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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

314 hedge funds and large institutions have $4.35B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 118 increasing their positions, 88 reducing their positions, and 24 closing their positions.

Holders
314
Holders Change
+12
Holders Change %
+3.97%
% of All Funds
5.53%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.37%
New
42
Increased
118
Reduced
88
Closed
24
Calls
$1.69M
Puts
–
Net Calls
+$1.69M
Net Calls Change
+$231K

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$79.3M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.25B
3
TC
3
TownSquare Capital
Utah
$49.6M
4
AWM
4
AE Wealth Management
Kansas
$37.3M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$127M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$47.7M
2
LPL Financial
2
LPL Financial
California
$153M
3
UR
3
USCA RIA
Texas
$271K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$421M
5
Bank of America
5
Bank of America
North Carolina
$421M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
226
Bluesphere Advisors
Pennsylvania
$263K +$263K +4,600 New
SPC
227
Sigma Planning Corp
Michigan
$258K -$36.9K -645 -13%
PA
228
PFG Advisors
Arizona
$246K – – –
COF
229
Capital One Financial
Virginia
$244K – – –
WAP
230
Wealthcare Advisory Partners
Pennsylvania
$244K +$244K +4,275 New
SWAG
231
Spectrum Wealth Advisory Group
California
$243K – – –
Fidelity Investments
232
Fidelity Investments
Massachusetts
$241K +$80.4K +1,405 +50%
MAFM
233
Mid Atlantic Financial Management
Pennsylvania
$240K +$1.2K +21 +0.5%
EWA
234
EP Wealth Advisors
California
$223K +$223K +3,900 New
IAN
235
Integrated Advisors Network
Texas
$222K +$9.36K +164 +4%
EWM
236
Empirical Wealth Management
Washington
$221K +$221K +3,862 New
WSTAM
237
Wilbanks Smith & Thomas Asset Management
Virginia
$216K – – –
BIA
238
Bigelow Investment Advisors
Maine
$214K – – –
TP
239
Tranquility Partners
Tennessee
$214K +$172 +3 +0.1%
MW
240
Marcum Wealth
Ohio
$209K +$209K +3,654 New
EFG
241
Everhart Financial Group
Ohio
$208K +$208K +3,636 New
B
242
Brightworth
Georgia
$206K +$206K +3,608 New
PA
243
Pinnacle Associates
New York
$205K -$47K -821 -19%
BCI
244
Brinker Capital Investments
Pennsylvania
$203K +$203K +3,556 New
CAL
245
Capital Advisors Ltd
Ohio
$201K – – –
FHA
246
First Horizon Advisors
Tennessee
$184K -$83.4K -1,460 -31%
FFA
247
Founders Financial Alliance
North Carolina
$159K +$159K +2,705 New
CA
248
Clearstead Advisors
Ohio
$153K – – –
ST
249
Smithfield Trust
Pennsylvania
$137K – – –
TWM
250
Tradition Wealth Management
Minnesota
$126K -$182K -3,193 -59%
8 9
10
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