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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

302 hedge funds and large institutions have $3.91B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 108 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 19

23% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 88

13% more funds holding

Funds holding: 268 → 302 (+34)

12% more capital invested

Capital invested by funds: $3.47B → $3.91B (+$434M)

0% more funds holding in top 10

Funds holding in top 10: 19 → 19 (0)

1.79% less ownership

Funds ownership: 76.65% → 74.87% (-1.8%)

Holders
302
Holders Change
+34
Holders Change %
+12.69%
% of All Funds
5.34%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
55
Increased
108
Reduced
88
Closed
19
Calls
$1.46M
Puts
–
Net Calls
+$1.46M
Net Calls Change
+$510K

Top Buyers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$84.2M
2
LPL Financial
LPL Financial
California
+$27.4M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$16M
4
Morgan Stanley
Morgan Stanley
New York
+$13.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.9M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$65.6M
2
Wells Fargo
Wells Fargo
California
-$8.71M
3
UBS Group
UBS Group
Switzerland
-$6.33M
4
SC
Savant Capital
Illinois
-$4.87M
5
SMG
Smart Money Group
Texas
-$4.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
26
Carroll Financial Associates
North Carolina
$25.7M +$1.48M +28,508 +6%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$24.6M +$591K +11,410 +3%
JMPWA
28
JP Morgan Private Wealth Advisors
California
$22.7M -$948K -18,308 -4%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$22.5M +$16M +309,351 +290%
BFG
30
Bouchey Financial Group
New York
$21.5M +$324K +6,262 +2%
DLIC
31
Daido Life Insurance Company
Japan
$18.1M – – –
Truist Financial
32
Truist Financial
North Carolina
$16.8M +$275K +5,315 +2%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$16.7M +$500K +9,653 +3%
UR
34
USCA RIA
Texas
$15.2M -$1.36M -26,273 -9%
LCM
35
LVM Capital Management
Michigan
$13.7M +$22K +425 +0.2%
CRC
36
Curi RMB Capital
Illinois
$13.7M -$10.1K -196 -0.1%
SFA
37
Sequoia Financial Advisors
Ohio
$13.3M -$633K -12,225 -5%
PWS
38
Private Wealth Strategies
Ohio
$13.1M +$1.66M +32,066 +15%
SIM
39
Stratos Investment Management
Ohio
$12.9M +$136K +2,632 +1%
MIAN
40
Mariner Independent Advisor Network
Kansas
$12.8M +$173K +3,342 +1%
CAN
41
Cetera Advisor Networks
California
$12.5M +$796K +15,377 +7%
HB
42
Homrich & Berg
Georgia
$12.2M -$469K -9,057 -4%
LWP
43
Legacy Wealth Planning
Nevada
$11.7M -$1.04M -20,097 -8%
FFN
44
Focus Financial Network
Minnesota
$11M +$342K +6,602 +3%
WANY
45
Wealthspire Advisors (New York)
New York
$10.5M +$917K +17,710 +10%
EWMCB
46
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$10M +$28.6K +553 +0.3%
IA
47
IFP Advisors
Florida
$9.9M +$633K +12,232 +7%
EH
48
Equitable Holdings
New York
$8.31M +$674K +13,018 +9%
BFA
49
Beaumont Financial Advisors
Massachusetts
$7.95M +$1.68M +32,479 +28%
1832 Asset Management
50
1832 Asset Management
Ontario, Canada
$7.59M – – –
1
2
3 4 5

DGRW Hedge Fund Activity: Q4 2020 in Review

302 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q4 2020, worth a combined $3.91B — up 12% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new DGRW positions and 19 closed out — a net gain of 36 holders — while 108 added to existing stakes and 88 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $84.2M. The largest seller was HighTower Advisors, exiting entirely with an estimated $65.6M sold.

  • 302 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q4 2020, up from 268 in Q3 2020.
  • Funds reported $3.91B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q4 2020, up 12% quarter-over-quarter.
  • 55 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q4 2020 and 19 closed out, a net change of +36 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q4 2020 was PNC Financial Services Group, an estimated $84.2M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q4 2020 was HighTower Advisors, an estimated $65.6M sold.

Based on aggregated 13F filings for Q4 2020.