DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

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
Holders
302
Holders Change
+34
Holders Change %
+12.69%
% of All Funds
5.36%
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

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.14B
2
LPL Financial
2
LPL Financial
California
$164M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$22.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$228M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$410M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$66.4M
3
Wells Fargo
3
Wells Fargo
California
$48M
4
UBS Group
4
UBS Group
Switzerland
$67.2M
5
SC
5
Savant Capital
Illinois
$45.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
26
Carroll Financial Associates
North Carolina
$25.7M +$1.54M +28,508 +6%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$24.6M +$616K +11,410 +3%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$22.7M -$988K -18,308 -4%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$22.5M +$16.7M +309,351 +290%
BFG
30
Bouchey Financial Group
New York
$21.5M +$338K +6,262 +2%
DLIC
31
Daido Life Insurance Company
Japan
$18.1M – – –
Truist Financial
32
Truist Financial
North Carolina
$16.8M +$287K +5,315 +2%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$16.7M +$521K +9,653 +3%
UR
34
USCA RIA
Texas
$15.2M -$1.42M -26,273 -9%
LCM
35
LVM Capital Management
Michigan
$13.7M +$22.9K +425 +0.2%
CRC
36
Curi RMB Capital
Illinois
$13.7M -$10.6K -196 -0.1%
SFA
37
Sequoia Financial Advisors
Ohio
$13.3M -$660K -12,225 -5%
PWS
38
Private Wealth Strategies
Ohio
$13.1M +$1.73M +32,066 +15%
SIM
39
Stratos Investment Management
Ohio
$12.9M +$142K +2,632 +1%
MIAN
40
Mariner Independent Advisor Network
Kansas
$12.8M +$180K +3,342 +1%
CAN
41
Cetera Advisor Networks
California
$12.5M +$830K +15,377 +7%
HB
42
Homrich & Berg
Georgia
$12.2M -$489K -9,057 -4%
LWP
43
Legacy Wealth Planning
Nevada
$11.7M -$1.08M -20,097 -8%
FFN
44
Focus Financial Network
Minnesota
$11M +$356K +6,602 +3%
WANY
45
Wealthspire Advisors (New York)
New York
$10.5M +$956K +17,710 +10%
EWMCB
46
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$10M +$29.8K +553 +0.3%
IA
47
IFP Advisors
Florida
$9.9M +$661K +12,232 +7%
EH
48
Equitable Holdings
New York
$8.31M +$702K +13,018 +9%
BFA
49
Beaumont Financial Advisors
Massachusetts
$7.95M +$1.75M +32,479 +28%
1832 Asset Management
50
1832 Asset Management
Ontario, Canada
$7.59M – – –
1
2
3 4 5