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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

507 hedge funds and large institutions have $6.89B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 229 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
8.08%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
0.91%
New
48
Increased
229
Reduced
142
Closed
35
Calls
$603K
Puts
$190K
Net Calls
+$413K
Net Calls Change
-$114K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$921M
2
HI
Horizon Investments
North Carolina
$76.3M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$54.9M
4
LPL Financial
LPL Financial
California
$481M
5
Bank of America
Bank of America
North Carolina
$612M

Top Sellers

1
DLIC
Daido Life Insurance Company
Japan
$0
2
APA
Astoria Portfolio Advisors
New York
$11.2M
3
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
$1.85M
4
PCIA
Prime Capital Investment Advisors
Kansas
$35.4M
5
LW
Lauer Wealth
Indiana
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
201
Menlo Advisors
California
$1.8M – – –
HCM
202
Howard Capital Management
Georgia
$1.78M +$651K +10,253 +58%
CCB
203
Country Club Bank
Missouri
$1.76M -$33K -518 -2%
NCM
204
Narwhal Capital Management
Georgia
$1.73M +$111K +1,750 +7%
VP
205
Verum Partners
North Carolina
$1.72M +$99.9K +1,573 +6%
OWM
206
OneAscent Wealth Management
Alabama
$1.67M -$100K -1,581 -6%
WPIC
207
White Pine Investment Company
Michigan
$1.61M +$126K +1,985 +8%
FFA
208
Fragasso Financial Advisors
Pennsylvania
$1.61M +$63.2K +995 +4%
DFA
209
DHK Financial Advisors
New Hampshire
$1.6M – – –
IA
210
Inspire Advisors
Idaho
$1.6M -$402K -6,325 -20%
SWM
211
Solano Wealth Management
California
$1.58M -$6.6K -104 -0.4%
SOS
212
Silver Oak Securities
Tennessee
$1.54M +$1.29M +20,351 +511%
FCA
213
FinTrust Capital Advisors
South Carolina
$1.5M +$354K +5,580 +31%
CG
214
Colony Group
Massachusetts
$1.5M -$61.7K -972 -4%
BCP
215
Blackhawk Capital Partners
Wisconsin
$1.49M -$30K -473 -2%
SAG
216
SageView Advisory Group
California
$1.48M -$424K -6,684 -22%
SSWM
217
Sheets Smith Wealth Management
North Carolina
$1.47M -$204K -3,213 -12%
PCS
218
Personal CFO Solutions
New Jersey
$1.44M +$349K +5,497 +32%
FPAS
219
Focus Partners Advisor Solutions
Missouri
$1.44M +$331K +5,220 +30%
GRP
220
Global Retirement Partners
California
$1.41M +$198K +3,144 +16%
DAS
221
Dynamic Advisor Solutions
Arizona
$1.4M +$116K +1,829 +9%
Baird Financial Group
222
Baird Financial Group
Wisconsin
$1.39M -$1.33K -21 -0.1%
NFG
223
Nations Financial Group
Iowa
$1.39M +$424K +6,675 +44%
TWA
224
Talisman Wealth Advisors
New Jersey
$1.37M +$5.02K +79 +0.4%
TWM
225
TMD Wealth Management
Arizona
$1.37M +$1.37M +21,554 New
7 8
9
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