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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

501 hedge funds and large institutions have $6.44B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 203 increasing their positions, 140 reducing their positions, and 23 closing their positions.

Holders
501
Holders Change
+40
Holders Change %
+8.68%
% of All Funds
7.9%
Holding in Top 10
50
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.11%
% of All Funds
0.79%
New
64
Increased
203
Reduced
140
Closed
23
Calls
$567K
Puts
$40K
Net Calls
+$527K
Net Calls Change
-$34K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$403M
2
LPL Financial
2
LPL Financial
California
$450M
3
HC
3
Hamilton Capital
Ohio
$485M
4
LFA
4
Legacy Financial Advisors
Kentucky
$46.3M
5
SFG
5
SNS Financial Group
Minnesota
$34.3M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$753M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$25M
3
NEI
3
Northwest & Ethical Investments
Ontario, Canada
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$195M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$13.6M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMPWA
51
J.P. Morgan Private Wealth Advisors
California
$25M 374,822 -455,713 -55%
CWA
52
Choice Wealth Advisors
Maine
$22.8M 341,740 -11,640 -3%
ACA
53
Aspire Capital Advisors
Washington
$22M 329,876 +5,413 +2%
Mariner
54
Mariner
Kansas
$21.5M 323,038 +101,701 +46%
DLIC
55
Daido Life Insurance Company
Japan
$19.7M 296,024 – –
AWM
56
AE Wealth Management
Kansas
$19.1M 285,905 +801 +0.3%
HWM
57
HB Wealth Management
Georgia
$18.9M 284,195 -9,145 -3%
LCM
58
LVM Capital Management
Michigan
$18M 270,057 +842 +0.3%
CFA
59
Cahill Financial Advisors
Minnesota
$17.8M 266,296 +243,254 +1,056%
Stifel Financial
60
Stifel Financial
Missouri
$17.6M 263,882 +19,737 +8%
LW
61
Lauer Wealth
Indiana
$17.6M 258,723 +194,053 +300%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$15.7M 235,801 +9,524 +4%
GEA
63
Glen Eagle Advisors
New Jersey
$15.2M 228,630 +35,984 +19%
CRC
64
Curi RMB Capital
Illinois
$14.9M 223,679 -10,879 -5%
CA
65
Cetera Advisors
Colorado
$14.8M 222,278 +30,775 +16%
CWA
66
Continuum Wealth Advisors
New York
$14.1M 211,833 +32,523 +18%
FCM
67
Family Capital Management
Michigan
$14.1M 211,436 +6,019 +3%
PAWA
68
Palo Alto Wealth Advisors
California
$13.8M 206,434 +7,717 +4%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$13.6M 204,607 -127,887 -38%
C
70
Certuity
Florida
$13.5M 203,058 +833 +0.4%
AWM
71
Avaii Wealth Management
Wisconsin
$12.8M 192,019 -10,597 -5%
WANY
72
Wealthspire Advisors (New York)
New York
$12.4M 186,752 -7,422 -4%
SFA
73
Sequoia Financial Advisors
Ohio
$12.4M 186,708 -1,126 -0.6%
PI
74
PFS Investments
Georgia
$12.3M 184,016 +184,016 New
WMR
75
Wealth Management Resources
Rhode Island
$12.2M 182,831 -6,941 -4%
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