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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

501 hedge funds and large institutions have $6.44B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 203 increasing their positions, 140 reducing their positions, and 23 closing their positions.

Holders
501
Holders Change
+40
Holders Change %
+8.68%
% of All Funds
7.9%
Holding in Top 10
50
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.11%
% of All Funds
0.79%
New
64
Increased
203
Reduced
140
Closed
23
Calls
$567K
Puts
$40K
Net Calls
+$527K
Net Calls Change
-$34K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$403M
2
LPL Financial
2
LPL Financial
California
$450M
3
HC
3
Hamilton Capital
Ohio
$485M
4
LFA
4
Legacy Financial Advisors
Kentucky
$46.3M
5
SFG
5
SNS Financial Group
Minnesota
$34.3M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$753M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$25M
3
NEI
3
Northwest & Ethical Investments
Ontario, Canada
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$195M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$13.6M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$753M 11,295,848 -674,212 -6%
Bank of America
2
Bank of America
North Carolina
$598M 8,975,679 +316,104 +4%
HC
3
Hamilton Capital
Ohio
$485M 7,283,107 +785,413 +12%
LPL Financial
4
LPL Financial
California
$450M 6,743,308 +1,091,280 +19%
Morgan Stanley
5
Morgan Stanley
New York
$403M 6,051,151 +1,320,920 +28%
Ameriprise
6
Ameriprise
Minnesota
$311M 4,675,587 +255,686 +6%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$195M 2,930,398 -173,544 -6%
HighTower Advisors
8
HighTower Advisors
Illinois
$152M 2,273,323 +35,036 +2%
UBS Group
9
UBS Group
Switzerland
$122M 1,824,227 +121,625 +7%
PAG
10
Private Advisor Group
New Jersey
$86.5M 1,296,387 -12,511 -1%
Wells Fargo
11
Wells Fargo
California
$83.8M 1,257,192 +194,996 +18%
RJA
12
Raymond James & Associates
Florida
$79.3M 1,189,607 +53,629 +5%
OCM
13
One Capital Management
California
$77.5M 1,162,588 +222,661 +24%
AWA
14
Amplius Wealth Advisors
Pennsylvania
$66.2M 993,774 +31,295 +3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$62.6M 939,204 +64,629 +7%
CCA
16
Clearwater Capital Advisors
Illinois
$61.9M 928,762 -17,043 -2%
TLIC
17
Taiyo Life Insurance Company
Japan
$56.7M 850,000 – –
WA
18
Waddell & Associates
Tennessee
$56.2M 843,704 +26,855 +3%
PWMG
19
Prestige Wealth Management Group
New Jersey
$52.4M 785,967 -79,299 -9%
BFM
20
Boston Financial Management
Massachusetts
$50M 750,243 -23,806 -3%
RVPG
21
Relative Value Partners Group
$49.3M 740,213 +8,984 +1%
RW
22
RVW Wealth
California
$47.2M 707,386 +42,357 +6%
TC
23
TownSquare Capital
Utah
$46.8M 702,483 +30,199 +4%
LFA
24
Legacy Financial Advisors
Kentucky
$46.3M 695,050 +646,777 +1,340%
PWS
25
Private Wealth Strategies
Ohio
$46.1M 691,653 +9,500 +1%
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