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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

442 hedge funds and large institutions have $10.9B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 190 increasing their positions, 94 reducing their positions, and 23 closing their positions.

Holders
442
Holders Change
+47
Holders Change %
+11.9%
% of All Funds
7.13%
Holding in Top 10
46
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.78%
% of All Funds
0.74%
New
77
Increased
190
Reduced
94
Closed
23
Calls
$525K
Puts
$127K
Net Calls
+$398K
Net Calls Change
-$324K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$5.61B
2
LPL Financial
2
LPL Financial
California
$314M
3
AWA
3
Amplius Wealth Advisors
Pennsylvania
$56.7M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$740M
5
GWSG
5
GPS Wealth Strategies Group
Colorado
$25.1M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$294M
3
Truist Financial
3
Truist Financial
North Carolina
$9.57M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$24.6M
5
OWA
5
Outlook Wealth Advisors
Texas
$428K
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$9.61M +$2.14M +35,417 +29%
Truist Financial
77
Truist Financial
North Carolina
$9.57M -$13.2M -217,863 -58%
SWMG
78
Sanchez Wealth Management Group
Florida
$9.28M +$76.3K +1,264 +0.8%
MSFS
79
Main Street Financial Solutions
Pennsylvania
$8.93M -$3.81M -63,172 -30%
AA
80
Ancora Advisors
Ohio
$8.7M +$3.99M +66,058 +85%
ZIMP
81
Zimmermann Investment Management & Planning
Pennsylvania
$8.67M +$2.56M +42,337 +42%
RIA
82
Regal Investment Advisors
Michigan
$8.46M -$2.01M -33,271 -19%
CPA
83
Capital Planning Advisors
California
$8.43M +$798K +13,216 +10%
TAM
84
Townsend Asset Management
North Carolina
$8.4M +$622K +10,300 +8%
CA
85
Cetera Advisors
Colorado
$8.09M +$482K +7,992 +6%
CA
86
CGN Advisors
Kansas
$7.97M +$2.35M +38,990 +42%
MFG
87
Merit Financial Group
Georgia
$7.67M +$573K +9,499 +8%
MPW
88
Melone Private Wealth
Michigan
$7.33M +$712K +11,793 +11%
MPW
89
Monterey Private Wealth
California
$7.1M +$66K +1,093 +0.9%
WWM
90
WJ Wealth Management
Arizona
$6.66M +$862K +14,282 +15%
Creative Planning
91
Creative Planning
Kansas
$6.63M -$4.67M -77,393 -41%
MA
92
MJP Associates
Connecticut
$6.38M +$6.38M +105,714 New
OPWM
93
Oxinas Partners Wealth Management
Indiana
$6.22M +$418K +6,926 +7%
IWM
94
IHT Wealth Management
Illinois
$6.02M +$1.92M +31,871 +47%
UCFA
95
United Capital Financial Advisors
Texas
$5.96M -$40.3K -668 -0.7%
KPWS
96
Kestra Private Wealth Services
Texas
$5.86M +$2.13M +35,316 +57%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$5.55M +$339K +5,610 +6%
FHA
98
Flagship Harbor Advisors
Massachusetts
$5.53M +$778K +12,885 +16%
Baird Financial Group
99
Baird Financial Group
Wisconsin
$5.45M +$4.12M +68,258 +310%
AFG
100
Albion Financial Group
Utah
$5.42M -$4.71K -78 -0.1%
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4
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