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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

268 hedge funds and large institutions have $3.47B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 93 increasing their positions, 90 reducing their positions, and 20 closing their positions.

Holders
268
Holders Change
+11
Holders Change %
+4.28%
% of All Funds
5.42%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
32
Increased
93
Reduced
90
Closed
20
Calls
$952K
Puts
–
Net Calls
+$952K
Net Calls Change
+$69K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$963M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$364M
3
KAS
3
Kestra Advisory Services
Texas
$17.2M
4
UR
4
USCA RIA
Texas
$15.3M
5
Ameriprise
5
Ameriprise
Minnesota
$46M

Top Sellers

1
SC
1
Savant Capital
Illinois
$46.5M
2
IDA
2
Intelligence Driven Advisers
California
$651K
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$2.21M
4
LFPWM
4
Leicht Financial Planning & Wealth Management
New Jersey
$2.45M
5
CA
5
Cetera Advisors
Colorado
$3.05M
Name Market Value Shares Shares
Change 		Shares
Change %
CFA
26
Carroll Financial Associates
North Carolina
$22.2M 447,523 +48,733 +12%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$22M 443,583 -45,546 -9%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$21.8M 439,189 -14,066 -3%
BFG
29
Bouchey Financial Group
New York
$19.5M 392,681 +21,901 +6%
KAS
30
Kestra Advisory Services
Texas
$17.2M 347,635 +347,635 New
DLIC
31
Daido Life Insurance Company
Japan
$16.6M 334,561 – –
UR
32
USCA RIA
Texas
$15.3M 308,154 +297,037 +2,672%
Truist Financial
33
Truist Financial
North Carolina
$15.2M 306,511 +47,724 +18%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$14.9M 300,223 +10,737 +4%
SFA
35
Sequoia Financial Advisors
Ohio
$12.8M 257,795 -1,566 -0.6%
LCM
36
LVM Capital Management
Michigan
$12.6M 254,250 +32,637 +15%
CRC
37
Curi RMB Capital
Illinois
$12.6M 253,683 -8,963 -3%
FAAS
38
First Allied Advisory Services
California
$12.5M 252,916 -907 -0.4%
LWP
39
Legacy Wealth Planning
Nevada
$11.8M 237,599 -4,433 -2%
SIM
40
Stratos Investment Management
Ohio
$11.7M 236,694 -290 -0.1%
HB
41
Homrich & Berg
Georgia
$11.6M 234,871 -8,120 -3%
MIAN
42
Mariner Independent Advisor Network
Kansas
$11.5M 232,952 -2,724 -1%
CAN
43
Cetera Advisor Networks
California
$10.7M 215,394 +60,843 +39%
PWS
44
Private Wealth Strategies
Ohio
$10.4M 209,893 +30,798 +17%
FFN
45
Focus Financial Network
Minnesota
$9.8M 197,787 +2,807 +1%
EWMCB
46
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$9.18M 185,245 -6,569 -3%
BEC
47
Blue Edge Capital
Virginia
$8.98M 181,150 +1,183 +0.7%
WANY
48
Wealthspire Advisors (New York)
New York
$8.81M 177,655 -263 -0.1%
WAM
49
Wealthspire Advisors (Maryland)
Maryland
$8.81M 177,655 +177,655 New
IA
50
IFP Advisors
Florida
$8.49M 171,182 +25,985 +18%
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