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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

384 hedge funds and large institutions have $5.63B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 147 increasing their positions, 115 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
6.08%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.49%
New
39
Increased
147
Reduced
115
Closed
29
Calls
$987K
Puts
–
Net Calls
+$987K
Net Calls Change
+$421K

Top Buyers

1
HC
1
Hamilton Capital
Ohio
$182M
2
HI
2
Horizon Investments
North Carolina
$152M
3
SIG
3
Spinnaker Investment Group
California
$28.9M
4
AWE
4
Avidian Wealth Enterprises
Texas
$27.7M
5
CWA
5
Choice Wealth Advisors
Maine
$23.3M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.26B
2
AWM
2
AE Wealth Management
Kansas
$9.85M
3
WA
3
Win Advisors
Florida
$5.54M
4
TC
4
TownSquare Capital
Utah
$40.2M
5
TC
5
Trilogy Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
C
201
Certuity
Florida
$568K +$568K +8,919 New
IFA
202
Interactive Financial Advisors
Illinois
$557K -$35.2K -485 -6%
SFM
203
Signet Financial Management
New Jersey
$548K -$41.1K -646 -7%
AllianceBernstein
204
AllianceBernstein
Tennessee
$541K – – –
CFS
205
CRA Financial Services
New Jersey
$524K +$524K +8,237 New
AWA
206
Arete Wealth Advisors
Illinois
$523K +$52K +817 +11%
DAM
207
Deltec Asset Management
New York
$522K – – –
CWA
208
Clearview Wealth Advisors
Oregon
$517K -$493K -7,737 -49%
MSFS
209
Main Street Financial Solutions
Pennsylvania
$510K -$5.22K -82 -1%
BFO
210
Biltmore Family Office
North Carolina
$509K – – –
FPCP
211
Fort Point Capital Partners
California
$508K +$175K +2,757 +53%
SC
212
Scotia Capital
Ontario, Canada
$507K +$127 +2 +0%
CAM
213
Cozad Asset Management
Illinois
$476K – – –
SCA
214
Snowden Capital Advisors
New York
$468K -$2.74K -43 -0.6%
Kovitz Investment Group Partners
215
Kovitz Investment Group Partners
Illinois
$467K +$467K +7,329 New
WMA
216
Wealth Management Associates
New Jersey
$460K +$382 +6 +0.1%
RB
217
Renasant Bank
Mississippi
$456K +$8.34K +131 +2%
BAM
218
Belpointe Asset Management
Nevada
$455K +$455K +7,147 New
AWA
219
Arkadios Wealth Advisors
Georgia
$452K -$92K -1,447 -17%
TSWM
220
Triangle Securities Wealth Management
North Carolina
$449K -$4.78K -75 -1%
GRP
221
Global Retirement Partners
California
$440K +$440K +7,379 New
GT
222
Glenmede Trust
Pennsylvania
$439K +$357K +5,617 +436%
VWA
223
V Wealth Advisors
Kansas
$418K +$48K +754 +13%
NRI
224
NFP Retirement Inc
California
$407K +$407K +6,387 New
Fidelity Investments
225
Fidelity Investments
Massachusetts
$400K +$86.8K +1,364 +28%
7 8
9
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