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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

322 hedge funds and large institutions have $4.94B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 147 increasing their positions, 72 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-3
Holders Change %
-0.92%
% of All Funds
5.66%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.39%
New
31
Increased
147
Reduced
72
Closed
28
Calls
$795K
Puts
–
Net Calls
+$795K
Net Calls Change
-$1.78M

Top Buyers

1
HI
Horizon Investments
North Carolina
+$82.9M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$58.6M
3
PI
PFS Investments
Georgia
+$52.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$40M
5
PAG
Private Advisor Group
New Jersey
+$9.62M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$41.6M
2
JWCA
J.W. Cole Advisors
Florida
-$7.23M
3
ASW
Astoria Strategic Wealth
Texas
-$5.79M
4
Wells Fargo
Wells Fargo
California
-$5.46M
5
ARC
Advisor Resource Council
Texas
-$5.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
226
V Wealth Advisors
Kansas
$286K +$286K +4,869 New
HA
227
HYA Advisors
Missouri
$285K – – –
CM
228
Capital Management
Virginia
$282K – – –
PCM
229
Parsons Capital Management
Rhode Island
$277K +$72.7K +1,235 +36%
FHC
230
First Heartland Consultants
Missouri
$271K -$37K -628 -12%
BA
231
Bluesphere Advisors
Pennsylvania
$271K – – –
ZAM
232
Zevin Asset Management
Massachusetts
$271K – – –
WAP
233
Wealthcare Advisory Partners
Pennsylvania
$267K +$15.3K +260 +6%
CF
234
Clarity Financial
Texas
$261K +$261K +4,430 New
Renaissance Technologies
235
Renaissance Technologies
New York
$259K +$259K +4,400 New
B
236
Brightworth
Georgia
$255K +$16.2K +275 +7%
PA
237
PFG Advisors
Arizona
$254K – – –
COF
238
Capital One Financial
Virginia
$251K – – –
SWAG
239
Spectrum Wealth Advisory Group
California
$250K – – –
CCWA
240
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$249K – – –
SPC
241
Sigma Planning Corp
Michigan
$246K -$15.3K -260 -6%
MAFM
242
Mid Atlantic Financial Management
Pennsylvania
$241K -$5.88K -100 -2%
Fidelity Investments
243
Fidelity Investments
Massachusetts
$241K +$98K +1,668 +69%
CAL
244
Capital Advisors Ltd
Ohio
$240K +$23.7K +402 +11%
EWA
245
EP Wealth Advisors
California
$229K -$22.1K -377 -9%
SFG
246
StrategIQ Financial Group
Indiana
$227K +$227K +3,850 New
WSTAM
247
Wilbanks Smith & Thomas Asset Management
Virginia
$222K – – –
BIA
248
Bigelow Investment Advisors
Maine
$220K – – –
SFWC
249
Strategic Family Wealth Counselors
New Jersey
$220K +$220K +3,735 New
PA
250
Pinnacle Associates
New York
$211K – – –
8 9
10
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