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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

501 hedge funds and large institutions have $6.44B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 203 increasing their positions, 140 reducing their positions, and 23 closing their positions.

Holders
501
Holders Change
+40
Holders Change %
+8.68%
% of All Funds
7.9%
Holding in Top 10
50
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.11%
% of All Funds
0.79%
New
64
Increased
203
Reduced
140
Closed
23
Calls
$567K
Puts
$40K
Net Calls
+$527K
Net Calls Change
-$34K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$403M
2
LPL Financial
2
LPL Financial
California
$450M
3
HC
3
Hamilton Capital
Ohio
$485M
4
LFA
4
Legacy Financial Advisors
Kentucky
$46.3M
5
SFG
5
SNS Financial Group
Minnesota
$34.3M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$753M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$25M
3
NEI
3
Northwest & Ethical Investments
Ontario, Canada
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$195M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$13.6M
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
101
TD Capital Management
Tennessee
$6.62M 99,316 +10,126 +11%
IWM
102
IHT Wealth Management
Illinois
$6.31M 94,593 -5,266 -5%
WSFS
103
Wilmington Savings Fund Society
Delaware
$6.25M 93,745 +4,233 +5%
UCFA
104
United Capital Financial Advisors
Texas
$6.06M 90,896 -5,901 -6%
MA
105
MBA Advisors
Pennsylvania
$5.98M 89,749 +417 +0.5%
SWP
106
Stratos Wealth Partners
Ohio
$5.96M 89,392 +36,818 +70%
AFG
107
Albion Financial Group
Utah
$5.96M 89,372 – –
BAWC
108
Boyce & Associates Wealth Consulting
Texas
$5.65M 84,806 +11,723 +16%
GLA
109
Good Life Advisors
Pennsylvania
$5.46M 81,840 +1,160 +1%
SIM
110
Seaview Investment Managers
Florida
$5.29M 79,427 +29,801 +60%
AA
111
Ancora Advisors
Ohio
$5.25M 78,781 -5,140 -6%
Creative Planning
112
Creative Planning
Kansas
$5.23M 78,519 -9,645 -11%
COI
113
Connable Office Inc
Michigan
$5.15M 77,331 +77,331 New
MCC
114
Money Concepts Capital
Florida
$5.05M 75,750 +65,344 +628%
AAS
115
Avantax Advisory Services
Texas
$4.82M 72,378 +4,755 +7%
GIA
116
Gladstone Institutional Advisory
Florida
$4.76M 71,388 -10,651 -13%
FWA
117
Freedom Wealth Alliance
Wisconsin
$4.66M 69,623 +1,666 +2%
WWM
118
Western Wealth Management
Colorado
$4.59M 68,844 +17,340 +34%
HFS
119
Howard Financial Services
Texas
$4.51M 67,629 +262 +0.4%
VVP
120
Venture Visionary Partners
Ohio
$4.43M 66,526 +66,526 New
SF
121
Synovus Financial
Georgia
$4.4M 65,966 -5,230 -7%
MTWM
122
Masso Torrence Wealth Management
New Jersey
$4.37M 65,570 +7,011 +12%
FG
123
Fiduciary Group
Georgia
$4.35M 65,204 -116 -0.2%
TNB
124
Thomasville National Bank
Georgia
$4.33M 64,934 +7,767 +14%
RPGK
125
Retirement Planning Group (Kansas)
Kansas
$4.31M 64,709 -399 -0.6%
3 4
5
6 7