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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

387 hedge funds and large institutions have $4.25B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 32 closing their positions.

Holders
387
Holders Change
+3
Holders Change %
+0.78%
% of All Funds
6.54%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.51%
New
39
Increased
156
Reduced
103
Closed
32
Calls
$951K
Puts
–
Net Calls
+$951K
Net Calls Change
-$36K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$244M
2
WA
2
Waddell & Associates
Tennessee
$51.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$297M
4
HC
4
Hamilton Capital
Ohio
$181M
5
LPL Financial
5
LPL Financial
California
$180M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$26.6M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$679M
3
HI
3
Horizon Investments
North Carolina
$54.6M
4
PI
4
PFS Investments
Georgia
$11.7M
5
CWA
5
Choice Wealth Advisors
Maine
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RW
26
RVW Wealth
California
$35M 610,965 -354 -0.1%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$33.6M 586,847 +22,735 +4%
BFG
28
Beacon Financial Group
Texas
$32.6M 562,028 +15,146 +3%
KAS
29
Kestra Advisory Services
Texas
$30.5M 531,321 -134,434 -20%
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$28.2M 491,981 +98,183 +25%
SIM
31
Stratos Investment Management
Ohio
$27.6M 482,448 +30,277 +7%
KFP
32
KB Financial Partners
New Jersey
$27.4M 478,800 -8,169 -2%
BFG
33
Bouchey Financial Group
New York
$27.3M 475,891 +73 +0%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$26.6M 463,760 -8,202,940 -95%
AWE
35
Avidian Wealth Enterprises
Texas
$26.5M 461,739 +26,654 +6%
SIG
36
Spinnaker Investment Group
California
$26.4M 461,119 +14,619 +3%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$26.4M 459,901 -11,265 -2%
PCIA
38
Prime Capital Investment Advisors
Kansas
$26M 453,577 +163,274 +56%
EH
39
Equitable Holdings
New York
$25.5M 444,443 +38,811 +10%
GWS
40
Glassman Wealth Services
Virginia
$24.7M 430,670 +32,365 +8%
Truist Financial
41
Truist Financial
North Carolina
$23.3M 406,596 +51,722 +15%
DLIC
42
Daido Life Insurance Company
Japan
$17M 296,024 – –
IA
43
IFP Advisors
Florida
$16.1M 387,931 – –
ACA
44
Aspire Capital Advisors
Washington
$15.7M 274,349 -42,396 -13%
Osaic Holdings
45
Osaic Holdings
Arizona
$15.7M 273,643 -245,684 -47%
LCM
46
LVM Capital Management
Michigan
$15.7M 273,482 +3,135 +1%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$15.7M 273,425 -31,005 -10%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$15.2M 265,643 +143,433 +117%
CRC
49
Curi RMB Capital
Illinois
$15M 262,192 +8,325 +3%
HWM
50
HB Wealth Management
Georgia
$12.6M 220,235 +11,460 +5%
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