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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

442 hedge funds and large institutions have $10.9B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 190 increasing their positions, 94 reducing their positions, and 23 closing their positions.

Holders
442
Holders Change
+47
Holders Change %
+11.9%
% of All Funds
7.13%
Holding in Top 10
46
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.78%
% of All Funds
0.74%
New
77
Increased
190
Reduced
94
Closed
23
Calls
$525K
Puts
$127K
Net Calls
+$398K
Net Calls Change
-$324K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$5.61B
2
LPL Financial
2
LPL Financial
California
$314M
3
AWA
3
Amplius Wealth Advisors
Pennsylvania
$56.7M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$740M
5
GWSG
5
GPS Wealth Strategies Group
Colorado
$25.1M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$294M
3
Truist Financial
3
Truist Financial
North Carolina
$9.57M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$24.6M
5
OWA
5
Outlook Wealth Advisors
Texas
$428K
Name Market Value Shares Shares
Change 		Shares
Change %
SC
26
Savant Capital
Illinois
$40.3M 667,668 +5,418 +0.8%
BFG
27
Beacon Financial Group
Texas
$39.7M 657,197 +94,944 +17%
TC
28
TownSquare Capital
Utah
$39.4M 651,998 -205 -0%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$37.5M 621,429 +163,235 +36%
PCIA
30
Prime Capital Investment Advisors
Kansas
$36.9M 611,063 +120,580 +25%
RW
31
RVW Wealth
California
$36.7M 607,310 +24,916 +4%
SIG
32
Spinnaker Investment Group
California
$32.2M 533,425 +9,527 +2%
KAS
33
Kestra Advisory Services
Texas
$30.6M 506,251 +28,245 +6%
SIM
34
Stratos Investment Management
Ohio
$29.9M 495,633 +12,099 +3%
BFG
35
Bouchey Financial Group
New York
$29.9M 495,582 +7,121 +1%
EH
36
Equitable Holdings
New York
$29.9M 494,993 +24,884 +5%
GWS
37
Glassman Wealth Services
Virginia
$29M 480,317 +27,423 +6%
KFP
38
KB Financial Partners
New Jersey
$27.7M 459,114 -76,010 -14%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$26.7M 442,214 -9,408 -2%
PSCM
40
Per Stirling Capital Management
Texas
$26.2M 433,732 +433,732 New
Osaic Holdings
41
Osaic Holdings
Arizona
$25.2M 418,114 +80,605 +24%
GWSG
42
GPS Wealth Strategies Group
Colorado
$25.1M 415,814 +331,679 +394%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$24.6M 407,643 -205,769 -34%
CAN
44
Cetera Advisor Networks
California
$24.5M 406,136 +197,760 +95%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$23M 380,514 -47,154 -11%
CWA
46
Choice Wealth Advisors
Maine
$21M 347,475 -10,993 -3%
NW
47
NewEdge Wealth
Pennsylvania
$20.8M 345,139 +43,596 +14%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$19.7M 326,829 +165,655 +103%
APA
49
Astoria Portfolio Advisors
New York
$19.3M 315,683 +133,091 +73%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$19.3M 318,933 +26,909 +9%
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