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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund

443 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 78 funds opening new positions, 190 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more call options, than puts

Call options by funds: $525K | Put options by funds: $127K

239% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 23

146% more capital invested

Capital invested by funds: $4.46B → $10.9B (+$6.49B)

102% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 94

28% more funds holding in top 10

Funds holding in top 10: 3646 (+10)

12% more funds holding

Funds holding: 395443 (+48)

1.76% more ownership

Funds ownership: 70.84%72.61% (+1.8%)

Holders
443
Holders Change
+48
Holders Change %
+12.15%
% of All Funds
7.12%
Holding in Top 10
46
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.78%
% of All Funds
0.74%
New
78
Increased
190
Reduced
94
Closed
23
Calls
$525K
Puts
$127K
Net Calls
+$398K
Net Calls Change
-$324K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$5.61B +$5.09M +85,374 +1,117%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$740M +$25.7M +431,527 +4%
Bank of America
3
Bank of America
North Carolina
$508M +$16.2M +271,165 +3%
HC
4
Hamilton Capital
Ohio
$386M +$5.01K +84 +0%
LPL Financial
5
LPL Financial
California
$314M +$99.9M +1,674,347 +48%
Morgan Stanley
6
Morgan Stanley
New York
$294M -$15.9M -266,551 -5%
Ameriprise
7
Ameriprise
Minnesota
$292M +$18.3M +306,963 +7%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$174M +$6.99M +117,238 +4%
HighTower Advisors
9
HighTower Advisors
Illinois
$141M +$6.76M +113,277 +5%
UBS Group
10
UBS Group
Switzerland
$97.6M +$9.77M +163,833 +11%
CCA
11
Clearwater Capital Advisors
Illinois
$69.4M -$1.13M -18,937 -2%
RJA
12
Raymond James & Associates
Florida
$66.4M +$16.3M +273,996 +33%
Wells Fargo
13
Wells Fargo
California
$60.7M +$7.5M +125,665 +14%
AWA
14
Amplius Wealth Advisors
Pennsylvania
$56.7M +$55.8M +935,449 +21,207%
HI
15
Horizon Investments
North Carolina
$56.1M -$1.9M -31,795 -3%
OCM
16
One Capital Management
California
$55.5M -$1.16M -19,524 -2%
PWMG
17
Prestige Wealth Management Group
New Jersey
$54.4M +$225K +3,776 +0.4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$51.8M -$1.52M -25,538 -3%
TLIC
19
Taiyo Life Insurance Company
Japan
$51.3M
JMPWA
20
JP Morgan Private Wealth Advisors
California
$50M +$18.2M +304,694 +58%
WA
21
Waddell & Associates
Tennessee
$48.4M -$5.7M -95,479 -11%
BFM
22
Boston Financial Management
Massachusetts
$47.2M +$6.09M +102,075 +15%
RVPG
23
Relative Value Partners Group
$44.7M +$416K +6,974 +0.9%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$42.4M +$1.21M +20,353 +3%
PWS
25
Private Wealth Strategies
Ohio
$41.8M +$947K +15,870 +2%

DGRW Hedge Fund Activity: Q4 2022 in Review

443 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q4 2022, worth a combined $10.9B — up 146% from $4.46B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new DGRW positions and 23 closed out — a net gain of 55 holders — while 190 added to existing stakes and 94 trimmed.

The largest buyer was LPL Financial, adding an estimated $99.9M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $69.2M sold.

  • 443 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q4 2022, up from 395 in Q3 2022.
  • Funds reported $10.9B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q4 2022, up 146% quarter-over-quarter.
  • 78 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q4 2022 and 23 closed out, a net change of +55 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q4 2022 was LPL Financial, an estimated $99.9M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q4 2022 was Bank of Nova Scotia, an estimated $69.2M sold.

Based on aggregated 13F filings for Q4 2022.