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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

501 hedge funds and large institutions have $6.44B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 203 increasing their positions, 140 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+40
Holders Change %
+8.68%
% of All Funds
7.9%
Holding in Top 10
50
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.11%
% of All Funds
0.79%
New
64
Increased
203
Reduced
140
Closed
23
Calls
$567K
Puts
$40K
Net Calls
+$527K
Net Calls Change
-$34K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$403M
2
LPL Financial
2
LPL Financial
California
$450M
3
HC
3
Hamilton Capital
Ohio
$485M
4
LFA
4
Legacy Financial Advisors
Kentucky
$46.3M
5
SFG
5
SNS Financial Group
Minnesota
$34.3M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$753M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$25M
3
NEI
3
Northwest & Ethical Investments
Ontario, Canada
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$195M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$4.27M +$2M +30,012 +88%
AWS
127
Atria Wealth Solutions
New York
$4.24M +$888K +13,326 +26%
GVAG
128
Great Valley Advisor Group
Delaware
$4.12M +$923K +13,844 +29%
CFS
129
CRA Financial Services
New Jersey
$4.11M +$660K +9,899 +19%
ACM
130
Avalon Capital Management
California
$4.08M -$127K -1,900 -3%
IWP
131
IAG Wealth Partners
Wisconsin
$4.04M +$202K +3,023 +5%
Mirae Asset Global Investments
132
Mirae Asset Global Investments
South Korea
$4.04M – – –
LPAM
133
Lodestar Private Asset Management
California
$4.04M +$1.14M +17,174 +40%
REMPR
134
Roof Eidam Maycock Peralta (REMP)
California
$3.99M +$1.52M +22,778 +61%
AI
135
Atria Investments
North Carolina
$3.98M +$411K +6,173 +12%
AC
136
Avant Capital
Louisiana
$3.87M +$160K +2,395 +4%
IA
137
Insight Advisors
Pennsylvania
$3.86M +$142K +2,135 +4%
LSA
138
Lansing Street Advisors
Pennsylvania
$3.81M +$1.25M +18,803 +49%
MSAM
139
Moloney Securities Asset Management
Missouri
$3.75M +$181K +2,716 +5%
Corient Private Wealth
140
Corient Private Wealth
Florida
$3.73M +$397K +5,963 +12%
CIAS
141
Capital Investment Advisory Services
North Carolina
$3.71M +$41.9K +629 +1%
CNBTD
142
Citizens National Bank Trust Department
Mississippi
$3.68M -$163K -2,439 -4%
BWM
143
Bulltick Wealth Management
Florida
$3.64M +$2.5M +37,449 +218%
Renaissance Technologies
144
Renaissance Technologies
New York
$3.63M +$2.59M +38,900 +249%
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$3.54M -$45.1K -677 -1%
PWMG
146
Provence Wealth Management Group
California
$3.46M +$540K +8,097 +19%
GM
147
GeoWealth Management
Illinois
$3.44M +$1.68M +25,155 +95%
IWP
148
Invenio Wealth Partners
Florida
$3.44M +$3.44M +51,636 New
JWCA
149
J.W. Cole Advisors
Florida
$3.4M +$79.8K +1,197 +2%
LF
150
Lantz Financial
Illinois
$3.36M -$25.1K -376 -0.7%
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