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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 %
FMII
401
Farmers & Merchants Investments Inc
Nebraska
$246K – – –
SFG
402
StrategIQ Financial Group
Indiana
$243K +$63 +1 +0%
MIH
403
Meitav Investment House
Israel
$241K – – –
WSTAM
404
Wilbanks Smith & Thomas Asset Management
Virginia
$240K – – –
HHGA
405
Halbert Hargrove Global Advisors
California
$239K – – –
BIA
406
Bigelow Investment Advisors
Maine
$238K – – –
USCWA
407
U.S. Capital Wealth Advisors
Texas
$237K -$18.9K -298 -7%
DWMG
408
DB Wealth Management Group
California
$236K +$236K +3,724 New
COCM
409
Charter Oak Capital Management
New Hampshire
$232K +$63 +1 +0%
WAG
410
Wallace Advisory Group
California
$232K -$6.53K -98 -3%
WCG
411
Weaver Consulting Group
California
$230K +$230K +3,617 New
WW
412
Waterfront Wealth
Kansas
$229K – – –
WS
413
Wedbush Securities
California
$227K +$227K +3,578 New
MIFH
414
Migdal Insurance & Financial Holdings
Israel
$226K -$90.4K -1,418 -29%
BTWM
415
Baker Tilly Wealth Management
Wisconsin
$221K -$94.9K -1,494 -30%
WAM
416
WealthTrust Asset Management
Florida
$219K +$219K +3,454 New
RRCM
417
Rappaport Reiches Capital Management
Illinois
$215K – – –
SM
418
Sensible Money
Arizona
$212K – – –
W
419
WPWealth
Texas
$212K +$19K +300 +10%
CMS
420
Capital Market Strategies
Florida
$210K +$210K +3,362 New
ZAM
421
Zevin Asset Management
Massachusetts
$210K – – –
GWP
422
Gateway Wealth Partners
Wisconsin
$209K +$209K +3,298 New
CIBC World Market
423
CIBC World Market
Ontario, Canada
$209K -$31.5K -496 -13%
RJT
424
Raymond James Trust
Florida
$206K +$206K +3,248 New
CIBC Private Wealth Group
425
CIBC Private Wealth Group
Georgia
$205K +$205K +3,226 New
15 16
17
18 19