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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

257 hedge funds and large institutions have $2.19B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 86 increasing their positions, 86 reducing their positions, and 28 closing their positions.

Holders
257
Holders Change
+14
Holders Change %
+5.76%
% of All Funds
5.28%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
43
Increased
86
Reduced
86
Closed
28
Calls
$883K
Puts
–
Net Calls
+$883K
Net Calls Change
+$603K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$182M
2
Bank of America
2
Bank of America
North Carolina
$339M
3
LPL Financial
3
LPL Financial
California
$105M
4
PWMG
4
Prestige Wealth Management Group
New Jersey
$18.1M
5
RW
5
RVW Wealth
California
$22.4M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$25.3M
2
BSAM
2
Blue Sky Asset Management
Colorado
$0
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$6.68M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.5M
5
BFG
5
Beacon Financial Group
Texas
$27.8M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$6.51M 145,197 +20,301 +16%
CA
52
Cetera Advisors
Colorado
$6.08M 133,570 +2,776 +2%
EH
53
Equitable Holdings
New York
$6.04M 132,719 +8,273 +7%
JWCA
54
J.W. Cole Advisors
Florida
$5.99M 131,584 +131,584 New
AFG
55
Albion Financial Group
Utah
$5.7M 125,387 -493 -0.4%
LFPWM
56
Leicht Financial Planning & Wealth Management
New Jersey
$5.6M 123,163 +123,163 New
IDA
57
Intelligence Driven Advisers
California
$5.6M 123,149 -18,545 -13%
GLA
58
Good Life Advisors
Pennsylvania
$5.48M 120,505 +7,778 +7%
PCIA
59
Prime Capital Investment Advisors
Kansas
$5.19M 114,033 +21,486 +23%
FG
60
Fiduciary Group
Georgia
$4.88M 107,305 -3,237 -3%
LFAS
61
Level Four Advisory Services
Texas
$4.6M 100,707 +53,378 +113%
SWP
62
Stratos Wealth Partners
Ohio
$4.5M 98,864 +74,360 +303%
ASW
63
Astoria Strategic Wealth
Texas
$4.49M 98,163 +4,291 +5%
TAM
64
Townsend Asset Management
North Carolina
$4.32M 94,951 +6,116 +7%
SF
65
Synovus Financial
Georgia
$4.29M 94,319 -110,561 -54%
SPA
66
Sentinel Pension Advisors
Massachusetts
$4.27M 93,798 +3,558 +4%
UCFA
67
United Capital Financial Advisors
Texas
$4.02M 88,254 +2,371 +3%
Stifel Financial
68
Stifel Financial
Missouri
$3.86M 84,872 +11,732 +16%
HAS
69
HBW Advisory Services
California
$3.78M 83,075 +1,779 +2%
LF
70
Lantz Financial
Illinois
$3.58M 78,679 +19,332 +33%
AA
71
Ancora Advisors
Ohio
$3.57M 78,384 -12,989 -14%
CPA
72
Capital Planning Advisors
California
$3.54M 77,728 +5,760 +8%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$3.34M 73,469 -71,827 -49%
CCT
74
Country Club Trust
Missouri
$2.97M 66,244 +5,491 +9%
SSWM
75
Sheets Smith Wealth Management
North Carolina
$2.67M 58,767 +1 +0%
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