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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

250 hedge funds and large institutions have $2.14B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 96 increasing their positions, 58 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+38
Holders Change %
+17.92%
% of All Funds
4.94%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.39%
New
51
Increased
96
Reduced
58
Closed
11
Calls
$291K
Puts
$33M
Net Calls
-$32.7M
Net Calls Change
-$664K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$81.5M
2
Morgan Stanley
Morgan Stanley
New York
$145M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$33.7M
4
Wells Fargo
Wells Fargo
California
$48.5M
5
Truist Financial
Truist Financial
North Carolina
$9.82M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$334M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$36.7M
3
IDA
Intelligence Driven Advisers
California
$12.3M
4
AW
ACG Wealth
Georgia
$6.27M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
226
First Manhattan
New York
$34K – – –
CFGS
227
Concourse Financial Group Securities
Alabama
$34K +$34K +700 New
CIAS
228
Capital Investment Advisory Services
North Carolina
$27K – – –
AF
229
Allworth Financial
California
$27K +$16.4K +333 +156%
PCA
230
Providence Capital Advisors
North Carolina
$24K – – –
LWM
231
Liberty Wealth Management
California
$23K +$146 +3 +0.6%
AIC
232
Ameritas Investment Company
Nebraska
$23K +$11.5K +236 +101%
QAM
233
QCI Asset Management
New York
$22K -$113K -2,369 -84%
AIM
234
Arcadia Investment Management
Michigan
$22K -$12.2K -250 -36%
IRC
235
Investors Research Corp
Georgia
$20K +$144 +3 +0.7%
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
EWM
237
EPG Wealth Management
Georgia
$13K +$13K +270 New
TCOV
238
Trust Company of Vermont
Vermont
$11K – – –
APA
239
American Portfolios Advisors
New York
$10.1K +$48 +1 +0.5%
WEC
240
Winslow Evans & Crocker
Massachusetts
$10K – – –
JWA
241
JFS Wealth Advisors
Pennsylvania
$7K – – –
PWMG
242
Prestige Wealth Management Group
New Jersey
$7K +$7K +150 New
BFEC
243
Benjamin F. Edwards & Company
Missouri
$5K -$25.5K -509 -84%
WOC
244
West Oak Capital
California
$5K +$5K +100 New
CHAM
245
Clear Harbor Asset Management
Connecticut
$4.85K +$4.85K +100 New
HIA
246
Harbor Investment Advisory
Maryland
$4K +$4K +86 New
FANJ
247
Financial Architects (New Jersey)
New Jersey
$3K – – –
JCM
248
Jacobi Capital Management
Pennsylvania
$3K – – –
FWM
249
FSA Wealth Management
Massachusetts
$2K +$2K +48 New
TI
250
tru Independence
Oregon
$1K +$1K +20 New
7 8 9
10
11