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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 %
Franklin Resources
401
Franklin Resources
California
$32.6K – – –
IWP
402
IAG Wealth Partners
Wisconsin
$28.7K – – –
WWM
403
Wolff Wiese Magana
California
$27.2K +$3.02K +50 +13%
RG
404
Retirement Group
California
$26K +$120 +2 +0.5%
IRC
405
Investors Research Corp
Georgia
$25.7K – – –
AF
406
Affiance Financial
Minnesota
$25K +$25K +414 New
AF
407
Allworth Financial
California
$24.8K +$121 +2 +0.5%
S
408
SignatureFD
Georgia
$24.1K – – –
SWA
409
SOA Wealth Advisors
New York
$24.1K – – –
AWM
410
Angeles Wealth Management
California
$24K – – –
IF
411
Integrity Financial
Wyoming
$23.2K – – –
CCM
412
Cribstone Capital Management
Maine
$22.8K +$60 +1 +0.3%
CWC
413
Carolinas Wealth Consulting
North Carolina
$22.3K -$30.8K -510 -58%
SIS
414
Sound Income Strategies
Florida
$19.8K – – –
AIM
415
Arcadia Investment Management
Michigan
$19.6K – – –
PCA
416
Providence Capital Advisors
North Carolina
$15.1K – – –
TCOV
417
Trust Company of Vermont
Vermont
$13.9K – – –
PA
418
PSI Advisors
Florida
$13.3K +$60 +1 +0.5%
BC
419
Bartlett & Co
Ohio
$12K – – –
BCWM
420
Bartlett & Co Wealth Management
Ohio
$11.7K – – –
LFG
421
Larson Financial Group
Missouri
$11.3K -$9.3K -154 -45%
WOC
422
West Oak Capital
California
$11K – – –
BSB
423
Bangor Savings Bank
Maine
$11K +$11K +180 New
AWM
424
Accel Wealth Management
Iowa
$10.9K +$10.9K +180 New
C
425
Covestor
United Kingdom
$10K -$1.02K -17 -9%
15 16
17
18 19