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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

501 hedge funds and large institutions have $6.44B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 203 increasing their positions, 140 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+40
Holders Change %
+8.68%
% of All Funds
7.9%
Holding in Top 10
50
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.11%
% of All Funds
0.79%
New
64
Increased
203
Reduced
140
Closed
23
Calls
$567K
Puts
$40K
Net Calls
+$527K
Net Calls Change
-$34K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$403M
2
LPL Financial
2
LPL Financial
California
$450M
3
HC
3
Hamilton Capital
Ohio
$485M
4
LFA
4
Legacy Financial Advisors
Kentucky
$46.3M
5
SFG
5
SNS Financial Group
Minnesota
$34.3M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$753M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$25M
3
NEI
3
Northwest & Ethical Investments
Ontario, Canada
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$195M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
76
Focus Financial Network
Minnesota
$12.2M +$432K +6,475 +4%
1832 Asset Management
77
1832 Asset Management
Ontario, Canada
$11.9M -$685K -10,270 -5%
MPW
78
Melone Private Wealth
Michigan
$11.7M +$648K +9,727 +6%
HCM
79
Hengehold Capital Management
Ohio
$11.6M -$47.4K -711 -0.4%
TAM
80
Titleist Asset Management
Texas
$11.2M +$270K +4,056 +2%
MML Investors Services
81
MML Investors Services
Massachusetts
$11.1M +$1.41M +21,147 +15%
EWMCB
82
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$10.9M -$842K -12,636 -7%
ZIMP
83
Zimmermann Investment Management & Planning
Pennsylvania
$10.9M +$295K +4,427 +3%
Truist Financial
84
Truist Financial
North Carolina
$10.8M -$470K -7,051 -4%
SWMG
85
Sanchez Wealth Management Group
Florida
$10.5M +$275K +4,126 +3%
CA
86
CGN Advisors
Kansas
$9.81M -$246K -3,689 -2%
KPWS
87
Kestra Private Wealth Services
Texas
$9.64M +$168K +2,522 +2%
TAM
88
Townsend Asset Management
North Carolina
$9.61M +$203K +3,052 +2%
MSFS
89
Main Street Financial Solutions
Pennsylvania
$9.47M -$605K -9,069 -6%
JAG
90
Journey Advisory Group
Kentucky
$8.48M +$692K +10,383 +9%
IA
91
IFG Advisory
Georgia
$7.92M +$7.92M +118,880 New
MPW
92
Monterey Private Wealth
California
$7.89M +$34.9K +523 +0.4%
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$7.77M +$1.47M +22,106 +23%
CA
94
Cresta Advisors
Texas
$7.36M +$7.36M +110,350 New
RIA
95
Regal Investment Advisors
Michigan
$7.3M -$5.07M -76,086 -41%
FHA
96
Flagship Harbor Advisors
Massachusetts
$7.24M +$626K +9,392 +9%
CPA
97
Capital Planning Advisors
California
$7.14M -$1.08M -16,153 -13%
9WM
98
9258 Wealth Management
Ohio
$7.11M -$7.92M -118,758 -53%
OPWM
99
Oxinas Partners Wealth Management
Indiana
$7.05M +$162K +2,425 +2%
MFG
100
Merit Financial Group
Georgia
$6.83M -$1.62M -24,333 -19%
2 3
4
5 6