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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 %
HCM
451
Hollencrest Capital Management
California
$68.6K – – –
CFB
452
Cullen/Frost Bankers
Texas
$51K – – –
OA
453
Operose Advisors
Wisconsin
$50.4K – – –
HFS
454
HBC Financial Services
Washington
$45K -$233K -1,550 -84%
BAAM
455
Baker Avenue Asset Management
California
$42.6K – – –
MPWT
456
MassMutual Private Wealth & Trust
Connecticut
$42.3K +$42.3K +667 New
FFA
457
Farther Finance Advisors
California
$41.9K -$635 -10 -1%
S
458
SignatureFD
Georgia
$38.7K -$4.83K -76 -11%
SSB
459
Sandy Spring Bank
Maryland
$38.1K – – –
Franklin Resources
460
Franklin Resources
California
$34.3K – – –
TF
461
Tompkins Financial
New York
$31.7K -$15.9K -250 -33%
RG
462
Retirement Group
California
$29.6K +$127 +2 +0.4%
PA
463
Parallel Advisors
California
$28.8K – – –
Qube Research & Technologies (QRT)
464
Qube Research & Technologies (QRT)
United Kingdom
$27.5K -$57.2K -901 -68%
RFA
465
Resurgent Financial Advisors
Georgia
$25.5K +$25.5K +401 New
SWA
466
SOA Wealth Advisors
New York
$25.4K – – –
AWM
467
Angeles Wealth Management
California
$25.3K – – –
IF
468
Integrity Financial
Wyoming
$24.4K – – –
CWC
469
Carolinas Wealth Consulting
North Carolina
$23.1K – – –
AF
470
Advisornet Financial
Minnesota
$23K +$12.7K +200 +123%
HPC
471
HM Payson & Co
Maine
$21.5K – – –
CCP
472
Carmel Capital Partners
California
$21K – – –
SIS
473
Sound Income Strategies
Florida
$20.8K – – –
BSB
474
Bangor Savings Bank
Maine
$20.7K +$9.27K +146 +81%
JWA
475
JFS Wealth Advisors
Pennsylvania
$18.1K +$9.33K +147 +107%
17 18
19
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