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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

314 hedge funds and large institutions have $4.35B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 118 increasing their positions, 88 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+12
Holders Change %
+3.97%
% of All Funds
5.53%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.37%
New
42
Increased
118
Reduced
88
Closed
24
Calls
$1.69M
Puts
–
Net Calls
+$1.69M
Net Calls Change
+$231K

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$79.3M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.25B
3
TC
3
TownSquare Capital
Utah
$49.6M
4
AWM
4
AE Wealth Management
Kansas
$37.3M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$127M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$47.7M
2
LPL Financial
2
LPL Financial
California
$153M
3
UR
3
USCA RIA
Texas
$271K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$421M
5
Bank of America
5
Bank of America
North Carolina
$421M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
251
Creative Financial Designs
Indiana
$122K +$514 +9 +0.4%
OSAM
252
O'Shaughnessy Asset Management
Connecticut
$117K +$73.9K +1,294 +171%
HIA
253
Harbor Investment Advisory
Maryland
$115K +$18.2K +318 +19%
CAC
254
Certified Advisory Corp
Florida
$109K +$109K +1,900 New
LWANC
255
Laurel Wealth Advisors (North Carolina)
North Carolina
$104K – – –
SQA
256
Simon Quick Advisors
New Jersey
$100K +$100K +1,750 New
CB
257
CNB Bank
Pennsylvania
$98K +$9.71K +169 +11%
ACA
258
Aptus Capital Advisors
Alabama
$90K – – –
PSB
259
Piscataqua Savings Bank
New Hampshire
$88K +$88K +1,540 New
WPA
260
West Paces Advisors
Georgia
$85.8K – – –
FCA
261
FinTrust Capital Advisors
South Carolina
$85K – – –
EIP
262
Ellis Investment Partners
Pennsylvania
$84K +$401 +7 +0.5%
HNB
263
Huntington National Bank
Ohio
$77K -$15K – –
GRP
264
Global Retirement Partners
California
$72K -$67.8K -1,189 -49%
SBL
265
Sargent Bickham Lagudis
Colorado
$70K – – –
DWP
266
Destiny Wealth Partners
Florida
$70K – – –
TFGT
267
TS Financial Group (TSFG)
Illinois
$69K +$38.8K +679 +128%
FPS
268
Fieldpoint Private Securities
Connecticut
$66K +$20.3K +356 +45%
LWM
269
Liberty Wealth Management
California
$65K – – –
S
270
SignatureFD
Georgia
$64K – – –
SWM
271
Spire Wealth Management
Virginia
$64K +$64K +1,120 New
US Bancorp
272
US Bancorp
Minnesota
$57K +$22.5K +396 +65%
SFS
273
Sowell Financial Services
Arkansas
$53K -$2.58K -43 -5%
AIC
274
Ameritas Investment Company
Nebraska
$51K +$51K +892 New
BC
275
Barnett & Company
Tennessee
$51K -$5.67K -100 -10%
9 10
11
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