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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

243 hedge funds and large institutions have $1.81B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
-7
Holders Change %
-2.8%
% of All Funds
5.37%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.42%
New
40
Increased
94
Reduced
66
Closed
41
Calls
$280K
Puts
–
Net Calls
+$280K
Net Calls Change
+$33M

Top Buyers

1
SC
Savant Capital
Illinois
$42.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$55.3M
3
LPL Financial
LPL Financial
California
$71.8M
4
BFG
Bouchey Financial Group
New York
$10.6M
5
LWP
Legacy Wealth Planning
Nevada
$9.64M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$16.1M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$34.6M
3
Bank of America
Bank of America
North Carolina
$270M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$245M
5
RW
RVW Wealth
California
$7.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPP
276
Private Portfolio Partners
New Jersey
– -$218K -4,507 Closed
LW
277
Linscomb Wealth
Texas
– -$217K -4,480 Closed
CSPIA
278
Cary Street Partners Investment Advisory
Virginia
– -$213K -4,385 Closed
MAG
279
Mayfair Advisory Group
Alabama
– -$210K -4,325 Closed
MAFM
280
Mid Atlantic Financial Management
Pennsylvania
– -$202K -4,175 Closed
TI
281
Trexquant Investment
Connecticut
– -$201K -4,151 Closed
CL
282
Cabana LLC
Arkansas
– -$128K -2,650 Closed
IFWM
283
Institute for Wealth Management
Colorado
– -$109K -2,252 Closed
CHAM
284
Clear Harbor Asset Management
Connecticut
– -$4.85K -100 Closed
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