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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

387 hedge funds and large institutions have $4.25B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 156 increasing their positions, 103 reducing their positions, and 32 closing their positions.

Holders
387
Holders Change
+3
Holders Change %
+0.78%
% of All Funds
6.54%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.51%
New
39
Increased
156
Reduced
103
Closed
32
Calls
$951K
Puts
–
Net Calls
+$951K
Net Calls Change
-$36K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$244M
2
WA
2
Waddell & Associates
Tennessee
$51.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$297M
4
HC
4
Hamilton Capital
Ohio
$181M
5
LPL Financial
5
LPL Financial
California
$180M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$26.6M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$679M
3
HI
3
Horizon Investments
North Carolina
$54.6M
4
PI
4
PFS Investments
Georgia
$11.7M
5
CWA
5
Choice Wealth Advisors
Maine
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$679M 11,840,632 -7,975,360 -40%
Bank of America
2
Bank of America
North Carolina
$453M 7,897,664 +75,499 +1%
Morgan Stanley
3
Morgan Stanley
New York
$297M 5,189,083 +857,967 +20%
Ameriprise
4
Ameriprise
Minnesota
$244M 4,256,202 +1,213,596 +40%
HC
5
Hamilton Capital
Ohio
$181M 3,160,451 +302,009 +11%
LPL Financial
6
LPL Financial
California
$180M 3,147,107 +197,780 +7%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$139M 2,425,169 +176,386 +8%
HighTower Advisors
8
HighTower Advisors
Illinois
$128M 2,225,755 +169,728 +8%
UBS Group
9
UBS Group
Switzerland
$76.5M 1,335,264 +37,623 +3%
CCA
10
Clearwater Capital Advisors
Illinois
$64.6M 1,126,857 -49,633 -4%
PAG
11
Private Advisor Group
New Jersey
$60.4M 1,054,235 +127,614 +14%
HI
12
Horizon Investments
North Carolina
$54.6M 952,958 -1,442,200 -60%
WA
13
Waddell & Associates
Tennessee
$51.3M 894,745 +894,745 New
OCM
14
One Capital Management
California
$51.1M 892,324 +50,415 +6%
PWMG
15
Prestige Wealth Management Group
New Jersey
$51.1M 891,008 +26,313 +3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$50.5M 881,529 +17,436 +2%
TLIC
17
Taiyo Life Insurance Company
Japan
$48.7M 850,000 – –
RVPG
18
Relative Value Partners Group
$45.1M 739,583 -2,467 -0.3%
RJA
19
Raymond James & Associates
Florida
$43.3M 755,500 +7,825 +1%
Wells Fargo
20
Wells Fargo
California
$42.4M 738,972 -13,980 -2%
PWS
21
Private Wealth Strategies
Ohio
$38.8M 677,235 -18,393 -3%
SC
22
Savant Capital
Illinois
$38.3M 667,607 +59,894 +10%
TC
23
TownSquare Capital
Utah
$36.4M 635,851 +4,659 +0.7%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$35.9M 626,503 +7,806 +1%
BFM
25
Boston Financial Management
Massachusetts
$35.6M 620,445 +35,126 +6%
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