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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

501 hedge funds and large institutions have $6.44B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 203 increasing their positions, 140 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+40
Holders Change %
+8.68%
% of All Funds
7.9%
Holding in Top 10
50
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.11%
% of All Funds
0.79%
New
64
Increased
203
Reduced
140
Closed
23
Calls
$567K
Puts
$40K
Net Calls
+$527K
Net Calls Change
-$34K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$403M
2
LPL Financial
LPL Financial
California
$450M
3
HC
Hamilton Capital
Ohio
$485M
4
LFA
Legacy Financial Advisors
Kentucky
$46.3M
5
SFG
SNS Financial Group
Minnesota
$34.3M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$753M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$25M
3
NEI
Northwest & Ethical Investments
Ontario, Canada
$0
4
RJFSA
Raymond James Financial Services Advisors
Florida
$195M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
201
Thoroughbred Financial Services
Tennessee
$1.56M +$88.6K +1,329 +6%
PFS
202
Prospera Financial Services
Texas
$1.54M +$393K +5,892 +34%
DI
203
DFPG Investments
Utah
$1.53M +$18.1K +266 +1%
SHFP
204
Second Half Financial Partners
Florida
$1.51M +$1.51M +22,643 New
RA
205
RFG Advisory
Alabama
$1.46M +$590K +8,850 +68%
Baird Financial Group
206
Baird Financial Group
Wisconsin
$1.46M +$1.27K +19 +0.1%
NA
207
NewEdge Advisors
Louisiana
$1.45M +$1.31M +19,605 +938%
TWA
208
Talisman Wealth Advisors
New Jersey
$1.44M +$4.73K +71 +0.3%
SIA
209
SkyView Investment Advisors
New Jersey
$1.38M +$18.1K +271 +1%
DAS
210
Dynamic Advisor Solutions
Arizona
$1.35M +$96.8K +1,452 +8%
GWM
211
Geneos Wealth Management
Colorado
$1.29M -$25.7K -386 -2%
GRP
212
Global Retirement Partners
California
$1.28M +$25.6K +384 +2%
NFC
213
Northeast Financial Consultants
Connecticut
$1.23M -$196K -2,936 -14%
VA
214
Valmark Advisers
Ohio
$1.21M -$2.64M -39,634 -69%
GT
215
Glenmede Trust
Pennsylvania
$1.2M – – –
ATPW
216
Ashton Thomas Private Wealth
Arizona
$1.19M +$30.2K +453 +3%
HCM
217
Howard Capital Management
Georgia
$1.19M +$1.19M +17,783 New
FZCM
218
Flynn Zito Capital Management
New York
$1.18M -$5.6K -84 -0.5%
AWE
219
Avidian Wealth Enterprises
Texas
$1.17M -$3.91M -58,661 -77%
FPAS
220
Focus Partners Advisor Solutions
Missouri
$1.16M +$351K +5,271 +43%
PCS
221
Personal CFO Solutions
New Jersey
$1.15M +$1.15M +17,216 New
AFO
222
Allie Family Office
Florida
$1.12M – – –
FPCP
223
Fort Point Capital Partners
California
$1.12M +$159K +2,383 +17%
Citadel Advisors
224
Citadel Advisors
Florida
$1.11M -$50.9K -764 -4%
WCM
225
WealthBridge Capital Management
Ohio
$1.11M -$40.4K -606 -4%
7 8
9
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