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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

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.

Holders
302
Holders Change
+34
Holders Change %
+12.69%
% of All Funds
5.36%
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

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.14B
2
LPL Financial
2
LPL Financial
California
$164M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$22.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$228M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$410M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$0
2
Wells Fargo
2
Wells Fargo
California
$48M
3
UBS Group
3
UBS Group
Switzerland
$67.2M
4
SC
4
Savant Capital
Illinois
$45.6M
5
SMG
5
Smart Money Group
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GLA
51
Good Life Advisors
Pennsylvania
$7.29M 135,278 +5,177 +4%
IWM
52
IHT Wealth Management
Illinois
$7.07M 130,946 +38,157 +41%
JWCA
53
J.W. Cole Advisors
Florida
$7.04M 130,511 +44,938 +53%
BEC
54
Blue Edge Capital
Virginia
$6.8M 125,956 -55,194 -30%
PCIA
55
Prime Capital Investment Advisors
Kansas
$6.29M 116,549 +5,557 +5%
TAM
56
Townsend Asset Management
North Carolina
$5.94M 110,028 +11,438 +12%
SPA
57
Sentinel Pension Advisors
Massachusetts
$5.93M 109,868 +7,095 +7%
AW
58
ACG Wealth
Georgia
$5.89M 109,196 -35,383 -24%
ASW
59
Astoria Strategic Wealth
Texas
$5.62M 104,154 +4,293 +4%
AA
60
Ancora Advisors
Ohio
$5.17M 95,870 +16,742 +21%
CPA
61
Capital Planning Advisors
California
$5.1M 94,566 +7,952 +9%
AFG
62
Albion Financial Group
Utah
$4.98M 92,245 -32,194 -26%
LFAS
63
Level Four Advisory Services
Texas
$4.9M 90,842 +8,005 +10%
SF
64
Synovus Financial
Georgia
$4.9M 90,754 -865 -0.9%
HCM
65
Hengehold Capital Management
Ohio
$4.73M 87,597 +18,401 +27%
FG
66
Fiduciary Group
Georgia
$4.71M 85,868 -12,141 -12%
UCFA
67
United Capital Financial Advisors
Texas
$4.7M 87,085 -4,756 -5%
SWP
68
Stratos Wealth Partners
Ohio
$4.54M 84,165 +3,777 +5%
Stifel Financial
69
Stifel Financial
Missouri
$4.49M 83,108 -448 -0.5%
LF
70
Lantz Financial
Illinois
$4.34M 80,488 +2,182 +3%
HAS
71
HBW Advisory Services
California
$4.05M 74,989 -2,043 -3%
OPWM
72
Oxinas Partners Wealth Management
Indiana
$3.9M 72,339 +72,339 New
Mirae Asset Global Investments
73
Mirae Asset Global Investments
South Korea
$3.75M 69,400 +6,200 +10%
CA
74
Cetera Advisors
Colorado
$3.72M 68,930 +7,435 +12%
CNBTD
75
Citizens National Bank Trust Department
Mississippi
$3.43M 63,554 +14,532 +30%
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