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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

461 hedge funds and large institutions have $5.56B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 183 increasing their positions, 135 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+19
Holders Change %
+4.3%
% of All Funds
7.38%
Holding in Top 10
45
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.17%
% of All Funds
0.72%
New
57
Increased
183
Reduced
135
Closed
29
Calls
$567K
Puts
$6K
Net Calls
+$561K
Net Calls Change
+$163K

Top Buyers

1
OIA
OneDigital Investment Advisors
Kansas
$30.6M
2
LPL Financial
LPL Financial
California
$352M
3
Bank of America
Bank of America
North Carolina
$540M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$193M
5
FCM
Family Capital Management
Michigan
$12.8M

Top Sellers

1
HI
Horizon Investments
North Carolina
$56.9K
2
Ameriprise
Ameriprise
Minnesota
$276M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$746M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.5M
5
CCA
Clearwater Capital Advisors
Illinois
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAS
126
HBW Advisory Services
California
$3.39M +$136K +2,185 +4%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$3.35M -$81.7K -1,310 -2%
AI
128
Atria Investments
North Carolina
$3.34M +$503K +8,066 +18%
MSAM
129
Moloney Securities Asset Management
Missouri
$3.34M -$127K -2,036 -4%
SWP
130
Stratos Wealth Partners
Ohio
$3.28M +$186K +2,990 +6%
CFS
131
CRA Financial Services
New Jersey
$3.23M +$368K +5,904 +13%
WWM
132
Western Wealth Management
Colorado
$3.21M +$374K +6,003 +13%
EWA
133
EP Wealth Advisors
California
$3.16M +$2.95M +59,102 +1,407%
LF
134
Lantz Financial
Illinois
$3.16M -$116K -1,862 -4%
AWS
135
Atria Wealth Solutions
New York
$3.14M -$312K -5,003 -9%
Corient Private Wealth
136
Corient Private Wealth
Florida
$3.12M +$2.13M +34,230 +217%
JWCA
137
J.W. Cole Advisors
Florida
$3.1M +$1.37K +22 +0%
PAS
138
Park Avenue Securities
New York
$3.1M +$107K +1,715 +4%
SIM
139
Seaview Investment Managers
Florida
$3.09M +$53.1K +851 +2%
MFP
140
Meridian Financial Partners
Virginia
$3.06M -$16.9K -268 -0.5%
LFA
141
Legacy Financial Advisors
Kentucky
$3.01M +$3.01M +48,273 New
GVAG
142
Great Valley Advisor Group
Delaware
$2.99M -$1.7M -27,310 -36%
FRA
143
FFG Retirement Advisors
Colorado
$2.93M -$202K -3,242 -6%
OC
144
Oppenheimer & Co
New York
$2.83M -$18.3K -294 -0.6%
PWMG
145
Provence Wealth Management Group
California
$2.73M +$2.73M +43,767 New
LPAM
146
Lodestar Private Asset Management
California
$2.7M +$284K +4,555 +12%
SFP
147
Sweet Financial Partners
Minnesota
$2.66M – – –
AWM
148
Aries Wealth Management
Maine
$2.66M +$109K +1,750 +4%
MOS
149
MGO One Seven
Ohio
$2.42M +$2.1M +33,688 +665%
Goldman Sachs
150
Goldman Sachs
New York
$2.41M -$1.1M -17,675 -31%
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