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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

501 hedge funds and large institutions have $6.44B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 203 increasing their positions, 140 reducing their positions, and 23 closing their positions.

Holders
501
Holders Change
+40
Holders Change %
+8.68%
% of All Funds
7.9%
Holding in Top 10
50
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.11%
% of All Funds
0.79%
New
64
Increased
203
Reduced
140
Closed
23
Calls
$567K
Puts
$40K
Net Calls
+$527K
Net Calls Change
-$34K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$403M
2
LPL Financial
2
LPL Financial
California
$450M
3
HC
3
Hamilton Capital
Ohio
$485M
4
LFA
4
Legacy Financial Advisors
Kentucky
$46.3M
5
SFG
5
SNS Financial Group
Minnesota
$34.3M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$753M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$25M
3
NEI
3
Northwest & Ethical Investments
Ontario, Canada
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$195M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$46M +$18.8M +281,722 +69%
EH
27
Equitable Holdings
New York
$45.3M +$6.2M +93,030 +16%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$44.3M +$14M +210,360 +46%
PCIA
29
Prime Capital Investment Advisors
Kansas
$44.1M +$7.87M +118,028 +22%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$42.7M -$4.84M -72,571 -10%
BFG
31
Beacon Financial Group
Texas
$41.8M -$292K -4,422 -0.7%
SC
32
Savant Capital
Illinois
$41.3M -$1.93M -28,899 -4%
SIG
33
Spinnaker Investment Group
California
$37.4M +$685K +10,250 +2%
SIM
34
Stratos Investment Management
Ohio
$35.3M +$801K +12,022 +2%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$35.3M +$2.46M +36,889 +7%
SFG
36
SNS Financial Group
Minnesota
$34.3M +$34.3M +515,205 New
Osaic Holdings
37
Osaic Holdings
Arizona
$34M +$7.24M +108,718 +27%
GWSG
38
GPS Wealth Strategies Group
Colorado
$34M -$415K -6,227 -1%
GWS
39
Glassman Wealth Services
Virginia
$33.9M +$322K +4,836 +1%
BFG
40
Bouchey Financial Group
New York
$33.3M +$15.8K +237 +0%
OIA
41
OneDigital Investment Advisors
Kansas
$32.6M -$187K -2,809 -0.6%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$32.6M +$10.4M +156,738 +47%
KAS
43
Kestra Advisory Services
Texas
$32.2M +$737K +11,055 +2%
CAN
44
Cetera Advisor Networks
California
$31.7M +$2.49M +37,325 +9%
KFP
45
KB Financial Partners
New Jersey
$30.5M -$186K -2,785 -0.6%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$30.3M +$11.7M +176,092 +63%
APA
47
Astoria Portfolio Advisors
New York
$29.2M +$2.31M +34,542 +9%
PSCM
48
Per Stirling Capital Management
Texas
$27.9M +$548K +8,219 +2%
NW
49
NewEdge Wealth
Pennsylvania
$27.8M +$4.24M +63,635 +18%
IA
50
IFP Advisors
Florida
$26.5M -$2.24M -33,532 -8%
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