DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

507 hedge funds and large institutions have $6.89B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 229 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
8.08%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
0.91%
New
48
Increased
229
Reduced
142
Closed
35
Calls
$603K
Puts
$190K
Net Calls
+$413K
Net Calls Change
-$114K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$921M
2
HI
Horizon Investments
North Carolina
$76.3M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$54.9M
4
LPL Financial
LPL Financial
California
$481M
5
Bank of America
Bank of America
North Carolina
$612M

Top Sellers

1
DLIC
Daido Life Insurance Company
Japan
$0
2
APA
Astoria Portfolio Advisors
New York
$11.2M
3
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
$1.85M
4
PCIA
Prime Capital Investment Advisors
Kansas
$35.4M
5
LW
Lauer Wealth
Indiana
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
126
Western Wealth Management
Colorado
$5.12M +$752K +11,852 +17%
SIS
127
Strategic Investment Solutions
Illinois
$5.11M +$5.03M +75,702 +6,200%
VVP
128
Venture Visionary Partners
Ohio
$5.03M +$808K +12,725 +19%
AI
129
Atria Investments
North Carolina
$5M +$1.21M +19,094 +32%
COI
130
Connable Office Inc
Michigan
$4.96M +$51K +804 +1%
AA
131
Ancora Advisors
Ohio
$4.85M -$155K -2,442 -3%
Creative Planning
132
Creative Planning
Kansas
$4.67M -$313K -4,935 -6%
MCC
133
Money Concepts Capital
Florida
$4.56M -$253K -3,978 -5%
GIA
134
Gladstone Institutional Advisory
Florida
$4.5M -$29.5K -464 -0.6%
HFS
135
Howard Financial Services
Texas
$4.44M +$144K +2,271 +3%
CFS
136
CRA Financial Services
New Jersey
$4.43M +$515K +8,113 +13%
FWA
137
Freedom Wealth Alliance
Wisconsin
$4.39M -$34.5K -543 -0.8%
SF
138
Synovus Financial
Georgia
$4.37M +$183K +2,882 +4%
FRA
139
FFG Retirement Advisors
Colorado
$4.32M +$1.22M +19,161 +39%
GVAG
140
Great Valley Advisor Group
Delaware
$4.24M +$319K +5,027 +8%
9WM
141
9258 Wealth Management
Ohio
$4.22M -$2.55M -40,183 -38%
TNB
142
Thomasville National Bank
Georgia
$4.21M +$87.7K +1,381 +2%
MTWM
143
Masso Torrence Wealth Management
New Jersey
$4.07M -$94.1K -1,482 -2%
LPAM
144
Lodestar Private Asset Management
California
$4.04M +$191K +3,002 +5%
RPGK
145
Retirement Planning Group (Kansas)
Kansas
$4M -$108K -1,705 -3%
Corient Private Wealth
146
Corient Private Wealth
Florida
$3.97M +$419K +6,601 +12%
FG
147
Fiduciary Group
Georgia
$3.9M -$239K -3,758 -6%
REMPR
148
Roof Eidam Maycock Peralta (REMP)
California
$3.88M +$72.8K +1,147 +2%
AC
149
Avant Capital
Louisiana
$3.87M +$178K +2,797 +5%
Mirae Asset Global Investments
150
Mirae Asset Global Investments
South Korea
$3.85M – – –
4 5
6
7 8