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WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

243 hedge funds and large institutions have $1.81B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
-7
Holders Change %
-2.8%
% of All Funds
5.37%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.42%
New
40
Increased
94
Reduced
66
Closed
41
Calls
$280K
Puts
–
Net Calls
+$280K
Net Calls Change
+$33M

Top Buyers

1
SC
1
Savant Capital
Illinois
$42.1M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$55.3M
3
LPL Financial
3
LPL Financial
California
$71.8M
4
BFG
4
Bouchey Financial Group
New York
$10.6M
5
LWP
5
Legacy Wealth Planning
Nevada
$9.64M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$16.1M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$34.6M
3
Bank of America
3
Bank of America
North Carolina
$270M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$245M
5
RW
5
RVW Wealth
California
$7.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
76
Sheets Smith Wealth Management
North Carolina
$2.29M +$2.29M +58,766 New
HCM
77
Hengehold Capital Management
Ohio
$2.08M -$1.65M -42,420 -44%
PAS
78
Park Avenue Securities
New York
$1.96M +$1.96M +50,462 New
LFAS
79
Level Four Advisory Services
Texas
$1.85M +$1.85M +47,329 New
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$1.5M +$1.5M +38,624 New
SMG
81
Smart Money Group
Texas
$1.48M +$1.48M +38,071 New
SAM
82
Silvercrest Asset Management
New York
$1.47M +$126K +3,237 +9%
CA
83
Clearstead Advisors
Ohio
$1.44M +$49.2K +1,265 +4%
WWM
84
Windsor Wealth Management
Indiana
$1.43M +$105K +2,699 +8%
MFP
85
Meridian Financial Partners
Virginia
$1.35M +$1.35M +31,570 New
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$1.29M -$533K -13,691 -29%
RCAG
87
Rehmann Capital Advisory Group
Michigan
$1.25M +$1.25M +32,189 New
BMA
88
Brooks Moore & Associates
Tennessee
$1.14M +$333K +8,568 +41%
ACG
89
Allen Capital Group
Nebraska
$1.12M -$944K -24,246 -46%
MFG
90
Merit Financial Group
Georgia
$1.11M +$169K +4,347 +18%
OAM
91
Occidental Asset Management
California
$1.1M +$182K +4,673 +20%
AIA
92
Avalon Investment & Advisory
Texas
$1.06M – – –
SPIA
93
Steward Partners Investment Advisory
New York
$1.02M -$122K -3,126 -11%
FHA
94
Flagship Harbor Advisors
Massachusetts
$1.02M -$719K -18,477 -41%
EVM
95
Eaton Vance Management
Massachusetts
$955K +$43K +1,105 +5%
SWP
96
Stratos Wealth Partners
Ohio
$953K +$238K +6,112 +33%
CG
97
Colony Group
Massachusetts
$948K +$2.84K +73 +0.3%
MML Investors Services
98
MML Investors Services
Massachusetts
$877K +$61.8K +1,589 +8%
LNC
99
Lincoln National Corp
Pennsylvania
$875K +$131K +3,374 +18%
NFC
100
Northeast Financial Consultants
Connecticut
$872K +$389 +10 +0%
2 3
4
5 6