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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

387 hedge funds and large institutions have $4.25B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 32 closing their positions.

Holders
387
Holders Change
+3
Holders Change %
+0.78%
% of All Funds
6.54%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.51%
New
39
Increased
156
Reduced
103
Closed
32
Calls
$951K
Puts
–
Net Calls
+$951K
Net Calls Change
-$36K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$244M
2
WA
2
Waddell & Associates
Tennessee
$51.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$297M
4
HC
4
Hamilton Capital
Ohio
$181M
5
LPL Financial
5
LPL Financial
California
$180M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$26.6M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$679M
3
HI
3
Horizon Investments
North Carolina
$54.6M
4
PI
4
PFS Investments
Georgia
$11.7M
5
CWA
5
Choice Wealth Advisors
Maine
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$2.11M -$206K -3,588 -9%
CCB
127
Country Club Bank
Missouri
$2.06M -$238K -4,144 -10%
GWSG
128
GPS Wealth Strategies Group
Colorado
$2.06M +$1.04M +18,088 +101%
LNC
129
Lincoln National Corp
Pennsylvania
$2M +$1.79M +31,197 +846%
SPA
130
Sentinel Pension Advisors
Massachusetts
$1.95M +$215K +3,755 +12%
Brown Advisory
131
Brown Advisory
Maryland
$1.89M – – –
AWM
132
Aries Wealth Management
Maine
$1.86M +$1.86M +32,527 New
BMA
133
Brooks Moore & Associates
Tennessee
$1.79M +$155K +2,712 +10%
TCM
134
TD Capital Management
Tennessee
$1.79M +$42.2K +737 +2%
RCAG
135
Rehmann Capital Advisory Group
Michigan
$1.76M +$227K +3,960 +15%
KPWS
136
Kestra Private Wealth Services
Texas
$1.71M +$101K +1,759 +6%
AFP
137
Ausdal Financial Partners
Iowa
$1.7M -$573 -10 -0%
AIP
138
Almanack Investment Partners
Pennsylvania
$1.69M – – –
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
$1.65M -$820K -14,310 -33%
CAM
140
Cresset Asset Management
Illinois
$1.61M +$3.44K +60 +0.2%
5L
141
55I LLC
Massachusetts
$1.6M +$1.31M +22,869 +458%
FHC
142
First Heartland Consultants
Missouri
$1.46M +$50.8K +887 +4%
NC
143
NewSquare Capital
Pennsylvania
$1.4M +$29.2K +510 +2%
CG
144
Colony Group
Massachusetts
$1.38M +$1.2K +21 +0.1%
GIA
145
Gladstone Institutional Advisory
Florida
$1.38M +$23.1K +403 +2%
OAM
146
Occidental Asset Management
California
$1.37M -$93K -1,622 -6%
HA
147
Herold Advisors
New York
$1.36M +$52.2K +911 +4%
AI
148
Atria Investments
North Carolina
$1.35M +$1.35M +23,534 New
SFO
149
Stokes Family Office
Louisiana
$1.32M +$1.32M +22,985 New
CWM
150
Collaborative Wealth Management
Florida
$1.3M +$1.3M +22,674 New
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