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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

501 hedge funds and large institutions have $6.44B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 203 increasing their positions, 140 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+40
Holders Change %
+8.68%
% of All Funds
7.9%
Holding in Top 10
50
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.11%
% of All Funds
0.79%
New
64
Increased
203
Reduced
140
Closed
23
Calls
$567K
Puts
$40K
Net Calls
+$527K
Net Calls Change
-$34K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$403M
2
LPL Financial
LPL Financial
California
$450M
3
HC
Hamilton Capital
Ohio
$485M
4
LFA
Legacy Financial Advisors
Kentucky
$46.3M
5
SFG
SNS Financial Group
Minnesota
$34.3M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$753M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$25M
3
NEI
Northwest & Ethical Investments
Ontario, Canada
$0
4
RJFSA
Raymond James Financial Services Advisors
Florida
$195M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
451
Tompkins Financial
New York
$50K – – –
S
452
SignatureFD
Georgia
$45.7K +$19K +285 +71%
AssetMark Inc
453
AssetMark Inc
California
$45.5K +$45.5K +683 New
BAAM
454
Baker Avenue Asset Management
California
$44.7K – – –
FFA
455
Farther Finance Advisors
California
$44.7K -$1K -15 -2%
SSB
456
Sandy Spring Bank
Maryland
$40K – – –
Franklin Resources
457
Franklin Resources
California
$36K – – –
WWM
458
Wolff Wiese Magana
California
$34K +$1.33K +20 +4%
RG
459
Retirement Group
California
$30.9K +$1.8K +27 +6%
Citigroup
460
Citigroup
New York
$30.4K +$14.1K +211 +86%
PA
461
Parallel Advisors
California
$30.2K – – –
SIC
462
Salem Investment Counselors
North Carolina
$27.3K +$27.3K +410 New
SWA
463
SOA Wealth Advisors
New York
$26.7K – – –
AWM
464
Angeles Wealth Management
California
$26.5K – – –
IF
465
Integrity Financial
Wyoming
$25.7K – – –
CWC
466
Carolinas Wealth Consulting
North Carolina
$24.7K – – –
SF
467
Safeguard Financial
Wisconsin
$24K +$24K +362 New
HPC
468
HM Payson & Co
Maine
$22.5K – – –
CCP
469
Carmel Capital Partners
California
$22.1K – – –
TCOV
470
Trust Company of Vermont
Vermont
$22.1K +$6.67K +100 +43%
SIS
471
Sound Income Strategies
Florida
$21.9K – – –
SCA
472
Stuart Chaussee & Associates
California
$17.9K +$17.9K +268 New
ODG
473
O'Dell Group
Ohio
$17.4K +$17.4K +261 New
PCA
474
Providence Capital Advisors
North Carolina
$16.7K – – –
WIM
475
Westside Investment Management
California
$16.1K – – –
17 18
19
20 21