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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

302 hedge funds and large institutions have $3.91B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 108 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 19

23% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 88

13% more funds holding

Funds holding: 268 → 302 (+34)

12% more capital invested

Capital invested by funds: $3.47B → $3.91B (+$434M)

0% more funds holding in top 10

Funds holding in top 10: 19 → 19 (0)

1.79% less ownership

Funds ownership: 76.65% → 74.87% (-1.8%)

Holders
302
Holders Change
+34
Holders Change %
+12.69%
% of All Funds
5.34%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
55
Increased
108
Reduced
88
Closed
19
Calls
$1.46M
Puts
–
Net Calls
+$1.46M
Net Calls Change
+$510K

Top Buyers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$84.2M
2
LPL Financial
LPL Financial
California
+$27.4M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$16M
4
Morgan Stanley
Morgan Stanley
New York
+$13.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.9M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$65.6M
2
Wells Fargo
Wells Fargo
California
-$8.71M
3
UBS Group
UBS Group
Switzerland
-$6.33M
4
SC
Savant Capital
Illinois
-$4.87M
5
SMG
Smart Money Group
Texas
-$4.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
51
Good Life Advisors
Pennsylvania
$7.29M +$268K +5,177 +4%
IWM
52
IHT Wealth Management
Illinois
$7.07M +$1.98M +38,157 +41%
JWCA
53
J.W. Cole Advisors
Florida
$7.04M +$2.33M +44,938 +53%
BEC
54
Blue Edge Capital
Virginia
$6.8M -$2.86M -55,194 -30%
PCIA
55
Prime Capital Investment Advisors
Kansas
$6.29M +$288K +5,557 +5%
TAM
56
Townsend Asset Management
North Carolina
$5.94M +$592K +11,438 +12%
SPA
57
Sentinel Pension Advisors
Massachusetts
$5.93M +$367K +7,095 +7%
AW
58
ACG Wealth
Georgia
$5.89M -$1.83M -35,383 -24%
ASW
59
Astoria Strategic Wealth
Texas
$5.62M +$222K +4,293 +4%
AA
60
Ancora Advisors
Ohio
$5.17M +$867K +16,742 +21%
CPA
61
Capital Planning Advisors
California
$5.1M +$412K +7,952 +9%
AFG
62
Albion Financial Group
Utah
$4.98M -$1.67M -32,194 -26%
LFAS
63
Level Four Advisory Services
Texas
$4.9M +$414K +8,005 +10%
SF
64
Synovus Financial
Georgia
$4.9M -$44.8K -865 -0.9%
HCM
65
Hengehold Capital Management
Ohio
$4.73M +$953K +18,401 +27%
FG
66
Fiduciary Group
Georgia
$4.71M -$629K -12,141 -12%
UCFA
67
United Capital Financial Advisors
Texas
$4.7M -$246K -4,756 -5%
SWP
68
Stratos Wealth Partners
Ohio
$4.54M +$196K +3,777 +5%
Stifel Financial
69
Stifel Financial
Missouri
$4.49M -$23.2K -448 -0.5%
LF
70
Lantz Financial
Illinois
$4.34M +$113K +2,182 +3%
HAS
71
HBW Advisory Services
California
$4.05M -$106K -2,043 -3%
OPWM
72
Oxinas Partners Wealth Management
Indiana
$3.9M +$3.74M +72,339 New
Mirae Asset Global Investments
73
Mirae Asset Global Investments
South Korea
$3.75M +$321K +6,200 +10%
CA
74
Cetera Advisors
Colorado
$3.72M +$385K +7,435 +12%
CNBTD
75
Citizens National Bank Trust Department
Mississippi
$3.43M +$752K +14,532 +30%
1 2
3
4 5

DGRW Hedge Fund Activity: Q4 2020 in Review

302 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) for Q4 2020, worth a combined $3.91B — up 12% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new DGRW positions and 19 closed out — a net gain of 36 holders — while 108 added to existing stakes and 88 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $84.2M. The largest seller was HighTower Advisors, exiting entirely with an estimated $65.6M sold.

  • 302 institutional investors held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) as of Q4 2020, up from 268 in Q3 2020.
  • Funds reported $3.91B of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund stock for Q4 2020, up 12% quarter-over-quarter.
  • 55 funds opened new WisdomTree Trust WisdomTree US Quality Dividend Growth Fund positions in Q4 2020 and 19 closed out, a net change of +36 holders.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund buyer in Q4 2020 was PNC Financial Services Group, an estimated $84.2M added.
  • The largest WisdomTree Trust WisdomTree US Quality Dividend Growth Fund seller in Q4 2020 was HighTower Advisors, an estimated $65.6M sold.

Based on aggregated 13F filings for Q4 2020.