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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
1
HighTower Advisors
Illinois
$79.3M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.25B
3
TC
3
TownSquare Capital
Utah
$49.6M
4
AWM
4
AE Wealth Management
Kansas
$37.3M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$127M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$47.7M
2
LPL Financial
2
LPL Financial
California
$153M
3
UR
3
USCA RIA
Texas
$271K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$421M
5
Bank of America
5
Bank of America
North Carolina
$421M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
301
Arlington Partners
Alabama
$9K – – –
CFN
302
Cordasco Financial Network
Florida
$9K – – –
JWA
303
JFS Wealth Advisors
Pennsylvania
$8K – – –
PP
304
Pacifica Partners
Canada
$8K – – –
MWM
305
Mascoma Wealth Management
New Hampshire
$8K +$8K +132 New
BFEC
306
Benjamin F. Edwards & Company
Missouri
$6K – – –
GT
307
Glenmede Trust
Pennsylvania
$5K +$5K +98 New
MA
308
MBA Advisors
Pennsylvania
$4.01K +$4.01K +70,183 New
HFA
309
HC Financial Advisors
California
$4K +$4K +73 New
GAM
310
Grandview Asset Management
Pennsylvania
$4K +$4K +75 New
FWM
311
Focused Wealth Management
New York
$3K – – –
VFA
312
Valeo Financial Advisors
Indiana
$3K +$3K +46 New
JCM
313
Jacobi Capital Management
Pennsylvania
$2K -$2K -30 -50%
MIH
314
Meitav Investment House
Israel
$254 +$254 +4,447 New
WIM
315
Westside Investment Management
California
$13 +$13 +241 New
FFN
316
Focus Financial Network
Minnesota
– -$11M -204,389 Closed
BEC
317
Blue Edge Capital
Virginia
– -$6.8M -125,956 Closed
Bank of Nova Scotia
318
Bank of Nova Scotia
Ontario, Canada
– -$964K -18,003 Closed
BCM
319
Breiter Capital Management
Florida
– -$523K -9,699 Closed
Goldman Sachs
320
Goldman Sachs
New York
– -$484K -8,963 Closed
HIP
321
HUB Investment Partners
Texas
– -$308K -6,218 Closed
OIA
322
OneDigital Investment Advisors
Kansas
– -$321K -5,945 Closed
SS
323
Simplicity Solutions
Minnesota
– -$302K -5,596 Closed
PPP
324
Private Portfolio Partners
New Jersey
– -$253K -4,680 Closed
BHB
325
Bank Hapoalim BM
Israel
– -$231K -4,280 Closed
10 11 12
13
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