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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

384 hedge funds and large institutions have $5.63B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 147 increasing their positions, 115 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
6.08%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.49%
New
39
Increased
147
Reduced
115
Closed
29
Calls
$987K
Puts
–
Net Calls
+$987K
Net Calls Change
+$421K

Top Buyers

1
HC
1
Hamilton Capital
Ohio
$182M
2
HI
2
Horizon Investments
North Carolina
$152M
3
SIG
3
Spinnaker Investment Group
California
$28.9M
4
AWE
4
Avidian Wealth Enterprises
Texas
$27.7M
5
CWA
5
Choice Wealth Advisors
Maine
$23.3M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.26B
2
AWM
2
AE Wealth Management
Kansas
$9.85M
3
WA
3
Win Advisors
Florida
$5.54M
4
TC
4
TownSquare Capital
Utah
$40.2M
5
TC
5
Trilogy Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
126
Oppenheimer & Co
New York
$2.1M +$962K +15,113 +84%
Brown Advisory
127
Brown Advisory
Maryland
$2.1M -$48.4K -761 -2%
Jane Street
128
Jane Street
New York
$2.04M +$2.04M +31,985 New
TCM
129
TD Capital Management
Tennessee
$1.94M +$166K +2,609 +9%
SPA
130
Sentinel Pension Advisors
Massachusetts
$1.92M +$169K +2,660 +10%
AFP
131
Ausdal Financial Partners
Iowa
$1.89M +$1.59K +25 +0.1%
AIP
132
Almanack Investment Partners
Pennsylvania
$1.87M -$589K -9,255 -24%
BMA
133
Brooks Moore & Associates
Tennessee
$1.82M -$78.1K -1,227 -4%
KPWS
134
Kestra Private Wealth Services
Texas
$1.79M +$16.6K +260 +0.9%
CAM
135
Cresset Asset Management
Illinois
$1.78M +$382 +6 +0%
RCAG
136
Rehmann Capital Advisory Group
Michigan
$1.71M -$8.79K -138 -0.5%
LA
137
Latitude Advisors
Florida
$1.64M -$1.85M -29,004 -53%
OAM
138
Occidental Asset Management
California
$1.62M -$24.9K -391 -2%
BAWC
139
Boyce & Associates Wealth Consulting
Texas
$1.57M +$1.57M +24,705 New
FHC
140
First Heartland Consultants
Missouri
$1.57M +$30K +472 +2%
CG
141
Colony Group
Massachusetts
$1.54M +$3.31K +52 +0.2%
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$1.52M -$117K -1,837 -7%
NC
143
NewSquare Capital
Pennsylvania
$1.52M +$454K +7,135 +43%
GIA
144
Gladstone Institutional Advisory
Florida
$1.51M -$175K -2,744 -10%
HA
145
Herold Advisors
New York
$1.45M -$40.1K -630 -3%
TSWM
146
Tyler-Stone Wealth Management
Ohio
$1.39M +$252K +3,951 +22%
CFA
147
Cahill Financial Advisors
Minnesota
$1.39M -$150K -2,350 -10%
Baird Financial Group
148
Baird Financial Group
Wisconsin
$1.35M +$23.5K +369 +2%
NFC
149
Northeast Financial Consultants
Connecticut
$1.35M +$173K +2,717 +15%
WP
150
WealthPLAN Partners
Nebraska
$1.32M +$55.2K +901 +4%
4 5
6
7 8