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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

382 hedge funds and large institutions have $5.78B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 138 increasing their positions, 94 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

427% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 15

47% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 94

27% more funds holding in top 10

Funds holding in top 10: 22 → 28 (+6)

19% more funds holding

Funds holding: 322 → 382 (+60)

17% more capital invested

Capital invested by funds: $4.94B → $5.78B (+$833M)

1.31% more ownership

Funds ownership: 79.48% → 80.79% (+1.3%)

Holders
382
Holders Change
+60
Holders Change %
+18.63%
% of All Funds
5.88%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.43%
New
79
Increased
138
Reduced
94
Closed
15
Calls
$566K
Puts
–
Net Calls
+$566K
Net Calls Change
-$229K

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$59.1M
2
HighTower Advisors
HighTower Advisors
Illinois
+$47M
3
Ameriprise
Ameriprise
Minnesota
+$44.2M
4
Creative Planning
Creative Planning
Kansas
+$22.3M
5
GWS
Glassman Wealth Services
Virginia
+$18.3M

Top Sellers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
-$25.2M
2
Morgan Stanley
Morgan Stanley
New York
-$21.9M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$20.7M
4
PI
PFS Investments
Georgia
-$10.8M
5
MIAN
Mariner Independent Advisor Network
Kansas
-$7.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
201
Beaumont Financial Advisors
Massachusetts
$574K -$14K -223 -2%
AWA
202
Arkadios Wealth Advisors
Georgia
$563K -$311K -4,945 -37%
AllianceBernstein
203
AllianceBernstein
Tennessee
$559K – – –
MA
204
Mutual Advisors
Nebraska
$555K +$41.7K +664 +9%
DAM
205
Deltec Asset Management
New York
$540K – – –
IFA
206
Interactive Financial Advisors
Illinois
$538K -$15.9K -253 -3%
RWB
207
RMR Wealth Builders
New Jersey
$538K +$18.8K +300 +4%
5L
208
55I LLC
Massachusetts
$535K +$16.1K +257 +3%
MSFS
209
Main Street Financial Solutions
Pennsylvania
$533K +$9.61K +153 +2%
AWM
210
Apollon Wealth Management
South Carolina
$528K +$504K +8,021 New
BFO
211
Biltmore Family Office
North Carolina
$527K +$502K +8,000 New
SC
212
Scotia Capital
Ontario, Canada
$524K -$7.91K -126 -2%
AWM
213
Axxcess Wealth Management
California
$505K +$482K +7,672 New
CAM
214
Cozad Asset Management
Illinois
$492K – – –
AWA
215
Arete Wealth Advisors
Illinois
$489K +$1K +16 +0.2%
SCA
216
Snowden Capital Advisors
New York
$487K +$40.8K +650 +10%
NWMG
217
National Wealth Management Group
Ohio
$478K +$456K +7,265 New
WMA
218
Wealth Management Associates
New Jersey
$475K +$6.85K +109 +2%
HI
219
Harbour Investments
Wisconsin
$471K -$15.6K -248 -3%
TSWM
220
Triangle Securities Wealth Management
North Carolina
$469K -$45.2K -720 -9%
RB
221
Renasant Bank
Mississippi
$463K +$2.45K +39 +0.6%
AWM
222
Aries Wealth Management
Maine
$456K +$434K +6,917 New
FAIM
223
Financial Advocates Investment Management
Washington
$445K +$424K +6,756 New
GT
224
Glenview Trust
Kentucky
$413K -$24.9K -396 -6%
NA
225
NewEdge Advisors
Louisiana
$412K +$392K +6,246 New
7 8
9
10 11

DGRW Hedge Fund Activity: Q4 2021 in Review

382 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q4 2021, worth a combined $5.78B — up 17% from $4.94B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new DGRW positions and 15 closed out — a net gain of 64 holders — while 138 added to existing stakes and 94 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $59.1M. The largest seller was Horizon Investments, cutting an estimated $25.2M.

  • 382 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q4 2021, up from 322 in Q3 2021.
  • Funds reported $5.78B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q4 2021, up 17% quarter-over-quarter.
  • 79 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q4 2021 and 15 closed out, a net change of +64 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q4 2021 was AE Wealth Management, an estimated $59.1M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q4 2021 was Horizon Investments, an estimated $25.2M sold.

Based on aggregated 13F filings for Q4 2021.