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WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS

Overview Fund Activity

53 hedge funds and large institutions have $41.7M invested in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
53
Holders Change
-3
Holders Change %
-5.36%
% of All Funds
1.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
6
Increased
15
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWS
1
Private Wealth Strategies
Ohio
$4.15M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.97M
3
MA
3
Mutual Advisors
Nebraska
$1.11M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$424K
5
LPL Financial
5
LPL Financial
California
$1.58M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$612K
3
HighTower Advisors
3
HighTower Advisors
Illinois
$1.31M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.75M
5
CCA
5
Clearwater Capital Advisors
Illinois
$373K
Name Holding Trade Value Shares
Change 		Shares
Change %
LW
1
Linscomb Wealth
Texas
$9.09M -$167K -5,552 -2%
Morgan Stanley
2
Morgan Stanley
New York
$4.97M +$1.59M +52,786 +47%
PWS
3
Private Wealth Strategies
Ohio
$4.15M +$4.15M +138,010 New
ACWM
4
Adams Chetwood Wealth Management
North Carolina
$2.63M +$89.3K +2,974 +4%
Bank of America
5
Bank of America
North Carolina
$2M +$350K +11,669 +21%
LCM
6
LVM Capital Management
Michigan
$1.93M -$230K -7,670 -11%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.75M -$295K -9,837 -14%
LPL Financial
8
LPL Financial
California
$1.58M +$357K +11,903 +29%
RJA
9
Raymond James & Associates
Florida
$1.53M -$76.6K -2,550 -5%
HighTower Advisors
10
HighTower Advisors
Illinois
$1.31M -$429K -14,414 -25%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.18M +$251K +8,370 +27%
MA
12
Mutual Advisors
Nebraska
$1.11M +$1.11M +37,000 New
UBS Group
13
UBS Group
Switzerland
$932K -$37K -1,232 -4%
SFM
14
Signet Financial Management
New Jersey
$830K +$176K +5,383 +27%
SIA
15
Starfire Investment Advisers
Michigan
$654K -$22.9K -763 -3%
CBN
16
Cadence Bank NA
Texas
$627K -$3.85K -128 -0.6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$612K -$722K -24,052 -54%
DP
18
Denver PWM
Colorado
$568K +$2.82K +94 +0.5%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$473K +$3.45K +115 +0.7%
WIM
20
Waverton Investment Management
United Kingdom
$468K +$32.6K +835 +7%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$424K +$424K +14,108 New
CCA
22
Clearwater Capital Advisors
Illinois
$373K -$263K -8,758 -41%
CM
23
Capital Management
Virginia
$270K -$54K -1,800 -17%
NFG
24
Next Financial Group
Texas
$265K +$6.95K +231 +3%
AWM
25
AE Wealth Management
Kansas
$254K -$2.55K -85 -1%
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