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

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$47.7M
2
LPL Financial
LPL Financial
California
$153M
3
UR
USCA RIA
Texas
$271K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$421M
5
Bank of America
Bank of America
North Carolina
$421M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
276
Asset Dedication LLC
California
$51K – – –
BAM
277
Barrett Asset Management
New York
$46K – – –
APA
278
American Portfolios Advisors
New York
$42.7K -$1.37K -24 -3%
COCM
279
Charter Oak Capital Management
New Hampshire
$41K – – –
BBPWM
280
Blue Bell Private Wealth Management
Pennsylvania
$35K +$3.44K +60 +11%
GA
281
GoalVest Advisory
New York
$30K +$15.1K +263 +102%
TF
282
TimeScale Financial
Massachusetts
$28K +$28K +483 New
CFGS
283
Concourse Financial Group Securities
Alabama
$26K – – –
IRC
284
Investors Research Corp
Georgia
$24K – – –
PA
285
Perennial Advisors
New York
$23K – – –
AIM
286
Arcadia Investment Management
Michigan
$23K – – –
WWM
287
Wolff Wiese Magana
California
$23K – – –
SWA
288
SOA Wealth Advisors
New York
$22K – – –
SNT
289
Security National Trust
West Virginia
$22K – – –
CWC
290
Carolinas Wealth Consulting
North Carolina
$21K – – –
RG
291
Retirement Group
California
$21K +$114 +2 +0.5%
FCFS
292
First Command Financial Services
Texas
$19K – – –
FCB
293
First Command Bank
Texas
$19K – – –
SIS
294
Sound Income Strategies
Florida
$18.8K +$1.6K +28 +9%
Carson Wealth (CWM LLC)
295
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
CWM
296
Cranbrook Wealth Management
Michigan
$17K +$17K +300 New
AF
297
Allworth Financial
California
$16K – – –
TCOV
298
Trust Company of Vermont
Vermont
$13K – – –
OIA
299
Optimum Investment Advisors
Illinois
$11K – – –
WOC
300
West Oak Capital
California
$11K +$5.21K +90 +90%
10 11
12
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