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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

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.

Holders
302
Holders Change
+34
Holders Change %
+12.69%
% of All Funds
5.36%
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

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.14B
2
LPL Financial
2
LPL Financial
California
$164M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$22.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$228M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$410M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$66.4M
3
Wells Fargo
3
Wells Fargo
California
$48M
4
UBS Group
4
UBS Group
Switzerland
$67.2M
5
SC
5
Savant Capital
Illinois
$45.6M
Name Market Value Shares Shares
Change 		Shares
Change %
NFG
226
NewFocus Financial Group
Washington
$210K 3,900 +3,900 New
WSTAM
227
Wilbanks Smith & Thomas Asset Management
Virginia
$204K 3,781 +3,781 New
SCA
228
Snowden Capital Advisors
New York
$202K 3,748 +3,748 New
TP
229
Tranquility Partners
Tennessee
$202K 3,738 +3,738 New
BIA
230
Bigelow Investment Advisors
Maine
$202K 3,745 +3,745 New
IAN
231
Integrated Advisors Network
Texas
$201K 3,726 +3,726 New
CWA
232
Clearview Wealth Advisors
Oregon
$201K 3,732 +3,732 New
MCC
233
Money Concepts Capital
Florida
$200K 3,714 +3,714 New
CAL
234
Capital Advisors Ltd
Ohio
$189K 3,506 – –
Fidelity Investments
235
Fidelity Investments
Massachusetts
$151K 2,804 +1,097 +64%
RA
236
Reby Advisors
Connecticut
$147K 2,727 +2,727 New
CA
237
Clearstead Advisors
Ohio
$145K 2,678 -8,752 -77%
LWCFA
238
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$135K 2,500 – –
GRP
239
Global Retirement Partners
California
$132K 2,451 – –
ST
240
Smithfield Trust
Pennsylvania
$129K 2,400 – –
HBT
241
Hills Bank & Trust
Iowa
$121K 2,250 – –
CFD
242
Creative Financial Designs
Indiana
$115K 2,129 +14 +0.7%
LWANC
243
Laurel Wealth Advisors (North Carolina)
North Carolina
$98K 1,818 – –
HIA
244
Harbor Investment Advisory
Maryland
$91K 1,692 +1,054 +165%
PCA
245
Providence Capital Advisors
North Carolina
$87K 1,614 +1,129 +233%
ACA
246
Aptus Capital Advisors
Alabama
$84K 1,571 -472 -23%
CB
247
CNB Bank
Pennsylvania
$83K 1,537 +143 +10%
WPA
248
West Paces Advisors
Georgia
$80.9K 1,500 – –
FCA
249
FinTrust Capital Advisors
South Carolina
$80K 1,484 -239 -14%
EIP
250
Ellis Investment Partners
Pennsylvania
$79K 1,458 +10 +0.7%
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