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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

461 hedge funds and large institutions have $5.56B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 183 increasing their positions, 135 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+19
Holders Change %
+4.3%
% of All Funds
7.38%
Holding in Top 10
45
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.17%
% of All Funds
0.72%
New
57
Increased
183
Reduced
135
Closed
29
Calls
$567K
Puts
$6K
Net Calls
+$561K
Net Calls Change
+$163K

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$30.6M
2
LPL Financial
2
LPL Financial
California
$352M
3
Bank of America
3
Bank of America
North Carolina
$540M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$193M
5
FCM
5
Family Capital Management
Michigan
$12.8M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$56.9K
2
Ameriprise
2
Ameriprise
Minnesota
$276M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$746M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.5M
5
CCA
5
Clearwater Capital Advisors
Illinois
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
101
Ancora Advisors
Ohio
$5.23M -$3.75M -60,145 -42%
GIA
102
Gladstone Institutional Advisory
Florida
$5.11M +$293K +4,703 +6%
GLA
103
Good Life Advisors
Pennsylvania
$5.03M -$417K -6,682 -8%
LAS
104
LWM Advisory Services
Florida
$4.92M -$421K -6,756 -8%
AWE
105
Avidian Wealth Enterprises
Texas
$4.75M +$30K +482 +0.6%
BAWC
106
Boyce & Associates Wealth Consulting
Texas
$4.56M +$84.4K +1,354 +2%
SF
107
Synovus Financial
Georgia
$4.44M -$276K -4,425 -6%
M1FG
108
Mach-1 Financial Group
Arkansas
$4.3M +$4.3M +69 New
FWA
109
Freedom Wealth Alliance
Wisconsin
$4.24M +$642K +10,297 +18%
AAS
110
Avantax Advisory Services
Texas
$4.22M +$66.4K +1,065 +2%
HFS
111
Howard Financial Services
Texas
$4.2M -$14.3K -230 -0.3%
LW
112
Lauer Wealth
Indiana
$4.07M +$4.07M +64,670 New
FG
113
Fiduciary Group
Georgia
$4.07M -$54.4K -872 -1%
RPGK
114
Retirement Planning Group (Kansas)
Kansas
$4.06M +$605K +9,705 +18%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$4.05M +$2.31M +36,986 +132%
ACM
116
Avalon Capital Management
California
$3.93M -$198K -3,172 -5%
Mirae Asset Global Investments
117
Mirae Asset Global Investments
South Korea
$3.78M -$1.5M -24,000 -28%
MTWM
118
Masso Torrence Wealth Management
New Jersey
$3.65M -$338K -5,422 -8%
VA
119
Valmark Advisers
Ohio
$3.6M +$21.8K +350 +0.6%
CNBTD
120
Citizens National Bank Trust Department
Mississippi
$3.6M +$189K +3,031 +6%
IWP
121
IAG Wealth Partners
Wisconsin
$3.59M +$3.56M +57,157 +12,008%
TNB
122
Thomasville National Bank
Georgia
$3.56M +$3.56M +57,167 New
IA
123
Insight Advisors
Pennsylvania
$3.48M -$113K -1,814 -3%
AC
124
Avant Capital
Louisiana
$3.47M +$281K +4,514 +9%
CIAS
125
Capital Investment Advisory Services
North Carolina
$3.43M -$16.8K -269 -0.5%
3 4
5
6 7