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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

381 hedge funds and large institutions have $5.78B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 138 increasing their positions, 94 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+59
Holders Change %
+18.32%
% of All Funds
5.88%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.43%
New
78
Increased
138
Reduced
94
Closed
15
Calls
$566K
Puts
–
Net Calls
+$566K
Net Calls Change
-$229K

Top Buyers

1
AWM
AE Wealth Management
Kansas
$64.4M
2
HighTower Advisors
HighTower Advisors
Illinois
$134M
3
Ameriprise
Ameriprise
Minnesota
$192M
4
Creative Planning
Creative Planning
Kansas
$24.3M
5
GWS
Glassman Wealth Services
Virginia
$20.6M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$41.6M
2
HI
Horizon Investments
North Carolina
$111M
3
Morgan Stanley
Morgan Stanley
New York
$276M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$138M
5
PI
PFS Investments
Georgia
$53.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
176
RFG Advisory
Alabama
$829K +$40.2K +611 +5%
CPIG
177
Chicago Partners Investment Group
Illinois
$828K +$106K +1,701 +15%
MA
178
MONECO Advisors
Connecticut
$821K +$7.21K +113 +0.9%
CA
179
CoreCap Advisors
Michigan
$820K +$820K +12,452 New
CWM
180
Cornerstone Wealth Management
Missouri
$806K +$27.6K +417 +4%
AWA
181
Alta Wealth Advisors
Massachusetts
$781K – – –
FFA
182
Fragasso Financial Advisors
Pennsylvania
$757K -$10.8K -164 -1%
GHA
183
GW Henssler & Associates
Georgia
$732K +$10.2K +155 +1%
SPIA
184
Steward Partners Investment Advisory
New York
$712K -$5.93K -90 -0.8%
AWE
185
Avidian Wealth Enterprises
Texas
$703K +$703K +10,677 New
Koshinski Asset Management
186
Koshinski Asset Management
Illinois
$697K +$26.1K +396 +4%
WBG
187
Wharton Business Group
Pennsylvania
$694K – – –
DFA
188
DHJJ Financial Advisors
Illinois
$662K -$10.3K -157 -2%
GEA
189
Glen Eagle Advisors
New Jersey
$654K +$43.4K +659 +7%
GAM
190
Garrison Asset Management
Arkansas
$654K +$10.5K +160 +2%
NFG
191
Next Financial Group
Texas
$645K -$274K -4,156 -30%
MA
192
Menlo Advisors
California
$632K +$87.2K +1,325 +16%
GWSG
193
GPS Wealth Strategies Group
Colorado
$619K +$78.3K +1,189 +14%
JSL
194
JT Stratford LLC
Georgia
$615K -$6.32K -96 -1%
SFM
195
Signet Financial Management
New Jersey
$609K -$85.4K -1,297 -12%
GVAG
196
Great Valley Advisor Group
Delaware
$598K +$52.7K +800 +10%
SC
197
Slow Capital
California
$596K -$10.4K -158 -2%
ACK
198
Andrew C. Karlinski
$586K +$586K +8,894 New
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
$583K -$790 -12 -0.1%
TWC
200
TD Waterhouse Canada
Ontario, Canada
$582K +$582K +8,794 New
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