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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

387 hedge funds and large institutions have $4.25B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+3
Holders Change %
+0.78%
% of All Funds
6.54%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.51%
New
39
Increased
156
Reduced
103
Closed
32
Calls
$951K
Puts
–
Net Calls
+$951K
Net Calls Change
-$36K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$244M
2
WA
2
Waddell & Associates
Tennessee
$51.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$297M
4
HC
4
Hamilton Capital
Ohio
$181M
5
LPL Financial
5
LPL Financial
California
$180M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$26.6M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$679M
3
HI
3
Horizon Investments
North Carolina
$54.6M
4
PI
4
PFS Investments
Georgia
$11.7M
5
CWA
5
Choice Wealth Advisors
Maine
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
376
Concourse Financial Group Securities
Alabama
$6K – – –
TC
377
Truvestments Capital
Florida
$6K +$6K +99 New
FWM
378
Focused Wealth Management
New York
$3K – – –
CWM
379
Castle Wealth Management
Florida
$3K +$3K +46 New
M1FG
380
Mach-1 Financial Group
Arkansas
$3K +$3K +53 New
OLVIG
381
Oliver Lagore Vanvalin Investment Group
Michigan
$2K – – –
TCWA
382
Ten Capital Wealth Advisors
Washington
$2K +$2K +28 New
HWMA
383
Heritage Wealth Management (Arizona)
Arizona
$1.61K – – –
CWP
384
Concord Wealth Partners
Virginia
$1K – – –
Bank of Montreal
385
Bank of Montreal
Ontario, Canada
$147 – – –
WIM
386
Westside Investment Management
California
$13 – – –
CWA
387
Choice Wealth Advisors
Maine
– -$23.3M -366,729 Closed
CIAS
388
CFS Investment Advisory Services
New Jersey
– -$1K -87,992 Closed
FZCM
389
Flynn Zito Capital Management
New York
– -$2.69M -42,182 Closed
WWM
390
Windsor Wealth Management
Indiana
– -$2.65M -40,735 Closed
Bank of New York Mellon
391
Bank of New York Mellon
New York
– -$1.29M -20,279 Closed
KWM
392
Kingsview Wealth Management
Oregon
– -$980K -15,386 Closed
MSFS
393
Main Street Financial Solutions
Pennsylvania
– -$510K -8,009 Closed
AWM
394
Axxcess Wealth Management
California
– -$394K -6,183 Closed
RF
395
Resolute Financial
Massachusetts
– -$375K -5,888 Closed
MAC
396
Mason & Associates (California)
California
– -$366K -5,751 Closed
AWM
397
Apollon Wealth Management
South Carolina
– -$364K -5,717 Closed
BRWA
398
B. Riley Wealth Advisors
Florida
– -$358K -5,614 Closed
SB
399
Strategic Blueprint
Georgia
– -$350K -5,490 Closed
Renaissance Technologies
400
Renaissance Technologies
New York
– -$331K -5,200 Closed
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16
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