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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

387 hedge funds and large institutions have $4.25B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+3
Holders Change %
+0.78%
% of All Funds
6.54%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.51%
New
39
Increased
156
Reduced
103
Closed
32
Calls
$951K
Puts
–
Net Calls
+$951K
Net Calls Change
-$36K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$244M
2
WA
2
Waddell & Associates
Tennessee
$51.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$297M
4
HC
4
Hamilton Capital
Ohio
$181M
5
LPL Financial
5
LPL Financial
California
$180M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$26.6M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$679M
3
HI
3
Horizon Investments
North Carolina
$54.6M
4
PI
4
PFS Investments
Georgia
$11.7M
5
CWA
5
Choice Wealth Advisors
Maine
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
151
Tyler-Stone Wealth Management
Ohio
$1.29M +$35.4K +617 +3%
Baird Financial Group
152
Baird Financial Group
Wisconsin
$1.28M +$72.1K +1,258 +6%
CFS
153
CRA Financial Services
New Jersey
$1.28M +$805K +14,042 +170%
OFS
154
OneAscent Financial Services
Alabama
$1.26M +$1.26M +21,935 New
GM
155
GeoWealth Management
Illinois
$1.25M -$14M -243,645 -92%
FAIM
156
Financial Advocates Investment Management
Washington
$1.23M +$477K +8,324 +64%
NFC
157
Northeast Financial Consultants
Connecticut
$1.21M +$229 +4 +0%
MF
158
Meridian Financial
Massachusetts
$1.2M +$135K +2,356 +13%
MA
159
Menlo Advisors
California
$1.19M – – –
Goldman Sachs
160
Goldman Sachs
New York
$1.18M -$6.24M -108,891 -84%
CFA
161
Cahill Financial Advisors
Minnesota
$1.17M -$73.1K -1,276 -6%
FTUS
162
Flow Traders U.S.
New York
$1.16M +$1.16M +20,172 New
ATPW
163
Ashton Thomas Private Wealth
Arizona
$1.15M +$401 +7 +0%
GT
164
Glenmede Trust
Pennsylvania
$1.03M +$631K +11,011 +159%
CAL
165
Capital Analysts LLC
Pennsylvania
$982K +$4.01K +70 +0.4%
HH
166
Hilltop Holdings
Texas
$980K -$26.9K -469 -3%
WCM
167
WealthBridge Capital Management
Ohio
$973K +$26.1K +455 +3%
GVAG
168
Great Valley Advisor Group
Delaware
$970K +$395K +6,897 +69%
RFC
169
Regions Financial Corp
Alabama
$968K +$31.2K +544 +3%
ACK
170
Andrew C. Karlinski
$925K +$340K +5,930 +58%
FFWM
171
Future Financial Wealth Management
Ohio
$914K – – –
AWA
172
Arete Wealth Advisors
Illinois
$914K +$441K +7,659 +93%
IC
173
IEQ Capital
California
$900K – – –
DWM
174
Dopkins Wealth Management
New York
$864K – – –
PFS
175
Prospera Financial Services
Texas
$850K +$39.9K +696 +5%
5 6
7
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