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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

243 hedge funds and large institutions have $1.81B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
-7
Holders Change %
-2.8%
% of All Funds
5.37%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.42%
New
40
Increased
94
Reduced
66
Closed
41
Calls
$280K
Puts
–
Net Calls
+$280K
Net Calls Change
+$33M

Top Buyers

1
SC
Savant Capital
Illinois
$42.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$55.3M
3
LPL Financial
LPL Financial
California
$71.8M
4
BFG
Bouchey Financial Group
New York
$10.6M
5
LWP
Legacy Wealth Planning
Nevada
$9.64M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$16.1M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$34.6M
3
Bank of America
Bank of America
North Carolina
$270M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$245M
5
RW
RVW Wealth
California
$7.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
251
Johanson Financial Advisors
California
– -$584K -28,313 Closed
Jane Street
252
Jane Street
New York
– -$1.33M -27,362 Closed
AIP
253
Almanack Investment Partners
Pennsylvania
– -$1.15M -23,729 Closed
Renaissance Technologies
254
Renaissance Technologies
New York
– -$921K -19,000 Closed
KM
255
Kalos Management
Georgia
– -$554K -11,193 Closed
Bank of New York Mellon
256
Bank of New York Mellon
New York
– -$491K -10,141 Closed
WSFS
257
Wilmington Savings Fund Society
Delaware
– -$478K -9,864 Closed
TRCT
258
Tower Research Capital (TRC)
New York
– -$465K -9,603 Closed
TA
259
TCG Advisors
Texas
– -$422K -8,706 Closed
TCWM
260
Total Clarity Wealth Management
Illinois
– -$344K -7,093 Closed
GIA
261
Gladstone Institutional Advisory
Florida
– -$338K -6,973 Closed
CWM
262
CCG Wealth Management
California
– -$319K -6,581 Closed
SG
263
StoneX Group
New York
– -$314K -6,474 Closed
SAG
264
Spotlight Asset Group
Illinois
– -$265K -6,352 Closed
CAG
265
Crestwood Advisors Group
Massachusetts
– -$279K -5,750 Closed
DWM
266
Dakota Wealth Management
Florida
– -$278K -5,745 Closed
AIP
267
Ahrens Investment Partners
Louisiana
– -$259K -5,350 Closed
IC
268
Intersect Capital
California
– -$257K -5,296 Closed
SI
269
Stephens Inc
Arkansas
– -$248K -5,119 Closed
AWA
270
Arete Wealth Advisors
Illinois
– -$243K -5,002 Closed
IWC
271
Integrated Wealth Concepts
Massachusetts
– -$242K -4,999 Closed
IC
272
InterOcean Capital
Illinois
– -$240K -4,957 Closed
KA
273
Kovack Advisors
Florida
– -$234K -4,834 Closed
Citadel Advisors
274
Citadel Advisors
Florida
– -$224K -4,631 Closed
GT
275
Greenleaf Trust
Michigan
– -$223K -4,608 Closed
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