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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

442 hedge funds and large institutions have $10.9B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 190 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+47
Holders Change %
+11.9%
% of All Funds
7.13%
Holding in Top 10
46
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.78%
% of All Funds
0.74%
New
77
Increased
190
Reduced
94
Closed
23
Calls
$525K
Puts
$127K
Net Calls
+$398K
Net Calls Change
-$324K

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$5.15B
2
LPL Financial
LPL Financial
California
+$101M
3
AWA
Amplius Wealth Advisors
Pennsylvania
+$56.5M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$26M
5
GWSG
GPS Wealth Strategies Group
Colorado
+$20M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$69.2M
2
Morgan Stanley
Morgan Stanley
New York
-$16.1M
3
Truist Financial
Truist Financial
North Carolina
-$13.2M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$12.4M
5
OWA
Outlook Wealth Advisors
Texas
-$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
201
Prospera Financial Services
Texas
$1.03M +$111K +1,841 +12%
CAL
202
Capital Analysts LLC
Pennsylvania
$1M -$65.5K -1,085 -6%
RFC
203
Regions Financial Corp
Alabama
$986K – – –
Corient Private Wealth
204
Corient Private Wealth
Florida
$952K +$952K +15,773 New
IC
205
IEQ Capital
California
$948K – – –
MBT
206
Montecito Bank & Trust
California
$943K +$17.9K +296 +2%
DWM
207
Dopkins Wealth Management
New York
$876K -$33.8K -560 -4%
Northern Trust
208
Northern Trust
Illinois
$870K – – –
RCAG
209
Rehmann Capital Advisory Group
Michigan
$869K -$221K -3,661 -20%
TTWM
210
TCV Trust & Wealth Management
Virginia
$866K – – –
DFA
211
DHJJ Financial Advisors
Illinois
$859K +$39.8K +660 +5%
CPIG
212
Chicago Partners Investment Group
Illinois
$833K +$11.2K +178 +1%
WDL
213
Well Done LLC
Michigan
$830K +$509K +8,440 +159%
SPIA
214
Steward Partners Investment Advisory
New York
$824K +$39.2K +650 +5%
RA
215
RFG Advisory
Alabama
$814K +$76.5K +1,215 +10%
SWM
216
Silverlake Wealth Management
Vermont
$803K -$7.61K -126 -0.9%
FCAG
217
First Capital Advisors Group
New Jersey
$801K +$15K +248 +2%
SIA
218
SkyView Investment Advisors
New Jersey
$801K +$15K +248 +2%
HH
219
Hilltop Holdings
Texas
$777K -$188K -3,107 -19%
BCA
220
Bay Colony Advisors
Massachusetts
$774K -$10.6K -175 -1%
US Bancorp
221
US Bancorp
Minnesota
$774K +$208K +3,442 +37%
FPCP
222
Fort Point Capital Partners
California
$762K +$73.9K +1,225 +11%
CCM
223
Colorado Capital Management
Colorado
$761K – – –
NC
224
NewSquare Capital
Pennsylvania
$752K +$19.3K +320 +3%
ST
225
Smithfield Trust
Pennsylvania
$751K +$8.87K +147 +1%
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