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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

384 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.

Holders
384
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
6.08%
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
1
Hamilton Capital
Ohio
$182M
2
HI
2
Horizon Investments
North Carolina
$152M
3
SIG
3
Spinnaker Investment Group
California
$28.9M
4
AWE
4
Avidian Wealth Enterprises
Texas
$27.7M
5
CWA
5
Choice Wealth Advisors
Maine
$23.3M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.26B
2
AWM
2
AE Wealth Management
Kansas
$9.85M
3
WA
3
Win Advisors
Florida
$5.54M
4
TC
4
TownSquare Capital
Utah
$40.2M
5
TC
5
Trilogy Capital
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MPW
76
Melone Private Wealth
Michigan
$6.5M 103,229 -2,554 -2%
OPWM
77
Oxinas Partners Wealth Management
Indiana
$6.19M 97,251 +29,878 +44%
Mirae Asset Global Investments
78
Mirae Asset Global Investments
South Korea
$5.86M 92,100 – –
AFG
79
Albion Financial Group
Utah
$5.72M 89,861 -35 -0%
MML Investors Services
80
MML Investors Services
Massachusetts
$5.55M 87,178 +15,115 +21%
WA
81
Win Advisors
Florida
$5.54M 86,950 -817,041 -90%
JWCA
82
J.W. Cole Advisors
Florida
$5.44M 85,404 -38,316 -31%
Stifel Financial
83
Stifel Financial
Missouri
$5.44M 85,376 +4,237 +5%
AA
84
Ancora Advisors
Ohio
$5.32M 83,614 +2,516 +3%
GLA
85
Good Life Advisors
Pennsylvania
$5.28M 82,890 -450 -0.5%
AWS
86
Atria Wealth Solutions
New York
$5.12M 80,430 +80,430 New
UCFA
87
United Capital Financial Advisors
Texas
$4.93M 77,439 -1,175 -1%
SF
88
Synovus Financial
Georgia
$4.89M 76,851 -14,418 -16%
MA
89
MBA Advisors
Pennsylvania
$4.86M 76,359 +4,490 +6%
IWM
90
IHT Wealth Management
Illinois
$4.73M 74,211 -30,326 -29%
ACM
91
Avalon Capital Management
California
$4.45M 72,732 -101 -0.1%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$4.39M 68,924 +68,924 New
FHA
93
Flagship Harbor Advisors
Massachusetts
$4.29M 67,428 +19,328 +40%
FG
94
Fiduciary Group
Georgia
$4.24M 71,471 -4,475 -6%
FFS
95
Founders Financial Securities
Maryland
$4.24M 66,515 +21,784 +49%
LFPWM
96
Leicht Financial Planning & Wealth Management
New Jersey
$4.22M 66,235 -2,136 -3%
GSWM
97
Golden State Wealth Management
California
$4.11M 64,613 -2,071 -3%
WSFS
98
Wilmington Savings Fund Society
Delaware
$4.1M 64,452 +95 +0.1%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$3.93M 61,749 -1,484 -2%
AAS
100
Avantax Advisory Services
Texas
$3.84M 60,398 +6,774 +13%
2 3
4
5 6