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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

385 hedge funds and large institutions have $5.63B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 147 increasing their positions, 115 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 29

28% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 115

11% more funds holding in top 10

Funds holding in top 10: 28 → 31 (+3)

1% more funds holding

Funds holding: 382 → 385 (+3)

0.16% more ownership

Funds ownership: 80.79% → 80.94% (+0.16%)

3% less capital invested

Capital invested by funds: $5.78B → $5.63B (-$146M)

Holders
385
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
6.07%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.49%
New
39
Increased
147
Reduced
115
Closed
29
Calls
$987K
Puts
–
Net Calls
+$987K
Net Calls Change
+$421K

Top Buyers

1
HC
Hamilton Capital
Ohio
+$180M
2
HI
Horizon Investments
North Carolina
+$44.8M
3
AWE
Avidian Wealth Enterprises
Texas
+$26.8M
4
SIG
Spinnaker Investment Group
California
+$26.5M
5
CWA
Choice Wealth Advisors
Maine
+$23.1M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$248M
2
AWM
AE Wealth Management
Kansas
-$52M
3
WA
Win Advisors
Florida
-$51.6M
4
TC
TownSquare Capital
Utah
-$22.9M
5
TC
Trilogy Capital
California
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$14.7M -$8.77M -139,038 -38%
OWA
52
Outlook Wealth Advisors
Texas
$14.7M +$6.32M +100,111 +77%
1832 Asset Management
53
1832 Asset Management
Ontario, Canada
$13.9M +$263K +4,170 +2%
WANY
54
Wealthspire Advisors (New York)
New York
$13.4M -$69.4K -1,100 -0.5%
HWM
55
HB Wealth Management
Georgia
$13.3M -$8.2K -130 -0.1%
SFA
56
Sequoia Financial Advisors
Ohio
$13.2M -$462K -7,326 -3%
CAN
57
Cetera Advisor Networks
California
$12.2M -$1.93M -30,505 -14%
MIAN
58
Mariner Independent Advisor Network
Kansas
$12.1M +$6.54M +103,608 +119%
EWMCB
59
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$11.7M -$61.7K -978 -0.5%
FFN
60
Focus Financial Network
Minnesota
$11.5M +$11.4M +181,247 New
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$11.3M -$506K -8,021 -4%
BFA
62
Beaumont Financial Advisors
Massachusetts
$10.8M +$10.1M +160,503 +1,843%
AWM
63
AE Wealth Management
Kansas
$9.85M -$52M -823,452 -84%
HCM
64
Hengehold Capital Management
Ohio
$9.21M +$566K +8,965 +7%
WMR
65
Wealth Management Resources
Rhode Island
$8.9M +$74.5K +1,181 +0.9%
APA
66
Astoria Portfolio Advisors
New York
$8.76M +$386K +6,119 +5%
TAM
67
Townsend Asset Management
North Carolina
$8.3M +$21.9K +347 +0.3%
Goldman Sachs
68
Goldman Sachs
New York
$8.24M +$7.27M +115,219 +808%
HWM
69
Horizon Wealth Management
Illinois
$7.82M -$216K -3,417 -3%
MFG
70
Merit Financial Group
Georgia
$7.79M +$258K +4,095 +3%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$7.78M +$3.69M +58,456 +92%
CGFA
72
Colton Groome Financial Advisors
North Carolina
$7.29M +$1.58M +24,997 +28%
LWP
73
Legacy Wealth Planning
Nevada
$7M -$381K -6,044 -5%
CPA
74
Capital Planning Advisors
California
$6.96M -$28.2K -447 -0.4%
CA
75
Cetera Advisors
Colorado
$6.82M +$257K +4,074 +4%
1 2
3
4 5

DGRW Hedge Fund Activity: Q1 2022 in Review

385 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q1 2022, worth a combined $5.63B — down 2.5% from $5.78B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DGRW positions and 29 closed out — a net gain of 10 holders — while 147 added to existing stakes and 115 trimmed.

The largest buyer was Hamilton Capital, opening a new position worth an estimated $180M. The largest seller was PNC Financial Services Group, cutting an estimated $248M.

  • 385 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q1 2022, up from 382 in Q4 2021.
  • Funds reported $5.63B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q1 2022, down 2.5% quarter-over-quarter.
  • 39 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q1 2022 and 29 closed out, a net change of +10 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q1 2022 was Hamilton Capital, an estimated $180M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q1 2022 was PNC Financial Services Group, an estimated $248M sold.

Based on aggregated 13F filings for Q1 2022.