DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

442 hedge funds and large institutions have $10.9B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 190 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+47
Holders Change %
+11.9%
% of All Funds
7.13%
Holding in Top 10
46
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.78%
% of All Funds
0.74%
New
77
Increased
190
Reduced
94
Closed
23
Calls
$525K
Puts
$127K
Net Calls
+$398K
Net Calls Change
-$324K

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$5.61B
2
LPL Financial
LPL Financial
California
$314M
3
AWA
Amplius Wealth Advisors
Pennsylvania
$56.7M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$740M
5
GWSG
GPS Wealth Strategies Group
Colorado
$25.1M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0
2
Morgan Stanley
Morgan Stanley
New York
$294M
3
Truist Financial
Truist Financial
North Carolina
$9.57M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$24.6M
5
OWA
Outlook Wealth Advisors
Texas
$428K
Name Holding Trade Value Shares
Change 		Shares
Change %
JSL
176
JT Stratford LLC
Georgia
$1.54M +$848K +14,057 +124%
GT
177
Glenmede Trust
Pennsylvania
$1.49M +$211K +3,494 +16%
FHC
178
First Heartland Consultants
Missouri
$1.48M -$2.41K -40 -0.2%
HA
179
Herold Advisors
New York
$1.46M +$19.6K +325 +1%
CG
180
Colony Group
Massachusetts
$1.46M – – –
OAM
181
Occidental Asset Management
California
$1.44M +$1.69K +28 +0.1%
WIM
182
WealthPlan Investment Management
Nebraska
$1.43M +$55.1K +871 +4%
WP
183
WealthPLAN Partners
Nebraska
$1.43M +$1.43M +22,614 New
MF
184
Meridian Financial
Massachusetts
$1.38M +$6.52K +108 +0.5%
FZCM
185
Flynn Zito Capital Management
New York
$1.36M -$54.4K -902 -4%
TWA
186
Talisman Wealth Advisors
New Jersey
$1.29M +$1.29M +21,436 New
NFC
187
Northeast Financial Consultants
Connecticut
$1.29M +$6.34K +105 +0.5%
CFA
188
Cahill Financial Advisors
Minnesota
$1.29M -$7.3K -121 -0.6%
DI
189
DFPG Investments
Utah
$1.28M +$1.28M +20,671 New
MA
190
Menlo Advisors
California
$1.25M – – –
CWM
191
Collaborative Wealth Management
Florida
$1.21M -$14.1K -234 -1%
TFS
192
Thoroughbred Financial Services
Tennessee
$1.2M +$796K +13,198 +200%
WPIC
193
White Pine Investment Company
Michigan
$1.14M +$75.4K +1,249 +7%
GWM
194
Geneos Wealth Management
Colorado
$1.12M +$321K +5,325 +40%
SAG
195
SageView Advisory Group
California
$1.11M +$1.11M +18,331 New
FFWM
196
Future Financial Wealth Management
Ohio
$1.09M +$229K +3,793 +27%
FCA
197
FinTrust Capital Advisors
South Carolina
$1.09M +$179K +2,963 +20%
FFA
198
Fragasso Financial Advisors
Pennsylvania
$1.04M +$11.5K +190 +1%
ATPW
199
Ashton Thomas Private Wealth
Arizona
$1.04M -$181K -3,003 -15%
WCM
200
WealthBridge Capital Management
Ohio
$1.04M +$14.1K +233 +1%
6 7
8
9 10