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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

442 hedge funds and large institutions have $10.9B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 190 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+47
Holders Change %
+11.9%
% of All Funds
7.13%
Holding in Top 10
46
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.78%
% of All Funds
0.74%
New
77
Increased
190
Reduced
94
Closed
23
Calls
$525K
Puts
$127K
Net Calls
+$398K
Net Calls Change
-$324K

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$5.61B
2
LPL Financial
LPL Financial
California
$314M
3
AWA
Amplius Wealth Advisors
Pennsylvania
$56.7M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$740M
5
GWSG
GPS Wealth Strategies Group
Colorado
$25.1M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
2
Morgan Stanley
Morgan Stanley
New York
$294M
3
Truist Financial
Truist Financial
North Carolina
$9.57M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$24.6M
5
OWA
Outlook Wealth Advisors
Texas
$428K
Name Holding Trade Value Shares
Change 		Shares
Change %
MSAM
126
Moloney Securities Asset Management
Missouri
$3.35M -$87.9K -1,456 -3%
RPGK
127
Retirement Planning Group (Kansas)
Kansas
$3.34M +$1.78M +29,461 +114%
AWS
128
Atria Wealth Solutions
New York
$3.34M -$1.07M -17,699 -24%
CIAS
129
Capital Investment Advisory Services
North Carolina
$3.34M +$207K +3,430 +7%
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$3.32M +$111K +1,838 +3%
CNBTD
131
Citizens National Bank Trust Department
Mississippi
$3.3M +$248K +4,114 +8%
PAG
132
Private Advisor Group
New Jersey
$3.29M +$407K +161,165 +14%
CGFA
133
Colton Groome Financial Advisors
North Carolina
$3.27M +$262K +4,333 +9%
LNC
134
Lincoln National Corp
Pennsylvania
$3.18M +$444K +7,353 +16%
LF
135
Lantz Financial
Illinois
$3.18M -$55K -911 -2%
HAS
136
HBW Advisory Services
California
$3.15M -$28.9K -478 -0.9%
AC
137
Avant Capital
Louisiana
$3.09M -$59.2K -980 -2%
FRA
138
FFG Retirement Advisors
Colorado
$3.04M +$3.04M +50,317 New
JWCA
139
J.W. Cole Advisors
Florida
$3M +$34.5K +572 +1%
SWA
140
Stratos Wealth Advisors
Ohio
$3M -$1.09M -18,120 -27%
SWP
141
Stratos Wealth Partners
Ohio
$2.99M -$1.58M -26,235 -35%
SIM
142
Seaview Investment Managers
Florida
$2.94M +$2.94M +48,775 New
MFP
143
Meridian Financial Partners
Virginia
$2.94M +$25.3K +420 +0.9%
PAS
144
Park Avenue Securities
New York
$2.9M -$115K -1,912 -4%
CFS
145
CRA Financial Services
New Jersey
$2.77M +$609K +10,085 +28%
OC
146
Oppenheimer & Co
New York
$2.76M +$179K +2,961 +7%
WWM
147
Western Wealth Management
Colorado
$2.75M -$2.01M -33,284 -42%
AI
148
Atria Investments
North Carolina
$2.74M -$129K -2,142 -5%
SFP
149
Sweet Financial Partners
Minnesota
$2.58M -$29.3K -486 -1%
AWM
150
Aries Wealth Management
Maine
$2.47M +$126K +2,095 +5%
4 5
6
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