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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

387 hedge funds and large institutions have $4.25B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 32 closing their positions.

Holders
387
Holders Change
+3
Holders Change %
+0.78%
% of All Funds
6.54%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.51%
New
39
Increased
156
Reduced
103
Closed
32
Calls
$951K
Puts
–
Net Calls
+$951K
Net Calls Change
-$36K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$244M
2
WA
2
Waddell & Associates
Tennessee
$51.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$297M
4
HC
4
Hamilton Capital
Ohio
$181M
5
LPL Financial
5
LPL Financial
California
$180M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$26.6M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$679M
3
HI
3
Horizon Investments
North Carolina
$54.6M
4
PI
4
PFS Investments
Georgia
$11.7M
5
CWA
5
Choice Wealth Advisors
Maine
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OPWM
76
Oxinas Partners Wealth Management
Indiana
$5.74M 100,144 +2,893 +3%
Mirae Asset Global Investments
77
Mirae Asset Global Investments
South Korea
$5.28M 92,100 – –
AFG
78
Albion Financial Group
Utah
$5.15M 89,851 -10 -0%
ARC
79
Advisor Resource Council
Texas
$4.95M 86,329 +86,329 New
GLA
80
Good Life Advisors
Pennsylvania
$4.93M 86,076 +3,186 +4%
AA
81
Ancora Advisors
Ohio
$4.78M 83,350 -264 -0.3%
UCFA
82
United Capital Financial Advisors
Texas
$4.73M 82,539 +5,100 +7%
Stifel Financial
83
Stifel Financial
Missouri
$4.72M 82,355 -3,021 -4%
MA
84
MBA Advisors
Pennsylvania
$4.67M 81,410 +5,051 +7%
FHA
85
Flagship Harbor Advisors
Massachusetts
$4.52M 78,828 +11,400 +17%
SF
86
Synovus Financial
Georgia
$4.5M 78,586 +1,735 +2%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$4.47M 77,940 +54,028 +226%
WSFS
88
Wilmington Savings Fund Society
Delaware
$4.45M 77,622 +13,170 +20%
FG
89
Fiduciary Group
Georgia
$4.39M 71,129 -342 -0.5%
ACM
90
Avalon Capital Management
California
$4.15M 72,356 -376 -0.5%
AAS
91
Avantax Advisory Services
Texas
$3.97M 69,235 +8,837 +15%
C
92
Certuity
Florida
$3.81M 66,528 +57,609 +646%
BAWC
93
Boyce & Associates Wealth Consulting
Texas
$3.77M 65,858 +41,153 +167%
LFPWM
94
Leicht Financial Planning & Wealth Management
New Jersey
$3.74M 65,218 -1,017 -2%
SWP
95
Stratos Wealth Partners
Ohio
$3.71M 64,720 +5,775 +10%
SWA
96
Stratos Wealth Advisors
Ohio
$3.68M 64,222 +64,222 New
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$3.67M 64,096 +2,347 +4%
CGFA
98
Colton Groome Financial Advisors
North Carolina
$3.64M 63,453 -51,035 -45%
AWS
99
Atria Wealth Solutions
New York
$3.61M 62,954 -17,476 -22%
IA
100
Insight Advisors
Pennsylvania
$3.61M 59,159 +1,066 +2%
2 3
4
5 6