DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

501 hedge funds and large institutions have $6.44B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 203 increasing their positions, 140 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+40
Holders Change %
+8.68%
% of All Funds
7.9%
Holding in Top 10
50
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.11%
% of All Funds
0.79%
New
64
Increased
203
Reduced
140
Closed
23
Calls
$567K
Puts
$40K
Net Calls
+$527K
Net Calls Change
-$34K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$403M
2
LPL Financial
2
LPL Financial
California
$450M
3
HC
3
Hamilton Capital
Ohio
$485M
4
LFA
4
Legacy Financial Advisors
Kentucky
$46.3M
5
SFG
5
SNS Financial Group
Minnesota
$34.3M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$753M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$25M
3
NEI
3
Northwest & Ethical Investments
Ontario, Canada
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$195M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAS
151
HBW Advisory Services
California
$3.33M -$297K -4,455 -8%
Susquehanna International Group
152
Susquehanna International Group
Pennsylvania
$3.3M -$1.03M -15,428 -24%
FRA
153
FFG Retirement Advisors
Colorado
$3.26M +$124K +1,857 +4%
AWM
154
Aries Wealth Management
Maine
$2.95M +$108K +1,618 +4%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$2.87M +$2.33M +35,017 +438%
PAS
156
Park Avenue Securities
New York
$2.77M -$544K -8,164 -16%
KDA
157
Kraft Davis & Associates
Missouri
$2.72M +$2.72M +40,651 New
AFP
158
Ausdal Financial Partners
Iowa
$2.7M +$370K +5,555 +16%
OC
159
Oppenheimer & Co
New York
$2.7M -$328K -4,913 -11%
MFP
160
Meridian Financial Partners
Virginia
$2.68M -$620K -9,096 -19%
FFS
161
Founders Financial Securities
Maryland
$2.67M +$2.39M +35,877 +872%
SFP
162
Sweet Financial Partners
Minnesota
$2.62M -$225K -3,375 -8%
HI
163
Horizon Investments
North Carolina
$2.61M +$2.55M +38,238 +4,188%
DADC
164
D.A. Davidson & Co
Montana
$2.53M +$2M +30,061 +379%
Brown Advisory
165
Brown Advisory
Maryland
$2.5M +$272K +4,076 +12%
WAP
166
Wealthcare Advisory Partners
Pennsylvania
$2.48M +$71.1K +1,067 +3%
HTC
167
Haverford Trust Company
Pennsylvania
$2.4M -$136K -2,041 -5%
RGF
168
Retirement Guys Formula
Ohio
$2.37M +$173K +2,593 +8%
BMA
169
Brooks Moore & Associates
Tennessee
$2.32M +$107K +1,600 +5%
HA
170
Herold Advisors
New York
$2.3M +$780K +11,699 +51%
SPA
171
Sentinel Pension Advisors
Massachusetts
$2.24M -$47.7K -716 -2%
T
172
TCWP
Ohio
$2.23M +$3.93K +59 +0.2%
SWA
173
Stratos Wealth Advisors
Ohio
$2.18M -$233K -3,493 -10%
CAM
174
Cresset Asset Management
Illinois
$2.15M +$277K +4,153 +15%
PWG
175
Portside Wealth Group
Utah
$2.13M +$2.13M +31,879 New
5 6
7
8 9