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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

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

104% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 72

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

5% more capital invested

Capital invested by funds: $4.7B → $4.94B (+$245M)

5% more funds holding in top 10

Funds holding in top 10: 21 → 22 (+1)

0.83% more ownership

Funds ownership: 78.65% → 79.48% (+0.83%)

1% less funds holding

Funds holding: 325 → 322 (-3)

Holders
322
Holders Change
-3
Holders Change %
-0.92%
% of All Funds
5.64%
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
+$86.3M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$61M
3
PI
PFS Investments
Georgia
+$50.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$41.6M
5
PAG
Private Advisor Group
New Jersey
+$10M

Top Sellers

1
JWCA
J.W. Cole Advisors
Florida
-$7.23M
2
ASW
Astoria Strategic Wealth
Texas
-$6.01M
3
Wells Fargo
Wells Fargo
California
-$5.68M
4
LWP
Legacy Wealth Planning
Nevada
-$5.49M
5
ARC
Advisor Resource Council
Texas
-$5.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
226
V Wealth Advisors
Kansas
$286K +$298K +4,869 New
HA
227
HYA Advisors
Missouri
$285K – – –
CM
228
Capital Management
Virginia
$282K – – –
PCM
229
Parsons Capital Management
Rhode Island
$277K +$75.6K +1,235 +36%
FHC
230
First Heartland Consultants
Missouri
$271K -$38.4K -628 -12%
BA
231
Bluesphere Advisors
Pennsylvania
$271K – – –
ZAM
232
Zevin Asset Management
Massachusetts
$271K – – –
WAP
233
Wealthcare Advisory Partners
Pennsylvania
$267K +$15.9K +260 +6%
CF
234
Clarity Financial
Texas
$261K +$271K +4,430 New
Renaissance Technologies
235
Renaissance Technologies
New York
$259K +$269K +4,400 New
B
236
Brightworth
Georgia
$255K +$16.8K +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 -$15.9K -260 -6%
MAFM
242
Mid Atlantic Financial Management
Pennsylvania
$241K -$6.12K -100 -2%
Fidelity Investments
243
Fidelity Investments
Massachusetts
$241K +$102K +1,668 +69%
CAL
244
Capital Advisors Ltd
Ohio
$240K +$24.6K +402 +11%
EWA
245
EP Wealth Advisors
California
$229K -$23.1K -377 -9%
SFG
246
StrategIQ Financial Group
Indiana
$227K +$236K +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 +$229K +3,735 New
PA
250
Pinnacle Associates
New York
$211K – – –
8 9
10
11 12

DGRW Hedge Fund Activity: Q3 2021 in Review

322 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q3 2021, worth a combined $4.94B — up 5.2% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DGRW positions and 28 closed out — a net gain of 3 holders — while 147 added to existing stakes and 72 trimmed.

The largest buyer was Horizon Investments, adding an estimated $86.3M. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $7.23M sold.

  • 322 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q3 2021, down from 325 in Q2 2021.
  • Funds reported $4.94B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q3 2021, up 5.2% quarter-over-quarter.
  • 31 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q3 2021 and 28 closed out, a net change of +3 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q3 2021 was Horizon Investments, an estimated $86.3M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q3 2021 was J.W. Cole Advisors, an estimated $7.23M sold.

Based on aggregated 13F filings for Q3 2021.