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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

250 hedge funds and large institutions have $2.14B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 96 increasing their positions, 58 reducing their positions, and 11 closing their positions.

Holders
250
Holders Change
+38
Holders Change %
+17.92%
% of All Funds
4.94%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.39%
New
51
Increased
96
Reduced
58
Closed
11
Calls
$291K
Puts
$33M
Net Calls
-$32.7M
Net Calls Change
-$664K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$81.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$145M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$33.7M
4
Wells Fargo
4
Wells Fargo
California
$48.5M
5
Truist Financial
5
Truist Financial
North Carolina
$9.82M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$334M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$36.7M
3
IDA
3
Intelligence Driven Advisers
California
$12.3M
4
AW
4
ACG Wealth
Georgia
$6.27M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
76
Cardan Capital Partners
Colorado
$2.08M +$200K +4,132 +11%
BRWA
77
B. Riley Wealth Advisors
Florida
$1.79M +$122K +2,527 +7%
AIM
78
Aspen Investment Management
Michigan
$1.79M -$36.6K -756 -2%
OIA
79
Optimum Investment Advisors
Illinois
$1.76M -$45.7K -944 -3%
CA
80
Clearstead Advisors
Ohio
$1.74M +$355K +7,316 +26%
AWM
81
AE Wealth Management
Kansas
$1.71M +$265K +5,466 +18%
SAM
82
Silvercrest Asset Management
New York
$1.67M +$776 +16 +0%
WWM
83
Windsor Wealth Management
Indiana
$1.66M +$40.9K +844 +3%
OWA
84
Outlook Wealth Advisors
Texas
$1.65M -$52.4K -1,080 -3%
DAS
85
Dynamic Advisor Solutions
Arizona
$1.45M -$157K -3,245 -10%
BCI
86
Brinker Capital Investments
Pennsylvania
$1.43M -$62.8K -1,296 -4%
SPIA
87
Steward Partners Investment Advisory
New York
$1.42M +$312K +6,441 +28%
SS
88
Simplicity Solutions
Minnesota
$1.34M +$216K +4,449 +19%
Jane Street
89
Jane Street
New York
$1.33M -$844K -17,423 -39%
AIA
90
Avalon Investment & Advisory
Texas
$1.32M – – –
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$1.26M +$1.01M +20,752 +391%
NCM
92
Novare Capital Management
North Carolina
$1.26M +$6.11K +126 +0.5%
VF
93
Virtu Financial
New York
$1.23M +$1.23M +25,266 New
WCM
94
WealthBridge Capital Management
Ohio
$1.22M +$141K +2,909 +13%
CG
95
Colony Group
Massachusetts
$1.18M +$3.88K +80 +0.3%
MFG
96
Merit Financial Group
Georgia
$1.18M +$209K +4,309 +22%
AIP
97
Almanack Investment Partners
Pennsylvania
$1.15M +$1.15M +23,729 New
OAM
98
Occidental Asset Management
California
$1.14M -$35.6K -735 -3%
EVM
99
Eaton Vance Management
Massachusetts
$1.14M +$49.7K +1,024 +5%
NFC
100
Northeast Financial Consultants
Connecticut
$1.09M +$533 +11 +0%
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4
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