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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

461 hedge funds and large institutions have $5.56B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 183 increasing their positions, 135 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+19
Holders Change %
+4.3%
% of All Funds
7.38%
Holding in Top 10
45
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.17%
% of All Funds
0.72%
New
57
Increased
183
Reduced
135
Closed
29
Calls
$567K
Puts
$6K
Net Calls
+$561K
Net Calls Change
+$163K

Top Buyers

1
OIA
OneDigital Investment Advisors
Kansas
$30.6M
2
LPL Financial
LPL Financial
California
$352M
3
Bank of America
Bank of America
North Carolina
$540M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$193M
5
FCM
Family Capital Management
Michigan
$12.8M

Top Sellers

1
HI
Horizon Investments
North Carolina
$56.9K
2
Ameriprise
Ameriprise
Minnesota
$276M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$746M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.5M
5
CCA
Clearwater Capital Advisors
Illinois
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
SM
376
Sensible Money
Arizona
$208K – – –
GCWM
377
Graham Capital Wealth Management
District of Columbia
$208K +$208K +333 New
PPC
378
Park Place Capital
Alabama
$203K +$561 +9 +0.3%
TF
379
TIAA FSB
Florida
$203K +$203K +3,257 New
TC
380
Tenret Company
Florida
$201K +$201K +3,232 New
PCMC
381
Paragon Capital Management (Colorado)
Colorado
$200K +$200K +3,216 New
HBW
382
Hazlett, Burt & Watson
West Virginia
$195K +$9.31K +149 +5%
Jones Financial Companies
383
Jones Financial Companies
Missouri
$181K – – –
TFGT
384
TS Financial Group (TSFG)
Illinois
$174K -$3.75K -60 -2%
AWM
385
Avior Wealth Management
Nebraska
$170K +$115K +1,852 +212%
CA
386
Clearstead Advisors
Ohio
$165K – – –
HIA
387
Harbor Investment Advisory
Maryland
$160K – – –
LWCFA
388
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$156K – – –
CSPIA
389
Cary Street Partners Investment Advisory
Virginia
$136K – – –
TWM
390
Tradition Wealth Management
Minnesota
$134K +$311 +5 +0.2%
JGCM
391
Joseph Group Capital Management
Ohio
$134K -$26.8K -430 -17%
NA
392
NewEdge Advisors
Louisiana
$130K -$235K -3,772 -64%
National Bank of Canada
393
National Bank of Canada
Quebec, Canada
$126K +$118K +1,905 +1,524%
CFD
394
Creative Financial Designs
Indiana
$120K +$499 +8 +0.4%
TRCT
395
Tower Research Capital (TRC)
New York
$116K +$81.5K +1,303 +236%
LWANC
396
Laurel Wealth Advisors (North Carolina)
North Carolina
$113K – – –
IGWM
397
ICA Group Wealth Management
Colorado
$107K +$35.3K +566 +49%
CB
398
CNB Bank
Pennsylvania
$100K -$1.31K -21 -1%
AAG
399
Armstrong Advisory Group
Massachusetts
$97.9K – – –
LFG
400
Larson Financial Group
Missouri
$97.2K +$85.5K +1,372 +734%
14 15
16
17 18