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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 %
GC
426
Grimes & Company
Massachusetts
$204K +$508 +8 +0.2%
TCOT
427
Trust Company of Toledo
Ohio
$201K +$201K +3,162 New
Jones Financial Companies
428
Jones Financial Companies
Missouri
$184K – – –
TFGT
429
TS Financial Group (TSFG)
Illinois
$177K – – –
GWM
430
Guardian Wealth Management
Illinois
$175K -$41.8K -659 -19%
PPC
431
Park Place Capital
Alabama
$170K -$35.1K -552 -17%
NCM
432
Northwest Capital Management
Oregon
$168K +$32K +504 +24%
LWCFA
433
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$160K – – –
HIA
434
Harbor Investment Advisory
Maryland
$149K -$13.8K -218 -8%
CSPIA
435
Cary Street Partners Investment Advisory
Virginia
$140K – – –
TWM
436
Tradition Wealth Management
Minnesota
$137K +$317 +5 +0.2%
CFD
437
Creative Financial Designs
Indiana
$123K +$635 +10 +0.5%
LFG
438
Larson Financial Group
Missouri
$117K +$17.8K +280 +18%
LWANC
439
Laurel Wealth Advisors (North Carolina)
North Carolina
$115K – – –
TWC
440
TD Waterhouse Canada
Ontario, Canada
$112K -$73.3K -1,158 -40%
GWANC
441
Guardian Wealth Advisors (North Carolina)
North Carolina
$99.7K – – –
AAG
442
Armstrong Advisory Group
Massachusetts
$99.7K – – –
CB
443
CNB Bank
Pennsylvania
$99.2K – – –
SWM
444
Spire Wealth Management
Virginia
$98.3K +$571 +9 +0.6%
CTWM
445
Cherry Tree Wealth Management
Minnesota
$91.4K +$14.6K +230 +19%
JGCM
446
Joseph Group Capital Management
Ohio
$91.3K -$13.2K -208 -13%
PSB
447
Piscataqua Savings Bank
New Hampshire
$82.5K – – –
AA
448
Addison Advisors
Vermont
$77.1K – – –
CT
449
Cambridge Trust
Massachusetts
$77K – – –
WWM
450
Wolff Wiese Magana
California
$72.7K +$40.3K +635 +125%
16 17
18
19 20