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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

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 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 100

37% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 30

20% more funds holding in top 10

Funds holding in top 10: 30 → 36 (+6)

2% more funds holding

Funds holding: 388 → 395 (+7)

5% more capital invested

Capital invested by funds: $4.25B → $4.46B (+$203M)

0.54% more ownership

Funds ownership: 70.3% → 70.84% (+0.54%)

Holders
395
Holders Change
+7
Holders Change %
+1.8%
% of All Funds
6.8%
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
30
Calls
$722K
Puts
–
Net Calls
+$722K
Net Calls Change
-$229K

Top Buyers

Rank Fund Capital Flow
1
HC
Hamilton Capital
Ohio
+$191M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$76M
3
LPL Financial
LPL Financial
California
+$22.1M
4
CWA
Choice Wealth Advisors
Maine
+$21.2M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$19.9M

Top Sellers

Rank Fund Capital Flow
1
AWE
Avidian Wealth Enterprises
Texas
-$22.8M
2
HWM
Horizon Wealth Management
Illinois
-$6.81M
3
ARC
Advisor Resource Council
Texas
-$4.95M
4
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
-$3.74M
5
KAS
Kestra Advisory Services
Texas
-$3.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
SF
101
Synovus Financial
Georgia
$4.11M -$140K -2,372 -3%
SWP
102
Stratos Wealth Partners
Ohio
$4.09M +$656K +11,099 +17%
AWS
103
Atria Wealth Solutions
New York
$3.94M +$595K +10,064 +16%
BAWC
104
Boyce & Associates Wealth Consulting
Texas
$3.75M +$214K +3,624 +6%
IWM
105
IHT Wealth Management
Illinois
$3.66M +$508K +8,589 +14%
SWA
106
Stratos Wealth Advisors
Ohio
$3.65M +$210K +3,549 +6%
ACM
107
Avalon Capital Management
California
$3.63M -$302K -5,109 -7%
HFS
108
Howard Financial Services
Texas
$3.56M +$703K +11,886 +22%
AAS
109
Avantax Advisory Services
Texas
$3.46M -$301K -5,088 -7%
KPWS
110
Kestra Private Wealth Services
Texas
$3.33M +$1.89M +31,983 +107%
GVAG
111
Great Valley Advisor Group
Delaware
$3.27M +$2.58M +43,706 +258%
GEA
112
Glen Eagle Advisors
New Jersey
$3.23M +$1.13M +19,182 +47%
IA
113
Insight Advisors
Pennsylvania
$3.19M -$1.95K -33 -0.1%
MSAM
114
Moloney Securities Asset Management
Missouri
$3.07M +$96.5K +1,632 +3%
FFS
115
Founders Financial Securities
Maryland
$3.06M -$38.8K -656 -1%
LAS
116
LWM Advisory Services
Florida
$2.9M +$526K +8,888 +20%
LF
117
Lantz Financial
Illinois
$2.89M -$398K -6,724 -11%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$2.87M -$645K -10,905 -17%
HAS
119
HBW Advisory Services
California
$2.84M -$400K -6,772 -11%
AC
120
Avant Capital
Louisiana
$2.81M +$125K +2,120 +4%
CIAS
121
Capital Investment Advisory Services
North Carolina
$2.8M +$284K +4,795 +10%
CNBTD
122
Citizens National Bank Trust Department
Mississippi
$2.73M -$187K -3,157 -6%
PAS
123
Park Avenue Securities
New York
$2.69M +$1.48K +25 +0.1%
CGFA
124
Colton Groome Financial Advisors
North Carolina
$2.69M -$803K -13,581 -21%
MFP
125
Meridian Financial Partners
Virginia
$2.66M +$12.9K +218 +0.5%
3 4
5
6 7

DGRW Hedge Fund Activity: Q3 2022 in Review

395 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q3 2022, worth a combined $4.46B — up 4.8% from $4.25B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new DGRW positions and 30 closed out — a net gain of 11 holders — while 169 added to existing stakes and 100 trimmed.

The largest buyer was Hamilton Capital, adding an estimated $191M. The largest seller was Avidian Wealth Enterprises, cutting an estimated $22.8M.

  • 395 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q3 2022, up from 388 in Q2 2022.
  • Funds reported $4.46B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q3 2022, up 4.8% quarter-over-quarter.
  • 41 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q3 2022 and 30 closed out, a net change of +11 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q3 2022 was Hamilton Capital, an estimated $191M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q3 2022 was Avidian Wealth Enterprises, an estimated $22.8M sold.

Based on aggregated 13F filings for Q3 2022.