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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

387 hedge funds and large institutions have $4.25B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 32 closing their positions.

Holders
387
Holders Change
+3
Holders Change %
+0.78%
% of All Funds
6.54%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.51%
New
39
Increased
156
Reduced
103
Closed
32
Calls
$951K
Puts
–
Net Calls
+$951K
Net Calls Change
-$36K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$244M
2
WA
2
Waddell & Associates
Tennessee
$51.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$297M
4
HC
4
Hamilton Capital
Ohio
$181M
5
LPL Financial
5
LPL Financial
California
$180M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$26.6M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$679M
3
HI
3
Horizon Investments
North Carolina
$54.6M
4
PI
4
PFS Investments
Georgia
$11.7M
5
CWA
5
Choice Wealth Advisors
Maine
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CA
101
CGN Advisors
Kansas
$3.54M 61,741 +61,741 New
LF
102
Lantz Financial
Illinois
$3.46M 60,281 +232 +0.4%
HAS
103
HBW Advisory Services
California
$3.41M 59,500 +56,014 +1,607%
IWM
104
IHT Wealth Management
Illinois
$3.4M 59,315 -14,896 -20%
FFS
105
Founders Financial Securities
Maryland
$3.3M 57,509 -9,006 -14%
MSAM
106
Moloney Securities Asset Management
Missouri
$3.17M 55,359 -454 -0.8%
HFS
107
Howard Financial Services
Texas
$3.1M 54,064 +876 +2%
CNBTD
108
Citizens National Bank Trust Department
Mississippi
$3.08M 53,728 +4,613 +9%
MFP
109
Meridian Financial Partners
Virginia
$2.88M 48,116 +2,345 +5%
AC
110
Avant Capital
Louisiana
$2.87M 50,050 -728 -1%
PAS
111
Park Avenue Securities
New York
$2.86M 49,900 +3,068 +7%
SSWM
112
Sheets Smith Wealth Management
North Carolina
$2.8M 48,847 -486 -1%
CIAS
113
Capital Investment Advisory Services
North Carolina
$2.7M 47,068 +3,966 +9%
SWMG
114
Sanchez Wealth Management Group
Florida
$2.65M 46,181 +486 +1%
JWCA
115
J.W. Cole Advisors
Florida
$2.62M 45,773 -39,631 -46%
LAS
116
LWM Advisory Services
Florida
$2.58M 44,944 +44,944 New
LSA
117
Lansing Street Advisors
Pennsylvania
$2.52M 44,009 -9,024 -17%
SFP
118
Sweet Financial Partners
Minnesota
$2.52M 44,014 +10 +0%
SWP
119
ShoreHaven Wealth Partners
New Jersey
$2.5M 43,709 -10,492 -19%
MTWM
120
Masso Torrence Wealth Management
New Jersey
$2.42M 42,187 +1,138 +3%
CA
121
Claro Advisors
Massachusetts
$2.41M 42,056 +42,056 New
OC
122
Oppenheimer & Co
New York
$2.38M 41,534 +8,481 +26%
EVM
123
Eaton Vance Management
Massachusetts
$2.35M 41,056 +1,026 +3%
GEA
124
Glen Eagle Advisors
New Jersey
$2.33M 40,661 +30,133 +286%
WWM
125
Western Wealth Management
Colorado
$2.29M 39,823 +1,320 +3%
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