DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

384 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.

Holders
384
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
6.08%
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
1
Hamilton Capital
Ohio
$182M
2
HI
2
Horizon Investments
North Carolina
$152M
3
SIG
3
Spinnaker Investment Group
California
$28.9M
4
AWE
4
Avidian Wealth Enterprises
Texas
$27.7M
5
CWA
5
Choice Wealth Advisors
Maine
$23.3M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.26B
2
AWM
2
AE Wealth Management
Kansas
$9.85M
3
WA
3
Win Advisors
Florida
$5.54M
4
TC
4
TownSquare Capital
Utah
$40.2M
5
TC
5
Trilogy Capital
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.26B 19,815,992 -3,923,985 -17%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$552M 8,666,700 +78,469 +0.9%
Bank of America
3
Bank of America
North Carolina
$498M 7,822,165 +313,360 +4%
Morgan Stanley
4
Morgan Stanley
New York
$276M 4,331,116 +137,868 +3%
Ameriprise
5
Ameriprise
Minnesota
$194M 3,042,606 +123,013 +4%
LPL Financial
6
LPL Financial
California
$188M 2,949,327 +181,898 +7%
HC
7
Hamilton Capital
Ohio
$182M 2,858,442 +2,858,442 New
HI
8
Horizon Investments
North Carolina
$152M 2,395,158 +709,947 +42%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$143M 2,248,783 +160,347 +8%
HighTower Advisors
10
HighTower Advisors
Illinois
$131M 2,056,027 +27,259 +1%
UBS Group
11
UBS Group
Switzerland
$82.6M 1,297,641 +58,639 +5%
CCA
12
Clearwater Capital Advisors
Illinois
$74.9M 1,176,490 +4,181 +0.4%
PI
13
PFS Investments
Georgia
$68.4M 1,074,095 +266,769 +33%
PAG
14
Private Advisor Group
New Jersey
$59M 926,621 +16,013 +2%
PWMG
15
Prestige Wealth Management Group
New Jersey
$55.1M 864,695 +36,146 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$55M 864,093 +17,906 +2%
TLIC
17
Taiyo Life Insurance Company
Japan
$54.1M 850,000 – –
OCM
18
One Capital Management
California
$53.6M 841,909 +15,934 +2%
Wells Fargo
19
Wells Fargo
California
$47.9M 752,952 +48,413 +7%
RJA
20
Raymond James & Associates
Florida
$47.6M 747,675 +20,010 +3%
RVPG
21
Relative Value Partners Group
$47.2M 742,050 +3,490 +0.5%
PWS
22
Private Wealth Strategies
Ohio
$44.3M 695,628 -25,865 -4%
KAS
23
Kestra Advisory Services
Texas
$42.4M 665,755 +57,151 +9%
TC
24
TownSquare Capital
Utah
$40.2M 631,192 -363,605 -37%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$39.4M 618,697 +19,327 +3%
1
2 3 4 5