DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

314 hedge funds and large institutions have $4.35B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 118 increasing their positions, 88 reducing their positions, and 24 closing their positions.

Holders
314
Holders Change
+12
Holders Change %
+3.97%
% of All Funds
5.53%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.37%
New
42
Increased
118
Reduced
88
Closed
24
Calls
$1.69M
Puts
–
Net Calls
+$1.69M
Net Calls Change
+$231K

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$79.3M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.25B
3
TC
3
TownSquare Capital
Utah
$49.6M
4
AWM
4
AE Wealth Management
Kansas
$37.3M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$127M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$47.7M
2
LPL Financial
2
LPL Financial
California
$153M
3
UR
3
USCA RIA
Texas
$271K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$421M
5
Bank of America
5
Bank of America
North Carolina
$421M
Name Market Value Shares Shares
Change 		Shares
Change %
1832 Asset Management
51
1832 Asset Management
Ontario, Canada
$8.45M 185,690 +5,440 +3%
PCIA
52
Prime Capital Investment Advisors
Kansas
$7.51M 131,299 +14,750 +13%
IWM
53
IHT Wealth Management
Illinois
$7.44M 130,017 -929 -0.7%
JWCA
54
J.W. Cole Advisors
Florida
$7.25M 126,801 -3,710 -3%
MCC
55
Money Concepts Capital
Florida
$6.97M 121,866 +118,152 +3,181%
SPA
56
Sentinel Pension Advisors
Massachusetts
$6.61M 135,997 +26,129 +24%
TAM
57
Townsend Asset Management
North Carolina
$6.58M 114,960 +4,932 +4%
ASW
58
Astoria Strategic Wealth
Texas
$6.15M 107,509 +3,355 +3%
AW
59
ACG Wealth
Georgia
$6.05M 105,813 -3,383 -3%
CPA
60
Capital Planning Advisors
California
$5.6M 97,854 +3,288 +3%
LFAS
61
Level Four Advisory Services
Texas
$5.56M 97,230 +6,388 +7%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$5.28M 92,331 +50,392 +120%
UCFA
63
United Capital Financial Advisors
Texas
$5.02M 87,698 +613 +0.7%
SF
64
Synovus Financial
Georgia
$5M 87,503 -3,251 -4%
FG
65
Fiduciary Group
Georgia
$4.85M 82,960 -2,908 -3%
LF
66
Lantz Financial
Illinois
$4.65M 81,271 +783 +1%
AA
67
Ancora Advisors
Ohio
$4.6M 80,419 -15,451 -16%
SWP
68
Stratos Wealth Partners
Ohio
$4.58M 80,081 -4,084 -5%
GLA
69
Good Life Advisors
Pennsylvania
$4.41M 77,188 -58,090 -43%
HCM
70
Hengehold Capital Management
Ohio
$4.4M 76,977 -10,620 -12%
Stifel Financial
71
Stifel Financial
Missouri
$4.27M 74,589 -8,519 -10%
CA
72
Cetera Advisors
Colorado
$4.15M 72,553 +3,623 +5%
Mirae Asset Global Investments
73
Mirae Asset Global Investments
South Korea
$3.97M 69,400 – –
IA
74
Insight Advisors
Pennsylvania
$3.81M 65,078 +4,100 +7%
HAS
75
HBW Advisory Services
California
$3.77M 65,996 -8,993 -12%
1 2
3
4 5