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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

302 hedge funds and large institutions have $3.91B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 108 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 19

23% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 88

13% more funds holding

Funds holding: 268 → 302 (+34)

12% more capital invested

Capital invested by funds: $3.47B → $3.91B (+$434M)

0% more funds holding in top 10

Funds holding in top 10: 19 → 19 (0)

1.79% less ownership

Funds ownership: 76.65% → 74.87% (-1.8%)

Holders
302
Holders Change
+34
Holders Change %
+12.69%
% of All Funds
5.34%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
55
Increased
108
Reduced
88
Closed
19
Calls
$1.46M
Puts
–
Net Calls
+$1.46M
Net Calls Change
+$510K

Top Buyers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$84.2M
2
LPL Financial
LPL Financial
California
+$27.4M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$16M
4
Morgan Stanley
Morgan Stanley
New York
+$13.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.9M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$65.6M
2
Wells Fargo
Wells Fargo
California
-$8.71M
3
UBS Group
UBS Group
Switzerland
-$6.33M
4
SC
Savant Capital
Illinois
-$4.87M
5
SMG
Smart Money Group
Texas
-$4.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
226
NewFocus Financial Group
Washington
$210K +$202K +3,900 New
WSTAM
227
Wilbanks Smith & Thomas Asset Management
Virginia
$204K +$196K +3,781 New
SCA
228
Snowden Capital Advisors
New York
$202K +$194K +3,748 New
TP
229
Tranquility Partners
Tennessee
$202K +$194K +3,738 New
BIA
230
Bigelow Investment Advisors
Maine
$202K +$194K +3,745 New
IAN
231
Integrated Advisors Network
Texas
$201K +$193K +3,726 New
CWA
232
Clearview Wealth Advisors
Oregon
$201K +$193K +3,732 New
MCC
233
Money Concepts Capital
Florida
$200K +$192K +3,714 New
CAL
234
Capital Advisors Ltd
Ohio
$189K – – –
Fidelity Investments
235
Fidelity Investments
Massachusetts
$151K +$56.8K +1,097 +64%
RA
236
Reby Advisors
Connecticut
$147K +$141K +2,727 New
CA
237
Clearstead Advisors
Ohio
$145K -$453K -8,752 -77%
LWCFA
238
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$135K – – –
GRP
239
Global Retirement Partners
California
$132K – – –
ST
240
Smithfield Trust
Pennsylvania
$129K – – –
HBT
241
Hills Bank & Trust
Iowa
$121K – – –
CFD
242
Creative Financial Designs
Indiana
$115K +$725 +14 +0.7%
LWANC
243
Laurel Wealth Advisors (North Carolina)
North Carolina
$98K – – –
HIA
244
Harbor Investment Advisory
Maryland
$91K +$54.6K +1,054 +165%
PCA
245
Providence Capital Advisors
North Carolina
$87K +$58.4K +1,129 +233%
ACA
246
Aptus Capital Advisors
Alabama
$84K -$24.4K -472 -23%
CB
247
CNB Bank
Pennsylvania
$83K +$7.4K +143 +10%
WPA
248
West Paces Advisors
Georgia
$80.9K – – –
FCA
249
FinTrust Capital Advisors
South Carolina
$80K -$12.4K -239 -14%
EIP
250
Ellis Investment Partners
Pennsylvania
$79K +$518 +10 +0.7%
8 9
10
11 12

DGRW Hedge Fund Activity: Q4 2020 in Review

302 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q4 2020, worth a combined $3.91B — up 12% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new DGRW positions and 19 closed out — a net gain of 36 holders — while 108 added to existing stakes and 88 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $84.2M. The largest seller was HighTower Advisors, exiting entirely with an estimated $65.6M sold.

  • 302 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q4 2020, up from 268 in Q3 2020.
  • Funds reported $3.91B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q4 2020, up 12% quarter-over-quarter.
  • 55 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q4 2020 and 19 closed out, a net change of +36 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q4 2020 was PNC Financial Services Group, an estimated $84.2M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q4 2020 was HighTower Advisors, an estimated $65.6M sold.

Based on aggregated 13F filings for Q4 2020.