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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

395 hedge funds and large institutions have $4.46B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 169 increasing their positions, 100 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+8
Holders Change %
+2.07%
% of All Funds
6.83%
Holding in Top 10
36
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
41
Increased
169
Reduced
100
Closed
29
Calls
$722K
Puts
–
Net Calls
+$722K
Net Calls Change
-$229K

Top Buyers

1
HC
Hamilton Capital
Ohio
+$174M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$69.2M
3
LPL Financial
LPL Financial
California
+$20.1M
4
CWA
Choice Wealth Advisors
Maine
+$19.3M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$18.1M

Top Sellers

1
AWE
Avidian Wealth Enterprises
Texas
-$20.8M
2
HWM
Horizon Wealth Management
Illinois
-$6.81M
3
ARC
Advisor Resource Council
Texas
-$4.95M
4
LFPWM
Leicht Financial Planning & Wealth Management
New Jersey
-$3.74M
5
KAS
Kestra Advisory Services
Texas
-$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
201
Smithfield Trust
Pennsylvania
$661K +$497K +9,240 +303%
NC
202
NewSquare Capital
Pennsylvania
$655K -$661K -12,255 -50%
MA
203
MONECO Advisors
Connecticut
$649K -$50.9K -945 -7%
AWA
204
Alta Wealth Advisors
Massachusetts
$639K – – –
FFG
205
Ford Financial Group
California
$620K +$254K +4,724 +70%
TFA
206
Tranquilli Financial Advisor
New Jersey
$615K +$9.33K +173 +2%
FPCP
207
Fort Point Capital Partners
California
$614K +$38.3K +711 +7%
JSL
208
JT Stratford LLC
Georgia
$613K +$29.9K +555 +5%
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$603K +$103K +1,907 +21%
SWM
210
SeaCrest Wealth Management
New York
$601K +$601K +11,146 New
Koshinski Asset Management
211
Koshinski Asset Management
Illinois
$592K +$13.9K +258 +2%
SFM
212
Signet Financial Management
New Jersey
$586K +$40.2K +746 +7%
ACG
213
Allen Capital Group
Nebraska
$574K -$156K -2,892 -21%
5L
214
55I LLC
Massachusetts
$572K -$931K -17,259 -62%
ACK
215
Andrew C. Karlinski
$567K -$304K -5,635 -35%
WBG
216
Wharton Business Group
Pennsylvania
$557K – – –
GHA
217
GW Henssler & Associates
Georgia
$551K -$36.4K -676 -6%
TWC
218
TD Waterhouse Canada
Ontario, Canada
$515K -$40.4K -732 -7%
GAM
219
Garrison Asset Management
Arkansas
$509K +$162 +3 +0%
US Bancorp
220
US Bancorp
Minnesota
$506K -$31.9K -590 -6%
RWB
221
RMR Wealth Builders
New Jersey
$483K +$1.19K +22 +0.2%
TP
222
Tranquility Partners
Tennessee
$479K +$43.1K +800 +10%
MA
223
Mutual Advisors
Nebraska
$475K +$475K +8,805 New
BFA
224
Beaumont Financial Advisors
Massachusetts
$470K -$5.13K -95 -1%
AllianceBernstein
225
AllianceBernstein
Tennessee
$458K – – –
7 8
9
10 11