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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

381 hedge funds and large institutions have $5.78B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 138 increasing their positions, 94 reducing their positions, and 15 closing their positions.

Holders
381
Holders Change
+59
Holders Change %
+18.32%
% of All Funds
5.88%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.43%
New
78
Increased
138
Reduced
94
Closed
15
Calls
$566K
Puts
–
Net Calls
+$566K
Net Calls Change
-$229K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$64.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$134M
3
Ameriprise
3
Ameriprise
Minnesota
$192M
4
Creative Planning
4
Creative Planning
Kansas
$24.3M
5
GWS
5
Glassman Wealth Services
Virginia
$20.6M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$41.6M
2
HI
2
Horizon Investments
North Carolina
$111M
3
Morgan Stanley
3
Morgan Stanley
New York
$276M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$138M
5
PI
5
PFS Investments
Georgia
$53.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CGFA
76
Colton Groome Financial Advisors
North Carolina
$5.89M 89,491 -44,813 -33%
MIAN
77
Mariner Independent Advisor Network
Kansas
$5.76M 87,368 -122,304 -58%
GLA
78
Good Life Advisors
Pennsylvania
$5.49M 83,340 +1,512 +2%
Stifel Financial
79
Stifel Financial
Missouri
$5.34M 81,139 +522 +0.6%
AA
80
Ancora Advisors
Ohio
$5.34M 81,098 +3,428 +4%
SWP
81
Stratos Wealth Partners
Ohio
$5.25M 79,685 -10,693 -12%
UCFA
82
United Capital Financial Advisors
Texas
$5.18M 78,614 -4,585 -6%
FG
83
Fiduciary Group
Georgia
$5M 75,946 -2,288 -3%
ACM
84
Avalon Capital Management
California
$4.8M 72,833 +6,801 +10%
MML Investors Services
85
MML Investors Services
Massachusetts
$4.75M 72,063 +21,964 +44%
MA
86
MBA Advisors
Pennsylvania
$4.73M 71,869 +564 +0.8%
LFPWM
87
Leicht Financial Planning & Wealth Management
New Jersey
$4.5M 68,371 +2,198 +3%
OPWM
88
Oxinas Partners Wealth Management
Indiana
$4.44M 67,373 +60,684 +907%
GSWM
89
Golden State Wealth Management
California
$4.39M 66,684 +33,199 +99%
WSFS
90
Wilmington Savings Fund Society
Delaware
$4.24M 64,357 -39 -0.1%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$4.2M 63,754 +39,418 +162%
LF
92
Lantz Financial
Illinois
$4.19M 63,545 -5,306 -8%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$4.17M 63,233 +1,482 +2%
IA
94
Insight Advisors
Pennsylvania
$3.81M 57,775 -3,756 -6%
BCM
95
BlueCrest Capital Management
Jersey
$3.77M 57,273 +53,727 +1,515%
HAS
96
HBW Advisory Services
California
$3.72M 56,418 -296 -0.5%
PAS
97
Park Avenue Securities
New York
$3.7M 56,128 +599 +1%
LAS
98
Lloyd Advisory Services
Georgia
$3.67M 55,675 +55,268 +13,579%
MSAM
99
Moloney Securities Asset Management
Missouri
$3.66M 55,625 +2,457 +5%
LA
100
Latitude Advisors
Florida
$3.6M 54,708 +85 +0.2%
2 3
4
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