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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

395 hedge funds and large institutions have $4.46B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 169 increasing their positions, 100 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+8
Holders Change %
+2.07%
% of All Funds
6.83%
Holding in Top 10
36
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
41
Increased
169
Reduced
100
Closed
29
Calls
$722K
Puts
–
Net Calls
+$722K
Net Calls Change
-$229K

Top Buyers

1
HC
Hamilton Capital
Ohio
$344M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$69.2M
3
LPL Financial
LPL Financial
California
$190M
4
CWA
Choice Wealth Advisors
Maine
$19.3M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$149M

Top Sellers

1
AWE
Avidian Wealth Enterprises
Texas
$4.12M
2
HWM
Horizon Wealth Management
Illinois
$0
3
ARC
Advisor Resource Council
Texas
$0
4
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
$0
5
KAS
Kestra Advisory Services
Texas
$25.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMA
151
Brooks Moore & Associates
Tennessee
$1.66M -$20.5K -380 -1%
SOS
152
Silver Oak Securities
Tennessee
$1.54M +$1.54M +24,330 New
CAM
153
Cresset Asset Management
Illinois
$1.51M +$593 +11 +0%
RPGK
154
Retirement Planning Group (Kansas)
Kansas
$1.4M +$1.4M +25,942 New
WIM
155
WealthPlan Investment Management
Nebraska
$1.34M +$1.34M +21,689 New
CG
156
Colony Group
Massachusetts
$1.3M – – –
TSWM
157
Tyler-Stone Wealth Management
Ohio
$1.3M +$87.4K +1,622 +7%
OAM
158
Occidental Asset Management
California
$1.29M +$485 +9 +0%
HA
159
Herold Advisors
New York
$1.29M +$10.5K +194 +0.8%
FZCM
160
Flynn Zito Capital Management
New York
$1.27M +$1.27M +23,509 New
MF
161
Meridian Financial
Massachusetts
$1.23M +$99.5K +1,846 +9%
Baird Financial Group
162
Baird Financial Group
Wisconsin
$1.19M -$21.8K -404 -2%
CFA
163
Cahill Financial Advisors
Minnesota
$1.16M +$50.5K +936 +5%
NFC
164
Northeast Financial Consultants
Connecticut
$1.15M +$5.71K +106 +0.5%
GT
165
Glenmede Trust
Pennsylvania
$1.14M +$176K +3,271 +18%
MA
166
Menlo Advisors
California
$1.12M – – –
ATPW
167
Ashton Thomas Private Wealth
Arizona
$1.09M +$5.07K +94 +0.5%
CWM
168
Collaborative Wealth Management
Florida
$1.09M -$132K -2,452 -11%
RCAG
169
Rehmann Capital Advisory Group
Michigan
$973K -$686K -12,730 -41%
WCM
170
WealthBridge Capital Management
Ohio
$973K – – –
CAL
171
Capital Analysts LLC
Pennsylvania
$953K +$28.8K +535 +3%
WPIC
172
White Pine Investment Company
Michigan
$950K +$327K +6,071 +53%
FFA
173
Fragasso Financial Advisors
Pennsylvania
$920K +$310K +5,742 +51%
RFC
174
Regions Financial Corp
Alabama
$881K -$29.3K -544 -3%
HH
175
Hilltop Holdings
Texas
$862K -$60.4K -1,120 -7%
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