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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

381 hedge funds and large institutions have $5.78B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 138 increasing their positions, 94 reducing their positions, and 15 closing their positions.

Holders
381
Holders Change
+59
Holders Change %
+18.32%
% of All Funds
5.88%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.43%
New
78
Increased
138
Reduced
94
Closed
15
Calls
$566K
Puts
–
Net Calls
+$566K
Net Calls Change
-$229K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$64.4M
2
WA
2
Win Advisors
Florida
$59.5M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$134M
4
Ameriprise
4
Ameriprise
Minnesota
$192M
5
Creative Planning
5
Creative Planning
Kansas
$24.3M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$111M
2
Morgan Stanley
2
Morgan Stanley
New York
$276M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$138M
4
PI
4
PFS Investments
Georgia
$53.2M
5
MIAN
5
Mariner Independent Advisor Network
Kansas
$5.76M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.56B 23,739,977 +73,695 +0.3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$566M 8,588,231 -54,777 -0.6%
Bank of America
3
Bank of America
North Carolina
$495M 7,508,805 +83,823 +1%
Morgan Stanley
4
Morgan Stanley
New York
$276M 4,193,248 -348,663 -8%
Ameriprise
5
Ameriprise
Minnesota
$192M 2,919,593 +703,782 +32%
LPL Financial
6
LPL Financial
California
$182M 2,767,429 +125,019 +5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$138M 2,088,436 -329,097 -14%
HighTower Advisors
8
HighTower Advisors
Illinois
$134M 2,028,768 +748,619 +58%
HI
9
Horizon Investments
North Carolina
$111M 1,685,211 -401,129 -19%
UBS Group
10
UBS Group
Switzerland
$81.6M 1,239,002 +34,890 +3%
CCA
11
Clearwater Capital Advisors
Illinois
$77.2M 1,172,309 +6,151 +0.5%
TC
12
TownSquare Capital
Utah
$65.5M 994,797 +43,032 +5%
AWM
13
AE Wealth Management
Kansas
$64.4M 978,091 +940,448 +2,498%
PAG
14
Private Advisor Group
New Jersey
$60M 910,608 -118,295 -11%
WA
15
Win Advisors
Florida
$59.5M 903,991 +903,991 New
TLIC
16
Taiyo Life Insurance Company
Japan
$56M 850,000 – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$55.7M 846,187 +2,929 +0.3%
PWMG
18
Prestige Wealth Management Group
New Jersey
$54.6M 828,549 +30,673 +4%
OCM
19
One Capital Management
California
$54.4M 825,975 -103 -0%
PI
20
PFS Investments
Georgia
$53.2M 807,326 -172,302 -18%
RVPG
21
Relative Value Partners Group
$48.6M 738,560 +3,014 +0.4%
RJA
22
Raymond James & Associates
Florida
$47.9M 727,665 +11,808 +2%
PWS
23
Private Wealth Strategies
Ohio
$47.5M 721,493 +29,321 +4%
Wells Fargo
24
Wells Fargo
California
$46.4M 704,539 -3,942 -0.6%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
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