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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

325 hedge funds and large institutions have $4.7B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 123 increasing their positions, 92 reducing their positions, and 17 closing their positions.

Holders
325
Holders Change
+11
Holders Change %
+3.5%
% of All Funds
5.67%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
31
Increased
123
Reduced
92
Closed
17
Calls
$2.85M
Puts
$274K
Net Calls
+$2.57M
Net Calls Change
+$879K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$127M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.35B
3
HI
3
Horizon Investments
North Carolina
$40.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$475M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$33.7M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$41.6M
2
AWM
2
AE Wealth Management
Kansas
$1.78M
3
BFG
3
Beacon Financial Group
Texas
$30.7M
4
SPA
4
Sentinel Pension Advisors
Massachusetts
$2.77M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$77.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
26
Boston Financial Management
Massachusetts
$36.9M -$1.33M -22,349 -3%
RW
27
RVW Wealth
California
$34M +$1.9M +32,015 +6%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$33.7M +$15.6M +262,148 +86%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$32.3M +$3.01M +50,461 +10%
KAS
30
Kestra Advisory Services
Texas
$31M +$1.02M +17,095 +3%
BFG
31
Beacon Financial Group
Texas
$30.7M -$5.63M -93,115 -15%
CFA
32
Carroll Financial Associates
North Carolina
$28.5M -$25K -419 -0.1%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$26.5M -$2.82M -47,230 -10%
BFG
34
Bouchey Financial Group
New York
$25.7M +$992K +16,618 +4%
Truist Financial
35
Truist Financial
North Carolina
$23M +$3.57M +59,805 +18%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$21.1M -$1.21M -20,296 -5%
KFP
37
KB Financial Partners
New Jersey
$20.1M +$2.88M +48,327 +17%
DLIC
38
Daido Life Insurance Company
Japan
$17.7M -$2.3M -38,537 -12%
SIM
39
Stratos Investment Management
Ohio
$17.6M +$2.48M +41,501 +16%
CAN
40
Cetera Advisor Networks
California
$15.4M +$758K +12,701 +5%
LCM
41
LVM Capital Management
Michigan
$15.3M +$44.9K +753 +0.3%
CRC
42
Curi RMB Capital
Illinois
$14.4M -$911K -15,273 -6%
LWP
43
Legacy Wealth Planning
Nevada
$13.8M +$727K +12,183 +6%
SFA
44
Sequoia Financial Advisors
Ohio
$13.5M -$324K -5,431 -2%
MIAN
45
Mariner Independent Advisor Network
Kansas
$13M -$2M -33,587 -13%
HB
46
Homrich & Berg
Georgia
$12.8M -$280K -4,699 -2%
IA
47
IFP Advisors
Florida
$11.8M -$1M -16,835 -8%
EWMCB
48
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$11.4M -$321K -5,377 -3%
EH
49
Equitable Holdings
New York
$11.4M +$1M +16,807 +10%
WANY
50
Wealthspire Advisors (New York)
New York
$11.2M -$174K -2,920 -2%
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