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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

385 hedge funds and large institutions have $5.63B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 147 increasing their positions, 115 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 29

28% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 115

11% more funds holding in top 10

Funds holding in top 10: 28 → 31 (+3)

1% more funds holding

Funds holding: 382 → 385 (+3)

0.16% more ownership

Funds ownership: 80.79% → 80.94% (+0.16%)

3% less capital invested

Capital invested by funds: $5.78B → $5.63B (-$146M)

Holders
385
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
6.07%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.49%
New
39
Increased
147
Reduced
115
Closed
29
Calls
$987K
Puts
–
Net Calls
+$987K
Net Calls Change
+$421K

Top Buyers

1
HC
Hamilton Capital
Ohio
+$180M
2
HI
Horizon Investments
North Carolina
+$44.8M
3
AWE
Avidian Wealth Enterprises
Texas
+$26.8M
4
SIG
Spinnaker Investment Group
California
+$26.5M
5
CWA
Choice Wealth Advisors
Maine
+$23.1M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$248M
2
AWM
AE Wealth Management
Kansas
-$52M
3
WA
Win Advisors
Florida
-$51.6M
4
TC
TownSquare Capital
Utah
-$22.9M
5
TC
Trilogy Capital
California
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.26B -$248M -3,923,985 -17%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$552M +$4.95M +78,469 +0.9%
Bank of America
3
Bank of America
North Carolina
$498M +$19.8M +313,360 +4%
Morgan Stanley
4
Morgan Stanley
New York
$276M +$8.7M +137,868 +3%
Ameriprise
5
Ameriprise
Minnesota
$194M +$7.76M +123,013 +4%
LPL Financial
6
LPL Financial
California
$188M +$11.5M +181,898 +7%
HC
7
Hamilton Capital
Ohio
$182M +$180M +2,858,442 New
HI
8
Horizon Investments
North Carolina
$152M +$44.8M +709,947 +42%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$143M +$10.1M +160,347 +8%
HighTower Advisors
10
HighTower Advisors
Illinois
$131M +$1.72M +27,259 +1%
UBS Group
11
UBS Group
Switzerland
$82.6M +$3.7M +58,639 +5%
CCA
12
Clearwater Capital Advisors
Illinois
$74.9M +$264K +4,181 +0.4%
PI
13
PFS Investments
Georgia
$68.4M +$16.8M +266,769 +33%
PAG
14
Private Advisor Group
New Jersey
$59M +$1.01M +16,013 +2%
PWMG
15
Prestige Wealth Management Group
New Jersey
$55.1M +$2.28M +36,146 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$55M +$1.13M +17,906 +2%
TLIC
17
Taiyo Life Insurance Company
Japan
$54.1M – – –
OCM
18
One Capital Management
California
$53.6M +$1.01M +15,934 +2%
Wells Fargo
19
Wells Fargo
California
$47.9M +$3.06M +48,413 +7%
RJA
20
Raymond James & Associates
Florida
$47.6M +$1.26M +20,010 +3%
RVPG
21
Relative Value Partners Group
$47.2M +$220K +3,490 +0.5%
PWS
22
Private Wealth Strategies
Ohio
$44.3M -$1.63M -25,865 -4%
KAS
23
Kestra Advisory Services
Texas
$42.4M +$3.61M +57,151 +9%
TC
24
TownSquare Capital
Utah
$40.2M -$22.9M -363,605 -37%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$39.4M +$1.22M +19,327 +3%
1
2 3 4 5

DGRW Hedge Fund Activity: Q1 2022 in Review

385 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q1 2022, worth a combined $5.63B — down 2.5% from $5.78B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DGRW positions and 29 closed out — a net gain of 10 holders — while 147 added to existing stakes and 115 trimmed.

The largest buyer was Hamilton Capital, opening a new position worth an estimated $180M. The largest seller was PNC Financial Services Group, cutting an estimated $248M.

  • 385 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q1 2022, up from 382 in Q4 2021.
  • Funds reported $5.63B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q1 2022, down 2.5% quarter-over-quarter.
  • 39 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q1 2022 and 29 closed out, a net change of +10 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q1 2022 was Hamilton Capital, an estimated $180M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q1 2022 was PNC Financial Services Group, an estimated $248M sold.

Based on aggregated 13F filings for Q1 2022.