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
$403M
2
LPL Financial
LPL Financial
California
$450M
3
HC
Hamilton Capital
Ohio
$485M
4
LFA
Legacy Financial Advisors
Kentucky
$46.3M
5
SFG
SNS Financial Group
Minnesota
$34.3M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$753M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$25M
3
NEI
Northwest & Ethical Investments
Ontario, Canada
$0
4
RJFSA
Raymond James Financial Services Advisors
Florida
$195M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCI
401
Financial Counselors Inc
Kansas
$225K +$225K +3,378 New
WAG
402
Wallace Advisory Group
California
$223K – – –
SM
403
Sensible Money
Arizona
$222K – – –
ZAM
404
Zevin Asset Management
Massachusetts
$220K -$33.3K -500 -13%
CFCI
405
Comprehensive Financial Consultants Institutional
Indiana
$219K +$219K +3,248 New
TC
406
Tenret Company
Florida
$215K – – –
PPC
407
Park Place Capital
Alabama
$215K -$2.2K -33 -1%
HBW
408
Hazlett, Burt & Watson
West Virginia
$214K +$4.3K +64 +2%
GC
409
Grimes & Company
Massachusetts
$214K +$214K +3,207 New
LSA
410
Lion Street Advisors
Texas
$210K -$5.05K -81 -2%
CCM
411
Crabel Capital Management
California
$207K +$207K +3,107 New
EWM
412
EPG Wealth Management
Georgia
$206K +$206K +3,084 New
TF
413
TIAA FSB
Florida
$204K -$13K -195 -6%
WCFA
414
Walkner Condon Financial Advisors
Wisconsin
$204K +$204K +3,059 New
W
415
WPWealth
Texas
$202K +$202K +3,035 New
EFG
416
Everhart Financial Group
Ohio
$202K +$202K +3,032 New
AWM
417
Avior Wealth Management
Nebraska
$196K +$14.5K +217 +8%
TWC
418
TD Waterhouse Canada
Ontario, Canada
$195K -$30K -450 -13%
Jones Financial Companies
419
Jones Financial Companies
Missouri
$193K – – –
TFGT
420
TS Financial Group (TSFG)
Illinois
$186K – – –
PFBT
421
Parkside Financial Bank & Trust
Missouri
$178K +$174K +2,603 +4,267%
CA
422
Clearstead Advisors
Ohio
$176K – – –
HIA
423
Harbor Investment Advisory
Maryland
$171K – – –
LWCFA
424
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$167K – – –
ACA
425
Aptus Capital Advisors
Alabama
$159K -$606K -9,095 -79%
15 16
17
18 19