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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

384 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.

Holders
384
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
6.08%
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
1
Hamilton Capital
Ohio
$182M
2
HI
2
Horizon Investments
North Carolina
$152M
3
SIG
3
Spinnaker Investment Group
California
$28.9M
4
AWE
4
Avidian Wealth Enterprises
Texas
$27.7M
5
CWA
5
Choice Wealth Advisors
Maine
$23.3M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.26B
2
AWM
2
AE Wealth Management
Kansas
$9.85M
3
WA
3
Win Advisors
Florida
$5.54M
4
TC
4
TownSquare Capital
Utah
$40.2M
5
TC
5
Trilogy Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$14.7M -$8.85M -139,038 -38%
OWA
52
Outlook Wealth Advisors
Texas
$14.7M +$6.37M +100,111 +77%
1832 Asset Management
53
1832 Asset Management
Ontario, Canada
$13.9M +$266K +4,170 +2%
WANY
54
Wealthspire Advisors (New York)
New York
$13.4M -$70K -1,100 -0.5%
HWM
55
HB Wealth Management
Georgia
$13.3M -$8.28K -130 -0.1%
SFA
56
Sequoia Financial Advisors
Ohio
$13.2M -$466K -7,326 -3%
CAN
57
Cetera Advisor Networks
California
$12.2M -$1.94M -30,505 -14%
MIAN
58
Mariner Independent Advisor Network
Kansas
$12.1M +$6.58M +103,608 +119%
EWMCB
59
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$11.7M -$62.3K -978 -0.5%
FFN
60
Focus Financial Network
Minnesota
$11.5M +$11.5M +181,247 New
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$11.3M -$511K -8,021 -4%
BFA
62
Beaumont Financial Advisors
Massachusetts
$10.8M +$10.2M +160,503 +1,843%
AWM
63
AE Wealth Management
Kansas
$9.85M -$52.4M -823,452 -84%
HCM
64
Hengehold Capital Management
Ohio
$9.21M +$571K +8,965 +7%
WMR
65
Wealth Management Resources
Rhode Island
$8.9M +$75.2K +1,181 +0.9%
APA
66
Astoria Portfolio Advisors
New York
$8.76M +$390K +6,119 +5%
TAM
67
Townsend Asset Management
North Carolina
$8.3M +$22.1K +347 +0.3%
Goldman Sachs
68
Goldman Sachs
New York
$8.24M +$7.34M +115,219 +808%
HWM
69
Horizon Wealth Management
Illinois
$7.82M -$218K -3,417 -3%
MFG
70
Merit Financial Group
Georgia
$7.8M +$261K +4,095 +3%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$7.78M +$3.72M +58,456 +92%
CGFA
72
Colton Groome Financial Advisors
North Carolina
$7.29M +$1.59M +24,997 +28%
LWP
73
Legacy Wealth Planning
Nevada
$7M -$385K -6,044 -5%
CPA
74
Capital Planning Advisors
California
$6.96M -$28.5K -447 -0.4%
CA
75
Cetera Advisors
Colorado
$6.82M +$259K +4,074 +4%
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3
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