DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

381 hedge funds and large institutions have $5.78B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 138 increasing their positions, 94 reducing their positions, and 15 closing their positions.

Holders
381
Holders Change
+59
Holders Change %
+18.32%
% of All Funds
5.88%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.43%
New
78
Increased
138
Reduced
94
Closed
15
Calls
$566K
Puts
–
Net Calls
+$566K
Net Calls Change
-$229K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$64.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$134M
3
Ameriprise
3
Ameriprise
Minnesota
$192M
4
Creative Planning
4
Creative Planning
Kansas
$24.3M
5
GWS
5
Glassman Wealth Services
Virginia
$20.6M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$41.6M
2
HI
2
Horizon Investments
North Carolina
$111M
3
Morgan Stanley
3
Morgan Stanley
New York
$276M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$138M
5
PI
5
PFS Investments
Georgia
$53.2M
Name Market Value Shares Shares
Change 		Shares
Change %
WANY
51
Wealthspire Advisors (New York)
New York
$13.9M 211,765 +40,570 +24%
HWM
52
HB Wealth Management
Georgia
$13.8M 208,905 +208,905 New
TC
53
Trilogy Capital
California
$13M 197,029 +15,128 +8%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$12.2M 185,578 +6,786 +4%
EWMCB
55
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$12.2M 185,112 +2,472 +1%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$11.7M 177,135 +25,281 +17%
1832 Asset Management
57
1832 Asset Management
Ontario, Canada
$11.1M 213,950 +5,950 +3%
WMR
58
Wealth Management Resources
Rhode Island
$9.13M 138,585 +138,585 New
HCM
59
Hengehold Capital Management
Ohio
$8.94M 135,742 +4,164 +3%
APA
60
Astoria Portfolio Advisors
New York
$8.65M 131,391 +131,391 New
OWA
61
Outlook Wealth Advisors
Texas
$8.57M 130,114 +102,632 +373%
TAM
62
Townsend Asset Management
North Carolina
$8.56M 129,998 +1,935 +2%
HWM
63
Horizon Wealth Management
Illinois
$8.32M 126,298 +126,298 New
JWCA
64
J.W. Cole Advisors
Florida
$8.15M 123,720 +123,720 New
JFS
65
JD Financial Services
Pennsylvania
$7.87M 119,513 +14,835 +14%
MFG
66
Merit Financial Group
Georgia
$7.79M 118,340 +52,915 +81%
LWP
67
Legacy Wealth Planning
Nevada
$7.64M 116,045 -25,790 -18%
CPA
68
Capital Planning Advisors
California
$7.22M 109,678 +2,871 +3%
MPW
69
Melone Private Wealth
Michigan
$6.97M 105,783 +105,783 New
IWM
70
IHT Wealth Management
Illinois
$6.89M 104,537 -5,252 -5%
CA
71
Cetera Advisors
Colorado
$6.78M 102,963 +5,949 +6%
Mirae Asset Global Investments
72
Mirae Asset Global Investments
South Korea
$6.07M 92,100 – –
SF
73
Synovus Financial
Georgia
$6.01M 91,269 +2,414 +3%
ARC
74
Advisor Resource Council
Texas
$6.01M 91,249 +91,249 New
AFG
75
Albion Financial Group
Utah
$5.92M 89,896 -335 -0.4%
1 2
3
4 5