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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

388 hedge funds and large institutions have $4.25B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 103

22% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 32

1% more funds holding

Funds holding: 385388 (+3)

3% less funds holding in top 10

Funds holding in top 10: 3130 (-1)

10.64% less ownership

Funds ownership: 80.94%70.3% (-11%)

24% less capital invested

Capital invested by funds: $5.63B → $4.25B (-$1.38B)

Holders
388
Holders Change
+3
Holders Change %
+0.78%
% of All Funds
6.54%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.51%
New
39
Increased
156
Reduced
103
Closed
32
Calls
$951K
Puts
Net Calls
+$951K
Net Calls Change
-$36K
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
176
Northern Trust
Illinois
$837K
PPW
177
Pinnacle Private Wealth
Massachusetts
$835K +$12.3K +203 +1%
TTWM
178
TCV Trust & Wealth Management
Virginia
$822K
MBT
179
Montecito Bank & Trust
California
$807K +$5.21K +86 +0.6%
BCA
180
Bay Colony Advisors
Massachusetts
$790K +$3.03K +50 +0.4%
SWM
181
Silverlake Wealth Management
Vermont
$778K -$3.27K -54 -0.4%
ACG
182
Allen Capital Group
Nebraska
$776K -$17.9K -296 -2%
CFO
183
CVA Family Office
Colorado
$775K
AW
184
ACG Wealth
Georgia
$770K -$17K -280 -2%
DFA
185
DHJJ Financial Advisors
Illinois
$768K +$141K +2,328 +21%
MA
186
MONECO Advisors
Connecticut
$744K -$6K -99 -0.8%
CPIG
187
Chicago Partners Investment Group
Illinois
$730K -$2.18K -36 -0.3%
CCM
188
Colorado Capital Management
Colorado
$726K -$19.8K -326 -3%
RA
189
RFG Advisory
Alabama
$721K -$38.9K -641 -5%
Jane Street
190
Jane Street
New York
$710K -$1.19M -19,589 -61%
SIA
191
SkyView Investment Advisors
New Jersey
$707K -$58.1K -959 -7%
GWM
192
Geneos Wealth Management
Colorado
$706K +$12.6K +208 +2%
FCAG
193
First Capital Advisors Group
New Jersey
$701K -$43.2K -713 -6%
HI
194
Harbour Investments
Wisconsin
$683K +$722K +11,919 New
AWA
195
Alta Wealth Advisors
Massachusetts
$681K
FCA
196
FinTrust Capital Advisors
South Carolina
$665K +$480K +7,916 +238%
WPIC
197
White Pine Investment Company
Michigan
$662K +$700K +11,549 New
FFA
198
Fragasso Financial Advisors
Pennsylvania
$648K +$1.88K +31 +0.3%
TFA
199
Tranquilli Financial Advisor
New Jersey
$644K -$2.38M -39,243 -78%
SPIA
200
Steward Partners Investment Advisory
New York
$628K +$5.21K +86 +0.8%

DGRW Hedge Fund Activity: Q2 2022 in Review

388 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q2 2022, worth a combined $4.25B — down 24% from $5.63B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DGRW positions and 32 closed out — a net gain of 7 holders — while 156 added to existing stakes and 103 trimmed.

The largest buyer was Ameriprise, adding an estimated $73.6M. The largest seller was Envestnet Asset Management, cutting an estimated $497M.

  • 388 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q2 2022, up from 385 in Q1 2022.
  • Funds reported $4.25B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q2 2022, down 24% quarter-over-quarter.
  • 39 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q2 2022 and 32 closed out, a net change of +7 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q2 2022 was Ameriprise, an estimated $73.6M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q2 2022 was Envestnet Asset Management, an estimated $497M sold.

Based on aggregated 13F filings for Q2 2022.