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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

507 hedge funds and large institutions have $6.89B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 229 increasing their positions, 142 reducing their positions, and 35 closing their positions.

Holders
507
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
8.08%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
0.91%
New
48
Increased
229
Reduced
142
Closed
35
Calls
$603K
Puts
$190K
Net Calls
+$413K
Net Calls Change
-$114K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$921M
2
HI
2
Horizon Investments
North Carolina
$76.3M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$54.9M
4
LPL Financial
4
LPL Financial
California
$481M
5
Bank of America
5
Bank of America
North Carolina
$612M

Top Sellers

1
DLIC
1
Daido Life Insurance Company
Japan
$0
2
APA
2
Astoria Portfolio Advisors
New York
$11.2M
3
ZIMP
3
Zimmermann Investment Management & Planning
Pennsylvania
$1.85M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$35.4M
5
LW
5
Lauer Wealth
Indiana
$10.6M
Name Market Value Shares Shares
Change 		Shares
Change %
JAG
101
Journey Advisory Group
Kentucky
$8.41M 132,421 +5,272 +4%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$8.34M 131,390 +88,384 +206%
IA
103
IFG Advisory
Georgia
$7.55M 118,987 +107 +0.1%
MPW
104
Monterey Private Wealth
California
$7.55M 118,983 +576 +0.5%
FHA
105
Flagship Harbor Advisors
Massachusetts
$7.48M 117,769 +9,128 +8%
OPWM
106
Oxinas Partners Wealth Management
Indiana
$6.85M 107,919 +2,172 +2%
RIA
107
Regal Investment Advisors
Michigan
$6.84M 107,794 -1,761 -2%
MFG
108
Merit Financial Group
Georgia
$6.84M 107,774 +5,249 +5%
CPA
109
Capital Planning Advisors
California
$6.75M 106,348 -804 -0.8%
Envestnet Portfolio Solutions
110
Envestnet Portfolio Solutions
Illinois
$6.69M 105,371 +105,371 New
TCM
111
TD Capital Management
Tennessee
$6.68M 105,276 +5,960 +6%
WSFS
112
Wilmington Savings Fund Society
Delaware
$6.64M 104,527 +10,782 +12%
SWP
113
Stratos Wealth Partners
Ohio
$6.41M 101,021 +11,629 +13%
FFS
114
Founders Financial Securities
Maryland
$6.31M 99,328 +59,335 +148%
IWM
115
IHT Wealth Management
Illinois
$6M 94,534 -59 -0.1%
PP
116
Prudential plc
United Kingdom
$6M 94,480 +86,450 +1,077%
MA
117
MBA Advisors
Pennsylvania
$5.95M 93,743 +3,994 +4%
UCFA
118
United Capital Financial Advisors
Texas
$5.84M 91,979 +1,083 +1%
BAWC
119
Boyce & Associates Wealth Consulting
Texas
$5.71M 90,008 +5,202 +6%
AFG
120
Albion Financial Group
Utah
$5.67M 89,375 +3 +0%
IWP
121
Invenio Wealth Partners
Florida
$5.63M 88,703 +37,067 +72%
SIA
122
SkyView Investment Advisors
New Jersey
$5.39M 84,853 +64,107 +309%
GSEP
123
Golden State Equity Partners
California
$5.3M 83,530 +78,307 +1,499%
GLA
124
Good Life Advisors
Pennsylvania
$5.3M 83,411 +1,571 +2%
KDA
125
Kraft Davis & Associates
Missouri
$5.2M 83,405 +42,754 +105%
3 4
5
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