DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

387 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
Holders
387
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

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$244M
2
WA
2
Waddell & Associates
Tennessee
$51.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$297M
4
HC
4
Hamilton Capital
Ohio
$181M
5
LPL Financial
5
LPL Financial
California
$180M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$26.6M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$679M
3
HI
3
Horizon Investments
North Carolina
$54.6M
4
PI
4
PFS Investments
Georgia
$11.7M
5
CWA
5
Choice Wealth Advisors
Maine
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
176
Northern Trust
Illinois
$837K – – –
PPW
177
Pinnacle Private Wealth
Massachusetts
$835K +$11.6K +203 +1%
TTWM
178
TCV Trust & Wealth Management
Virginia
$822K – – –
MBT
179
Montecito Bank & Trust
California
$807K +$4.93K +86 +0.6%
BCA
180
Bay Colony Advisors
Massachusetts
$790K +$3.04K +50 +0.4%
SWM
181
Silverlake Wealth Management
Vermont
$778K -$3.1K -54 -0.4%
ACG
182
Allen Capital Group
Nebraska
$776K -$17K -296 -2%
CFO
183
CVA Family Office
Colorado
$775K – – –
AW
184
ACG Wealth
Georgia
$770K -$16K -280 -2%
DFA
185
DHJJ Financial Advisors
Illinois
$768K +$134K +2,328 +21%
MA
186
MONECO Advisors
Connecticut
$744K -$5.67K -99 -0.8%
CPIG
187
Chicago Partners Investment Group
Illinois
$730K -$2.19K -36 -0.3%
CCM
188
Colorado Capital Management
Colorado
$726K -$18.7K -326 -3%
RA
189
RFG Advisory
Alabama
$721K -$39K -641 -5%
Jane Street
190
Jane Street
New York
$710K -$1.12M -19,589 -61%
SIA
191
SkyView Investment Advisors
New Jersey
$707K -$55.4K -959 -7%
GWM
192
Geneos Wealth Management
Colorado
$706K +$12K +208 +2%
FCAG
193
First Capital Advisors Group
New Jersey
$701K -$40.9K -713 -6%
HI
194
Harbour Investments
Wisconsin
$683K +$683K +11,919 New
AWA
195
Alta Wealth Advisors
Massachusetts
$681K – – –
FCA
196
FinTrust Capital Advisors
South Carolina
$665K +$468K +7,916 +238%
WPIC
197
White Pine Investment Company
Michigan
$662K +$662K +11,549 New
FFA
198
Fragasso Financial Advisors
Pennsylvania
$648K +$1.78K +31 +0.3%
TFA
199
Tranquilli Financial Advisor
New Jersey
$644K -$2.25M -39,243 -78%
SPIA
200
Steward Partners Investment Advisory
New York
$628K +$4.93K +86 +0.8%
6 7
8
9 10