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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

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
Holders
322
Holders Change
-3
Holders Change %
-0.92%
% of All Funds
5.66%
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
$123M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.39B
3
PI
PFS Investments
Georgia
$62.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$509M
5
PAG
Private Advisor Group
New Jersey
$60.5M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$36.9M
2
JWCA
J.W. Cole Advisors
Florida
$0
3
ASW
Astoria Strategic Wealth
Texas
$363K
4
Wells Fargo
Wells Fargo
California
$41.7M
5
ARC
Advisor Resource Council
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
301
Carolinas Wealth Consulting
North Carolina
$22K – – –
RG
302
Retirement Group
California
$22K +$118 +2 +0.5%
CCM
303
Cribstone Capital Management
Maine
$21K +$21K +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 +$15K +261 New
OIA
310
Optimum Investment Advisors
Illinois
$11K – – –
WOC
311
West Oak Capital
California
$11K – – –
AF
312
Advisornet Financial
Minnesota
$10K – – –
CFN
313
Cordasco Financial Network
Florida
$9K – – –
AP
314
Arlington Partners
Alabama
$9K – – –
PP
315
Pacifica Partners
Canada
$9K – – –
JWA
316
JFS Wealth Advisors
Pennsylvania
$8K – – –
AF
317
Allworth Financial
California
$8K +$4.31K +70 +117%
TF
318
TimeScale Financial
Massachusetts
$7K – – –
BFEC
319
Benjamin F. Edwards & Company
Missouri
$6K – – –
BAM
320
Baldrige Asset Management
Pennsylvania
$3K -$3.11K -56 -51%
FWM
321
Focused Wealth Management
New York
$3K +$60 +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