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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

381 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 78 funds opening new positions, 138 increasing their positions, 94 reducing their positions, and 15 closing their positions.

Holders
381
Holders Change
+59
Holders Change %
+18.32%
% 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
78
Increased
138
Reduced
94
Closed
15
Calls
$566K
Puts
–
Net Calls
+$566K
Net Calls Change
-$229K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$64.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$134M
3
Ameriprise
3
Ameriprise
Minnesota
$192M
4
Creative Planning
4
Creative Planning
Kansas
$24.3M
5
GWS
5
Glassman Wealth Services
Virginia
$20.6M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$41.6M
2
HI
2
Horizon Investments
North Carolina
$111M
3
Morgan Stanley
3
Morgan Stanley
New York
$276M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$138M
5
PI
5
PFS Investments
Georgia
$53.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$40.1M +$5.07M +76,987 +14%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$39.5M +$1.22M +18,461 +3%
RW
28
RVW Wealth
California
$39.2M +$150K +2,281 +0.4%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$39M +$781K +11,852 +2%
SC
30
Savant Capital
Illinois
$38.6M -$2.81M -42,686 -7%
Osaic Holdings
31
Osaic Holdings
Arizona
$38M -$2.34M -35,490 -6%
BFG
32
Beacon Financial Group
Texas
$35.6M +$2.01M +30,529 +6%
BFM
33
Boston Financial Management
Massachusetts
$35.1M -$1.32M -20,046 -4%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$33.1M +$1.74M +26,494 +6%
CFA
35
Carroll Financial Associates
North Carolina
$31.8M -$2.3M -34,932 -7%
BFG
36
Bouchey Financial Group
New York
$28.6M -$668K -10,143 -2%
KFP
37
KB Financial Partners
New Jersey
$28.5M +$2.44M +37,096 +9%
SIM
38
Stratos Investment Management
Ohio
$28.3M +$4.31M +65,488 +18%
Truist Financial
39
Truist Financial
North Carolina
$24.4M -$1.66M -25,142 -6%
Creative Planning
40
Creative Planning
Kansas
$24.3M +$23.4M +354,657 +2,377%
JPMPWA
41
J.P. Morgan Private Wealth Advisors
California
$23.3M +$355K +5,387 +2%
GWS
42
Glassman Wealth Services
Virginia
$20.6M +$19.1M +290,690 +1,314%
DLIC
43
Daido Life Insurance Company
Japan
$19.5M – – –
PCIA
44
Prime Capital Investment Advisors
Kansas
$19.4M +$2.51M +38,155 +15%
LCM
45
LVM Capital Management
Michigan
$17.3M +$438K +6,650 +3%
EH
46
Equitable Holdings
New York
$16.3M +$3.51M +53,364 +27%
CRC
47
Curi RMB Capital
Illinois
$16M +$339K +5,154 +2%
CAN
48
Cetera Advisor Networks
California
$14.6M -$2.34M -35,602 -14%
IA
49
IFP Advisors
Florida
$14.5M +$702K +10,654 +5%
SFA
50
Sequoia Financial Advisors
Ohio
$14.1M +$584K +8,864 +4%
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