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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

507 hedge funds and large institutions have $6.89B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 229 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
8.08%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
0.91%
New
48
Increased
229
Reduced
142
Closed
35
Calls
$603K
Puts
$190K
Net Calls
+$413K
Net Calls Change
-$114K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$921M
2
HI
Horizon Investments
North Carolina
$76.3M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$54.9M
4
LPL Financial
LPL Financial
California
$481M
5
Bank of America
Bank of America
North Carolina
$612M

Top Sellers

1
DLIC
Daido Life Insurance Company
Japan
$0
2
APA
Astoria Portfolio Advisors
New York
$11.2M
3
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
$1.85M
4
PCIA
Prime Capital Investment Advisors
Kansas
$35.4M
5
LW
Lauer Wealth
Indiana
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FW
376
FirstPurpose Wealth
Utah
$311K +$21.9K +345 +8%
ADL
377
Asset Dedication LLC
California
$307K – – –
CA
378
Clearstead Advisors
Ohio
$307K +$139K +2,190 +83%
AWM
379
Avior Wealth Management
Nebraska
$307K +$120K +1,886 +64%
PTC
380
Private Trust Company
Ohio
$307K -$3.68K -58 -1%
Kovitz Investment Group Partners
381
Kovitz Investment Group Partners
Illinois
$301K – – –
OPPS
382
Obsidian Personal Planning Solutions
Maryland
$298K – – –
National Bank of Canada
383
National Bank of Canada
Quebec, Canada
$295K +$144K +2,161 +95%
LSA
384
L & S Advisors
California
$294K -$116K -1,831 -28%
BCM
385
Brookstone Capital Management
Illinois
$293K +$293K +4,618 New
BA
386
Bluesphere Advisors
Pennsylvania
$292K – – –
WP
387
WealthSource Partners
California
$290K – – –
AWA
388
Alta Wealth Advisors
Massachusetts
$289K +$289K +4,560 New
NCM
389
Novare Capital Management
North Carolina
$289K – – –
PPP
390
Private Portfolio Partners
New Jersey
$283K -$55.4K -873 -16%
RPWA
391
Regent Peak Wealth Advisors
Georgia
$283K -$111K -1,750 -28%
SFWC
392
Strategic Family Wealth Counselors
New Jersey
$276K +$63 +1 +0%
TFCP
393
Twin Focus Capital Partners
Massachusetts
$274K -$32.4K -510 -11%
SWAG
394
Spectrum Wealth Advisory Group
California
$270K – – –
CAG
395
Crestwood Advisors Group
Massachusetts
$265K +$190 +3 +0.1%
SI
396
Stephens Inc
Arkansas
$260K +$39K +614 +18%
SIAS
397
Summit Investment Advisory Services
Minnesota
$260K -$2.48K -39 -0.9%
CAL
398
Capital Advisors Ltd
Ohio
$259K – – –
Lido Advisors
399
Lido Advisors
California
$256K +$256K +4,038 New
LSA
400
Lion Street Advisors
Texas
$246K +$31.9K +503 +15%
14 15
16
17 18