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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

395 hedge funds and large institutions have $4.46B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 169 increasing their positions, 100 reducing their positions, and 29 closing their positions.

Holders
395
Holders Change
+8
Holders Change %
+2.07%
% of All Funds
6.83%
Holding in Top 10
36
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20%
% of All Funds
0.62%
New
41
Increased
169
Reduced
100
Closed
29
Calls
$722K
Puts
–
Net Calls
+$722K
Net Calls Change
-$229K

Top Buyers

1
HC
1
Hamilton Capital
Ohio
$344M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$69.2M
3
LPL Financial
3
LPL Financial
California
$190M
4
CWA
4
Choice Wealth Advisors
Maine
$19.3M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$149M

Top Sellers

1
AWE
1
Avidian Wealth Enterprises
Texas
$4.12M
2
HWM
2
Horizon Wealth Management
Illinois
$0
3
ARC
3
Advisor Resource Council
Texas
$0
4
LFPWM
4
Leicht Financial Planning & Wealth Management
New Jersey
$0
5
KAS
5
Kestra Advisory Services
Texas
$25.8M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$638M 11,832,784 -7,848 -0.1%
Bank of America
2
Bank of America
North Carolina
$439M 8,148,491 +250,827 +3%
HC
3
Hamilton Capital
Ohio
$344M 6,386,839 +3,226,388 +102%
Morgan Stanley
4
Morgan Stanley
New York
$277M 5,145,181 -43,902 -0.8%
Ameriprise
5
Ameriprise
Minnesota
$244M 4,521,897 +265,695 +6%
LPL Financial
6
LPL Financial
California
$190M 3,520,799 +373,692 +12%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$149M 2,761,243 +336,074 +14%
HighTower Advisors
8
HighTower Advisors
Illinois
$119M 2,214,248 -11,507 -0.5%
UBS Group
9
UBS Group
Switzerland
$78.3M 1,452,911 +117,647 +9%
Bank of Nova Scotia
10
Bank of Nova Scotia
Ontario, Canada
$69.2M 1,284,450 +1,284,450 New
CCA
11
Clearwater Capital Advisors
Illinois
$63M 1,168,849 +41,992 +4%
PAG
12
Private Advisor Group
New Jersey
$61.7M 1,143,573 +89,338 +8%
HI
13
Horizon Investments
North Carolina
$51.8M 961,267 +8,309 +0.9%
OCM
14
One Capital Management
California
$50.6M 938,204 +45,880 +5%
PWMG
15
Prestige Wealth Management Group
New Jersey
$48.4M 897,610 +6,602 +0.7%
WA
16
Waddell & Associates
Tennessee
$48.3M 896,528 +1,783 +0.2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$47.6M 883,482 +1,953 +0.2%
Wells Fargo
18
Wells Fargo
California
$47.4M 880,030 +141,058 +19%
TLIC
19
Taiyo Life Insurance Company
Japan
$45.8M 850,000 – –
RJA
20
Raymond James & Associates
Florida
$44.5M 826,294 +70,794 +9%
RVPG
21
Relative Value Partners Group
$39.6M 734,155 -5,428 -0.7%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$36.8M 682,052 +55,549 +9%
BFM
23
Boston Financial Management
Massachusetts
$36.7M 680,137 +59,692 +10%
PWS
24
Private Wealth Strategies
Ohio
$36.5M 676,405 -830 -0.1%
SC
25
Savant Capital
Illinois
$35.7M 662,250 -5,357 -0.8%
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