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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

243 hedge funds and large institutions have $1.81B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
-7
Holders Change %
-2.8%
% of All Funds
5.37%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.42%
New
40
Increased
94
Reduced
66
Closed
41
Calls
$280K
Puts
–
Net Calls
+$280K
Net Calls Change
+$33M

Top Buyers

1
SC
Savant Capital
Illinois
$42.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$55.3M
3
LPL Financial
LPL Financial
California
$71.8M
4
BFG
Bouchey Financial Group
New York
$10.6M
5
LWP
Legacy Wealth Planning
Nevada
$9.64M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$16.1M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$34.6M
3
Bank of America
Bank of America
North Carolina
$270M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$245M
5
RW
RVW Wealth
California
$7.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
26
Carroll Financial Associates
North Carolina
$15.8M +$2.05M +52,575 +15%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$15.6M -$4.09M -105,027 -21%
BSAM
28
Blue Sky Asset Management
Colorado
$13.7M +$9.06M +232,910 +195%
DLIC
29
Daido Life Insurance Company
Japan
$13M – – –
CRC
30
Curi RMB Capital
Illinois
$11.5M -$983K -25,271 -8%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$11.4M +$353K +9,077 +3%
HB
32
Homrich & Berg
Georgia
$10.7M -$546K -14,030 -5%
BFG
33
Bouchey Financial Group
New York
$10.6M +$10.6M +271,743 New
SFA
34
Sequoia Financial Advisors
Ohio
$10.2M -$351K -9,018 -3%
FAAS
35
First Allied Advisory Services
California
$9.69M +$6.87M +176,442 +243%
LWP
36
Legacy Wealth Planning
Nevada
$9.64M +$9.48M +243,628 +5,772%
Truist Financial
37
Truist Financial
North Carolina
$9.62M +$1.73M +44,474 +22%
SIM
38
Stratos Investment Management
Ohio
$8.75M +$3.03M +77,742 +53%
LCM
39
LVM Capital Management
Michigan
$8.68M +$98.3K +2,526 +1%
BEC
40
Blue Edge Capital
Virginia
$8.48M -$287K -7,376 -3%
MIAN
41
Mariner Independent Advisor Network
Kansas
$8.25M +$932K +24,880 +13%
Osaic Holdings
42
Osaic Holdings
Arizona
$8.01M +$8.01M +10,689,563 New
SF
43
Synovus Financial
Georgia
$7.97M +$4.12M +105,847 +107%
RW
44
RVW Wealth
California
$7.82M -$8.71M -223,964 -53%
FFN
45
Focus Financial Network
Minnesota
$7.47M +$184K +4,732 +3%
EWMCB
46
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$7.35M -$83.2K -2,139 -1%
WANY
47
Wealthspire Advisors (New York)
New York
$7.05M +$6.88M +176,873 +4,090%
SPL
48
Smart Portfolios LLC
Washington
$5.67M -$895K -22,998 -14%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$5.65M -$1.8M -46,265 -24%
CAN
50
Cetera Advisor Networks
California
$5.62M +$244K +6,258 +5%
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