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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

302 hedge funds and large institutions have $3.91B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 108 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+34
Holders Change %
+12.69%
% of All Funds
5.36%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
55
Increased
108
Reduced
88
Closed
19
Calls
$1.46M
Puts
–
Net Calls
+$1.46M
Net Calls Change
+$510K

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.14B
2
LPL Financial
LPL Financial
California
$164M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$22.5M
4
Morgan Stanley
Morgan Stanley
New York
$228M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$410M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$0
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$66.4M
3
Wells Fargo
Wells Fargo
California
$48M
4
UBS Group
UBS Group
Switzerland
$67.2M
5
SC
Savant Capital
Illinois
$45.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBL
251
Sargent Bickham Lagudis
Colorado
$66K +$66K +1,220 New
DWP
252
Destiny Wealth Partners
Florida
$66K +$66K +1,220 New
LWM
253
Liberty Wealth Management
California
$65K +$481 +9 +0.7%
S
254
SignatureFD
Georgia
$60K – – –
PFO
255
Pathstone Family Office
New Jersey
$55K +$55K +1,020 New
First Manhattan
256
First Manhattan
New York
$53K – – –
BC
257
Barnett & Company
Tennessee
$53K +$53K +1,000 New
TRCT
258
Tower Research Capital (TRC)
New York
$52K -$1.47M -27,067 -97%
SFS
259
Sowell Financial Services
Arkansas
$50K +$108 +2 +0.2%
ASN
260
Advisory Services Network
Georgia
$50K +$22.7K +423 +83%
ADL
261
Asset Dedication LLC
California
$49K – – –
BAM
262
Barrett Asset Management
New York
$43K – – –
RWA
263
Ropes Wealth Advisors
Massachusetts
$43K – – –
FPS
264
Fieldpoint Private Securities
Connecticut
$43K +$43K +800 New
APA
265
American Portfolios Advisors
New York
$41.6K -$9.12K -169 -18%
OSAM
266
O'Shaughnessy Asset Management
Connecticut
$41K +$41K +755 New
COCM
267
Charter Oak Capital Management
New Hampshire
$38K +$38K +708 New
CWM
268
Curi Wealth Management
North Carolina
$35K +$35K +654 New
US Bancorp
269
US Bancorp
Minnesota
$33K -$5.42K -100 -14%
SFG
270
Sowa Financial Group
Rhode Island
$32K – – –
BBPWM
271
Blue Bell Private Wealth Management
Pennsylvania
$30K -$289K -5,300 -91%
TFGT
272
TS Financial Group (TSFG)
Illinois
$29K – – –
BWA
273
BDO Wealth Advisors
Florida
$28K +$28K +518 New
CFGS
274
Concourse Financial Group Securities
Alabama
$25K -$5K -91 -17%
IRC
275
Investors Research Corp
Georgia
$23K +$162 +3 +0.7%
9 10
11
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