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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

384 hedge funds and large institutions have $5.63B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 147 increasing their positions, 115 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
6.08%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.49%
New
39
Increased
147
Reduced
115
Closed
29
Calls
$987K
Puts
–
Net Calls
+$987K
Net Calls Change
+$421K

Top Buyers

1
HC
1
Hamilton Capital
Ohio
$182M
2
HI
2
Horizon Investments
North Carolina
$152M
3
SIG
3
Spinnaker Investment Group
California
$28.9M
4
AWE
4
Avidian Wealth Enterprises
Texas
$27.7M
5
CWA
5
Choice Wealth Advisors
Maine
$23.3M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.26B
2
AWM
2
AE Wealth Management
Kansas
$9.85M
3
WA
3
Win Advisors
Florida
$5.54M
4
TC
4
TownSquare Capital
Utah
$40.2M
5
TC
5
Trilogy Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
176
Colorado Capital Management
Colorado
$827K -$12.9K -203 -2%
BCA
177
Bay Colony Advisors
Massachusetts
$825K -$39.5K -620 -5%
FCAG
178
First Capital Advisors Group
New Jersey
$824K -$23.3K -366 -3%
SIA
179
SkyView Investment Advisors
New Jersey
$806K -$7.33K -120 -0.9%
RA
180
RFG Advisory
Alabama
$795K -$6.5K -102 -0.8%
CA
181
CoreCap Advisors
Michigan
$774K -$18.7K -293 -2%
GWM
182
Geneos Wealth Management
Colorado
$764K -$341K -5,362 -31%
AWA
183
Alta Wealth Advisors
Massachusetts
$755K – – –
MCC
184
Money Concepts Capital
Florida
$743K +$501K +7,875 +208%
FFA
185
Fragasso Financial Advisors
Pennsylvania
$718K -$13.1K -206 -2%
CPIG
186
Chicago Partners Investment Group
Illinois
$712K -$74.1K -1,254 -9%
DFA
187
DHJJ Financial Advisors
Illinois
$702K +$59.6K +932 +9%
SPIA
188
Steward Partners Investment Advisory
New York
$693K +$4.27K +67 +0.6%
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$689K +$125K +1,966 +22%
GHA
190
GW Henssler & Associates
Georgia
$683K -$24.8K -390 -4%
GEA
191
Glen Eagle Advisors
New Jersey
$670K +$37.6K +591 +6%
Koshinski Asset Management
192
Koshinski Asset Management
Illinois
$666K -$7.64K -120 -1%
WBG
193
Wharton Business Group
Pennsylvania
$659K -$12.1K -190 -2%
ACK
194
Andrew C. Karlinski
$651K +$84.3K +1,323 +15%
GVAG
195
Great Valley Advisor Group
Delaware
$638K +$60.5K +950 +10%
US Bancorp
196
US Bancorp
Minnesota
$621K +$451K +7,075 +265%
GAM
197
Garrison Asset Management
Arkansas
$618K -$14.3K -224 -2%
TWC
198
TD Waterhouse Canada
Ontario, Canada
$609K +$47.2K +740 +8%
JSL
199
JT Stratford LLC
Georgia
$595K +$318 +5 +0.1%
RWB
200
RMR Wealth Builders
New Jersey
$593K +$73K +1,146 +14%
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8
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