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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

322 hedge funds and large institutions have $4.94B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 147 increasing their positions, 72 reducing their positions, and 28 closing their positions.

Holders
322
Holders Change
-3
Holders Change %
-0.92%
% of All Funds
5.66%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.39%
New
31
Increased
147
Reduced
72
Closed
28
Calls
$795K
Puts
–
Net Calls
+$795K
Net Calls Change
-$1.78M

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$123M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.39B
3
PI
3
PFS Investments
Georgia
$62.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$509M
5
PAG
5
Private Advisor Group
New Jersey
$60.5M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$36.9M
2
JWCA
2
J.W. Cole Advisors
Florida
$0
3
ASW
3
Astoria Strategic Wealth
Texas
$363K
4
Wells Fargo
4
Wells Fargo
California
$41.7M
5
ARC
5
Advisor Resource Council
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$36M 611,690 -7,666 -1%
RW
27
RVW Wealth
California
$35M 592,622 +20,487 +4%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$34.2M 580,909 +40,070 +7%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$34.2M 580,765 +15,270 +3%
BFM
30
Boston Financial Management
Massachusetts
$32.6M 553,444 -64,986 -11%
KAS
31
Kestra Advisory Services
Texas
$31.3M 531,617 +11,729 +2%
BFG
32
Beacon Financial Group
Texas
$30.7M 509,282 +1,125 +0.2%
CFA
33
Carroll Financial Associates
North Carolina
$30.5M 518,422 +41,450 +9%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$28M 475,409 +31,843 +7%
BFG
35
Bouchey Financial Group
New York
$26.1M 443,927 +13,515 +3%
KFP
36
KB Financial Partners
New Jersey
$23.3M 395,963 +59,700 +18%
Truist Financial
37
Truist Financial
North Carolina
$23.3M 395,536 +9,650 +3%
SIM
38
Stratos Investment Management
Ohio
$21.4M 364,139 +68,736 +23%
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$20.5M 348,123 -4,770 -1%
DLIC
40
Daido Life Insurance Company
Japan
$17.4M 296,024 – –
CAN
41
Cetera Advisor Networks
California
$15.1M 257,258 -540 -0.2%
PCIA
42
Prime Capital Investment Advisors
Kansas
$15.1M 256,896 +107,901 +72%
LCM
43
LVM Capital Management
Michigan
$15.1M 256,337 +302 +0.1%
CRC
44
Curi RMB Capital
Illinois
$14M 237,705 -4,093 -2%
HB
45
Homrich & Berg
Georgia
$12.5M 212,856 -2,083 -1%
MIAN
46
Mariner Independent Advisor Network
Kansas
$12.3M 209,672 -8,242 -4%
IA
47
IFP Advisors
Florida
$12.3M 208,820 +10,865 +5%
SFA
48
Sequoia Financial Advisors
Ohio
$12.1M 205,291 -20,875 -9%
EH
49
Equitable Holdings
New York
$11.5M 194,754 +4,304 +2%
EWMCB
50
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$10.7M 182,640 -9,149 -5%
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