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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
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 %
GWSA
501
Global Wealth Strategies & Associates
Colorado
$56 – – –
NEI
502
Northwest & Ethical Investments
Ontario, Canada
– -$17.4M -279,100 Closed
FTUS
503
Flow Traders U.S.
New York
– -$965K -15,477 Closed
CF
504
Centaurus Financial
California
– -$447K -7,171 Closed
ASN
505
Advisory Services Network
Georgia
– -$359K -5,752 Closed
AWA
506
Arkadios Wealth Advisors
Georgia
– -$307K -4,930 Closed
AWMNH
507
Arcadia Wealth Management (New Hampshire)
New Hampshire
– -$305K -4,886 Closed
CCG
508
Chatham Capital Group
Georgia
– -$287K -4,600 Closed
CA
509
Calton & Associates
Florida
– -$265K -4,257 Closed
BAM
510
Belpointe Asset Management
Nevada
– -$250K -4,005 Closed
DIM
511
Delta Investment Management
California
– -$225K -3,604 Closed
PCMC
512
Paragon Capital Management (Colorado)
Colorado
– -$200K -3,216 Closed
TRCT
513
Tower Research Capital (TRC)
New York
– -$116K -1,854 Closed
IFAM
514
Institutional & Family Asset Management
Colorado
– -$62.3K -1,000 Closed
TCWA
515
Ten Capital Wealth Advisors
Washington
– -$55.9K -897 Closed
AAS
516
Ameritas Advisory Services
Nebraska
– -$39.8K -635 Closed
WEG
517
World Equity Group
Illinois
– -$215K -567 Closed
IRC
518
Investors Research Corp
Georgia
– -$26.5K -425 Closed
AF
519
Allworth Financial
California
– -$21.9K -352 Closed
GCWM
520
Graham Capital Wealth Management
District of Columbia
– -$208K -333 Closed
KM
521
Kalos Management
Georgia
– -$14.9K -239 Closed
AWM
522
Accel Wealth Management
Iowa
– -$11.2K -180 Closed
TC
523
Truvestments Capital
Florida
– -$6.17K -99 Closed
M1FG
524
Mach-1 Financial Group
Arkansas
– -$4.3M -69 Closed
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