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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

322 hedge funds and large institutions have $4.94B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 147 increasing their positions, 72 reducing their positions, and 28 closing their positions.

Holders
322
Holders Change
-3
Holders Change %
-0.92%
% of All Funds
5.66%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.39%
New
31
Increased
147
Reduced
72
Closed
28
Calls
$795K
Puts
–
Net Calls
+$795K
Net Calls Change
-$1.78M

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$123M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.39B
3
PI
3
PFS Investments
Georgia
$62.2M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$509M
5
PAG
5
Private Advisor Group
New Jersey
$60.5M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$36.9M
2
JWCA
2
J.W. Cole Advisors
Florida
$0
3
ASW
3
Astoria Strategic Wealth
Texas
$363K
4
Wells Fargo
4
Wells Fargo
California
$41.7M
5
ARC
5
Advisor Resource Council
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TC
51
Trilogy Capital
California
$10.7M 181,901 +17,377 +11%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$10.5M 178,792 +140,914 +372%
WANY
53
Wealthspire Advisors (New York)
New York
$10.1M 171,195 -16,550 -9%
1832 Asset Management
54
1832 Asset Management
Ontario, Canada
$9.81M 208,000 +17,880 +9%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$8.94M 151,854 +58,758 +63%
LWP
56
Legacy Wealth Planning
Nevada
$8.35M 141,835 -89,763 -39%
CGFA
57
Colton Groome Financial Advisors
North Carolina
$7.9M 134,304 +83,638 +165%
HCM
58
Hengehold Capital Management
Ohio
$7.74M 131,578 +50,642 +63%
TAM
59
Townsend Asset Management
North Carolina
$7.54M 128,063 +6,608 +5%
Goldman Sachs
60
Goldman Sachs
New York
$6.96M 118,326 +118,326 New
IWM
61
IHT Wealth Management
Illinois
$6.46M 109,789 +8,520 +8%
CPA
62
Capital Planning Advisors
California
$6.29M 106,807 +6,666 +7%
JFS
63
JD Financial Services
Pennsylvania
$6.16M 104,678 +2,956 +3%
GSEP
64
Golden State Equity Partners
California
$5.75M 97,757 +491 +0.5%
CA
65
Cetera Advisors
Colorado
$5.71M 97,014 +6,829 +8%
Mirae Asset Global Investments
66
Mirae Asset Global Investments
South Korea
$5.42M 92,100 +22,700 +33%
SWP
67
Stratos Wealth Partners
Ohio
$5.32M 90,378 -2,813 -3%
AFG
68
Albion Financial Group
Utah
$5.31M 90,231 -75 -0.1%
SF
69
Synovus Financial
Georgia
$5.23M 88,855 +72 +0.1%
UCFA
70
United Capital Financial Advisors
Texas
$4.9M 83,199 -5,192 -6%
FG
71
Fiduciary Group
Georgia
$4.86M 78,234 -2,869 -4%
GLA
72
Good Life Advisors
Pennsylvania
$4.82M 81,828 +2,116 +3%
Stifel Financial
73
Stifel Financial
Missouri
$4.74M 80,617 +4,946 +7%
AA
74
Ancora Advisors
Ohio
$4.57M 77,670 +17 +0%
MA
75
MBA Advisors
Pennsylvania
$4.2M 71,305 +3,356 +5%
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3
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