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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

442 hedge funds and large institutions have $10.9B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 190 increasing their positions, 94 reducing their positions, and 23 closing their positions.

Holders
442
Holders Change
+47
Holders Change %
+11.9%
% of All Funds
7.13%
Holding in Top 10
46
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.78%
% of All Funds
0.74%
New
77
Increased
190
Reduced
94
Closed
23
Calls
$525K
Puts
$127K
Net Calls
+$398K
Net Calls Change
-$324K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$5.61B
2
LPL Financial
2
LPL Financial
California
$314M
3
AWA
3
Amplius Wealth Advisors
Pennsylvania
$56.7M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$740M
5
GWSG
5
GPS Wealth Strategies Group
Colorado
$25.1M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$294M
3
Truist Financial
3
Truist Financial
North Carolina
$9.57M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$24.6M
5
OWA
5
Outlook Wealth Advisors
Texas
$428K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
51
Aspire Capital Advisors
Washington
$19.2M +$2.22M +36,846 +13%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$18.6M +$8.15M +135,048 +78%
HWM
53
HB Wealth Management
Georgia
$18.3M -$52.4K -868 -0.3%
DLIC
54
Daido Life Insurance Company
Japan
$17.9M – – –
IA
55
IFP Advisors
Florida
$17.5M +$535K +12,867 +3%
NEI
56
Northwest & Ethical Investments
Ontario, Canada
$16.8M +$13.9M +231,000 +480%
AWM
57
AE Wealth Management
Kansas
$16.2M -$879K -14,563 -5%
LCM
58
LVM Capital Management
Michigan
$16.2M +$578K +9,582 +4%
Stifel Financial
59
Stifel Financial
Missouri
$15.4M +$857K +14,191 +6%
CRC
60
Curi RMB Capital
Illinois
$14.4M -$727K -12,045 -5%
9WM
61
9258 Wealth Management
Ohio
$13.1M +$4.44M +73,529 +51%
Mariner
62
Mariner
Kansas
$13M +$12.7M +209,990 +3,675%
WANY
63
Wealthspire Advisors (New York)
New York
$12.4M -$145K -2,400 -1%
CWA
64
Continuum Wealth Advisors
New York
$12.3M +$12.3M +203,510 New
PI
65
PFS Investments
Georgia
$12.2M -$219K -3,621 -2%
PAWA
66
Palo Alto Wealth Advisors
California
$11.7M +$11.7M +193,850 New
1832 Asset Management
67
1832 Asset Management
Ontario, Canada
$11.6M -$305K -5,060 -3%
SFA
68
Sequoia Financial Advisors
Ohio
$11.6M +$21.7K +360 +0.2%
AWM
69
Avaii Wealth Management
Wisconsin
$11.5M +$2.31M +38,212 +25%
C
70
Certuity
Florida
$11.5M +$5.85M +96,938 +103%
WMR
71
Wealth Management Resources
Rhode Island
$11.4M -$41K -679 -0.4%
FFN
72
Focus Financial Network
Minnesota
$11.1M +$82.4K +1,365 +0.7%
EWMCB
73
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$10.8M -$238K -3,950 -2%
HCM
74
Hengehold Capital Management
Ohio
$10.5M +$1.31M +21,622 +14%
TC
75
Titleist Capital
Texas
$10.3M +$1.2M +19,880 +13%
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