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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

302 hedge funds and large institutions have $3.91B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 108 increasing their positions, 88 reducing their positions, and 19 closing their positions.

Holders
302
Holders Change
+34
Holders Change %
+12.69%
% of All Funds
5.36%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
55
Increased
108
Reduced
88
Closed
19
Calls
$1.46M
Puts
–
Net Calls
+$1.46M
Net Calls Change
+$510K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.14B
2
LPL Financial
2
LPL Financial
California
$164M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$22.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$228M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$410M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$66.4M
3
Wells Fargo
3
Wells Fargo
California
$48M
4
UBS Group
4
UBS Group
Switzerland
$67.2M
5
SC
5
Savant Capital
Illinois
$45.6M
Name Market Value Shares Shares
Change 		Shares
Change %
FWM
301
Focused Wealth Management
New York
$3K 49 – –
JCM
302
Jacobi Capital Management
Pennsylvania
$3K 60 – –
QCG
303
Quadrant Capital Group
Ohio
$1K 25 +25 New
HighTower Advisors
304
HighTower Advisors
Illinois
– – -1,323,175 Closed
SMG
305
Smart Money Group
Texas
– – -82,244 Closed
IDA
306
Intelligence Driven Advisers
California
– – -13,127 Closed
KM
307
Kalos Management
Georgia
– – -9,235 Closed
Citadel Advisors
308
Citadel Advisors
Florida
– – -8,496 Closed
Jane Street
309
Jane Street
New York
– – -7,378 Closed
SFP
310
Shepherd Financial Partners
Massachusetts
– – -6,452 Closed
RWB
311
RMR Wealth Builders
New Jersey
– – -6,289 Closed
CSPIA
312
Cary Street Partners Investment Advisory
Virginia
– – -4,158 Closed
CLOS
313
Compagnie Lombard Odier SCmA
Switzerland
– – -3,670 Closed
GSWM
314
Golden State Wealth Management
California
– – -2,825 Closed
FFA
315
Founders Financial Alliance
North Carolina
– – -2,389 Closed
GT
316
Glenmede Trust
Pennsylvania
– – -1,142 Closed
NL
317
NVWM LLC
Pennsylvania
– – -500 Closed
CTC
318
Central Trust Company
Missouri
– – -400 Closed
NNP
319
Nachman Norwood & Parrott
South Carolina
– – -314 Closed
AF
320
Advisornet Financial
Minnesota
– – -184 Closed
CHAM
321
Clear Harbor Asset Management
Connecticut
– – -100 Closed
CCM
322
Chiron Capital Management
Florida
– – -25 Closed
BWM
323
BerganKDV Wealth Management
Minnesota
$0 6 – –
9 10 11 12
13