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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

507 hedge funds and large institutions have $6.89B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 229 increasing their positions, 142 reducing their positions, and 35 closing their positions.

Holders
507
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
8.08%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
0.91%
New
48
Increased
229
Reduced
142
Closed
35
Calls
$603K
Puts
$190K
Net Calls
+$413K
Net Calls Change
-$114K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$921M
2
HI
2
Horizon Investments
North Carolina
$76.3M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$54.9M
4
LPL Financial
4
LPL Financial
California
$481M
5
Bank of America
5
Bank of America
North Carolina
$612M

Top Sellers

1
DLIC
1
Daido Life Insurance Company
Japan
$0
2
APA
2
Astoria Portfolio Advisors
New York
$11.2M
3
ZIMP
3
Zimmermann Investment Management & Planning
Pennsylvania
$1.85M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$35.4M
5
LW
5
Lauer Wealth
Indiana
$10.6M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$921M 14,504,778 +3,208,930 +28%
Bank of America
2
Bank of America
North Carolina
$612M 9,641,814 +666,135 +7%
LPL Financial
3
LPL Financial
California
$481M 7,577,982 +834,674 +12%
HC
4
Hamilton Capital
Ohio
$460M 7,248,815 -34,292 -0.5%
Morgan Stanley
5
Morgan Stanley
New York
$395M 6,213,943 +162,792 +3%
Ameriprise
6
Ameriprise
Minnesota
$327M 5,154,085 +478,498 +10%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$217M 3,425,484 +495,086 +17%
HighTower Advisors
8
HighTower Advisors
Illinois
$151M 2,371,850 +98,527 +4%
UBS Group
9
UBS Group
Switzerland
$126M 1,980,267 +156,040 +9%
PAG
10
Private Advisor Group
New Jersey
$92.7M 1,459,718 +163,331 +13%
RJA
11
Raymond James & Associates
Florida
$80.3M 1,264,742 +75,135 +6%
Wells Fargo
12
Wells Fargo
California
$77.9M 1,227,073 -30,119 -2%
HI
13
Horizon Investments
North Carolina
$76.3M 1,202,286 +1,163,135 +2,971%
OCM
14
One Capital Management
California
$75.9M 1,196,051 +33,463 +3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$66.4M 1,045,726 +106,522 +11%
AWA
16
Amplius Wealth Advisors
Pennsylvania
$59.5M 937,698 -56,076 -6%
CCA
17
Clearwater Capital Advisors
Illinois
$56.2M 885,088 -43,674 -5%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$54.9M 865,297 +858,994 +13,628%
WA
19
Waddell & Associates
Tennessee
$54.4M 856,735 +13,031 +2%
TLIC
20
Taiyo Life Insurance Company
Japan
$54M 850,000 – –
PWMG
21
Prestige Wealth Management Group
New Jersey
$48.2M 759,025 -26,942 -3%
RVPG
22
Relative Value Partners Group
$47.9M 755,065 +14,852 +2%
BFM
23
Boston Financial Management
Massachusetts
$47.8M 753,113 +2,870 +0.4%
Osaic Holdings
24
Osaic Holdings
Arizona
$47.8M 752,757 +242,043 +47%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$47M 740,607 +76,486 +12%
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