DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

268 hedge funds and large institutions have $3.47B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 93 increasing their positions, 90 reducing their positions, and 20 closing their positions.

Holders
268
Holders Change
+11
Holders Change %
+4.28%
% of All Funds
5.42%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
32
Increased
93
Reduced
90
Closed
20
Calls
$952K
Puts
–
Net Calls
+$952K
Net Calls Change
+$69K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$963M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$364M
3
KAS
3
Kestra Advisory Services
Texas
$17.2M
4
UR
4
USCA RIA
Texas
$15.3M
5
Ameriprise
5
Ameriprise
Minnesota
$46M

Top Sellers

1
SC
1
Savant Capital
Illinois
$46.5M
2
IDA
2
Intelligence Driven Advisers
California
$651K
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$2.21M
4
LFPWM
4
Leicht Financial Planning & Wealth Management
New Jersey
$2.45M
5
CA
5
Cetera Advisors
Colorado
$3.05M
Name Market Value Shares Shares
Change 		Shares
Change %
NNP
251
Nachman Norwood & Parrott
South Carolina
$16K 314 +314 New
AF
252
Allworth Financial
California
$14K 274 – –
TCOV
253
Trust Company of Vermont
Vermont
$11K 231 – –
WEC
254
Winslow Evans & Crocker
Massachusetts
$10K 200 – –
AF
255
Advisornet Financial
Minnesota
$9K 184 +184 New
CFN
256
Cordasco Financial Network
Florida
$8K 161 – –
AP
257
Arlington Partners
Alabama
$8K 160 +160 New
JWA
258
JFS Wealth Advisors
Pennsylvania
$7K 138 – –
PP
259
Pacifica Partners
Canada
$7K 142 – –
WOC
260
West Oak Capital
California
$5K 100 – –
BFEC
261
Benjamin F. Edwards & Company
Missouri
$5K 100 – –
CHAM
262
Clear Harbor Asset Management
Connecticut
$4.96K 100 +100 New
JCM
263
Jacobi Capital Management
Pennsylvania
$3K 60 – –
FWM
264
Focused Wealth Management
New York
$2K 49 +24 +96%
CCM
265
Chiron Capital Management
Florida
$1K 25 +25 New
Koshinski Asset Management
266
Koshinski Asset Management
Illinois
$538 10,389 +1 +0%
BHB
267
Bank Hapoalim BM
Israel
$227 4,580 -700 -13%
FCA
268
FinTrust Capital Advisors
South Carolina
$85 1,723 – –
OMC
269
Old Mission Capital
Illinois
– – -34,490 Closed
Susquehanna International Group
270
Susquehanna International Group
Pennsylvania
– – -17,740 Closed
CGFA
271
Colton Groome Financial Advisors
North Carolina
– – -17,676 Closed
ECM
272
ExodusPoint Capital Management
New York
– – -14,400 Closed
Deutsche Bank
273
Deutsche Bank
Germany
– – -12,135 Closed
TI
274
Trexquant Investment
Connecticut
– – -10,204 Closed
Renaissance Technologies
275
Renaissance Technologies
New York
– – -7,600 Closed
8 9 10
11
12