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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

395 hedge funds and large institutions have $4.46B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 169 increasing their positions, 100 reducing their positions, and 29 closing their positions.

Holders
395
Holders Change
+8
Holders Change %
+2.07%
% of All Funds
6.83%
Holding in Top 10
36
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
41
Increased
169
Reduced
100
Closed
29
Calls
$722K
Puts
–
Net Calls
+$722K
Net Calls Change
-$229K

Top Buyers

1
HC
1
Hamilton Capital
Ohio
$344M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$69.2M
3
LPL Financial
3
LPL Financial
California
$190M
4
CWA
4
Choice Wealth Advisors
Maine
$19.3M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$149M

Top Sellers

1
AWE
1
Avidian Wealth Enterprises
Texas
$4.12M
2
HWM
2
Horizon Wealth Management
Illinois
$0
3
ARC
3
Advisor Resource Council
Texas
$0
4
LFPWM
4
Leicht Financial Planning & Wealth Management
New Jersey
$0
5
KAS
5
Kestra Advisory Services
Texas
$25.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
101
Synovus Financial
Georgia
$4.11M -$128K -2,372 -3%
SWP
102
Stratos Wealth Partners
Ohio
$4.09M +$598K +11,099 +17%
AWS
103
Atria Wealth Solutions
New York
$3.94M +$543K +10,064 +16%
BAWC
104
Boyce & Associates Wealth Consulting
Texas
$3.75M +$195K +3,624 +6%
IWM
105
IHT Wealth Management
Illinois
$3.66M +$463K +8,589 +14%
SWA
106
Stratos Wealth Advisors
Ohio
$3.65M +$191K +3,549 +6%
ACM
107
Avalon Capital Management
California
$3.63M -$275K -5,109 -7%
HFS
108
Howard Financial Services
Texas
$3.56M +$641K +11,886 +22%
AAS
109
Avantax Advisory Services
Texas
$3.46M -$274K -5,088 -7%
KPWS
110
Kestra Private Wealth Services
Texas
$3.33M +$1.72M +31,983 +107%
GVAG
111
Great Valley Advisor Group
Delaware
$3.27M +$2.36M +43,706 +258%
GEA
112
Glen Eagle Advisors
New Jersey
$3.23M +$1.03M +19,182 +47%
IA
113
Insight Advisors
Pennsylvania
$3.19M -$1.78K -33 -0.1%
MSAM
114
Moloney Securities Asset Management
Missouri
$3.07M +$88K +1,632 +3%
FFS
115
Founders Financial Securities
Maryland
$3.07M -$35.4K -656 -1%
LAS
116
LWM Advisory Services
Florida
$2.9M +$479K +8,888 +20%
LF
117
Lantz Financial
Illinois
$2.89M -$362K -6,724 -11%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$2.87M -$588K -10,905 -17%
HAS
119
HBW Advisory Services
California
$2.84M -$365K -6,772 -11%
AC
120
Avant Capital
Louisiana
$2.81M +$114K +2,120 +4%
CIAS
121
Capital Investment Advisory Services
North Carolina
$2.8M +$259K +4,795 +10%
CNBTD
122
Citizens National Bank Trust Department
Mississippi
$2.73M -$170K -3,157 -6%
PAS
123
Park Avenue Securities
New York
$2.69M +$1.35K +25 +0.1%
CGFA
124
Colton Groome Financial Advisors
North Carolina
$2.69M -$732K -13,581 -21%
MFP
125
Meridian Financial Partners
Virginia
$2.66M +$12K +218 +0.5%
3 4
5
6 7