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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

381 hedge funds and large institutions have $5.78B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 138 increasing their positions, 94 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+59
Holders Change %
+18.32%
% of All Funds
5.88%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.43%
New
78
Increased
138
Reduced
94
Closed
15
Calls
$566K
Puts
–
Net Calls
+$566K
Net Calls Change
-$229K

Top Buyers

1
AWM
AE Wealth Management
Kansas
$64.4M
2
HighTower Advisors
HighTower Advisors
Illinois
$134M
3
Ameriprise
Ameriprise
Minnesota
$192M
4
Creative Planning
Creative Planning
Kansas
$24.3M
5
GWS
Glassman Wealth Services
Virginia
$20.6M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$41.6M
2
HI
Horizon Investments
North Carolina
$111M
3
Morgan Stanley
Morgan Stanley
New York
$276M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$138M
5
PI
PFS Investments
Georgia
$53.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
151
Tyler-Stone Wealth Management
Ohio
$1.18M +$1.18M +17,910 New
Susquehanna International Group
152
Susquehanna International Group
Pennsylvania
$1.18M +$849K +12,884 +257%
WCM
153
WealthBridge Capital Management
Ohio
$1.18M -$136K -2,071 -10%
GWM
154
Geneos Wealth Management
Colorado
$1.14M -$36.1K -549 -3%
MF
155
Meridian Financial
Massachusetts
$1.12M +$1.12M +16,940 New
RFC
156
Regions Financial Corp
Alabama
$1.11M +$90.9K +1,380 +9%
ATPW
157
Ashton Thomas Private Wealth
Arizona
$1.11M +$514K +7,808 +87%
NC
158
NewSquare Capital
Pennsylvania
$1.1M +$342K +5,195 +45%
CWA
159
Clearview Wealth Advisors
Oregon
$1.04M +$288K +4,371 +38%
IC
160
IEQ Capital
California
$1.04M – – –
DWM
161
Dopkins Wealth Management
New York
$993K +$993K +15,075 New
PPW
162
Pinnacle Private Wealth
Massachusetts
$952K +$952K +14,450 New
TTWM
163
TCV Trust & Wealth Management
Virginia
$945K – – –
Goldman Sachs
164
Goldman Sachs
New York
$940K -$6.86M -104,060 -88%
FFWM
165
Future Financial Wealth Management
Ohio
$940K +$86K +1,306 +10%
PFS
166
Prospera Financial Services
Texas
$929K +$2.9K +44 +0.3%
MBT
167
Montecito Bank & Trust
California
$922K – – –
ACG
168
Allen Capital Group
Nebraska
$918K -$4.15K -63 -0.5%
Northern Trust
169
Northern Trust
Illinois
$916K +$304K +4,615 +50%
BCA
170
Bay Colony Advisors
Massachusetts
$894K – – –
CFO
171
CVA Family Office
Colorado
$891K – – –
SIA
172
SkyView Investment Advisors
New Jersey
$876K -$74.8K -1,136 -8%
FCAG
173
First Capital Advisors Group
New Jersey
$876K +$876K +13,308 New
CCM
174
Colorado Capital Management
Colorado
$871K -$22.7K -344 -3%
Renaissance Technologies
175
Renaissance Technologies
New York
$830K +$540K +8,200 +186%
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