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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

461 hedge funds and large institutions have $5.56B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 183 increasing their positions, 135 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+19
Holders Change %
+4.3%
% of All Funds
7.38%
Holding in Top 10
45
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.17%
% of All Funds
0.72%
New
57
Increased
183
Reduced
135
Closed
29
Calls
$567K
Puts
$6K
Net Calls
+$561K
Net Calls Change
+$163K

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$30.6M
2
LPL Financial
2
LPL Financial
California
$352M
3
Bank of America
3
Bank of America
North Carolina
$540M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$193M
5
FCM
5
Family Capital Management
Michigan
$12.8M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$56.9K
2
Ameriprise
2
Ameriprise
Minnesota
$276M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$746M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.5M
5
CCA
5
Clearwater Capital Advisors
Illinois
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
76
Hengehold Capital Management
Ohio
$10.9M +$36.6K +587 +0.3%
Truist Financial
77
Truist Financial
North Carolina
$10.5M +$642K +10,295 +6%
MPW
78
Melone Private Wealth
Michigan
$10.3M +$2.74M +44,078 +36%
TAM
79
Titleist Asset Management
Texas
$10.2M +$10.2M +164,179 New
ZIMP
80
Zimmermann Investment Management & Planning
Pennsylvania
$9.91M +$958K +15,366 +11%
SWMG
81
Sanchez Wealth Management Group
Florida
$9.6M +$20.2K +324 +0.2%
MSFS
82
Main Street Financial Solutions
Pennsylvania
$9.42M +$201K +3,219 +2%
CA
83
CGN Advisors
Kansas
$9.4M +$1.17M +18,801 +14%
MML Investors Services
84
MML Investors Services
Massachusetts
$9.06M -$869K -13,937 -9%
KPWS
85
Kestra Private Wealth Services
Texas
$8.86M +$2.81M +45,060 +46%
TAM
86
Townsend Asset Management
North Carolina
$8.8M +$120K +1,921 +1%
MFG
87
Merit Financial Group
Georgia
$7.91M -$13.2K -212 -0.2%
CPA
88
Capital Planning Advisors
California
$7.69M -$1.02M -16,361 -12%
MPW
89
Monterey Private Wealth
California
$7.35M +$18.4K +295 +0.3%
JAG
90
Journey Advisory Group
Kentucky
$7.28M +$7.28M +116,766 New
OPWM
91
Oxinas Partners Wealth Management
Indiana
$6.44M +$16.9K +271 +0.3%
IWM
92
IHT Wealth Management
Illinois
$6.23M +$5.24K +84 +0.1%
FHA
93
Flagship Harbor Advisors
Massachusetts
$6.19M +$477K +7,646 +8%
UCFA
94
United Capital Financial Advisors
Texas
$6.03M -$117K -1,870 -2%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$5.89M +$156K +2,503 +3%
WSFS
96
Wilmington Savings Fund Society
Delaware
$5.58M +$238K +3,824 +4%
AFG
97
Albion Financial Group
Utah
$5.57M -$25K -401 -0.4%
MA
98
MBA Advisors
Pennsylvania
$5.57M +$185K +2,964 +3%
TCM
99
TD Capital Management
Tennessee
$5.56M +$865K +13,883 +18%
Creative Planning
100
Creative Planning
Kansas
$5.5M -$1.35M -21,636 -20%
2 3
4
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