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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

384 hedge funds and large institutions have $5.63B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 147 increasing their positions, 115 reducing their positions, and 29 closing their positions.

Holders
384
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
6.08%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.49%
New
39
Increased
147
Reduced
115
Closed
29
Calls
$987K
Puts
–
Net Calls
+$987K
Net Calls Change
+$421K

Top Buyers

1
HC
1
Hamilton Capital
Ohio
$182M
2
HI
2
Horizon Investments
North Carolina
$152M
3
SIG
3
Spinnaker Investment Group
California
$28.9M
4
AWE
4
Avidian Wealth Enterprises
Texas
$27.7M
5
CWA
5
Choice Wealth Advisors
Maine
$23.3M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.26B
2
AWM
2
AE Wealth Management
Kansas
$9.85M
3
WA
3
Win Advisors
Florida
$5.54M
4
TC
4
TownSquare Capital
Utah
$40.2M
5
TC
5
Trilogy Capital
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RW
26
RVW Wealth
California
$38.9M 611,319 +16,416 +3%
SC
27
Savant Capital
Illinois
$38.7M 607,713 +21,526 +4%
BFM
28
Boston Financial Management
Massachusetts
$37.3M 585,319 +51,921 +10%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$35.9M 564,112 -28,505 -5%
BFG
30
Beacon Financial Group
Texas
$35.2M 546,882 +7,071 +1%
Osaic Holdings
31
Osaic Holdings
Arizona
$31.9M 519,327 -56,873 -10%
KFP
32
KB Financial Partners
New Jersey
$31M 486,969 +53,910 +12%
BFG
33
Bouchey Financial Group
New York
$30.3M 475,818 +42,034 +10%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$30M 471,166 -30,737 -6%
SIG
35
Spinnaker Investment Group
California
$28.9M 446,500 +419,871 +1,577%
SIM
36
Stratos Investment Management
Ohio
$28.8M 452,171 +22,544 +5%
AWE
37
Avidian Wealth Enterprises
Texas
$27.7M 435,085 +424,408 +3,975%
EH
38
Equitable Holdings
New York
$25.8M 405,632 +157,514 +63%
GWS
39
Glassman Wealth Services
Virginia
$25.4M 398,305 +85,499 +27%
JPMPWA
40
J.P. Morgan Private Wealth Advisors
California
$25.1M 393,798 +40,288 +11%
CWA
41
Choice Wealth Advisors
Maine
$23.3M 366,729 +366,729 New
Truist Financial
42
Truist Financial
North Carolina
$22.6M 354,874 -15,520 -4%
ACA
43
Aspire Capital Advisors
Washington
$20.2M 316,745 +316,745 New
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$19.4M 304,430 +127,295 +72%
PCIA
45
Prime Capital Investment Advisors
Kansas
$19.1M 290,303 -4,748 -2%
DLIC
46
Daido Life Insurance Company
Japan
$18.8M 296,024 – –
LCM
47
LVM Capital Management
Michigan
$17.2M 270,347 +7,360 +3%
GM
48
GeoWealth Management
Illinois
$16.9M 265,395 +265,395 New
CRC
49
Curi RMB Capital
Illinois
$16.2M 253,867 +11,008 +5%
IA
50
IFP Advisors
Florida
$16.1M 387,931 +168,457 +77%
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