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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.

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

Top Sellers

1
DLIC
Daido Life Insurance Company
Japan
$0
2
APA
Astoria Portfolio Advisors
New York
$11.2M
3
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
$1.85M
4
PCIA
Prime Capital Investment Advisors
Kansas
$35.4M
5
LW
Lauer Wealth
Indiana
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
501
GHP Investment Advisors
Colorado
$6.4K – – –
BFEC
502
Benjamin F. Edwards & Company
Missouri
$6K – – –
Simplex Trading
503
Simplex Trading
Illinois
$6K +$6K +100 New
AWA
504
Authentikos Wealth Advisory
California
$5.65K +$5.65K +89 New
FWM
505
Focused Wealth Management
New York
$3.29K – – –
WP
506
WealthShield Partners
North Carolina
$2.41K – – –
RIA
507
Realta Investment Advisors
Delaware
$2.07K – – –
GWSA
508
Global Wealth Strategies & Associates
Colorado
$54 – – –
DLIC
509
Daido Life Insurance Company
Japan
– -$19.7M -296,024 Closed
T
510
TCWP
Ohio
– -$2.23M -33,476 Closed
WA
511
Win Advisors
Florida
– -$1.79M -32,622 Closed
Millennium Management
512
Millennium Management
New York
– -$2.05M -30,722 Closed
RL
513
Retireful LLC
Michigan
– -$1.58M -23,660 Closed
SHFP
514
Second Half Financial Partners
Florida
– -$1.51M -22,643 Closed
OAM
515
Occidental Asset Management
California
– -$903K -13,550 Closed
V
516
Veritable
Delaware
– -$860K -12,900 Closed
BCM
517
BlueCrest Capital Management
Jersey
– -$813K -12,190 Closed
SW
518
Simplicity Wealth
New Jersey
– -$758K -11,378 Closed
SS
519
Simplicity Solutions
Minnesota
– -$758K -11,378 Closed
YIH
520
Y-Intercept (HK)
Hong Kong
– -$573K -8,601 Closed
RWM
521
Ritholtz Wealth Management
New York
– -$439K -6,585 Closed
CWA
522
CM Wealth Advisors
Ohio
– -$431K -6,300 Closed
VWA
523
V Wealth Advisors
Kansas
– -$402K -6,027 Closed
AWA
524
Arete Wealth Advisors
Illinois
– -$366K -5,487 Closed
SCA
525
Snowden Capital Advisors
New York
– -$312K -4,675 Closed
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