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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

461 hedge funds and large institutions have $5.56B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 183 increasing their positions, 135 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
+19
Holders Change %
+4.3%
% of All Funds
7.38%
Holding in Top 10
45
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.17%
% of All Funds
0.72%
New
57
Increased
183
Reduced
135
Closed
29
Calls
$567K
Puts
$6K
Net Calls
+$561K
Net Calls Change
+$163K

Top Buyers

1
OIA
OneDigital Investment Advisors
Kansas
+$30.6M
2
LPL Financial
LPL Financial
California
+$28.5M
3
Bank of America
Bank of America
North Carolina
+$15M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$14.1M
5
FCM
Family Capital Management
Michigan
+$8.37M

Top Sellers

1
HI
Horizon Investments
North Carolina
-$57.8M
2
Ameriprise
Ameriprise
Minnesota
-$25.5M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$18.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.2M
5
CCA
Clearwater Capital Advisors
Illinois
-$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAG
201
SageView Advisory Group
California
$1.16M +$17.9K +287 +2%
FZCM
202
Flynn Zito Capital Management
New York
$1.11M -$297K -4,757 -21%
FCA
203
FinTrust Capital Advisors
South Carolina
$1.09M – – –
Citadel Advisors
204
Citadel Advisors
Florida
$1.09M +$949K +15,219 +692%
ATPW
205
Ashton Thomas Private Wealth
Arizona
$1.09M +$11K +176 +1%
PFS
206
Prospera Financial Services
Texas
$1.08M +$15.3K +246 +1%
WCM
207
WealthBridge Capital Management
Ohio
$1.07M +$125 +2 +0%
BWM
208
Bulltick Wealth Management
Florida
$1.07M +$830K +13,320 +346%
GCP
209
GSA Capital Partners
United Kingdom
$1.07M +$1.07M +17,100 New
OSAM
210
O'Shaughnessy Asset Management
Connecticut
$1.06M +$886K +14,219 +509%
AFO
211
Allie Family Office
Florida
$1.05M +$452K +7,257 +76%
SFC
212
Strategic Financial Concepts
Texas
$1.04M +$1.04M +16,605 New
RFC
213
Regions Financial Corp
Alabama
$1.02M – – –
LSA
214
L & S Advisors
California
$1.01M +$1.01M +16,132 New
CWM
215
Collaborative Wealth Management
Florida
$997K -$249K -4,001 -20%
IC
216
IEQ Capital
California
$979K – – –
Renaissance Technologies
217
Renaissance Technologies
New York
$973K +$462K +7,400 +90%
FTUS
218
Flow Traders U.S.
New York
$965K +$965K +15,477 New
MBT
219
Montecito Bank & Trust
California
$953K -$20.6K -331 -2%
CAL
220
Capital Analysts LLC
Pennsylvania
$905K -$130K -2,080 -13%
Northern Trust
221
Northern Trust
Illinois
$898K – – –
FPCP
222
Fort Point Capital Partners
California
$895K +$109K +1,742 +14%
TTWM
223
TCV Trust & Wealth Management
Virginia
$895K – – –
DFA
224
DHJJ Financial Advisors
Illinois
$892K +$5.05K +81 +0.6%
WIM
225
WealthPlan Investment Management
Nebraska
$879K -$528K -8,467 -38%
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