DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

384 hedge funds and large institutions have $5.63B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 147 increasing their positions, 115 reducing their positions, and 29 closing their positions.

Holders
384
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
6.08%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.49%
New
39
Increased
147
Reduced
115
Closed
29
Calls
$987K
Puts
–
Net Calls
+$987K
Net Calls Change
+$421K

Top Buyers

1
HC
1
Hamilton Capital
Ohio
$182M
2
HI
2
Horizon Investments
North Carolina
$152M
3
SIG
3
Spinnaker Investment Group
California
$28.9M
4
AWE
4
Avidian Wealth Enterprises
Texas
$27.7M
5
CWA
5
Choice Wealth Advisors
Maine
$23.3M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.26B
2
AWM
2
AE Wealth Management
Kansas
$9.85M
3
WA
3
Win Advisors
Florida
$5.54M
4
TC
4
TownSquare Capital
Utah
$40.2M
5
TC
5
Trilogy Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
151
WealthPlan Investment Management
Nebraska
$1.32M +$1.32M +21,626 New
MA
152
Menlo Advisors
California
$1.32M +$707K +11,100 +116%
Bank of New York Mellon
153
Bank of New York Mellon
New York
$1.29M -$59.1K -929 -4%
ATPW
154
Ashton Thomas Private Wealth
Arizona
$1.28M +$211K +3,312 +20%
MF
155
Meridian Financial
Massachusetts
$1.18M +$102K +1,603 +9%
GWSG
156
GPS Wealth Strategies Group
Colorado
$1.14M +$540K +8,480 +90%
HH
157
Hilltop Holdings
Texas
$1.12M -$32K -502 -3%
CAL
158
Capital Analysts LLC
Pennsylvania
$1.09M -$67.2K -1,055 -6%
WCM
159
WealthBridge Capital Management
Ohio
$1.05M -$85.7K -1,346 -8%
RFC
160
Regions Financial Corp
Alabama
$1.04M -$30.1K -473 -3%
IC
161
IEQ Capital
California
$1M – – –
KWM
162
Kingsview Wealth Management
Oregon
$980K +$980K +15,386 New
DWM
163
Dopkins Wealth Management
New York
$960K – – –
Northern Trust
164
Northern Trust
Illinois
$930K +$45.1K +708 +5%
PPW
165
Pinnacle Private Wealth
Massachusetts
$915K -$4.84K -76 -0.5%
TTWM
166
TCV Trust & Wealth Management
Virginia
$914K – – –
FFWM
167
Future Financial Wealth Management
Ohio
$914K +$5.47K +86 +0.6%
PFS
168
Prospera Financial Services
Texas
$900K +$1.66K +26 +0.2%
MBT
169
Montecito Bank & Trust
California
$892K – – –
ACG
170
Allen Capital Group
Nebraska
$881K -$6.62K -104 -0.7%
AW
171
ACG Wealth
Georgia
$873K -$513K -8,059 -37%
SWM
172
Silverlake Wealth Management
Vermont
$868K -$567K -8,904 -40%
CFO
173
CVA Family Office
Colorado
$861K – – –
MA
174
MONECO Advisors
Connecticut
$833K +$13.2K +207 +2%
FAIM
175
Financial Advocates Investment Management
Washington
$832K +$402K +6,317 +94%
5 6
7
8 9