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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

442 hedge funds and large institutions have $10.9B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 190 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+47
Holders Change %
+11.9%
% of All Funds
7.13%
Holding in Top 10
46
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.78%
% of All Funds
0.74%
New
77
Increased
190
Reduced
94
Closed
23
Calls
$525K
Puts
$127K
Net Calls
+$398K
Net Calls Change
-$324K

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$5.61B
2
LPL Financial
LPL Financial
California
$314M
3
AWA
Amplius Wealth Advisors
Pennsylvania
$56.7M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$740M
5
GWSG
GPS Wealth Strategies Group
Colorado
$25.1M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
2
Morgan Stanley
Morgan Stanley
New York
$294M
3
Truist Financial
Truist Financial
North Carolina
$9.57M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$24.6M
5
OWA
Outlook Wealth Advisors
Texas
$428K
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
151
Lansing Street Advisors
Pennsylvania
$2.46M +$9.84K +163 +0.4%
Mercer Global Advisors
152
Mercer Global Advisors
Colorado
$2.38M +$417K +6,910 +21%
LPAM
153
Lodestar Private Asset Management
California
$2.34M +$2.34M +38,830 New
AFP
154
Ausdal Financial Partners
Iowa
$2.17M +$255K +4,232 +13%
CA
155
Claro Advisors
Massachusetts
$2.16M -$374K -6,191 -15%
LFAS
156
Level Four Advisory Services
Texas
$2.16M +$2.16M +35,828 New
SPA
157
Sentinel Pension Advisors
Massachusetts
$2.08M +$127K +2,102 +6%
Brown Advisory
158
Brown Advisory
Maryland
$2.02M – – –
REMPR
159
Roof Eidam Maycock Peralta (REMP)
California
$2M +$2M +33,066 New
RWA
160
Rooted Wealth Advisors
Illinois
$2M +$2M +33,057 New
RGF
161
Retirement Guys Formula
Ohio
$1.97M +$1.97M +32,676 New
BMA
162
Brooks Moore & Associates
Tennessee
$1.91M +$46.5K +770 +2%
WAP
163
Wealthcare Advisory Partners
Pennsylvania
$1.84M +$1.84M +30,563 New
AIP
164
Almanack Investment Partners
Pennsylvania
$1.78M -$93.8K -1,554 -5%
CCB
165
Country Club Bank
Missouri
$1.77M -$369K -6,115 -17%
ACA
166
Aptus Capital Advisors
Alabama
$1.7M +$1.6M +26,570 +1,637%
ICP
167
Interchange Capital Partners
Pennsylvania
$1.7M +$910K +15,068 +115%
GWANC
168
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.7M +$1.6M +26,570 +1,691%
CAM
169
Cresset Asset Management
Illinois
$1.69M -$362 -6 -0%
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
$1.69M +$1.69M +27,967 New
SSWM
171
Sheets Smith Wealth Management
North Carolina
$1.68M -$1.24M -20,614 -42%
VP
172
Verum Partners
North Carolina
$1.68M +$1.68M +27,898 New
FA
173
FDx Advisors
Illinois
$1.65M +$706K +11,689 +75%
BW
174
Bison Wealth
Georgia
$1.59M +$1.11M +18,017 +232%
TSWM
175
Tyler-Stone Wealth Management
Ohio
$1.57M +$114K +1,889 +8%
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