DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

268 hedge funds and large institutions have $3.47B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 93 increasing their positions, 90 reducing their positions, and 20 closing their positions.

Holders
268
Holders Change
+11
Holders Change %
+4.28%
% of All Funds
5.42%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
32
Increased
93
Reduced
90
Closed
20
Calls
$952K
Puts
–
Net Calls
+$952K
Net Calls Change
+$69K

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$963M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$364M
3
KAS
3
Kestra Advisory Services
Texas
$17.2M
4
UR
4
USCA RIA
Texas
$15.3M
5
Ameriprise
5
Ameriprise
Minnesota
$46M

Top Sellers

1
SC
1
Savant Capital
Illinois
$46.5M
2
IDA
2
Intelligence Driven Advisers
California
$651K
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$2.21M
4
LFPWM
4
Leicht Financial Planning & Wealth Management
New Jersey
$2.45M
5
CA
5
Cetera Advisors
Colorado
$3.05M
Name Market Value Shares Shares
Change 		Shares
Change %
AW
51
ACG Wealth
Georgia
$7.17M 144,579 -34,226 -19%
EH
52
Equitable Holdings
New York
$6.99M 140,971 +8,252 +6%
1832 Asset Management
53
1832 Asset Management
Ontario, Canada
$6.66M 180,250 -17,800 -9%
GLA
54
Good Life Advisors
Pennsylvania
$6.45M 130,101 +9,596 +8%
AFG
55
Albion Financial Group
Utah
$6.17M 124,439 -948 -0.8%
BFA
56
Beaumont Financial Advisors
Massachusetts
$5.69M 114,814 -45,733 -28%
PCIA
57
Prime Capital Investment Advisors
Kansas
$5.5M 110,992 -3,041 -3%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$5.29M 106,789 +53,841 +102%
ASW
59
Astoria Strategic Wealth
Texas
$5.12M 99,861 +1,698 +2%
SPA
60
Sentinel Pension Advisors
Massachusetts
$5.09M 102,773 +8,975 +10%
TAM
61
Townsend Asset Management
North Carolina
$4.89M 98,590 +3,639 +4%
FG
62
Fiduciary Group
Georgia
$4.86M 98,009 -9,296 -9%
AAS
63
Avantax Advisory Services
Texas
$4.77M 96,277 +74,888 +350%
IWM
64
IHT Wealth Management
Illinois
$4.6M 92,789 +48,471 +109%
UCFA
65
United Capital Financial Advisors
Texas
$4.55M 91,841 +3,587 +4%
SF
66
Synovus Financial
Georgia
$4.54M 91,619 -2,700 -3%
CPA
67
Capital Planning Advisors
California
$4.29M 86,614 +8,886 +11%
JWCA
68
J.W. Cole Advisors
Florida
$4.24M 85,573 -46,011 -35%
Stifel Financial
69
Stifel Financial
Missouri
$4.14M 83,556 -1,316 -2%
LFAS
70
Level Four Advisory Services
Texas
$4.11M 82,837 -17,870 -18%
SMG
71
Smart Money Group
Texas
$4.08M 82,244 +40,451 +97%
SWP
72
Stratos Wealth Partners
Ohio
$3.99M 80,388 -18,476 -19%
AA
73
Ancora Advisors
Ohio
$3.94M 79,128 +744 +0.9%
LF
74
Lantz Financial
Illinois
$3.88M 78,306 -373 -0.5%
HAS
75
HBW Advisory Services
California
$3.82M 77,032 -6,043 -7%
1 2
3
4 5