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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

507 hedge funds and large institutions have $6.89B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 229 increasing their positions, 142 reducing their positions, and 35 closing their positions.

Holders
507
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
8.08%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
0.91%
New
48
Increased
229
Reduced
142
Closed
35
Calls
$603K
Puts
$190K
Net Calls
+$413K
Net Calls Change
-$114K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$921M
2
HI
2
Horizon Investments
North Carolina
$76.3M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$54.9M
4
LPL Financial
4
LPL Financial
California
$481M
5
Bank of America
5
Bank of America
North Carolina
$612M

Top Sellers

1
DLIC
1
Daido Life Insurance Company
Japan
$0
2
APA
2
Astoria Portfolio Advisors
New York
$11.2M
3
ZIMP
3
Zimmermann Investment Management & Planning
Pennsylvania
$1.85M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$35.4M
5
LW
5
Lauer Wealth
Indiana
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
26
RVW Wealth
California
$45.9M +$955K +15,049 +2%
LFA
27
Legacy Financial Advisors
Kentucky
$45.7M +$1.59M +25,110 +4%
TC
28
TownSquare Capital
Utah
$45.3M +$736K +11,588 +2%
CAN
29
Cetera Advisor Networks
California
$45M +$14.8M +233,082 +49%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$44.6M +$772K +12,166 +2%
PWS
31
Private Wealth Strategies
Ohio
$44.2M +$284K +4,471 +0.6%
BFG
32
Beacon Financial Group
Texas
$42.1M -$456K -6,795 -1%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$41.6M +$889K +14,001 +2%
EH
34
Equitable Holdings
New York
$41.3M -$1.83M -28,883 -4%
SC
35
Savant Capital
Illinois
$37.9M -$1.45M -22,762 -4%
SFG
36
SNS Financial Group
Minnesota
$37.1M +$4.39M +69,181 +13%
SIG
37
Spinnaker Investment Group
California
$37M +$1.43M +22,599 +4%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$36.3M +$2.69M +42,373 +8%
SIM
39
Stratos Investment Management
Ohio
$35.5M +$1.81M +28,441 +5%
PCIA
40
Prime Capital Investment Advisors
Kansas
$35.4M -$6.54M -103,070 -16%
GWS
41
Glassman Wealth Services
Virginia
$35.4M +$3.11M +48,929 +10%
BFG
42
Bouchey Financial Group
New York
$32.5M +$750K +11,817 +2%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$31.6M +$552K +8,693 +2%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$31.3M +$2.4M +37,721 +8%
GWSG
45
GPS Wealth Strategies Group
Colorado
$31.1M -$1.22M -19,293 -4%
OIA
46
OneDigital Investment Advisors
Kansas
$30.9M -$76.1K -1,199 -0.2%
NW
47
NewEdge Wealth
Pennsylvania
$30.5M +$4.06M +63,941 +15%
KAS
48
Kestra Advisory Services
Texas
$30.1M -$518K -8,163 -2%
IA
49
IFP Advisors
Florida
$29.6M +$4.31M +67,853 +17%
KFP
50
KB Financial Partners
New Jersey
$29.4M -$4.11K -64 -0%
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