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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

325 hedge funds and large institutions have $4.7B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 123 increasing their positions, 92 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

939% more call options, than puts

Call options by funds: $2.85M | Put options by funds: $274K

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

34% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 92

8% more capital invested

Capital invested by funds: $4.35B → $4.7B (+$349M)

4% more funds holding

Funds holding: 314 → 325 (+11)

1.01% more ownership

Funds ownership: 77.64% → 78.65% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 21 → 21 (0)

Holders
325
Holders Change
+11
Holders Change %
+3.5%
% of All Funds
5.66%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
31
Increased
123
Reduced
92
Closed
17
Calls
$2.85M
Puts
$274K
Net Calls
+$2.57M
Net Calls Change
+$879K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$45.2M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$43.5M
3
HI
Horizon Investments
North Carolina
+$39.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$35.9M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$15.5M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$36.7M
2
BFG
Beacon Financial Group
Texas
-$5.5M
3
SPA
Sentinel Pension Advisors
Massachusetts
-$5.29M
4
HighTower Advisors
HighTower Advisors
Illinois
-$5.26M
5
AW
ACG Wealth
Georgia
-$4.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
276
FinTrust Capital Advisors
South Carolina
$89K – – –
EIP
277
Ellis Investment Partners
Pennsylvania
$87K +$414 +7 +0.5%
GRP
278
Global Retirement Partners
California
$75K – – –
SBL
279
Sargent Bickham Lagudis
Colorado
$73K – – –
LWM
280
Liberty Wealth Management
California
$73K +$650 +11 +0.9%
FPS
281
Fieldpoint Private Securities
Connecticut
$67K -$3.78K -64 -6%
S
282
SignatureFD
Georgia
$67K – – –
SWM
283
Spire Wealth Management
Virginia
$67K – – –
PA
284
Parallel Advisors
California
$65K +$64.2K +1,086 New
ASN
285
Advisory Services Network
Georgia
$56K +$55.3K +936 New
ADL
286
Asset Dedication LLC
California
$54K – – –
BC
287
Barnett & Company
Tennessee
$54K – – –
BAM
288
Barrett Asset Management
New York
$48K – – –
APA
289
American Portfolios Advisors
New York
$44.6K +$59 +1 +0.1%
COCM
290
Charter Oak Capital Management
New Hampshire
$42K +$59 +1 +0.1%
BBPWM
291
Blue Bell Private Wealth Management
Pennsylvania
$36K – – –
GA
292
GoalVest Advisory
New York
$31K – – –
LAS
293
Lloyd Advisory Services
Georgia
$29K -$2.71M -45,838 -99%
CFGS
294
Concourse Financial Group Securities
Alabama
$27K – – –
IRC
295
Investors Research Corp
Georgia
$25K – – –
AIM
296
Arcadia Investment Management
Michigan
$24K – – –
PA
297
Perennial Advisors
New York
$24K – – –
WWM
298
Wolff Wiese Magana
California
$24K – – –
SWA
299
SOA Wealth Advisors
New York
$23K – – –
MAM
300
Meeder Asset Management
Ohio
$23K +$22.9K +388 New
10 11
12
13 14

DGRW Hedge Fund Activity: Q2 2021 in Review

325 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q2 2021, worth a combined $4.7B — up 8% from $4.35B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DGRW positions and 17 closed out — a net gain of 14 holders — while 123 added to existing stakes and 92 trimmed.

The largest buyer was Ameriprise, adding an estimated $45.2M. The largest seller was AE Wealth Management, cutting an estimated $36.7M.

  • 325 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q2 2021, up from 314 in Q1 2021.
  • Funds reported $4.7B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q2 2021, up 8% quarter-over-quarter.
  • 31 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q2 2021 and 17 closed out, a net change of +14 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q2 2021 was Ameriprise, an estimated $45.2M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q2 2021 was AE Wealth Management, an estimated $36.7M sold.

Based on aggregated 13F filings for Q2 2021.