DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

461 hedge funds and large institutions have $5.56B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 183 increasing their positions, 135 reducing their positions, and 29 closing their positions.

Holders
461
Holders Change
+19
Holders Change %
+4.3%
% of All Funds
7.38%
Holding in Top 10
45
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.17%
% of All Funds
0.72%
New
57
Increased
183
Reduced
135
Closed
29
Calls
$567K
Puts
$6K
Net Calls
+$561K
Net Calls Change
+$163K

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$30.6M
2
LPL Financial
2
LPL Financial
California
$352M
3
Bank of America
3
Bank of America
North Carolina
$540M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$193M
5
FCM
5
Family Capital Management
Michigan
$12.8M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$56.9K
2
Ameriprise
2
Ameriprise
Minnesota
$276M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$746M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.5M
5
CCA
5
Clearwater Capital Advisors
Illinois
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
26
RVW Wealth
California
$41.5M +$3.6M +57,719 +10%
SC
27
Savant Capital
Illinois
$40.4M -$1.18M -18,893 -3%
BFG
28
Beacon Financial Group
Texas
$39.9M -$1.15M -18,461 -3%
EH
29
Equitable Holdings
New York
$36.5M +$5.68M +91,074 +18%
SIG
30
Spinnaker Investment Group
California
$34.3M +$1.01M +16,179 +3%
PCIA
31
Prime Capital Investment Advisors
Kansas
$33.9M -$4.22M -67,746 -11%
SIM
32
Stratos Investment Management
Ohio
$32.3M +$1.41M +22,626 +5%
GWSG
33
GPS Wealth Strategies Group
Colorado
$32.2M +$6.24M +100,125 +24%
GWS
34
Glassman Wealth Services
Virginia
$31.4M +$1.5M +24,096 +5%
BFG
35
Bouchey Financial Group
New York
$31.1M +$252K +4,047 +0.8%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$30.7M +$3.11M +49,808 +11%
OIA
37
OneDigital Investment Advisors
Kansas
$30.6M +$30.6M +491,308 New
KAS
38
Kestra Advisory Services
Texas
$29.4M -$2.16M -34,652 -7%
KFP
39
KB Financial Partners
New Jersey
$28.7M +$72.1K +1,157 +0.3%
CAN
40
Cetera Advisor Networks
California
$27.4M +$2.04M +32,772 +8%
PSCM
41
Per Stirling Capital Management
Texas
$25.6M -$1.43M -22,967 -5%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$25.5M -$13.2M -212,389 -34%
Osaic Holdings
43
Osaic Holdings
Arizona
$25.1M -$1.01M -16,118 -4%
APA
44
Astoria Portfolio Advisors
New York
$25M +$5.37M +86,469 +27%
CWA
45
Choice Wealth Advisors
Maine
$22M +$368K +5,905 +2%
NW
46
NewEdge Wealth
Pennsylvania
$22M +$500K +8,016 +2%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$20.7M +$1.52M +24,423 +8%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$20.7M +$790K +12,677 +4%
ACA
49
Aspire Capital Advisors
Washington
$20.2M +$409K +6,564 +2%
DLIC
50
Daido Life Insurance Company
Japan
$18.5M – – –
1
2
3 4 5