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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

395 hedge funds and large institutions have $4.46B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 169 increasing their positions, 100 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+8
Holders Change %
+2.07%
% of All Funds
6.83%
Holding in Top 10
36
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
41
Increased
169
Reduced
100
Closed
29
Calls
$722K
Puts
–
Net Calls
+$722K
Net Calls Change
-$229K

Top Buyers

1
HC
Hamilton Capital
Ohio
$344M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$69.2M
3
LPL Financial
LPL Financial
California
$190M
4
CWA
Choice Wealth Advisors
Maine
$19.3M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$149M

Top Sellers

1
AWE
Avidian Wealth Enterprises
Texas
$4.12M
2
HWM
Horizon Wealth Management
Illinois
$0
3
ARC
Advisor Resource Council
Texas
$0
4
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
$0
5
KAS
Kestra Advisory Services
Texas
$25.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
126
J.W. Cole Advisors
Florida
$2.65M +$185K +3,425 +7%
SSWM
127
Sheets Smith Wealth Management
North Carolina
$2.62M -$17.6K -326 -0.7%
NEI
128
Northwest & Ethical Investments
Ontario, Canada
$2.59M +$2.59M +48,100 New
AI
129
Atria Investments
North Carolina
$2.57M +$1.3M +24,049 +102%
LNC
130
Lincoln National Corp
Pennsylvania
$2.45M +$566K +10,506 +30%
CA
131
Claro Advisors
Massachusetts
$2.41M – – –
CB
132
Commerce Bank
Missouri
$2.38M +$2.38M +44,218 New
MTWM
133
Masso Torrence Wealth Management
New Jersey
$2.33M +$59.1K +1,096 +3%
OFS
134
OneAscent Financial Services
Alabama
$2.33M +$1.15M +21,293 +97%
SFP
135
Sweet Financial Partners
Minnesota
$2.33M -$45.5K -845 -2%
AWM
136
Aries Wealth Management
Maine
$2.32M +$374K +6,252 +19%
EVM
137
Eaton Vance Management
Massachusetts
$2.32M +$103K +1,911 +5%
OC
138
Oppenheimer & Co
New York
$2.31M +$67K +1,242 +3%
LSA
139
Lansing Street Advisors
Pennsylvania
$2.19M -$186K -3,457 -8%
TCM
140
TD Capital Management
Tennessee
$2.14M +$458K +8,501 +27%
CCB
141
Country Club Bank
Missouri
$1.94M -$28.8K -526 -1%
CFS
142
CRA Financial Services
New Jersey
$1.93M +$731K +13,557 +61%
Brown Advisory
143
Brown Advisory
Maryland
$1.8M +$18.9K +350 +1%
Mercer Global Advisors
144
Mercer Global Advisors
Colorado
$1.75M -$229K -4,249 -12%
SPA
145
Sentinel Pension Advisors
Massachusetts
$1.75M -$84.2K -1,562 -5%
AFP
146
Ausdal Financial Partners
Iowa
$1.71M +$107K +1,982 +7%
GM
147
GeoWealth Management
Illinois
$1.69M +$518K +9,618 +44%
GIA
148
Gladstone Institutional Advisory
Florida
$1.69M +$388K +7,200 +30%
TRCT
149
Tower Research Capital (TRC)
New York
$1.67M +$1.61M +29,932 +2,808%
AIP
150
Almanack Investment Partners
Pennsylvania
$1.67M +$83.8K +1,554 +5%
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