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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
CWC
301
Carolinas Wealth Consulting
North Carolina
$22K – – –
RG
302
Retirement Group
California
$22K +$122 +2 +0.5%
CCM
303
Cribstone Capital Management
Maine
$21K +$22.3K +365 New
FCB
304
First Command Bank
Texas
$19K – – –
FCFS
305
First Command Financial Services
Texas
$19K – – –
SIS
306
Sound Income Strategies
Florida
$19K – – –
CWM
307
Cranbrook Wealth Management
Michigan
$18K – – –
PCA
308
Providence Capital Advisors
North Carolina
$15K – – –
ODG
309
O'Dell Group
Ohio
$15K +$16K +261 New
OIA
310
Optimum Investment Advisors
Illinois
$11K – – –
WOC
311
West Oak Capital
California
$11K – – –
AF
312
Advisornet Financial
Minnesota
$10K – – –
AP
313
Arlington Partners
Alabama
$9K – – –
CFN
314
Cordasco Financial Network
Florida
$9K – – –
PP
315
Pacifica Partners
Canada
$9K – – –
JWA
316
JFS Wealth Advisors
Pennsylvania
$8K – – –
AF
317
Allworth Financial
California
$8K +$4.29K +70 +117%
TF
318
TimeScale Financial
Massachusetts
$7K – – –
BFEC
319
Benjamin F. Edwards & Company
Missouri
$6K – – –
BAM
320
Baldrige Asset Management
Pennsylvania
$3K -$3.43K -56 -51%
FWM
321
Focused Wealth Management
New York
$3K +$61 +1 +2%
HWMA
322
Heritage Wealth Management (Arizona)
Arizona
$2K – – –
WIM
323
Westside Investment Management
California
$14 – – –
JWCA
324
J.W. Cole Advisors
Florida
– -$7.23M -121,177 Closed
ARC
325
Advisor Resource Council
Texas
– -$5.34M -89,513 Closed
11 12
13
14 15

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.