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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

395 hedge funds and large institutions have $4.46B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 169 increasing their positions, 100 reducing their positions, and 29 closing their positions.

Holders
395
Holders Change
+8
Holders Change %
+2.07%
% of All Funds
6.83%
Holding in Top 10
36
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
41
Increased
169
Reduced
100
Closed
29
Calls
$722K
Puts
–
Net Calls
+$722K
Net Calls Change
-$229K

Top Buyers

1
HC
1
Hamilton Capital
Ohio
$344M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$69.2M
3
LPL Financial
3
LPL Financial
California
$190M
4
CWA
4
Choice Wealth Advisors
Maine
$19.3M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$149M

Top Sellers

1
AWE
1
Avidian Wealth Enterprises
Texas
$4.12M
2
HWM
2
Horizon Wealth Management
Illinois
$0
3
ARC
3
Advisor Resource Council
Texas
$0
4
LFPWM
4
Leicht Financial Planning & Wealth Management
New Jersey
$0
5
KAS
5
Kestra Advisory Services
Texas
$25.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
51
Aspire Capital Advisors
Washington
$15.2M +$361K +6,704 +2%
LCM
52
LVM Capital Management
Michigan
$14M -$779K -14,445 -5%
CRC
53
Curi RMB Capital
Illinois
$13.5M -$640K -11,878 -5%
Stifel Financial
54
Stifel Financial
Missouri
$13M +$8.55M +158,594 +193%
MSFS
55
Main Street Financial Solutions
Pennsylvania
$11.5M +$11.5M +211,120 New
MIAN
56
Mariner Independent Advisor Network
Kansas
$11.4M +$36.9K +685 +0.3%
CAN
57
Cetera Advisor Networks
California
$11.2M +$814K +15,093 +8%
WANY
58
Wealthspire Advisors (New York)
New York
$11.2M -$156K -2,887 -1%
1832 Asset Management
59
1832 Asset Management
Ontario, Canada
$10.6M -$709K -13,160 -6%
SFA
60
Sequoia Financial Advisors
Ohio
$10.3M -$337K -6,259 -3%
WMR
61
Wealth Management Resources
Rhode Island
$10.2M +$98.6K +1,829 +1%
Creative Planning
62
Creative Planning
Kansas
$10.1M -$1.13M -20,918 -10%
FFN
63
Focus Financial Network
Minnesota
$9.87M -$103K -1,912 -1%
EWMCB
64
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$9.84M -$85.8K -1,591 -0.9%
APA
65
Astoria Portfolio Advisors
New York
$9.84M +$1.75M +32,416 +22%
OWA
66
Outlook Wealth Advisors
Texas
$9.54M -$2.09M -38,735 -18%
RIA
67
Regal Investment Advisors
Michigan
$9.35M +$9.35M +173,435 New
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$9.33M +$159K +2,945 +2%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$8.7M +$997K +18,467 +13%
AWM
70
Avaii Wealth Management
Wisconsin
$8.25M +$193K +3,588 +2%
SWMG
71
Sanchez Wealth Management Group
Florida
$8.22M +$5.73M +106,296 +230%
HCM
72
Hengehold Capital Management
Ohio
$8.2M +$175K +3,248 +2%
TC
73
Titleist Capital
Texas
$8.11M +$8.11M +150,355 New
9WM
74
9258 Wealth Management
Ohio
$7.76M +$7.76M +144,013 New
TAM
75
Townsend Asset Management
North Carolina
$6.95M +$205K +3,810 +3%
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