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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

243 hedge funds and large institutions have $1.81B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 41 closing their positions.

Holders
243
Holders Change
-7
Holders Change %
-2.8%
% of All Funds
5.37%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.42%
New
40
Increased
94
Reduced
66
Closed
41
Calls
$280K
Puts
–
Net Calls
+$280K
Net Calls Change
+$33M

Top Buyers

1
SC
1
Savant Capital
Illinois
$42.1M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$55.3M
3
LPL Financial
3
LPL Financial
California
$71.8M
4
BFG
4
Bouchey Financial Group
New York
$10.6M
5
LWP
5
Legacy Wealth Planning
Nevada
$9.64M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$16.1M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$34.6M
3
Bank of America
3
Bank of America
North Carolina
$270M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$245M
5
RW
5
RVW Wealth
California
$7.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
51
1832 Asset Management
Ontario, Canada
$5.61M +$5.61M +199,950 New
IDA
52
Intelligence Driven Advisers
California
$5.51M -$4.32M -111,084 -44%
CA
53
Cetera Advisors
Colorado
$5.09M +$608K +15,621 +14%
IA
54
IFP Advisors
Florida
$4.91M +$553K +14,058 +13%
AFG
55
Albion Financial Group
Utah
$4.9M -$93.3K -2,397 -2%
AWM
56
AE Wealth Management
Kansas
$4.87M +$3.5M +89,909 +254%
EH
57
Equitable Holdings
New York
$4.84M +$936K +24,061 +24%
AW
58
ACG Wealth
Georgia
$4.83M -$204K -5,253 -4%
GLA
59
Good Life Advisors
Pennsylvania
$4.39M +$181K +4,648 +4%
SS
60
Simplicity Solutions
Minnesota
$4.33M +$3.25M +83,540 +302%
FG
61
Fiduciary Group
Georgia
$4.3M -$331K -8,502 -7%
SWM
62
Strategic Wealth Management
Washington
$3.99M -$579K -14,885 -13%
HFS
63
Howard Financial Services
Texas
$3.9M +$1.61M +41,488 +71%
CFA
64
Cahill Financial Advisors
Minnesota
$3.87M -$192K -4,932 -5%
ASW
65
Astoria Strategic Wealth
Texas
$3.65M -$3.48M -89,300 -49%
PCIA
66
Prime Capital Investment Advisors
Kansas
$3.6M +$205K +5,263 +6%
AA
67
Ancora Advisors
Ohio
$3.56M -$1.08M -27,729 -23%
SPA
68
Sentinel Pension Advisors
Massachusetts
$3.51M +$872K +22,404 +33%
TAM
69
Townsend Asset Management
North Carolina
$3.46M +$369K +9,479 +12%
UCFA
70
United Capital Financial Advisors
Texas
$3.34M +$451K +11,592 +16%
HAS
71
HBW Advisory Services
California
$3.16M -$413K -10,618 -12%
Stifel Financial
72
Stifel Financial
Missouri
$2.85M +$2.3K +59 +0.1%
CPA
73
Capital Planning Advisors
California
$2.8M -$19.3K -496 -0.7%
CCT
74
Country Club Trust
Missouri
$2.4M -$69.9K -1,770 -3%
LF
75
Lantz Financial
Illinois
$2.31M +$273K +7,018 +13%
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