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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

395 hedge funds and large institutions have $4.46B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 169 increasing their positions, 100 reducing their positions, and 29 closing their positions.

Holders
395
Holders Change
+8
Holders Change %
+2.07%
% of All Funds
6.83%
Holding in Top 10
36
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
41
Increased
169
Reduced
100
Closed
29
Calls
$722K
Puts
–
Net Calls
+$722K
Net Calls Change
-$229K

Top Buyers

1
HC
1
Hamilton Capital
Ohio
$344M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$69.2M
3
LPL Financial
3
LPL Financial
California
$190M
4
CWA
4
Choice Wealth Advisors
Maine
$19.3M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$149M

Top Sellers

1
AWE
1
Avidian Wealth Enterprises
Texas
$4.12M
2
HWM
2
Horizon Wealth Management
Illinois
$0
3
ARC
3
Advisor Resource Council
Texas
$0
4
LFPWM
4
Leicht Financial Planning & Wealth Management
New Jersey
$0
5
KAS
5
Kestra Advisory Services
Texas
$25.8M
Name Market Value Shares Shares
Change 		Shares
Change %
TC
26
TownSquare Capital
Utah
$35.2M 652,203 +16,352 +3%
BFG
27
Beacon Financial Group
Texas
$35.1M 562,253 +225 +0%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$33.1M 613,412 +26,565 +5%
RW
29
RVW Wealth
California
$31.4M 582,394 -28,571 -5%
KFP
30
KB Financial Partners
New Jersey
$28.8M 535,124 +56,324 +12%
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$28.3M 524,439 +32,458 +7%
SIG
32
Spinnaker Investment Group
California
$28.3M 523,898 +62,779 +14%
PCIA
33
Prime Capital Investment Advisors
Kansas
$26.4M 490,483 +36,906 +8%
BFG
34
Bouchey Financial Group
New York
$26.3M 488,461 +12,570 +3%
SIM
35
Stratos Investment Management
Ohio
$26.1M 483,534 +1,086 +0.2%
KAS
36
Kestra Advisory Services
Texas
$25.8M 478,006 -53,315 -10%
EH
37
Equitable Holdings
New York
$25.3M 470,109 +25,666 +6%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$24.7M 458,194 -5,566 -1%
GWS
39
Glassman Wealth Services
Virginia
$24.4M 452,894 +22,224 +5%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$24.3M 451,622 -8,279 -2%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$23.1M 427,668 +154,243 +56%
Truist Financial
42
Truist Financial
North Carolina
$20.3M 376,336 -30,260 -7%
CWA
43
Choice Wealth Advisors
Maine
$19.3M 358,468 +358,468 New
Osaic Holdings
44
Osaic Holdings
Arizona
$18.2M 337,509 +63,866 +23%
IA
45
IFP Advisors
Florida
$17M 407,505 +19,574 +5%
HWM
46
HB Wealth Management
Georgia
$16.4M 304,411 +84,176 +38%
NW
47
NewEdge Wealth
Pennsylvania
$16.3M 301,543 +301,543 New
DLIC
48
Daido Life Insurance Company
Japan
$16M 296,024 – –
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$15.7M 292,024 +26,381 +10%
AWM
50
AE Wealth Management
Kansas
$15.3M 283,578 +71,846 +34%
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