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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

257 hedge funds and large institutions have $2.19B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 86 increasing their positions, 86 reducing their positions, and 28 closing their positions.

Holders
257
Holders Change
+14
Holders Change %
+5.76%
% of All Funds
5.28%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
43
Increased
86
Reduced
86
Closed
28
Calls
$883K
Puts
–
Net Calls
+$883K
Net Calls Change
+$603K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$182M
2
Bank of America
2
Bank of America
North Carolina
$339M
3
LPL Financial
3
LPL Financial
California
$105M
4
PWMG
4
Prestige Wealth Management Group
New Jersey
$18.1M
5
RW
5
RVW Wealth
California
$22.4M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$25.3M
2
BSAM
2
Blue Sky Asset Management
Colorado
$0
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$6.68M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.5M
5
BFG
5
Beacon Financial Group
Texas
$27.8M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$20.6M 453,255 +5,620 +1%
CFA
27
Carroll Financial Associates
North Carolina
$18.1M 398,790 -7,843 -2%
PWMG
28
Prestige Wealth Management Group
New Jersey
$18.1M 397,429 +396,348 +36,665%
BFG
29
Bouchey Financial Group
New York
$16.9M 370,780 +99,037 +36%
DLIC
30
Daido Life Insurance Company
Japan
$15.2M 334,561 – –
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$13.2M 289,486 -4,224 -1%
CRC
32
Curi RMB Capital
Illinois
$11.9M 262,646 -33,358 -11%
SFA
33
Sequoia Financial Advisors
Ohio
$11.8M 259,361 -2,822 -1%
Truist Financial
34
Truist Financial
North Carolina
$11.8M 258,787 +11,628 +5%
FAAS
35
First Allied Advisory Services
California
$11.5M 253,823 +4,748 +2%
HB
36
Homrich & Berg
Georgia
$11.1M 242,991 -32,532 -12%
LWP
37
Legacy Wealth Planning
Nevada
$11M 242,032 -5,817 -2%
SIM
38
Stratos Investment Management
Ohio
$10.8M 236,984 +12,040 +5%
MIAN
39
Mariner Independent Advisor Network
Kansas
$10.8M 235,676 +15,427 +7%
LCM
40
LVM Capital Management
Michigan
$10.1M 221,613 -1,335 -0.6%
FFN
41
Focus Financial Network
Minnesota
$8.87M 194,980 +3,059 +2%
EWMCB
42
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$8.73M 191,814 +2,916 +2%
BEC
43
Blue Edge Capital
Virginia
$8.19M 179,967 -37,850 -17%
PWS
44
Private Wealth Strategies
Ohio
$8.15M 179,095 +179,095 New
AW
45
ACG Wealth
Georgia
$8.13M 178,805 +54,668 +44%
WANY
46
Wealthspire Advisors (New York)
New York
$8.09M 177,918 -3,280 -2%
BFA
47
Beaumont Financial Advisors
Massachusetts
$7.3M 160,547 +151,836 +1,743%
CAN
48
Cetera Advisor Networks
California
$7.03M 154,551 +10,066 +7%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$6.68M 146,823 -254,615 -63%
1832 Asset Management
50
1832 Asset Management
Ontario, Canada
$6.54M 198,050 -1,900 -1%
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