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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

442 hedge funds and large institutions have $10.9B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 190 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+47
Holders Change %
+11.9%
% of All Funds
7.13%
Holding in Top 10
46
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.78%
% of All Funds
0.74%
New
77
Increased
190
Reduced
94
Closed
23
Calls
$525K
Puts
$127K
Net Calls
+$398K
Net Calls Change
-$324K

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$5.61B
2
LPL Financial
LPL Financial
California
$314M
3
AWA
Amplius Wealth Advisors
Pennsylvania
$56.7M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$740M
5
GWSG
GPS Wealth Strategies Group
Colorado
$25.1M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
2
Morgan Stanley
Morgan Stanley
New York
$294M
3
Truist Financial
Truist Financial
North Carolina
$9.57M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$24.6M
5
OWA
Outlook Wealth Advisors
Texas
$428K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
376
Creative Financial Designs
Indiana
$115K +$664 +11 +0.6%
LWANC
377
Laurel Wealth Advisors (North Carolina)
North Carolina
$110K – – –
CT
378
Cambridge Trust
Massachusetts
$99K – – –
CB
379
CNB Bank
Pennsylvania
$98.2K -$6.04K -100 -6%
AAG
380
Armstrong Advisory Group
Massachusetts
$94.8K +$94.8K +1,570 New
PSB
381
Piscataqua Savings Bank
New Hampshire
$93K – – –
HCM
382
Hollencrest Capital Management
California
$84.5K +$84.5K +1,400 New
SBL
383
Sargent Bickham Lagudis
Colorado
$73.6K – – –
DWP
384
Destiny Wealth Partners
Florida
$73.6K – – –
IGWM
385
ICA Group Wealth Management
Colorado
$69.4K +$69.4K +1,148 New
PA
386
Parallel Advisors
California
$65.6K – – –
AA
387
Addison Advisors
Vermont
$63.7K +$37.1K +615 +140%
FCA
388
Fortis Capital Advisors
Kansas
$60.4K +$60.4K +1,000 New
TCWA
389
Ten Capital Wealth Advisors
Washington
$54.1K – – –
AWM
390
Avior Wealth Management
Nebraska
$52.8K – – –
OA
391
Operose Advisors
Wisconsin
$47.9K – – –
WA
392
Win Advisors
Florida
$46.6K -$19.5K -323 -29%
TF
393
Tompkins Financial
New York
$45K – – –
FFA
394
Farther Finance Advisors
California
$41.3K +$41.3K +685 New
BAAM
395
Baker Avenue Asset Management
California
$40.5K +$40.5K +671 New
RFA
396
Resurgent Financial Advisors
Georgia
$39.2K +$39.2K +650 New
CFGS
397
Concourse Financial Group Securities
Alabama
$38.9K +$28.3K +469 +268%
SSB
398
Sandy Spring Bank
Maryland
$36.2K -$24.1K -400 -40%
Citigroup
399
Citigroup
New York
$33.9K +$14.7K +244 +77%
TRCT
400
Tower Research Capital (TRC)
New York
$33K -$1.82M -30,447 -98%
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