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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

250 hedge funds and large institutions have $2.14B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 96 increasing their positions, 58 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+38
Holders Change %
+17.92%
% of All Funds
4.94%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.39%
New
51
Increased
96
Reduced
58
Closed
11
Calls
$291K
Puts
$33M
Net Calls
-$32.7M
Net Calls Change
-$664K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$81.5M
2
Morgan Stanley
Morgan Stanley
New York
$145M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$33.7M
4
Wells Fargo
Wells Fargo
California
$48.5M
5
Truist Financial
Truist Financial
North Carolina
$9.82M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$334M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$36.7M
3
IDA
Intelligence Driven Advisers
California
$12.3M
4
AW
ACG Wealth
Georgia
$6.27M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFPG
251
Stonebridge Financial Planning Group
Florida
$1K +$1K +25 New
CL
252
CPWM LLC
Washington
– -$1.06M -23,454 Closed
HR
253
Hayden Royal
North Carolina
– -$939K -20,920 Closed
Goldman Sachs
254
Goldman Sachs
New York
– -$610K -13,528 Closed
FFS
255
Founders Financial Securities
Maryland
– -$322K -7,145 Closed
BL
256
Balentine LLC
Georgia
– -$243K -5,400 Closed
GSWM
257
Golden State Wealth Management
California
– -$137K -3,043 Closed
UBS AM
258
UBS AM
Illinois
– -$74K -1,642 Closed
Deutsche Bank
259
Deutsche Bank
Germany
– -$50K -1,123 Closed
GWAG
260
Garrett Wealth Advisory Group
Texas
– -$17.8K -396 Closed
VFA
261
Valeo Financial Advisors
Indiana
– -$3K -67 Closed
CAPTRUST Financial Advisors
262
CAPTRUST Financial Advisors
North Carolina
– -$3K -57 Closed
7 8 9 10
11