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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

507 hedge funds and large institutions have $6.89B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 229 increasing their positions, 142 reducing their positions, and 35 closing their positions.

Holders
507
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
8.08%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
0.91%
New
48
Increased
229
Reduced
142
Closed
35
Calls
$603K
Puts
$190K
Net Calls
+$413K
Net Calls Change
-$114K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$921M
2
HI
2
Horizon Investments
North Carolina
$76.3M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$54.9M
4
LPL Financial
4
LPL Financial
California
$481M
5
Bank of America
5
Bank of America
North Carolina
$612M

Top Sellers

1
DLIC
1
Daido Life Insurance Company
Japan
$0
2
APA
2
Astoria Portfolio Advisors
New York
$11.2M
3
ZIMP
3
Zimmermann Investment Management & Planning
Pennsylvania
$1.85M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$35.4M
5
LW
5
Lauer Wealth
Indiana
$10.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$28.1M 443,017 +326,431 +280%
PSCM
52
Per Stirling Capital Management
Texas
$27.2M 429,038 +10,054 +2%
BA
53
BCM Advisors
Louisiana
$25.6M 392,705 +392,705 New
Bank of New York Mellon
54
Bank of New York Mellon
New York
$23.9M 376,613 +376,613 New
ACA
55
Aspire Capital Advisors
Washington
$23.7M 373,037 +43,161 +13%
CWA
56
Choice Wealth Advisors
Maine
$21.4M 336,710 -5,030 -1%
JPMPWA
57
J.P. Morgan Private Wealth Advisors
California
$21.3M 335,578 -39,244 -10%
Mariner
58
Mariner
Kansas
$20.9M 329,607 +6,569 +2%
GEA
59
Glen Eagle Advisors
New Jersey
$17.9M 282,074 +53,444 +23%
HWM
60
HB Wealth Management
Georgia
$17.7M 278,086 -6,109 -2%
IA
61
IAM Advisory
Pennsylvania
$17.5M 274,897 +274,897 New
LCM
62
LVM Capital Management
Michigan
$17.4M 273,716 +3,659 +1%
CFA
63
Cahill Financial Advisors
Minnesota
$17.1M 269,881 +3,585 +1%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$17.1M 268,910 +64,303 +31%
AAS
65
Avantax Advisory Services
Texas
$16.4M 258,196 +185,818 +257%
CA
66
Cetera Advisors
Colorado
$16.2M 255,792 +33,514 +15%
TFG
67
Team Financial Group
California
$16.2M 255,381 +255,381 New
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$16.1M 252,903 +17,102 +7%
AWM
69
AE Wealth Management
Kansas
$15.9M 249,783 -36,122 -13%
Truist Financial
70
Truist Financial
North Carolina
$15M 236,130 +74,413 +46%
EFH
71
Eaton Financial Holdings
Florida
$14.7M 231,978 +231,978 New
Stifel Financial
72
Stifel Financial
Missouri
$14.3M 225,398 -38,484 -15%
CRC
73
Curi RMB Capital
Illinois
$14.2M 223,210 -469 -0.2%
FCM
74
Family Capital Management
Michigan
$13.8M 217,916 +6,480 +3%
CWA
75
Continuum Wealth Advisors
New York
$13.8M 216,626 +4,793 +2%
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