DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

507 hedge funds and large institutions have $6.89B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 229 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
8.08%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
0.91%
New
48
Increased
229
Reduced
142
Closed
35
Calls
$603K
Puts
$190K
Net Calls
+$413K
Net Calls Change
-$114K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$921M
2
HI
Horizon Investments
North Carolina
$76.3M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$54.9M
4
LPL Financial
LPL Financial
California
$481M
5
Bank of America
Bank of America
North Carolina
$612M

Top Sellers

1
DLIC
Daido Life Insurance Company
Japan
$0
2
APA
Astoria Portfolio Advisors
New York
$11.2M
3
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
$1.85M
4
PCIA
Prime Capital Investment Advisors
Kansas
$35.4M
5
LW
Lauer Wealth
Indiana
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
151
Insight Advisors
Pennsylvania
$3.84M +$159K +2,502 +4%
IWP
152
IAG Wealth Partners
Wisconsin
$3.78M -$72.3K -1,138 -2%
MSAM
153
Moloney Securities Asset Management
Missouri
$3.69M +$123K +1,938 +3%
CNBTD
154
Citizens National Bank Trust Department
Mississippi
$3.58M +$69.8K +1,099 +2%
CIAS
155
Capital Investment Advisory Services
North Carolina
$3.55M +$15.8K +249 +0.4%
ACM
156
Avalon Capital Management
California
$3.49M -$399K -6,282 -10%
PWMG
157
Provence Wealth Management Group
California
$3.48M +$190K +2,995 +6%
JWCA
158
J.W. Cole Advisors
Florida
$3.34M +$107K +1,692 +3%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$3.33M -$34.2K -539 -1%
TSWM
160
Tyler-Stone Wealth Management
Ohio
$3.31M +$1.47M +23,096 +80%
SIM
161
Seaview Investment Managers
Florida
$3.29M -$1.75M -27,560 -35%
KAS
162
KPP Advisory Services
Kentucky
$3.24M +$3.24M +51,072 New
AWM
163
Aries Wealth Management
Maine
$3.24M +$377K +5,827 +13%
LF
164
Lantz Financial
Illinois
$3.18M -$23.3K -367 -0.7%
HAS
165
HBW Advisory Services
California
$3.17M -$190 -3 -0%
OC
166
Oppenheimer & Co
New York
$2.86M +$290K +4,566 +11%
AAS
167
Ameritas Advisory Services
Nebraska
$2.8M +$2.8M +44,054 New
AFP
168
Ausdal Financial Partners
Iowa
$2.75M +$174K +2,734 +7%
BWM
169
Bulltick Wealth Management
Florida
$2.59M -$881K -13,870 -25%
Mercer Global Advisors
170
Mercer Global Advisors
Colorado
$2.56M -$1.51M -23,747 -37%
SFP
171
Sweet Financial Partners
Minnesota
$2.5M – – –
PAS
172
Park Avenue Securities
New York
$2.49M -$150K -2,366 -6%
MFP
173
Meridian Financial Partners
Virginia
$2.45M -$48K -757 -2%
Brown Advisory
174
Brown Advisory
Maryland
$2.43M +$48.5K +764 +2%
JSL
175
JT Stratford LLC
Georgia
$2.36M +$476K +7,491 +25%
5 6
7
8 9