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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

507 hedge funds and large institutions have $6.89B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 229 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
8.08%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
0.91%
New
48
Increased
229
Reduced
142
Closed
35
Calls
$603K
Puts
$190K
Net Calls
+$413K
Net Calls Change
-$114K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$921M
2
HI
Horizon Investments
North Carolina
$76.3M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$54.9M
4
LPL Financial
LPL Financial
California
$481M
5
Bank of America
Bank of America
North Carolina
$612M

Top Sellers

1
DLIC
Daido Life Insurance Company
Japan
$0
2
APA
Astoria Portfolio Advisors
New York
$11.2M
3
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
$1.85M
4
PCIA
Prime Capital Investment Advisors
Kansas
$35.4M
5
LW
Lauer Wealth
Indiana
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
176
Herold Advisors
New York
$2.31M +$118K +1,856 +5%
WAP
177
Wealthcare Advisory Partners
Pennsylvania
$2.29M -$67.5K -1,063 -3%
HTC
178
Haverford Trust Company
Pennsylvania
$2.28M – – –
RA
179
RFG Advisory
Alabama
$2.24M +$853K +13,435 +61%
PFS
180
Prospera Financial Services
Texas
$2.24M +$770K +12,126 +52%
BMA
181
Brooks Moore & Associates
Tennessee
$2.23M +$21.4K +337 +1%
GM
182
GeoWealth Management
Illinois
$2.19M -$1.09M -17,217 -33%
SPA
183
Sentinel Pension Advisors
Massachusetts
$2.16M +$26.6K +419 +1%
RGF
184
Retirement Guys Formula
Ohio
$2.11M -$146K -2,303 -6%
SPIA
185
Steward Partners Investment Advisory
New York
$2.09M +$376K +5,923 +22%
PWG
186
Portside Wealth Group
Utah
$2.07M +$53.7K +848 +3%
AWE
187
Avidian Wealth Enterprises
Texas
$2.05M +$939K +14,796 +84%
SWA
188
Stratos Wealth Advisors
Ohio
$2M -$70K -1,103 -3%
CAM
189
Cresset Asset Management
Illinois
$2M -$46.9K -739 -2%
Comerica Bank
190
Comerica Bank
Texas
$1.96M +$1.96M +30,874 New
FNT
191
First National Trust
Pennsylvania
$1.95M +$1.95M +30,692 New
MF
192
Meridian Financial
Massachusetts
$1.95M +$142K +2,239 +8%
NA
193
NewEdge Advisors
Louisiana
$1.92M +$541K +8,520 +39%
FHC
194
First Heartland Consultants
Missouri
$1.9M +$318K +5,006 +20%
Goldman Sachs
195
Goldman Sachs
New York
$1.89M +$1.23M +19,327 +184%
ICP
196
Interchange Capital Partners
Pennsylvania
$1.89M -$34.6K -545 -2%
AIP
197
Almanack Investment Partners
Pennsylvania
$1.87M – – –
FA
198
FDx Advisors
Illinois
$1.86M -$111K -1,742 -6%
ZIMP
199
Zimmermann Investment Management & Planning
Pennsylvania
$1.85M -$8.52M -134,241 -82%
TFS
200
Thoroughbred Financial Services
Tennessee
$1.83M +$346K +5,458 +23%
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