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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

461 hedge funds and large institutions have $5.56B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 183 increasing their positions, 135 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+19
Holders Change %
+4.3%
% of All Funds
7.38%
Holding in Top 10
45
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.17%
% of All Funds
0.72%
New
57
Increased
183
Reduced
135
Closed
29
Calls
$567K
Puts
$6K
Net Calls
+$561K
Net Calls Change
+$163K

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$30.6M
2
LPL Financial
2
LPL Financial
California
$352M
3
Bank of America
3
Bank of America
North Carolina
$540M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$193M
5
FCM
5
Family Capital Management
Michigan
$12.8M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$56.9K
2
Ameriprise
2
Ameriprise
Minnesota
$276M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$746M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.5M
5
CCA
5
Clearwater Capital Advisors
Illinois
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
51
HB Wealth Management
Georgia
$18.3M -$636K -10,203 -3%
IA
52
IFP Advisors
Florida
$17.9M +$453K +10,893 +3%
AWM
53
AE Wealth Management
Kansas
$17.8M +$1M +16,089 +6%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$17.4M -$2.96M -47,527 -15%
NEI
55
Northwest & Ethical Investments
Ontario, Canada
$17.4M – – –
LCM
56
LVM Capital Management
Michigan
$16.8M +$37.2K +596 +0.2%
Stifel Financial
57
Stifel Financial
Missouri
$15.2M -$685K -10,995 -4%
CRC
58
Curi RMB Capital
Illinois
$14.6M -$231K -3,711 -2%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$14.1M -$9.61M -154,237 -41%
9WM
60
9258 Wealth Management
Ohio
$14.1M +$489K +7,846 +4%
Mariner
61
Mariner
Kansas
$13.8M +$351K +5,633 +3%
FCM
62
Family Capital Management
Michigan
$12.8M +$8.37M +134,235 +189%
AWM
63
Avaii Wealth Management
Wisconsin
$12.6M +$711K +11,401 +6%
C
64
Certuity
Florida
$12.6M +$712K +11,428 +6%
PAWA
65
Palo Alto Wealth Advisors
California
$12.4M +$303K +4,867 +3%
WANY
66
Wealthspire Advisors (New York)
New York
$12.1M -$690K -11,069 -5%
GEA
67
Glen Eagle Advisors
New Jersey
$12M +$6.97M +111,867 +138%
CA
68
Cetera Advisors
Colorado
$11.9M +$3.58M +57,453 +43%
WMR
69
Wealth Management Resources
Rhode Island
$11.8M +$93.6K +1,502 +0.8%
1832 Asset Management
70
1832 Asset Management
Ontario, Canada
$11.8M -$201K -3,220 -2%
SFA
71
Sequoia Financial Advisors
Ohio
$11.7M -$247K -3,959 -2%
RIA
72
Regal Investment Advisors
Michigan
$11.6M +$2.84M +45,477 +32%
CWA
73
Continuum Wealth Advisors
New York
$11.2M -$1.51M -24,200 -12%
FFN
74
Focus Financial Network
Minnesota
$11M -$513K -8,234 -4%
EWMCB
75
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$11M -$158K -2,527 -1%
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