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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

395 hedge funds and large institutions have $4.46B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 169 increasing their positions, 100 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+8
Holders Change %
+2.07%
% of All Funds
6.83%
Holding in Top 10
36
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
41
Increased
169
Reduced
100
Closed
29
Calls
$722K
Puts
–
Net Calls
+$722K
Net Calls Change
-$229K

Top Buyers

1
HC
Hamilton Capital
Ohio
$344M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$69.2M
3
LPL Financial
LPL Financial
California
$190M
4
CWA
Choice Wealth Advisors
Maine
$19.3M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$149M

Top Sellers

1
AWE
Avidian Wealth Enterprises
Texas
$4.12M
2
HWM
Horizon Wealth Management
Illinois
$0
3
ARC
Advisor Resource Council
Texas
$0
4
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
$0
5
KAS
Kestra Advisory Services
Texas
$25.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
376
Concourse Financial Group Securities
Alabama
$9K +$3.6K +70 +67%
BLC
377
Brown, Lisle/Cummings
Rhode Island
$8.09K – – –
BCMLT
378
Beacon Capital Management LLC (Tennessee)
Tennessee
$7K – – –
National Bank of Canada
379
National Bank of Canada
Quebec, Canada
$7K – – –
JWA
380
JFS Wealth Advisors
Pennsylvania
$7K – – –
PP
381
Pacifica Partners
Canada
$7K – – –
FP
382
Financial Perspectives
Minnesota
$5.61K +$5.61K +104 New
BFEC
383
Benjamin F. Edwards & Company
Missouri
$5K – – –
TC
384
Truvestments Capital
Florida
$5K – – –
FWM
385
Focused Wealth Management
New York
$3K +$59 +1 +2%
M1FG
386
Mach-1 Financial Group
Arkansas
$3K +$696 +16 +30%
HWMA
387
Heritage Wealth Management (Arizona)
Arizona
$2K – – –
CWM
388
Castle Wealth Management
Florida
$2K – – –
RIA
389
Realta Investment Advisors
Delaware
$2K +$2K +31 New
FHC
390
First Heartland Consultants
Missouri
$1.32K -$54 -1,001 -4%
CPFP
391
Clear Perspectives Financial Planning
Ohio
$1K +$1K +26 New
CIAS
392
CFS Investment Advisory Services
New Jersey
$1K +$1K +74,504 New
Bank of Montreal
393
Bank of Montreal
Ontario, Canada
$400 +$249 +4,135 +165%
WIM
394
Westside Investment Management
California
$12 – – –
HWM
395
Horizon Wealth Management
Illinois
– -$6.81M -118,885 Closed
ARC
396
Advisor Resource Council
Texas
– -$4.95M -86,329 Closed
LFPWM
397
Leicht Financial Planning & Wealth Management
New Jersey
– -$3.74M -65,218 Closed
SWP
398
ShoreHaven Wealth Partners
New Jersey
– -$2.5M -43,709 Closed
Susquehanna International Group
399
Susquehanna International Group
Pennsylvania
– -$1.65M -28,795 Closed
FTUS
400
Flow Traders U.S.
New York
– -$1.16M -20,172 Closed
13 14 15
16
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