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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

501 hedge funds and large institutions have $6.44B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 203 increasing their positions, 140 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+40
Holders Change %
+8.68%
% of All Funds
7.9%
Holding in Top 10
50
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.11%
% of All Funds
0.79%
New
64
Increased
203
Reduced
140
Closed
23
Calls
$567K
Puts
$40K
Net Calls
+$527K
Net Calls Change
-$34K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$403M
2
LPL Financial
2
LPL Financial
California
$450M
3
HC
3
Hamilton Capital
Ohio
$485M
4
LFA
4
Legacy Financial Advisors
Kentucky
$46.3M
5
SFG
5
SNS Financial Group
Minnesota
$34.3M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$753M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$25M
3
NEI
3
Northwest & Ethical Investments
Ontario, Canada
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$195M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
176
Inspire Advisors
Idaho
$2.1M +$2.1M +31,549 New
FA
177
FDx Advisors
Illinois
$2.06M +$239K +3,592 +13%
Millennium Management
178
Millennium Management
New York
$2.05M +$2.05M +30,722 New
ICP
179
Interchange Capital Partners
Pennsylvania
$2.02M +$60.8K +911 +3%
SAG
180
SageView Advisory Group
California
$2M +$763K +11,448 +61%
JSL
181
JT Stratford LLC
Georgia
$1.98M +$245K +3,675 +14%
AIP
182
Almanack Investment Partners
Pennsylvania
$1.96M – – –
TSWM
183
Tyler-Stone Wealth Management
Ohio
$1.93M +$1.93M +29,000 New
MF
184
Meridian Financial
Massachusetts
$1.89M +$140K +2,105 +8%
MA
185
Menlo Advisors
California
$1.89M – – –
OWM
186
OneAscent Wealth Management
Alabama
$1.86M -$276K -4,134 -13%
CCB
187
Country Club Bank
Missouri
$1.86M -$20.2K -306 -1%
SPIA
188
Steward Partners Investment Advisory
New York
$1.8M +$464K +6,959 +35%
WA
189
Win Advisors
Florida
$1.79M +$1.79M +32,622 New
SSWM
190
Sheets Smith Wealth Management
North Carolina
$1.76M -$8.8K -132 -0.5%
NCM
191
Narwhal Capital Management
Georgia
$1.7M +$1.7M +25,530 New
VP
192
Verum Partners
North Carolina
$1.7M +$2.47K +37 +0.1%
DFA
193
DHK Financial Advisors
New Hampshire
$1.68M +$1.41M +21,080 +503%
SWM
194
Solano Wealth Management
California
$1.67M -$44.7K -670 -3%
FHC
195
First Heartland Consultants
Missouri
$1.66M +$63.2K +948 +4%
CG
196
Colony Group
Massachusetts
$1.64M +$26.3K +394 +2%
FFA
197
Fragasso Financial Advisors
Pennsylvania
$1.63M +$254K +3,811 +19%
BCP
198
Blackhawk Capital Partners
Wisconsin
$1.6M -$83.1K -1,246 -5%
RL
199
Retireful LLC
Michigan
$1.58M +$1.58M +23,660 New
WPIC
200
White Pine Investment Company
Michigan
$1.56M +$191K +2,858 +14%
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8
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