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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 %
Jane Street
401
Jane Street
New York
– -$710K -12,396 Closed
RB
402
Renasant Bank
Mississippi
– -$413K -7,206 Closed
LC
403
Lavaca Capital
Texas
– -$413K -7,199 Closed
NA
404
NewEdge Advisors
Louisiana
– -$329K -5,747 Closed
FF
405
FourThought Financial
Florida
– -$261K -4,546 Closed
CIBC World Market
406
CIBC World Market
Ontario, Canada
– -$256K -4,460 Closed
COCM
407
Charter Oak Capital Management
New Hampshire
– -$237K -4,138 Closed
EWA
408
EP Wealth Advisors
California
– -$229K -3,998 Closed
EFG
409
Everhart Financial Group
Ohio
– -$209K -3,647 Closed
PA
410
Pinnacle Associates
New York
– -$205K -3,581 Closed
WAP
411
Wealthcare Advisory Partners
Pennsylvania
– -$204K -3,552 Closed
SPC
412
Sigma Planning Corp
Michigan
– -$201K -3,504 Closed
TWP
413
TFO Wealth Partners
Ohio
– -$109K -1,901 Closed
AIP
414
Ahrens Investment Partners
Louisiana
– -$54K -935 Closed
VVP
415
Venture Visionary Partners
Ohio
– -$49.5K -864 Closed
CWM
416
Curi Wealth Management
North Carolina
– -$37K -654 Closed
TCWM
417
Total Clarity Wealth Management
Illinois
– -$31K -534 Closed
SWM
418
Spire Wealth Management
Virginia
– -$26K -456 Closed
FCG
419
Financial Connections Group
California
– -$12K -225 Closed
GFP
420
Gryphon Financial Partners
Ohio
– -$9K -163 Closed
BMD
421
Better Money Decisions
New Mexico
– -$7K -118 Closed
OLVIG
422
Oliver Lagore Vanvalin Investment Group
Michigan
– -$2K -39 Closed
CWP
423
Concord Wealth Partners
Virginia
– -$1K -13 Closed
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