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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

461 hedge funds and large institutions have $5.56B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 183 increasing their positions, 135 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+19
Holders Change %
+4.3%
% of All Funds
7.38%
Holding in Top 10
45
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.17%
% of All Funds
0.72%
New
57
Increased
183
Reduced
135
Closed
29
Calls
$567K
Puts
$6K
Net Calls
+$561K
Net Calls Change
+$163K

Top Buyers

1
OIA
OneDigital Investment Advisors
Kansas
$30.6M
2
LPL Financial
LPL Financial
California
$352M
3
Bank of America
Bank of America
North Carolina
$540M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$193M
5
FCM
Family Capital Management
Michigan
$12.8M

Top Sellers

1
HI
Horizon Investments
North Carolina
$56.9K
2
Ameriprise
Ameriprise
Minnesota
$276M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$746M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.5M
5
CCA
Clearwater Capital Advisors
Illinois
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
426
SOA Wealth Advisors
New York
$24.9K – – –
AWM
427
Angeles Wealth Management
California
$24.8K – – –
IF
428
Integrity Financial
Wyoming
$24K – – –
CWC
429
Carolinas Wealth Consulting
North Carolina
$23.1K – – –
AF
430
Allworth Financial
California
$21.9K -$3.61K -58 -14%
HPC
431
HM Payson & Co
Maine
$21.1K +$21.1K +338 New
CCP
432
Carmel Capital Partners
California
$20.6K +$20.6K +331 New
SIS
433
Sound Income Strategies
Florida
$20.4K – – –
PCA
434
Providence Capital Advisors
North Carolina
$15.6K – – –
Citigroup
435
Citigroup
New York
$15.3K -$19.8K -317 -56%
WIM
436
Westside Investment Management
California
$15K – – –
KM
437
Kalos Management
Georgia
$14.9K +$14.9K +239 New
TCOV
438
Trust Company of Vermont
Vermont
$14.4K – – –
BCWM
439
Bartlett & Co Wealth Management
Ohio
$12.1K – – –
BC
440
Bartlett & Co
Ohio
$12K – – –
WOC
441
West Oak Capital
California
$11.8K – – –
AWM
442
Accel Wealth Management
Iowa
$11.2K – – –
BSB
443
Bangor Savings Bank
Maine
$11.2K – – –
AF
444
Advisornet Financial
Minnesota
$10.2K – – –
WT
445
Whittier Trust
California
$9.97K +$62 +1 +0.6%
PA
446
PSI Advisors
Florida
$9.66K -$4.05K -65 -30%
BLC
447
Brown, Lisle/Cummings
Rhode Island
$9.35K – – –
C
448
Covestor
United Kingdom
$9K -$1.74K -27 -16%
JWA
449
JFS Wealth Advisors
Pennsylvania
$8.6K – – –
PP
450
Pacifica Partners
Canada
$8.07K – – –
16 17
18
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