DGRW icon

WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW

Overview Fund Activity

257 hedge funds and large institutions have $2.19B invested in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in 2020 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 86 increasing their positions, 86 reducing their positions, and 28 closing their positions.

Holders
257
Holders Change
+14
Holders Change %
+5.76%
% of All Funds
5.28%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
43
Increased
86
Reduced
86
Closed
28
Calls
$883K
Puts
–
Net Calls
+$883K
Net Calls Change
+$603K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$182M
2
Bank of America
2
Bank of America
North Carolina
$339M
3
LPL Financial
3
LPL Financial
California
$105M
4
PWMG
4
Prestige Wealth Management Group
New Jersey
$18.1M
5
RW
5
RVW Wealth
California
$22.4M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$25.3M
2
BSAM
2
Blue Sky Asset Management
Colorado
$0
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$6.68M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.5M
5
BFG
5
Beacon Financial Group
Texas
$27.8M
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
76
Hengehold Capital Management
Ohio
$2.64M 58,033 +4,687 +9%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$2.41M 52,948 +14,324 +37%
PAS
78
Park Avenue Securities
New York
$2.29M 50,376 -86 -0.2%
HFS
79
Howard Financial Services
Texas
$2.18M 47,882 -52,309 -52%
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$2.18M 47,828 +33,272 +229%
WSFS
81
Wilmington Savings Fund Society
Delaware
$2.16M 47,461 +47,461 New
Goldman Sachs
82
Goldman Sachs
New York
$2.16M 47,491 +47,491 New
SPL
83
Smart Portfolios LLC
Washington
$2.15M 44,210 -101,542 -70%
CNBTD
84
Citizens National Bank Trust Department
Mississippi
$2.05M 45,077 +45,077 New
IWM
85
IHT Wealth Management
Illinois
$2.02M 44,318 +23,971 +118%
SMG
86
Smart Money Group
Texas
$1.9M 41,793 +3,722 +10%
TRCT
87
Tower Research Capital (TRC)
New York
$1.81M 39,878 +39,878 New
MFP
88
Meridian Financial Partners
Virginia
$1.61M 34,372 +2,802 +9%
OMC
89
Old Mission Capital
Illinois
$1.57M 34,490 +34,490 New
BMA
90
Brooks Moore & Associates
Tennessee
$1.54M 33,800 +4,477 +15%
WWM
91
Windsor Wealth Management
Indiana
$1.53M 33,537 -3,326 -9%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$1.52M 33,446 +33,446 New
AWM
93
AE Wealth Management
Kansas
$1.37M 30,197 -95,049 -76%
MML Investors Services
94
MML Investors Services
Massachusetts
$1.35M 29,698 +7,152 +32%
CA
95
Clearstead Advisors
Ohio
$1.3M 28,567 -8,505 -23%
MFG
96
Merit Financial Group
Georgia
$1.28M 28,135 -493 -2%
BAAM
97
Baker Avenue Asset Management
California
$1.26M 27,620 +6,819 +33%
OAM
98
Occidental Asset Management
California
$1.25M 27,536 -651 -2%
WP
99
WealthPLAN Partners
Nebraska
$1.23M 24,949 +13,754 +123%
RCAG
100
Rehmann Capital Advisory Group
Michigan
$1.22M 26,923 -5,266 -16%
2 3
4
5 6