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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

314 hedge funds and large institutions have $4.35B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 118 increasing their positions, 88 reducing their positions, and 24 closing their positions.

Holders
314
Holders Change
+12
Holders Change %
+3.97%
% of All Funds
5.53%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.37%
New
42
Increased
118
Reduced
88
Closed
24
Calls
$1.69M
Puts
–
Net Calls
+$1.69M
Net Calls Change
+$231K

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$79.3M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.25B
3
TC
3
TownSquare Capital
Utah
$49.6M
4
AWM
4
AE Wealth Management
Kansas
$37.3M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$127M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$47.7M
2
LPL Financial
2
LPL Financial
California
$153M
3
UR
3
USCA RIA
Texas
$271K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$421M
5
Bank of America
5
Bank of America
North Carolina
$421M
Name Market Value Shares Shares
Change 		Shares
Change %
BFG
26
Beacon Financial Group
Texas
$32.8M 601,272 – –
Osaic Holdings
27
Osaic Holdings
Arizona
$31.6M 552,167 -89,233 -14%
RW
28
RVW Wealth
California
$31M 540,120 +35,616 +7%
KAS
29
Kestra Advisory Services
Texas
$28.8M 502,793 -80,288 -14%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$28.1M 490,796 +35,803 +8%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$28M 490,378 +74,238 +18%
CFA
32
Carroll Financial Associates
North Carolina
$27.3M 477,391 +1,360 +0.3%
BFG
33
Bouchey Financial Group
New York
$23.7M 413,794 +14,851 +4%
JPMPWA
34
J.P. Morgan Private Wealth Advisors
California
$21.3M 373,189 -47,692 -11%
DLIC
35
Daido Life Insurance Company
Japan
$19.1M 334,561 – –
Truist Financial
36
Truist Financial
North Carolina
$18.6M 326,081 +14,255 +5%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$17.3M 303,347 -6,529 -2%
KFP
38
KB Financial Partners
New Jersey
$16.5M 287,936 +287,936 New
CRC
39
Curi RMB Capital
Illinois
$14.7M 257,071 +3,584 +1%
LCM
40
LVM Capital Management
Michigan
$14.6M 255,282 +607 +0.2%
SIM
41
Stratos Investment Management
Ohio
$14.5M 253,902 +14,576 +6%
MIAN
42
Mariner Independent Advisor Network
Kansas
$14.4M 251,501 +15,207 +6%
CAN
43
Cetera Advisor Networks
California
$14M 245,097 +14,326 +6%
SFA
44
Sequoia Financial Advisors
Ohio
$13.2M 231,597 -13,973 -6%
HB
45
Homrich & Berg
Georgia
$12.6M 219,638 -6,176 -3%
LWP
46
Legacy Wealth Planning
Nevada
$12.5M 219,415 +1,913 +0.9%
IA
47
IFP Advisors
Florida
$12.3M 214,790 +31,376 +17%
EWMCB
48
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$11.3M 197,166 +11,368 +6%
WANY
49
Wealthspire Advisors (New York)
New York
$10.9M 190,665 -4,700 -2%
EH
50
Equitable Holdings
New York
$9.93M 173,643 +19,654 +13%
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