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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

322 hedge funds and large institutions have $4.94B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 147 increasing their positions, 72 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-3
Holders Change %
-0.92%
% of All Funds
5.66%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.39%
New
31
Increased
147
Reduced
72
Closed
28
Calls
$795K
Puts
–
Net Calls
+$795K
Net Calls Change
-$1.78M

Top Buyers

1
HI
Horizon Investments
North Carolina
$123M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.39B
3
PI
PFS Investments
Georgia
$62.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$509M
5
PAG
Private Advisor Group
New Jersey
$60.5M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$36.9M
2
JWCA
J.W. Cole Advisors
Florida
$0
3
ASW
Astoria Strategic Wealth
Texas
$363K
4
Wells Fargo
Wells Fargo
California
$41.7M
5
ARC
Advisor Resource Council
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
251
BlueCrest Capital Management
Jersey
$209K -$761K -12,906 -78%
LG
252
Leuthold Group
Minnesota
$208K +$208K +3,532 New
KPW
253
Kore Private Wealth
New York
$207K +$207K +3,519 New
SB
254
Strategic Blueprint
Georgia
$206K +$115K +1,960 +127%
FHA
255
First Horizon Advisors
Tennessee
$200K +$2.58K +44 +1%
EWM
256
EPG Wealth Management
Georgia
$187K +$187K +3,179 New
ST
257
Smithfield Trust
Pennsylvania
$178K +$37K +629 +26%
TFGT
258
TS Financial Group (TSFG)
Illinois
$166K +$28.1K +478 +20%
CA
259
Clearstead Advisors
Ohio
$158K – – –
LWCFA
260
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$153K – – –
FFA
261
Founders Financial Alliance
North Carolina
$152K – – –
HIA
262
Harbor Investment Advisory
Maryland
$151K – – –
TWM
263
Tradition Wealth Management
Minnesota
$128K +$294 +5 +0.2%
OSAM
264
O'Shaughnessy Asset Management
Connecticut
$121K – – –
CFD
265
Creative Financial Designs
Indiana
$109K -$5.19K -88 -5%
LWANC
266
Laurel Wealth Advisors (North Carolina)
North Carolina
$107K – – –
US Bancorp
267
US Bancorp
Minnesota
$107K +$8.13K +139 +8%
SQA
268
Simon Quick Advisors
New Jersey
$102K – – –
GRP
269
Global Retirement Partners
California
$96K +$21.9K +373 +30%
CB
270
CNB Bank
Pennsylvania
$92K -$8.42K -143 -8%
ACA
271
Aptus Capital Advisors
Alabama
$92K – – –
PSB
272
Piscataqua Savings Bank
New Hampshire
$91K – – –
EIP
273
Ellis Investment Partners
Pennsylvania
$89K +$3.32K +57 +4%
FCA
274
FinTrust Capital Advisors
South Carolina
$87K – – –
HNB
275
Huntington National Bank
Ohio
$85K -$98K – –
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11
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