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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

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

104% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 72

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

5% more capital invested

Capital invested by funds: $4.7B → $4.94B (+$245M)

5% more funds holding in top 10

Funds holding in top 10: 21 → 22 (+1)

0.83% more ownership

Funds ownership: 78.65% → 79.48% (+0.83%)

1% less funds holding

Funds holding: 325 → 322 (-3)

Holders
322
Holders Change
-3
Holders Change %
-0.92%
% of All Funds
5.64%
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
+$86.3M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$61M
3
PI
PFS Investments
Georgia
+$50.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$41.6M
5
PAG
Private Advisor Group
New Jersey
+$10M

Top Sellers

1
JWCA
J.W. Cole Advisors
Florida
-$7.23M
2
ASW
Astoria Strategic Wealth
Texas
-$6.01M
3
Wells Fargo
Wells Fargo
California
-$5.68M
4
LWP
Legacy Wealth Planning
Nevada
-$5.49M
5
ARC
Advisor Resource Council
Texas
-$5.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
276
PSI Advisors
Florida
$76K +$78.6K +1,284 New
SBL
277
Sargent Bickham Lagudis
Colorado
$72K – – –
LWM
278
Liberty Wealth Management
California
$72K +$367 +6 +0.5%
DWP
279
Destiny Wealth Partners
Florida
$72K +$74.7K +1,220 New
SWM
280
Spire Wealth Management
Virginia
$66K – – –
FPS
281
Fieldpoint Private Securities
Connecticut
$66K +$2.2K +36 +3%
Citigroup
282
Citigroup
New York
$64K -$916K -14,964 -93%
PA
283
Parallel Advisors
California
$64K – – –
GKWIM
284
Gerber Kawasaki Wealth & Investment Management
California
$64K +$67.3K +1,100 New
ADL
285
Asset Dedication LLC
California
$53K – – –
BC
286
Barnett & Company
Tennessee
$53K – – –
BAM
287
Barrett Asset Management
New York
$47K – – –
Lido Advisors
288
Lido Advisors
California
$47K +$48.4K +791 New
APA
289
American Portfolios Advisors
New York
$44K +$61 +1 +0.1%
COCM
290
Charter Oak Capital Management
New Hampshire
$42K +$61 +1 +0.1%
Franklin Resources
291
Franklin Resources
California
$32K +$33.1K +541 New
CFGS
292
Concourse Financial Group Securities
Alabama
$27K – – –
Optiver Holding
293
Optiver Holding
Netherlands
$26K +$27.2K +444 New
IRC
294
Investors Research Corp
Georgia
$25K – – –
Qube Research & Technologies (QRT)
295
Qube Research & Technologies (QRT)
United Kingdom
$25K +$25.5K +417 New
S
296
SignatureFD
Georgia
$24K -$44K -719 -64%
LAS
297
Lloyd Advisory Services
Georgia
$24K -$4.53K -74 -15%
AIM
298
Arcadia Investment Management
Michigan
$24K – – –
WWM
299
Wolff Wiese Magana
California
$24K – – –
SWA
300
SOA Wealth Advisors
New York
$23K – – –
10 11
12
13 14

DGRW Hedge Fund Activity: Q3 2021 in Review

322 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q3 2021, worth a combined $4.94B — up 5.2% from $4.7B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DGRW positions and 28 closed out — a net gain of 3 holders — while 147 added to existing stakes and 72 trimmed.

The largest buyer was Horizon Investments, adding an estimated $86.3M. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $7.23M sold.

  • 322 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q3 2021, down from 325 in Q2 2021.
  • Funds reported $4.94B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q3 2021, up 5.2% quarter-over-quarter.
  • 31 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q3 2021 and 28 closed out, a net change of +3 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q3 2021 was Horizon Investments, an estimated $86.3M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q3 2021 was J.W. Cole Advisors, an estimated $7.23M sold.

Based on aggregated 13F filings for Q3 2021.