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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

384 hedge funds and large institutions have $5.63B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 147 increasing their positions, 115 reducing their positions, and 29 closing their positions.

Holders
384
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
6.08%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.49%
New
39
Increased
147
Reduced
115
Closed
29
Calls
$987K
Puts
–
Net Calls
+$987K
Net Calls Change
+$421K

Top Buyers

1
HC
1
Hamilton Capital
Ohio
$182M
2
HI
2
Horizon Investments
North Carolina
$152M
3
SIG
3
Spinnaker Investment Group
California
$28.9M
4
AWE
4
Avidian Wealth Enterprises
Texas
$27.7M
5
CWA
5
Choice Wealth Advisors
Maine
$23.3M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.26B
2
AWM
2
AE Wealth Management
Kansas
$9.85M
3
WA
3
Win Advisors
Florida
$5.54M
4
TC
4
TownSquare Capital
Utah
$40.2M
5
TC
5
Trilogy Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
101
Lantz Financial
Illinois
$3.82M -$223K -3,496 -6%
SWP
102
Stratos Wealth Partners
Ohio
$3.75M -$1.32M -20,740 -26%
IA
103
Insight Advisors
Pennsylvania
$3.7M +$20.2K +318 +0.6%
MSAM
104
Moloney Securities Asset Management
Missouri
$3.55M +$12K +188 +0.3%
SWP
105
ShoreHaven Wealth Partners
New Jersey
$3.45M -$4.07K -64 -0.1%
GSEP
106
Golden State Equity Partners
California
$3.4M +$1.37M +21,536 +67%
LSA
107
Lansing Street Advisors
Pennsylvania
$3.39M +$3.39M +53,033 New
HFS
108
Howard Financial Services
Texas
$3.39M +$9.3K +146 +0.3%
AC
109
Avant Capital
Louisiana
$3.23M +$110K +1,723 +4%
TFA
110
Tranquilli Financial Advisor
New Jersey
$3.21M +$691K +10,846 +27%
SSWM
111
Sheets Smith Wealth Management
North Carolina
$3.14M -$117K -1,830 -4%
CNBTD
112
Citizens National Bank Trust Department
Mississippi
$3.01M +$47.1K +769 +2%
PAS
113
Park Avenue Securities
New York
$2.98M -$592K -9,296 -17%
MFP
114
Meridian Financial Partners
Virginia
$2.91M -$33.4K -525 -1%
SWMG
115
Sanchez Wealth Management Group
Florida
$2.91M +$105K +1,653 +4%
SFP
116
Sweet Financial Partners
Minnesota
$2.8M -$31.4K -493 -1%
CIAS
117
Capital Investment Advisory Services
North Carolina
$2.74M +$35.3K +554 +1%
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$2.74M +$1.6M +25,205 +141%
FZCM
119
Flynn Zito Capital Management
New York
$2.69M -$453K -7,113 -14%
WWM
120
Windsor Wealth Management
Indiana
$2.65M +$1.32M +20,247 +99%
MTWM
121
Masso Torrence Wealth Management
New Jersey
$2.61M +$443K +6,958 +20%
CCB
122
Country Club Bank
Missouri
$2.58M +$2.58M +40,031 New
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$2.57M -$78.6K -1,235 -3%
EVM
124
Eaton Vance Management
Massachusetts
$2.55M +$778K +12,225 +44%
WWM
125
Western Wealth Management
Colorado
$2.45M +$1.3M +20,463 +113%
3 4
5
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