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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

250 hedge funds and large institutions have $2.14B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 96 increasing their positions, 58 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+38
Holders Change %
+17.92%
% of All Funds
4.94%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.39%
New
51
Increased
96
Reduced
58
Closed
11
Calls
$291K
Puts
$33M
Net Calls
-$32.7M
Net Calls Change
-$664K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$81.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$145M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$33.7M
4
Wells Fargo
4
Wells Fargo
California
$48.5M
5
Truist Financial
5
Truist Financial
North Carolina
$9.82M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$334M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$36.7M
3
IDA
3
Intelligence Driven Advisers
California
$12.3M
4
AW
4
ACG Wealth
Georgia
$6.27M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FG
51
Fiduciary Group
Georgia
$5.77M -$330K -6,809 -5%
SWM
52
Strategic Wealth Management
Washington
$5.69M +$2.62M +54,152 +86%
CA
53
Cetera Advisors
Colorado
$5.59M -$571K -11,763 -9%
JWCA
54
J.W. Cole Advisors
Florida
$5.56M +$5.56M +114,646 New
IA
55
IFP Advisors
Florida
$5.39M +$946K +19,454 +21%
GLA
56
Good Life Advisors
Pennsylvania
$5.24M +$77.3K +1,594 +1%
CFA
57
Cahill Financial Advisors
Minnesota
$5.05M -$83K -1,712 -2%
EH
58
Equitable Holdings
New York
$4.87M +$4.87M +100,385 New
SF
59
Synovus Financial
Georgia
$4.8M +$236K +4,875 +5%
HCM
60
Hengehold Capital Management
Ohio
$4.64M -$124K -2,549 -3%
HAS
61
HBW Advisory Services
California
$4.46M -$980K -20,226 -18%
PCIA
62
Prime Capital Investment Advisors
Kansas
$4.23M +$169K +3,489 +4%
TAM
63
Townsend Asset Management
North Carolina
$3.85M +$3.85M +79,356 New
UCFA
64
United Capital Financial Advisors
Texas
$3.6M +$301K +6,202 +9%
Stifel Financial
65
Stifel Financial
Missouri
$3.54M +$203K +4,190 +6%
FAAS
66
First Allied Advisory Services
California
$3.52M +$29.5K +609 +0.8%
CPA
67
Capital Planning Advisors
California
$3.51M +$244K +5,039 +7%
SPA
68
Sentinel Pension Advisors
Massachusetts
$3.29M +$3.29M +67,836 New
CCT
69
Country Club Trust
Missouri
$3.03M -$8.03K -166 -0.3%
HFS
70
Howard Financial Services
Texas
$2.85M +$801K +16,522 +39%
IAA
71
Independent Advisor Alliance
North Carolina
$2.63M +$2.63M +54,248 New
ACG
72
Allen Capital Group
Nebraska
$2.56M -$23.4K -483 -0.9%
LF
73
Lantz Financial
Illinois
$2.54M +$158K +3,253 +7%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$2.26M +$358K +7,387 +19%
FHA
75
Flagship Harbor Advisors
Massachusetts
$2.16M -$184K -3,794 -8%
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3
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