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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
LFAS
326
Level Four Advisory Services
Texas
– -$1.92M -32,246 Closed
SPL
327
Smart Portfolios LLC
Washington
– -$1.48M -24,744 Closed
NRI
328
NFP Retirement Inc
California
– -$628K -10,523 Closed
RFA
329
Reilly Financial Advisors
California
– -$584K -9,785 Closed
FFA
330
First Foundation Advisors
California
– -$498K -8,339 Closed
RWA
331
Redhawk Wealth Advisors
Minnesota
– -$481K -8,066 Closed
BAAM
332
Baker Avenue Asset Management
California
– -$468K -7,849 Closed
SWA
333
Stratos Wealth Advisors
Ohio
– -$414K -6,931 Closed
IWC
334
Integrated Wealth Concepts
Massachusetts
– -$385K -6,445 Closed
SBH
335
Segall Bryant & Hamill
Illinois
– -$325K -5,447 Closed
BCM
336
Breiter Capital Management
Florida
– -$309K -5,183 Closed
CA
337
Calton & Associates
Florida
– -$307K -5,146 Closed
BCI
338
Brinker Capital Investments
Pennsylvania
– -$241K -4,032 Closed
IAN
339
Integrated Advisors Network
Texas
– -$233K -3,906 Closed
EWM
340
Empirical Wealth Management
Washington
– -$230K -3,862 Closed
PPP
341
Private Portfolio Partners
New Jersey
– -$222K -3,713 Closed
RDWM
342
Red Door Wealth Management
Tennessee
– -$113K -1,899 Closed
FFG
343
Ford Financial Group
California
– -$91K -1,538 Closed
ASN
344
Advisory Services Network
Georgia
– -$56K -936 Closed
FI
345
Financial Insights
Washington
– -$477K -800 Closed
BBPWM
346
Blue Bell Private Wealth Management
Pennsylvania
– -$36K -610 Closed
PA
347
Perennial Advisors
New York
– -$24K -410 Closed
MAM
348
Meeder Asset Management
Ohio
– -$23K -388 Closed
TCOV
349
Trust Company of Vermont
Vermont
– -$14K -231 Closed
GT
350
Glenmede Trust
Pennsylvania
– -$5K -98 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.