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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 %
AF
426
Advisornet Financial
Minnesota
$9.84K – – –
WT
427
Whittier Trust
California
$9.6K +$60 +1 +0.6%
BLC
428
Brown, Lisle/Cummings
Rhode Island
$9.05K – – –
JWA
429
JFS Wealth Advisors
Pennsylvania
$8.33K – – –
PP
430
Pacifica Partners
Canada
$7.88K – – –
National Bank of Canada
431
National Bank of Canada
Quebec, Canada
$7.54K – – –
AIM
432
Anchor Investment Management
South Carolina
$7.24K +$7.24K +120 New
FP
433
Financial Perspectives
Minnesota
$6.28K – – –
BFEC
434
Benjamin F. Edwards & Company
Missouri
$6K – – –
TC
435
Truvestments Capital
Florida
$5.98K – – –
AssetMark Inc
436
AssetMark Inc
California
$5.86K +$5.8K +96 +9,600%
HWMA
437
Heritage Wealth Management (Arizona)
Arizona
$3.38K +$1.69K +28 +100%
FWM
438
Focused Wealth Management
New York
$3.08K – – –
RIA
439
Realta Investment Advisors
Delaware
$1.87K – – –
BWM
440
BerganKDV Wealth Management
Minnesota
$362 – – –
GWSA
441
Global Wealth Strategies & Associates
Colorado
$51 +$51 +1 New
WIM
442
Westside Investment Management
California
$14 – – –
CWP
443
Concord Wealth Partners
Virginia
$11 – – –
Bank of Nova Scotia
444
Bank of Nova Scotia
Ontario, Canada
– -$69.2M -1,284,450 Closed
CIAS
445
CFS Investment Advisory Services
New Jersey
– -$1K -74,504 Closed
CB
446
Commerce Bank
Missouri
– -$2.38M -44,218 Closed
OFS
447
OneAscent Financial Services
Alabama
– -$2.33M -43,228 Closed
SOS
448
Silver Oak Securities
Tennessee
– -$1.54M -24,330 Closed
AWA
449
Alta Wealth Advisors
Massachusetts
– -$639K -11,856 Closed
ACG
450
Allen Capital Group
Nebraska
– -$574K -10,645 Closed
15 16 17
18
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