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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

243 hedge funds and large institutions have $1.81B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
-7
Holders Change %
-2.8%
% of All Funds
5.37%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.42%
New
40
Increased
94
Reduced
66
Closed
41
Calls
$280K
Puts
–
Net Calls
+$280K
Net Calls Change
+$33M

Top Buyers

1
SC
Savant Capital
Illinois
$42.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$55.3M
3
LPL Financial
LPL Financial
California
$71.8M
4
BFG
Bouchey Financial Group
New York
$10.6M
5
LWP
Legacy Wealth Planning
Nevada
$9.64M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$16.1M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$34.6M
3
Bank of America
Bank of America
North Carolina
$270M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$245M
5
RW
RVW Wealth
California
$7.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
226
Investors Research Corp
Georgia
$16K +$77 +2 +0.5%
CFGS
227
Concourse Financial Group Securities
Alabama
$14K -$14K -350 -50%
AIC
228
Ameritas Investment Company
Nebraska
$9K -$8.85K -233 -50%
TCOV
229
Trust Company of Vermont
Vermont
$9K – – –
BCWM
230
Bartlett & Co Wealth Management
Ohio
$8.02K +$8.02K +206 New
WEC
231
Winslow Evans & Crocker
Massachusetts
$8K – – –
BC
232
Bartlett & Co
Ohio
$8K +$8K +206 New
TF
233
Tompkins Financial
New York
$7K +$7K +170 New
PP
234
Pacifica Partners
Canada
$6K +$6K +142 New
WAP
235
Wealthcare Advisory Partners
Pennsylvania
$6K +$6K +158 New
JWA
236
JFS Wealth Advisors
Pennsylvania
$5K – – –
BFEC
237
Benjamin F. Edwards & Company
Missouri
$4K – – –
WOC
238
West Oak Capital
California
$4K – – –
FANJ
239
Financial Architects (New Jersey)
New Jersey
$3K – – –
FWM
240
FSA Wealth Management
Massachusetts
$2K – – –
JCM
241
Jacobi Capital Management
Pennsylvania
$2K – – –
SFPG
242
Stonebridge Financial Planning Group
Florida
$1K – – –
TI
243
tru Independence
Oregon
$1 – – –
JWCA
244
J.W. Cole Advisors
Florida
– -$5.56M -114,646 Closed
IAA
245
Independent Advisor Alliance
North Carolina
– -$2.63M -54,248 Closed
CCP
246
Cardan Capital Partners
Colorado
– -$2.08M -42,871 Closed
BRWA
247
B. Riley Wealth Advisors
Florida
– -$1.79M -37,009 Closed
AIM
248
Aspen Investment Management
Michigan
– -$1.79M -36,875 Closed
DAS
249
Dynamic Advisor Solutions
Arizona
– -$1.45M -29,950 Closed
BCI
250
Brinker Capital Investments
Pennsylvania
– -$1.43M -29,594 Closed
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