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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

387 hedge funds and large institutions have $4.25B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 32 closing their positions.

Holders
387
Holders Change
+3
Holders Change %
+0.78%
% of All Funds
6.54%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.51%
New
39
Increased
156
Reduced
103
Closed
32
Calls
$951K
Puts
–
Net Calls
+$951K
Net Calls Change
-$36K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$244M
2
WA
2
Waddell & Associates
Tennessee
$51.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$297M
4
HC
4
Hamilton Capital
Ohio
$181M
5
LPL Financial
5
LPL Financial
California
$180M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$26.6M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$679M
3
HI
3
Horizon Investments
North Carolina
$54.6M
4
PI
4
PFS Investments
Georgia
$11.7M
5
CWA
5
Choice Wealth Advisors
Maine
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
51
Outlook Wealth Advisors
Texas
$12.4M -$834K -14,555 -6%
MIAN
52
Mariner Independent Advisor Network
Kansas
$12.3M +$1.13M +19,310 +10%
AWM
53
AE Wealth Management
Kansas
$12.1M +$3.27M +57,093 +37%
1832 Asset Management
54
1832 Asset Management
Ontario, Canada
$12.1M -$434K -7,580 -3%
WANY
55
Wealthspire Advisors (New York)
New York
$12.1M -$7.74K -135 -0.1%
Creative Planning
56
Creative Planning
Kansas
$11.9M -$1.29M -22,426 -10%
PI
57
PFS Investments
Georgia
$11.7M -$49.9M -869,944 -81%
SFA
58
Sequoia Financial Advisors
Ohio
$11.3M -$524K -9,137 -4%
CAN
59
Cetera Advisor Networks
California
$11.1M +$122K +2,132 +1%
WMR
60
Wealth Management Resources
Rhode Island
$10.7M +$2.71M +47,354 +34%
FFN
61
Focus Financial Network
Minnesota
$10.6M +$220K +3,833 +2%
EWMCB
62
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$10.6M +$3.32K +58 +0%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$9.79M -$430K -7,479 -4%
APA
64
Astoria Portfolio Advisors
New York
$8.61M +$726K +12,666 +9%
AWM
65
Avaii Wealth Management
Wisconsin
$8.56M +$8.56M +149,415 New
HCM
66
Hengehold Capital Management
Ohio
$8.53M +$233K +4,058 +3%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$8.18M +$4.23M +73,783 +107%
LWP
68
Legacy Wealth Planning
Nevada
$7.29M +$983K +17,145 +16%
TAM
69
Townsend Asset Management
North Carolina
$7.17M -$301K -5,253 -4%
MML Investors Services
70
MML Investors Services
Massachusetts
$7.06M +$2.07M +36,086 +41%
CPA
71
Capital Planning Advisors
California
$6.85M +$585K +10,213 +9%
HWM
72
Horizon Wealth Management
Illinois
$6.81M -$229K -3,996 -3%
MFG
73
Merit Financial Group
Georgia
$6.21M -$809K -14,111 -12%
CA
74
Cetera Advisors
Colorado
$6.13M -$4.53K -79 -0.1%
MPW
75
Melone Private Wealth
Michigan
$6.09M +$74.7K +1,281 +1%
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