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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

385 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.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 29

28% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 115

11% more funds holding in top 10

Funds holding in top 10: 28 → 31 (+3)

1% more funds holding

Funds holding: 382 → 385 (+3)

0.16% more ownership

Funds ownership: 80.79% → 80.94% (+0.16%)

3% less capital invested

Capital invested by funds: $5.78B → $5.63B (-$146M)

Holders
385
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
6.07%
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
Hamilton Capital
Ohio
+$180M
2
HI
Horizon Investments
North Carolina
+$44.8M
3
AWE
Avidian Wealth Enterprises
Texas
+$26.8M
4
SIG
Spinnaker Investment Group
California
+$26.5M
5
CWA
Choice Wealth Advisors
Maine
+$23.1M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$248M
2
AWM
AE Wealth Management
Kansas
-$52M
3
WA
Win Advisors
Florida
-$51.6M
4
TC
TownSquare Capital
Utah
-$22.9M
5
TC
Trilogy Capital
California
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
RW
26
RVW Wealth
California
$38.9M +$1.04M +16,416 +3%
SC
27
Savant Capital
Illinois
$38.7M +$1.36M +21,526 +4%
BFM
28
Boston Financial Management
Massachusetts
$37.3M +$3.28M +51,921 +10%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$35.9M -$1.8M -28,505 -5%
BFG
30
Beacon Financial Group
Texas
$35.2M +$446K +7,071 +1%
Osaic Holdings
31
Osaic Holdings
Arizona
$31.9M -$3.59M -56,873 -10%
KFP
32
KB Financial Partners
New Jersey
$31M +$3.4M +53,910 +12%
BFG
33
Bouchey Financial Group
New York
$30.3M +$2.65M +42,034 +10%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$30M -$1.94M -30,737 -6%
SIG
35
Spinnaker Investment Group
California
$28.9M +$26.5M +419,871 +1,577%
SIM
36
Stratos Investment Management
Ohio
$28.8M +$1.42M +22,544 +5%
AWE
37
Avidian Wealth Enterprises
Texas
$27.7M +$26.8M +424,408 +3,975%
EH
38
Equitable Holdings
New York
$25.8M +$9.94M +157,514 +63%
GWS
39
Glassman Wealth Services
Virginia
$25.4M +$5.4M +85,499 +27%
JMPWA
40
JP Morgan Private Wealth Advisors
California
$25.1M +$2.54M +40,288 +11%
CWA
41
Choice Wealth Advisors
Maine
$23.3M +$23.1M +366,729 New
Truist Financial
42
Truist Financial
North Carolina
$22.6M -$979K -15,520 -4%
ACA
43
Aspire Capital Advisors
Washington
$20.2M +$20M +316,745 New
JP Morgan Chase
44
JP Morgan Chase
New York
$19.4M +$8.03M +127,295 +72%
PCIA
45
Prime Capital Investment Advisors
Kansas
$19.1M -$300K -4,748 -2%
DLIC
46
Daido Life Insurance Company
Japan
$18.8M – – –
LCM
47
LVM Capital Management
Michigan
$17.2M +$464K +7,360 +3%
GM
48
GeoWealth Management
Illinois
$16.9M +$16.7M +265,395 New
CRC
49
Curi RMB Capital
Illinois
$16.2M +$695K +11,008 +5%
IA
50
IFP Advisors
Florida
$16.1M +$10.6M +168,457 +77%
1
2
3 4 5

DGRW Hedge Fund Activity: Q1 2022 in Review

385 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q1 2022, worth a combined $5.63B — down 2.5% from $5.78B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DGRW positions and 29 closed out — a net gain of 10 holders — while 147 added to existing stakes and 115 trimmed.

The largest buyer was Hamilton Capital, opening a new position worth an estimated $180M. The largest seller was PNC Financial Services Group, cutting an estimated $248M.

  • 385 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q1 2022, up from 382 in Q4 2021.
  • Funds reported $5.63B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q1 2022, down 2.5% quarter-over-quarter.
  • 39 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q1 2022 and 29 closed out, a net change of +10 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q1 2022 was Hamilton Capital, an estimated $180M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q1 2022 was PNC Financial Services Group, an estimated $248M sold.

Based on aggregated 13F filings for Q1 2022.