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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

382 hedge funds and large institutions have $5.78B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 138 increasing their positions, 94 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

427% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 15

47% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 94

27% more funds holding in top 10

Funds holding in top 10: 22 → 28 (+6)

19% more funds holding

Funds holding: 322 → 382 (+60)

17% more capital invested

Capital invested by funds: $4.94B → $5.78B (+$833M)

1.31% more ownership

Funds ownership: 79.48% → 80.79% (+1.3%)

Holders
382
Holders Change
+60
Holders Change %
+18.63%
% of All Funds
5.88%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.43%
New
79
Increased
138
Reduced
94
Closed
15
Calls
$566K
Puts
–
Net Calls
+$566K
Net Calls Change
-$229K

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$59.1M
2
HighTower Advisors
HighTower Advisors
Illinois
+$47M
3
Ameriprise
Ameriprise
Minnesota
+$44.2M
4
Creative Planning
Creative Planning
Kansas
+$22.3M
5
GWS
Glassman Wealth Services
Virginia
+$18.3M

Top Sellers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
-$25.2M
2
Morgan Stanley
Morgan Stanley
New York
-$21.9M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$20.7M
4
PI
PFS Investments
Georgia
-$10.8M
5
MIAN
Mariner Independent Advisor Network
Kansas
-$7.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$40.1M +$4.84M +76,987 +14%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$39.5M +$1.16M +18,461 +3%
RW
28
RVW Wealth
California
$39.2M +$143K +2,281 +0.4%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$39M +$744K +11,852 +2%
SC
30
Savant Capital
Illinois
$38.6M -$2.68M -42,686 -7%
Osaic Holdings
31
Osaic Holdings
Arizona
$38M -$2.23M -35,490 -6%
BFG
32
Beacon Financial Group
Texas
$35.6M +$1.92M +30,529 +6%
BFM
33
Boston Financial Management
Massachusetts
$35.1M -$1.26M -20,046 -4%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$33.1M +$1.66M +26,494 +6%
CFA
35
Carroll Financial Associates
North Carolina
$31.8M -$2.19M -34,932 -7%
BFG
36
Bouchey Financial Group
New York
$28.6M -$637K -10,143 -2%
KFP
37
KB Financial Partners
New Jersey
$28.5M +$2.33M +37,096 +9%
SIM
38
Stratos Investment Management
Ohio
$28.3M +$4.11M +65,488 +18%
Truist Financial
39
Truist Financial
North Carolina
$24.4M -$1.58M -25,142 -6%
Creative Planning
40
Creative Planning
Kansas
$24.3M +$22.3M +354,657 +2,377%
JMPWA
41
JP Morgan Private Wealth Advisors
California
$23.3M +$338K +5,387 +2%
GWS
42
Glassman Wealth Services
Virginia
$20.6M +$18.3M +290,690 +1,314%
DLIC
43
Daido Life Insurance Company
Japan
$19.5M – – –
PCIA
44
Prime Capital Investment Advisors
Kansas
$19.4M +$2.4M +38,155 +15%
LCM
45
LVM Capital Management
Michigan
$17.3M +$418K +6,650 +3%
EH
46
Equitable Holdings
New York
$16.3M +$3.35M +53,364 +27%
CRC
47
Curi RMB Capital
Illinois
$16M +$324K +5,154 +2%
CAN
48
Cetera Advisor Networks
California
$14.6M -$2.24M -35,602 -14%
IA
49
IFP Advisors
Florida
$14.5M +$669K +10,654 +5%
SFA
50
Sequoia Financial Advisors
Ohio
$14.1M +$557K +8,864 +4%
1
2
3 4 5

DGRW Hedge Fund Activity: Q4 2021 in Review

382 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q4 2021, worth a combined $5.78B — up 17% from $4.94B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new DGRW positions and 15 closed out — a net gain of 64 holders — while 138 added to existing stakes and 94 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $59.1M. The largest seller was Horizon Investments, cutting an estimated $25.2M.

  • 382 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q4 2021, up from 322 in Q3 2021.
  • Funds reported $5.78B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q4 2021, up 17% quarter-over-quarter.
  • 79 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q4 2021 and 15 closed out, a net change of +64 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q4 2021 was AE Wealth Management, an estimated $59.1M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q4 2021 was Horizon Investments, an estimated $25.2M sold.

Based on aggregated 13F filings for Q4 2021.