DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

461 hedge funds and large institutions have $5.56B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 183 increasing their positions, 135 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+19
Holders Change %
+4.3%
% of All Funds
7.38%
Holding in Top 10
45
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.17%
% of All Funds
0.72%
New
57
Increased
183
Reduced
135
Closed
29
Calls
$567K
Puts
$6K
Net Calls
+$561K
Net Calls Change
+$163K

Top Buyers

1
OIA
OneDigital Investment Advisors
Kansas
$30.6M
2
LPL Financial
LPL Financial
California
$352M
3
Bank of America
Bank of America
North Carolina
$540M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$193M
5
FCM
Family Capital Management
Michigan
$12.8M

Top Sellers

1
HI
Horizon Investments
North Carolina
$56.9K
2
Ameriprise
Ameriprise
Minnesota
$276M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$746M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.5M
5
CCA
Clearwater Capital Advisors
Illinois
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
151
Lansing Street Advisors
Pennsylvania
$2.39M -$144K -2,315 -6%
HTC
152
Haverford Trust Company
Pennsylvania
$2.37M +$2.37M +38,030 New
REMPR
153
Roof Eidam Maycock Peralta (REMP)
California
$2.32M +$255K +4,085 +12%
SWA
154
Stratos Wealth Advisors
Ohio
$2.25M -$842K -13,503 -27%
WAP
155
Wealthcare Advisory Partners
Pennsylvania
$2.25M +$345K +5,527 +18%
GSEP
156
Golden State Equity Partners
California
$2.19M +$2.19M +35,102 New
AFP
157
Ausdal Financial Partners
Iowa
$2.18M -$56.3K -903 -3%
RWA
158
Rooted Wealth Advisors
Illinois
$2.17M +$99.7K +1,589 +5%
SPA
159
Sentinel Pension Advisors
Massachusetts
$2.13M -$12.9K -208 -0.6%
Mercer Global Advisors
160
Mercer Global Advisors
Colorado
$2.12M -$338K -5,425 -14%
T
161
TCWP
Ohio
$2.08M +$2.08M +33,417 New
Brown Advisory
162
Brown Advisory
Maryland
$2.08M – – –
BMA
163
Brooks Moore & Associates
Tennessee
$2.07M +$99K +1,588 +5%
RGF
164
Retirement Guys Formula
Ohio
$2.06M +$21.5K +345 +1%
OWM
165
OneAscent Wealth Management
Alabama
$2M +$2M +32,023 New
AC
166
AWM Capital
Arizona
$1.98M +$1.98M +31,751 New
ICP
167
Interchange Capital Partners
Pennsylvania
$1.83M +$73.2K +1,170 +4%
AIP
168
Almanack Investment Partners
Pennsylvania
$1.83M – – –
MA
169
Menlo Advisors
California
$1.77M +$480K +7,705 +37%
CAM
170
Cresset Asset Management
Illinois
$1.75M +$436 +7 +0%
CCB
171
Country Club Bank
Missouri
$1.75M -$49.7K -807 -3%
FA
172
FDx Advisors
Illinois
$1.65M – – –
GM
173
GeoWealth Management
Illinois
$1.65M -$2.15M -34,512 -57%
SSWM
174
Sheets Smith Wealth Management
North Carolina
$1.65M -$88.6K -1,422 -5%
MF
175
Meridian Financial
Massachusetts
$1.64M +$215K +3,454 +15%
5 6
7
8 9