.8M
4
SIG
Spinnaker Investment Group
California
+$26.5M
5
CWA
Choice Wealth Advisors
Maine
+$23.1M

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$248M
2
AWM
AE Wealth Management
Kansas
-$52M
3
WA
Win Advisors
Florida
-$51.6M
4
TC
TownSquare Capital
Utah
-$22.9M
5
TC
Trilogy Capital
California
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
376
Focused Wealth Management
New York
$3K – – –
GI
377
Gradient Investments
Minnesota
$3K +$2.59K +41 New
SCA
378
Stonebridge Capital Advisors
Minnesota
$3K +$2.9K +46 New
SSB
379
Sandy Spring Bank
Maryland
$2K -$9.47K -150 -81%
HWMA
380
Heritage Wealth Management (Arizona)
Arizona
$2K +$1.77K +28 New
OLVIG
381
Oliver Lagore Vanvalin Investment Group
Michigan
$2K +$2.46K +39 New
CWP
382
Concord Wealth Partners
Virginia
$1K +$820 +13 New
CIAS
383
CFS Investment Advisory Services
New Jersey
$1K +$5.55M +87,992 New
WIM
384
Westside Investment Management
California
$15 – – –
TC
385
Trilogy Capital
California
– -$13M -197,029 Closed
ARC
386
Advisor Resource Council
Texas
– -$6.01M -91,249 Closed
BCM
387
BlueCrest Capital Management
Jersey
– -$3.77M -57,273 Closed
IAIM
388
International Assets Investment Management
Florida
– -$2.69M -46,394 Closed
STA
389
Summit Trail Advisors
New York
– -$1.28M -19,385 Closed
SC
390
Slow Capital
California
– -$596K -9,052 Closed
MA
391
Mutual Advisors
Nebraska
– -$555K -8,420 Closed
NWMG
392
National Wealth Management Group
Ohio
– -$478K -7,265 Closed
AWM
393
Aries Wealth Management
Maine
– -$456K -6,917 Closed
NA
394
NewEdge Advisors
Louisiana
– -$412K -6,246 Closed
JIC
395
Johnson Investment Counsel
Ohio
– -$354K -5,376 Closed
CCM
396
Crabel Capital Management
California
– -$305K -4,625 Closed
IAA
397
Independent Advisor Alliance
North Carolina
– -$259K -3,928 Closed
COF
398
Capital One Financial
Virginia
– -$256K -3,883 Closed
LG
399
Leuthold Group
Minnesota
– -$241K -3,655 Closed
RFA
400
Resurgent Financial Advisors
Georgia
– -$211K -3,200 Closed
13 14 15
16
17

DGRW Hedge Fund Activity: Q1 2022 in Review

385 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q1 2022, worth a combined $5.63B — down 2.5% from $5.78B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DGRW positions and 29 closed out — a net gain of 10 holders — while 147 added to existing stakes and 115 trimmed.

The largest buyer was Hamilton Capital, opening a new position worth an estimated $180M. The largest seller was PNC Financial Services Group, cutting an estimated $248M.

  • 385 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q1 2022, up from 382 in Q4 2021.
  • Funds reported $5.63B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q1 2022, down 2.5% quarter-over-quarter.
  • 39 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q1 2022 and 29 closed out, a net change of +10 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q1 2022 was Hamilton Capital, an estimated $180M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q1 2022 was PNC Financial Services Group, an estimated $248M sold.

Based on aggregated 13F filings for Q1 2022.