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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.

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

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$753M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$25M
3
NEI
Northwest & Ethical Investments
Ontario, Canada
$0
4
RJFSA
Raymond James Financial Services Advisors
Florida
$195M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
476
Bartlett & Co
Ohio
$13K – – –
BCWM
477
Bartlett & Co Wealth Management
Ohio
$12.9K – – –
CAS
478
Coppell Advisory Solutions
Texas
$12.7K +$12.7K +193 New
WOC
479
West Oak Capital
California
$12.7K – – –
BSB
480
Bangor Savings Bank
Maine
$12K – – –
CFGS
481
Concourse Financial Group Securities
Alabama
$11.7K -$89.3K -1,340 -88%
AF
482
Advisornet Financial
Minnesota
$10.9K – – –
WT
483
Whittier Trust
California
$10.7K – – –
PA
484
PSI Advisors
Florida
$10.3K – – –
BLC
485
Brown, Lisle/Cummings
Rhode Island
$10K – – –
JWA
486
JFS Wealth Advisors
Pennsylvania
$9.2K – – –
C
487
Covestor
United Kingdom
$9K -$618 -9 -6%
PP
488
Pacifica Partners
Canada
$8.63K – – –
AIM
489
Anchor Investment Management
South Carolina
$8K – – –
KFI
490
Key Financial Inc
Pennsylvania
$7.33K – – –
BFEC
491
Benjamin F. Edwards & Company
Missouri
$7K – – –
FP
492
Financial Perspectives
Minnesota
$6.93K – – –
GIA
493
GHP Investment Advisors
Colorado
$6.68K – – –
RI
494
Ridgewood Investments
New Jersey
$5.8K – – –
SCA
495
Stonebridge Capital Advisors
Minnesota
$4.8K +$4.8K +72 New
FWM
496
Focused Wealth Management
New York
$3.43K +$66 +1 +2%
WP
497
WealthShield Partners
North Carolina
$2.52K – – –
RIA
498
Realta Investment Advisors
Delaware
$2.07K +$2.07K +31 New
BWM
499
BerganKDV Wealth Management
Minnesota
$400 – – –
RFG
500
RFP Financial Group
Georgia
$141 +$141 +2 New
17 18 19
20
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