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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

507 hedge funds and large institutions have $6.89B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 229 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
8.08%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
0.91%
New
48
Increased
229
Reduced
142
Closed
35
Calls
$603K
Puts
$190K
Net Calls
+$413K
Net Calls Change
-$114K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$921M
2
HI
2
Horizon Investments
North Carolina
$76.3M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$54.9M
4
LPL Financial
4
LPL Financial
California
$481M
5
Bank of America
5
Bank of America
North Carolina
$612M

Top Sellers

1
DLIC
1
Daido Life Insurance Company
Japan
$0
2
APA
2
Astoria Portfolio Advisors
New York
$11.2M
3
ZIMP
3
Zimmermann Investment Management & Planning
Pennsylvania
$1.85M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$35.4M
5
LW
5
Lauer Wealth
Indiana
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAWA
76
Palo Alto Wealth Advisors
California
$13.4M +$262K +4,128 +2%
C
77
Certuity
Florida
$13.3M +$396K +6,242 +3%
AWM
78
Avaii Wealth Management
Wisconsin
$13M +$848K +13,352 +7%
AWS
79
Atria Wealth Solutions
New York
$12M +$7.94M +125,118 +197%
SFA
80
Sequoia Financial Advisors
Ohio
$11.8M -$82.3K -1,296 -0.7%
FFN
81
Focus Financial Network
Minnesota
$11.8M +$146K +2,296 +1%
MPW
82
Melone Private Wealth
Michigan
$11.7M +$620K +9,764 +6%
WMR
83
Wealth Management Resources
Rhode Island
$11.6M -$27.6K -434 -0.2%
WANY
84
Wealthspire Advisors (New York)
New York
$11.6M -$290K -4,566 -2%
1832 Asset Management
85
1832 Asset Management
Ontario, Canada
$11.2M -$143K -2,260 -1%
DADC
86
D.A. Davidson & Co
Montana
$11.2M +$8.78M +138,316 +364%
APA
87
Astoria Portfolio Advisors
New York
$11.2M -$15.8M -255,889 -59%
MML Investors Services
88
MML Investors Services
Massachusetts
$11M +$471K +7,412 +4%
TAM
89
Titleist Asset Management
Texas
$10.8M +$91.7K +1,445 +0.9%
CA
90
CGN Advisors
Kansas
$10.6M +$1.3M +20,532 +14%
LW
91
Lauer Wealth
Indiana
$10.6M -$6.13M -94,747 -37%
SWMG
92
Sanchez Wealth Management Group
Florida
$10.3M +$303K +4,779 +3%
TAM
93
Townsend Asset Management
North Carolina
$9.82M +$669K +10,530 +7%
EWMCB
94
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$9.81M -$570K -8,973 -5%
CA
95
Cresta Advisors
Texas
$9.76M +$2.75M +43,387 +39%
KPWS
96
Kestra Private Wealth Services
Texas
$9.65M +$461K +7,254 +5%
FP
97
Fiduciary Planning
Florida
$9.23M +$9.23M +145,302 New
HCM
98
Hengehold Capital Management
Ohio
$9.04M -$1.97M -31,055 -18%
ACA
99
Aptus Capital Advisors
Alabama
$8.93M +$8.77M +138,196 +5,792%
MSFS
100
Main Street Financial Solutions
Pennsylvania
$8.63M -$391K -6,165 -4%
2 3
4
5 6