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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

461 hedge funds and large institutions have $5.56B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 183 increasing their positions, 135 reducing their positions, and 29 closing their positions.

Holders
461
Holders Change
+19
Holders Change %
+4.3%
% of All Funds
7.38%
Holding in Top 10
45
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.17%
% of All Funds
0.72%
New
57
Increased
183
Reduced
135
Closed
29
Calls
$567K
Puts
$6K
Net Calls
+$561K
Net Calls Change
+$163K

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$30.6M
2
LPL Financial
2
LPL Financial
California
$352M
3
Bank of America
3
Bank of America
North Carolina
$540M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$193M
5
TAM
5
Titleist Asset Management
Texas
$10.2M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$56.9K
2
Ameriprise
2
Ameriprise
Minnesota
$276M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$746M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.5M
5
CCA
5
Clearwater Capital Advisors
Illinois
$59M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$746M 11,970,060 -294,251 -2%
Bank of America
2
Bank of America
North Carolina
$540M 8,659,575 +239,919 +3%
HC
3
Hamilton Capital
Ohio
$405M 6,497,694 +110,771 +2%
LPL Financial
4
LPL Financial
California
$352M 5,652,028 +456,882 +9%
Morgan Stanley
5
Morgan Stanley
New York
$295M 4,730,231 -148,399 -3%
Ameriprise
6
Ameriprise
Minnesota
$276M 4,419,901 -408,959 -8%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$193M 3,103,942 +225,461 +8%
HighTower Advisors
8
HighTower Advisors
Illinois
$140M 2,238,287 -89,238 -4%
UBS Group
9
UBS Group
Switzerland
$106M 1,702,602 +85,858 +5%
PAG
10
Private Advisor Group
New Jersey
$81.6M 1,308,898 +4,160 +0.3%
RJA
11
Raymond James & Associates
Florida
$70.8M 1,135,978 +35,688 +3%
Wells Fargo
12
Wells Fargo
California
$66.2M 1,062,196 +56,501 +6%
AWA
13
Amplius Wealth Advisors
Pennsylvania
$60M 962,479 +22,619 +2%
CCA
14
Clearwater Capital Advisors
Illinois
$59M 945,805 -204,107 -18%
OCM
15
One Capital Management
California
$58.6M 939,927 +21,247 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$54.5M 874,575 +16,631 +2%
PWMG
17
Prestige Wealth Management Group
New Jersey
$53.9M 865,266 -36,120 -4%
TLIC
18
Taiyo Life Insurance Company
Japan
$53M 850,000 – –
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$51.8M 830,535 +1,402 +0.2%
WA
20
Waddell & Associates
Tennessee
$50.9M 816,849 +15,800 +2%
BFM
21
Boston Financial Management
Massachusetts
$48.3M 774,049 -8,163 -1%
RVPG
22
Relative Value Partners Group
$45.6M 731,229 -9,900 -1%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$44.5M 713,561 +11,156 +2%
PWS
24
Private Wealth Strategies
Ohio
$42.5M 682,153 -10,122 -1%
TC
25
TownSquare Capital
Utah
$41.9M 672,284 +20,286 +3%
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