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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

395 hedge funds and large institutions have $4.46B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 169 increasing their positions, 100 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+8
Holders Change %
+2.07%
% of All Funds
6.83%
Holding in Top 10
36
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
41
Increased
169
Reduced
100
Closed
29
Calls
$722K
Puts
–
Net Calls
+$722K
Net Calls Change
-$229K

Top Buyers

1
HC
Hamilton Capital
Ohio
$344M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$69.2M
3
LPL Financial
LPL Financial
California
$190M
4
CWA
Choice Wealth Advisors
Maine
$19.3M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$149M

Top Sellers

1
AWE
Avidian Wealth Enterprises
Texas
$4.12M
2
HWM
Horizon Wealth Management
Illinois
$0
3
ARC
Advisor Resource Council
Texas
$0
4
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
$0
5
KAS
Kestra Advisory Services
Texas
$25.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
176
FinTrust Capital Advisors
South Carolina
$853K +$217K +3,840 +34%
IC
177
IEQ Capital
California
$847K – – –
FA
178
FDx Advisors
Illinois
$846K +$554K +10,266 +189%
MBT
179
Montecito Bank & Trust
California
$826K +$66.4K +1,232 +9%
FFWM
180
Future Financial Wealth Management
Ohio
$820K -$2.69K -47 -0.3%
PFS
181
Prospera Financial Services
Texas
$818K +$18K +334 +2%
DWM
182
Dopkins Wealth Management
New York
$813K – – –
Northern Trust
183
Northern Trust
Illinois
$777K -$10.9K -203 -1%
TTWM
184
TCV Trust & Wealth Management
Virginia
$774K – – –
CPIG
185
Chicago Partners Investment Group
Illinois
$774K +$58.8K +988 +8%
AW
186
ACG Wealth
Georgia
$754K +$29.3K +543 +4%
DFA
187
DHJJ Financial Advisors
Illinois
$732K +$14.1K +261 +2%
SWM
188
Silverlake Wealth Management
Vermont
$724K -$7.55K -140 -1%
GWM
189
Geneos Wealth Management
Colorado
$710K +$52K +965 +8%
ICP
190
Interchange Capital Partners
Pennsylvania
$705K +$705K +13,095 New
RA
191
RFG Advisory
Alabama
$703K -$7.26K -121 -1%
FCAG
192
First Capital Advisors Group
New Jersey
$702K +$42.9K +795 +7%
SIA
193
SkyView Investment Advisors
New Jersey
$702K +$42.9K +795 +7%
BCA
194
Bay Colony Advisors
Massachusetts
$701K – – –
SPIA
195
Steward Partners Investment Advisory
New York
$701K +$110K +2,046 +19%
CA
196
CoreCap Advisors
Michigan
$701K +$157K +2,904 +29%
HI
197
Harbour Investments
Wisconsin
$683K – – –
CCM
198
Colorado Capital Management
Colorado
$682K – – –
FAIM
199
Financial Advocates Investment Management
Washington
$681K -$473K -8,771 -41%
CFO
200
CVA Family Office
Colorado
$670K -$59.3K -1,100 -8%
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