DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

501 hedge funds and large institutions have $6.44B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 203 increasing their positions, 140 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+40
Holders Change %
+8.68%
% of All Funds
7.9%
Holding in Top 10
50
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.11%
% of All Funds
0.79%
New
64
Increased
203
Reduced
140
Closed
23
Calls
$567K
Puts
$40K
Net Calls
+$527K
Net Calls Change
-$34K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$88.1M
2
LPL Financial
LPL Financial
California
+$72.7M
3
HC
Hamilton Capital
Ohio
+$52.4M
4
LFA
Legacy Financial Advisors
Kentucky
+$43.1M
5
SFG
SNS Financial Group
Minnesota
+$34.3M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$44.9M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$30.4M
3
NEI
Northwest & Ethical Investments
Ontario, Canada
-$17.4M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$11.6M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$8.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
376
Congress Wealth Management
Massachusetts
$289K – – –
SWAG
377
Spectrum Wealth Advisory Group
California
$283K – – –
CAG
378
Crestwood Advisors Group
Massachusetts
$278K -$3.07K -46 -1%
SIAS
379
Summit Investment Advisory Services
Minnesota
$275K -$55.9K -839 -17%
CAL
380
Capital Advisors Ltd
Ohio
$272K – – –
USCWA
381
U.S. Capital Wealth Advisors
Texas
$268K +$67 +1 +0%
SOS
382
Silver Oak Securities
Tennessee
$265K +$265K +3,979 New
HCA
383
Heck Capital Advisors
Wisconsin
$264K +$264K +3,958 New
SC
384
Sykon Capital
New York
$263K +$263K +3,938 New
FMII
385
Farmers & Merchants Investments Inc
Nebraska
$258K – – –
SFG
386
StrategIQ Financial Group
Indiana
$255K +$1.93K +29 +0.8%
MIH
387
Meitav Investment House
Israel
$253K – – –
WSTAM
388
Wilbanks Smith & Thomas Asset Management
Virginia
$252K – – –
CIBC World Market
389
CIBC World Market
Ontario, Canada
$252K -$331K -4,972 -57%
HHGA
390
Halbert Hargrove Global Advisors
California
$251K +$251K +3,772 New
WW
391
Waterfront Wealth
Kansas
$251K – – –
BIA
392
Bigelow Investment Advisors
Maine
$250K – – –
NF
393
Nikulski Financial
Iowa
$248K +$248K +3,725 New
COCM
394
Charter Oak Capital Management
New Hampshire
$244K +$5.73K +86 +2%
OBWG
395
Onyx Bridge Wealth Group
New York
$240K +$240K +3,594 New
TCWM
396
Total Clarity Wealth Management
Illinois
$234K +$234K +3,509 New
SI
397
Stephens Inc
Arkansas
$232K +$232K +3,477 New
GWM
398
Guardian Wealth Management
Illinois
$228K -$5.27K -79 -2%
PA
399
Pinnacle Associates
New York
$227K -$35.2K -528 -13%
RRCM
400
Rappaport Reiches Capital Management
Illinois
$226K – – –
14 15
16
17 18