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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

381 hedge funds and large institutions have $5.78B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 138 increasing their positions, 94 reducing their positions, and 15 closing their positions.

Holders
381
Holders Change
+59
Holders Change %
+18.32%
% of All Funds
5.88%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.43%
New
78
Increased
138
Reduced
94
Closed
15
Calls
$566K
Puts
–
Net Calls
+$566K
Net Calls Change
-$229K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$64.4M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$134M
3
Ameriprise
3
Ameriprise
Minnesota
$192M
4
Creative Planning
4
Creative Planning
Kansas
$24.3M
5
GWS
5
Glassman Wealth Services
Virginia
$20.6M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$41.6M
2
HI
2
Horizon Investments
North Carolina
$111M
3
Morgan Stanley
3
Morgan Stanley
New York
$276M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$138M
5
PI
5
PFS Investments
Georgia
$53.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
101
ShoreHaven Wealth Partners
New Jersey
$3.57M 54,265 -51 -0.1%
AAS
102
Avantax Advisory Services
Texas
$3.53M 53,624 +7,553 +16%
EFA
103
Evernest Financial Advisors
Indiana
$3.52M 48,186 +48,186 New
HFS
104
Howard Financial Services
Texas
$3.49M 53,042 -977 -2%
SSWM
105
Sheets Smith Wealth Management
North Carolina
$3.37M 51,163 -2,169 -4%
FZCM
106
Flynn Zito Capital Management
New York
$3.25M 49,295 +49,295 New
AC
107
Avant Capital
Louisiana
$3.23M 49,055 +49,055 New
CNBTD
108
Citizens National Bank Trust Department
Mississippi
$3.18M 48,346 -87 -0.2%
FHA
109
Flagship Harbor Advisors
Massachusetts
$3.17M 48,100 +32,594 +210%
MFP
110
Meridian Financial Partners
Virginia
$2.95M 46,296 +880 +2%
FFS
111
Founders Financial Securities
Maryland
$2.95M 44,731 -24,310 -35%
SFP
112
Sweet Financial Partners
Minnesota
$2.93M 44,497 +44,497 New
SWMG
113
Sanchez Wealth Management Group
Florida
$2.9M 44,042 -6,572 -13%
CIAS
114
Capital Investment Advisory Services
North Carolina
$2.8M 42,548 +42,548 New
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$2.74M 41,592 -2,710 -6%
IAIM
116
International Assets Investment Management
Florida
$2.69M 46,394 +24,531 +112%
CCT
117
Country Club Trust
Missouri
$2.68M 40,685 -451 -1%
TFA
118
Tranquilli Financial Advisor
New Jersey
$2.61M 39,633 -12,930 -25%
AIP
119
Almanack Investment Partners
Pennsylvania
$2.55M 38,669 +9,255 +31%
MTWM
120
Masso Torrence Wealth Management
New Jersey
$2.25M 34,091 +34,091 New
Brown Advisory
121
Brown Advisory
Maryland
$2.23M 33,797 – –
GSEP
122
Golden State Equity Partners
California
$2.1M 31,911 -65,846 -67%
BMA
123
Brooks Moore & Associates
Tennessee
$1.96M 29,766 -6,330 -18%
AFP
124
Ausdal Financial Partners
Iowa
$1.95M 29,666 -1 -0%
CAM
125
Cresset Asset Management
Illinois
$1.84M 28,004 +9 +0%
3 4
5
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