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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

257 hedge funds and large institutions have $2.19B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 86 increasing their positions, 86 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+14
Holders Change %
+5.76%
% of All Funds
5.28%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
43
Increased
86
Reduced
86
Closed
28
Calls
$883K
Puts
–
Net Calls
+$883K
Net Calls Change
+$603K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$182M
2
Bank of America
2
Bank of America
North Carolina
$339M
3
LPL Financial
3
LPL Financial
California
$105M
4
PWMG
4
Prestige Wealth Management Group
New Jersey
$18.1M
5
RW
5
RVW Wealth
California
$22.4M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$25.3M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$34.6M
3
BSAM
3
Blue Sky Asset Management
Colorado
$0
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$6.68M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WOC
251
West Oak Capital
California
$5K – – –
BFEC
252
Benjamin F. Edwards & Company
Missouri
$5K – – –
FANJ
253
Financial Architects (New Jersey)
New Jersey
$3K – – –
JCM
254
Jacobi Capital Management
Pennsylvania
$3K – – –
FWM
255
FSA Wealth Management
Massachusetts
$2K – – –
FWM
256
Focused Wealth Management
New York
$1K +$1K +25 New
TI
257
tru Independence
Oregon
$1 – +5 +25%
BSAM
258
Blue Sky Asset Management
Colorado
– -$13.7M -352,373 Closed
SWM
259
Strategic Wealth Management
Washington
– -$3.99M -102,466 Closed
AIA
260
Avalon Investment & Advisory
Texas
– -$1.06M -27,120 Closed
LNC
261
Lincoln National Corp
Pennsylvania
– -$875K -22,484 Closed
MHS
262
M Holdings Securities
Oregon
– -$620K -15,940 Closed
M&T Bank
263
M&T Bank
New York
– -$350K -9,000 Closed
FA
264
Fortis Advisors
Pennsylvania
– -$296K -7,608 Closed
FFS
265
Founders Financial Securities
Maryland
– -$289K -7,435 Closed
CWS
266
Cypress Wealth Services
California
– -$277K -7,107 Closed
BSW
267
Buckingham Strategic Wealth
Missouri
– -$246K -6,332 Closed
SC
268
Scotia Capital
Ontario, Canada
– -$208K -5,357 Closed
SS
269
Sunbelt Securities
Texas
– -$207K -5,326 Closed
SMFS
270
Squar Milner Financial Services
California
– -$172K -4,439 Closed
TFO
271
Tarbox Family Office
California
– -$108K -2,768 Closed
CBT
272
Capital Bank & Trust
California
– -$70K -1,790 Closed
EWM
273
EPG Wealth Management
Georgia
– -$57K -1,456 Closed
TFS
274
TrustCore Financial Services
Tennessee
– -$53K -1,360 Closed
VCS
275
Vaughan & Co Securities
New Jersey
– -$48.2K -1,238 Closed
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