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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

250 hedge funds and large institutions have $2.14B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 96 increasing their positions, 58 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+38
Holders Change %
+17.92%
% of All Funds
4.94%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.39%
New
51
Increased
96
Reduced
58
Closed
11
Calls
$291K
Puts
$33M
Net Calls
-$32.7M
Net Calls Change
-$664K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$81.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$145M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$33.7M
4
Wells Fargo
4
Wells Fargo
California
$48.5M
5
Truist Financial
5
Truist Financial
North Carolina
$9.82M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$334M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$36.7M
3
IDA
3
Intelligence Driven Advisers
California
$12.3M
4
AW
4
ACG Wealth
Georgia
$6.27M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DLIC
26
Daido Life Insurance Company
Japan
$16.2M – – –
AG
27
Advisor Group
Arizona
$16.2M +$206K +4,246 +1%
CRC
28
Curi RMB Capital
Illinois
$15.6M -$938K -19,345 -6%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$14.3M +$1.58M +32,787 +12%
HB
30
Homrich & Berg
Georgia
$14M -$444K -9,152 -3%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$13.8M +$1.43M +29,538 +12%
SFA
32
Sequoia Financial Advisors
Ohio
$13.1M -$573K -11,819 -4%
IDA
33
Intelligence Driven Advisers
California
$12.3M -$2.57M -52,956 -17%
BEC
34
Blue Edge Capital
Virginia
$10.9M +$552K +11,396 +5%
LCM
35
LVM Capital Management
Michigan
$10.7M +$403K +8,321 +4%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$10.6M +$811K +16,723 +8%
Truist Financial
37
Truist Financial
North Carolina
$9.82M +$9.82M +202,685 New
MIAN
38
Mariner Independent Advisor Network
Kansas
$9.47M +$1.47M +30,322 +18%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$9.29M -$650K -13,401 -7%
EWMCB
40
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$9.26M +$57.5K +1,186 +0.6%
FFN
41
Focus Financial Network
Minnesota
$9.08M +$316K +6,509 +4%
ASW
42
Astoria Strategic Wealth
Texas
$8.87M +$8.87M +183,172 New
SPL
43
Smart Portfolios LLC
Washington
$8.18M -$476K -9,819 -5%
SIM
44
Stratos Investment Management
Ohio
$7.14M +$1.59M +32,877 +29%
CAN
45
Cetera Advisor Networks
California
$6.7M +$644K +13,300 +11%
BAAM
46
Baker Avenue Asset Management
California
$6.39M -$12.4K -255 -0.2%
AW
47
ACG Wealth
Georgia
$6.27M -$1.51M -31,083 -19%
AFG
48
Albion Financial Group
Utah
$6.22M +$14.4K +297 +0.2%
BSAM
49
Blue Sky Asset Management
Colorado
$5.79M +$5.79M +119,463 New
AA
50
Ancora Advisors
Ohio
$5.77M +$519K +10,711 +10%
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