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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

385 hedge funds and large institutions have $5.63B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 147 increasing their positions, 115 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 29

28% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 115

11% more funds holding in top 10

Funds holding in top 10: 28 → 31 (+3)

1% more funds holding

Funds holding: 382 → 385 (+3)

0.16% more ownership

Funds ownership: 80.79% → 80.94% (+0.16%)

3% less capital invested

Capital invested by funds: $5.78B → $5.63B (-$146M)

Holders
385
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
6.07%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.49%
New
39
Increased
147
Reduced
115
Closed
29
Calls
$987K
Puts
–
Net Calls
+$987K
Net Calls Change
+$421K

Top Buyers

1
HC
Hamilton Capital
Ohio
+$180M
2
HI
Horizon Investments
North Carolina
+$44.8M
3
AWE
Avidian Wealth Enterprises
Texas
+$26.8M
4
SIG
Spinnaker Investment Group
California
+$26.5M
5
CWA
Choice Wealth Advisors
Maine
+$23.1M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$248M
2
AWM
AE Wealth Management
Kansas
-$52M
3
WA
Win Advisors
Florida
-$51.6M
4
TC
TownSquare Capital
Utah
-$22.9M
5
TC
Trilogy Capital
California
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
76
Melone Private Wealth
Michigan
$6.5M -$161K -2,554 -2%
OPWM
77
Oxinas Partners Wealth Management
Indiana
$6.19M +$1.89M +29,878 +44%
Mirae Asset Global Investments
78
Mirae Asset Global Investments
South Korea
$5.86M – – –
AFG
79
Albion Financial Group
Utah
$5.72M -$2.21K -35 -0%
MML Investors Services
80
MML Investors Services
Massachusetts
$5.55M +$954K +15,115 +21%
WA
81
Win Advisors
Florida
$5.54M -$51.6M -817,041 -90%
JWCA
82
J.W. Cole Advisors
Florida
$5.44M -$2.42M -38,316 -31%
Stifel Financial
83
Stifel Financial
Missouri
$5.44M +$267K +4,237 +5%
AA
84
Ancora Advisors
Ohio
$5.32M +$159K +2,516 +3%
GLA
85
Good Life Advisors
Pennsylvania
$5.28M -$28.4K -450 -0.5%
AWS
86
Atria Wealth Solutions
New York
$5.12M +$5.08M +80,430 New
UCFA
87
United Capital Financial Advisors
Texas
$4.93M -$74.2K -1,175 -1%
SF
88
Synovus Financial
Georgia
$4.89M -$910K -14,418 -16%
MA
89
MBA Advisors
Pennsylvania
$4.86M +$283K +4,490 +6%
IWM
90
IHT Wealth Management
Illinois
$4.72M -$1.91M -30,326 -29%
ACM
91
Avalon Capital Management
California
$4.45M -$6.37K -101 -0.1%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$4.39M +$4.35M +68,924 New
FHA
93
Flagship Harbor Advisors
Massachusetts
$4.29M +$1.22M +19,328 +40%
FG
94
Fiduciary Group
Georgia
$4.24M -$282K -4,475 -6%
FFS
95
Founders Financial Securities
Maryland
$4.24M +$1.37M +21,784 +49%
LFPWM
96
Leicht Financial Planning & Wealth Management
New Jersey
$4.22M -$135K -2,136 -3%
GSWM
97
Golden State Wealth Management
California
$4.11M -$131K -2,071 -3%
WSFS
98
Wilmington Savings Fund Society
Delaware
$4.1M +$6K +95 +0.1%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$3.93M -$93.7K -1,484 -2%
AAS
100
Avantax Advisory Services
Texas
$3.84M +$427K +6,774 +13%
2 3
4
5 6

DGRW Hedge Fund Activity: Q1 2022 in Review

385 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q1 2022, worth a combined $5.63B — down 2.5% from $5.78B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DGRW positions and 29 closed out — a net gain of 10 holders — while 147 added to existing stakes and 115 trimmed.

The largest buyer was Hamilton Capital, opening a new position worth an estimated $180M. The largest seller was PNC Financial Services Group, cutting an estimated $248M.

  • 385 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q1 2022, up from 382 in Q4 2021.
  • Funds reported $5.63B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q1 2022, down 2.5% quarter-over-quarter.
  • 39 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q1 2022 and 29 closed out, a net change of +10 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q1 2022 was Hamilton Capital, an estimated $180M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q1 2022 was PNC Financial Services Group, an estimated $248M sold.

Based on aggregated 13F filings for Q1 2022.