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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

442 hedge funds and large institutions have $10.9B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 190 increasing their positions, 94 reducing their positions, and 23 closing their positions.

Holders
442
Holders Change
+47
Holders Change %
+11.9%
% of All Funds
7.13%
Holding in Top 10
46
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.78%
% of All Funds
0.74%
New
77
Increased
190
Reduced
94
Closed
23
Calls
$525K
Puts
$127K
Net Calls
+$398K
Net Calls Change
-$324K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$5.61B
2
LPL Financial
2
LPL Financial
California
$314M
3
AWA
3
Amplius Wealth Advisors
Pennsylvania
$56.7M
4
PSCM
4
Per Stirling Capital Management
Texas
$26.2M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$740M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$294M
3
Truist Financial
3
Truist Financial
North Carolina
$9.57M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$24.6M
5
OWA
5
Outlook Wealth Advisors
Texas
$428K
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$5.61B 93,020 +85,374 +1,117%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$740M 12,264,311 +431,527 +4%
Bank of America
3
Bank of America
North Carolina
$508M 8,419,656 +271,165 +3%
HC
4
Hamilton Capital
Ohio
$386M 6,386,923 +84 +0%
LPL Financial
5
LPL Financial
California
$314M 5,195,146 +1,674,347 +48%
Morgan Stanley
6
Morgan Stanley
New York
$294M 4,878,630 -266,551 -5%
Ameriprise
7
Ameriprise
Minnesota
$292M 4,828,860 +306,963 +7%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$174M 2,878,481 +117,238 +4%
HighTower Advisors
9
HighTower Advisors
Illinois
$141M 2,327,525 +113,277 +5%
UBS Group
10
UBS Group
Switzerland
$97.6M 1,616,744 +163,833 +11%
CCA
11
Clearwater Capital Advisors
Illinois
$69.4M 1,149,912 -18,937 -2%
RJA
12
Raymond James & Associates
Florida
$66.4M 1,100,290 +273,996 +33%
Wells Fargo
13
Wells Fargo
California
$60.7M 1,005,695 +125,665 +14%
AWA
14
Amplius Wealth Advisors
Pennsylvania
$56.7M 939,860 +935,449 +21,207%
HI
15
Horizon Investments
North Carolina
$56.1M 929,472 -31,795 -3%
OCM
16
One Capital Management
California
$55.5M 918,680 -19,524 -2%
PWMG
17
Prestige Wealth Management Group
New Jersey
$54.4M 901,386 +3,776 +0.4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$51.8M 857,944 -25,538 -3%
TLIC
19
Taiyo Life Insurance Company
Japan
$51.3M 850,000 – –
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$50M 829,133 +304,694 +58%
WA
21
Waddell & Associates
Tennessee
$48.4M 801,049 -95,479 -11%
BFM
22
Boston Financial Management
Massachusetts
$47.2M 782,212 +102,075 +15%
RVPG
23
Relative Value Partners Group
$44.7M 741,129 +6,974 +0.9%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$42.4M 702,405 +20,353 +3%
PWS
25
Private Wealth Strategies
Ohio
$41.8M 692,275 +15,870 +2%
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