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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 %
AIM
451
Anchor Investment Management
South Carolina
$7.48K – – –
KFI
452
Key Financial Inc
Pennsylvania
$6.86K +$6.86K +110 New
FP
453
Financial Perspectives
Minnesota
$6.48K – – –
GIA
454
GHP Investment Advisors
Colorado
$6.23K +$6.23K +100 New
TC
455
Truvestments Capital
Florida
$6.17K – – –
BFEC
456
Benjamin F. Edwards & Company
Missouri
$6K – – –
RI
457
Ridgewood Investments
New Jersey
$5.42K +$5.42K +87 New
PFBT
458
Parkside Financial Bank & Trust
Missouri
$3.8K +$3.8K +61 New
FWM
459
Focused Wealth Management
New York
$3.2K – – –
WP
460
WealthShield Partners
North Carolina
$2.35K +$2.35K +38 New
BWM
461
BerganKDV Wealth Management
Minnesota
$375 – – –
GWSA
462
Global Wealth Strategies & Associates
Colorado
$52 – – –
PI
463
PFS Investments
Georgia
– -$12.2M -202,086 Closed
WWM
464
WJ Wealth Management
Arizona
– -$6.66M -110,375 Closed
MA
465
MJP Associates
Connecticut
– -$6.38M -105,714 Closed
BHWA
466
Beacon Harbor Wealth Advisors
Virginia
– -$4.3M -71,195 Closed
CGFA
467
Colton Groome Financial Advisors
North Carolina
– -$3.27M -54,205 Closed
BW
468
Bison Wealth
Georgia
– -$1.59M -25,791 Closed
DWM
469
Dopkins Wealth Management
New York
– -$876K -14,515 Closed
FFG
470
Ford Financial Group
California
– -$695K -11,521 Closed
DWM
471
Dakota Wealth Management
Florida
– -$664K -10,996 Closed
TFA
472
Tranquilli Financial Advisor
New Jersey
– -$641K -10,622 Closed
HCM
473
Howland Capital Management
Massachusetts
– -$460K -7,622 Closed
BWL
474
Bogart Wealth LLC
Virginia
– -$439K -7,269 Closed
EFG
475
Everhart Financial Group
Ohio
– -$432K -7,155 Closed
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